HFGO vs LSGR
Hartford Large Cap Growth ETF vs Natixis Loomis Sayles Focused Growth ETF
Which is better, HFGO or LSGR?
HFGO has been ahead.
HFGO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.92. HFGO is less concentrated, with 61.2% of the fund in its ten largest positions against 76.0%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | HFGO | LSGR |
|---|---|---|
| Expense Ratio | 0.59%Tie | 0.59%Tie |
| AUM | $186M | $929M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 48 | 44 |
| YTD Return | +8.71%Best | +2.25% |
| 1Y Return | +10.28%Best | +3.06% |
| 3Y Return (annualized) | +25.71%Best | +21.65% |
| 5Y Return (annualized) | +8.72% | - |
| Volatility (annualized) | 18.8% | 17.8%Best |
| Max Drawdown | -25.2% | -22.9%Best |
| $10,000 over 3.3 years | $19,505Best | $18,236 |
| Top 10 Weight | 61.2%Best | 76.0% |
| Fund Family | Hartford Funds | Natixis Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Nov 9, 2021 | Jun 29, 2023 |
Volatility and max drawdown, and the $10,000 over 3.3 years row, are measured over the window both funds cover: Jun 29, 2023 to Oct 14, 2026 (3.3 years).
HFGO vs LSGR growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.3 years both funds cover.
HFGO vs LSGR Performance
Hartford Large Cap Growth ETF (HFGO) is an ETF from Hartford Funds and Natixis Loomis Sayles Focused Growth ETF (LSGR) is an ETF from Natixis Funds. Over the past year HFGO returned +10.28% while LSGR returned +3.06%. Year to date, HFGO is up 8.71% versus a gain of 2.25% for LSGR.
Over three years, HFGO compounded at +25.71% per year against +21.65% for LSGR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HFGO has been the more volatile fund, with annualized monthly volatility of 18.8% compared with 17.8% for LSGR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -25.2% for HFGO and -22.9% for LSGR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
HFGO charges 0.59% per year while LSGR charges 0.59%. On a $10,000 position that is $59 vs $59 annually. On income, HFGO currently yields 0.00% against 0.00% for LSGR.
Holdings Overlap
43.0% of HFGO's money is in holdings LSGR also owns. 62.7% of LSGR's money is in holdings HFGO also owns.
The two portfolios partly overlap.
7 positions in common, counted across the 46 positions we hold weights for in HFGO and 21 in LSGR, against full books of 48 and 44.
What only one of them owns
Our book lists 14 positions for LSGR that do not appear in our book for HFGO (36.9% of the fund), and 33 for HFGO that do not appear in LSGR (48.9%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
62.7% of LSGR is already inside HFGO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HFGO or LSGR?
HFGO has an expense ratio of 0.59% while LSGR charges 0.59%. At the precision these are quoted to, they cost the same.
Which performed better, HFGO or LSGR?
Over the past year HFGO returned +10.28% vs +3.06% for LSGR, so HFGO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HFGO or LSGR?
HFGO has been the more volatile fund at 18.8% annualized versus 17.8% for LSGR. Worst drawdown: HFGO -25.2% vs LSGR -22.9%.
Should I hold both HFGO and LSGR?
HFGO and LSGR have a monthly-return correlation of 0.92, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between HFGO and LSGR?
62.7% of LSGR's money is in holdings HFGO also owns. 62.7% of LSGR's is in holdings HFGO also owns. They hold 7 positions in common, counted across the 46 positions we hold weights for in HFGO and 21 in LSGR.
Which pays a higher dividend, HFGO or LSGR?
HFGO yields 0.00% while LSGR yields 0.00%, so LSGR currently pays the higher dividend yield.
Is LSGR better than HFGO?
HFGO led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.92. HFGO is less concentrated, with 61.2% of the fund in its ten largest positions against 76.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.