HQGO vs LSGR
Hartford US Quality Growth ETF vs Natixis Loomis Sayles Focused Growth ETF
Which is better, HQGO or LSGR?
Each has led over a different period.
HQGO has a lower expense ratio. HQGO led over 1Y, LSGR over the full window. The two have moved almost in lockstep, correlation 0.90. HQGO is less concentrated, with 38.1% 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 | HQGO | LSGR |
|---|---|---|
| Expense Ratio | 0.34%Best | 0.59% |
| AUM | $3M | $929M |
| Dividend Yield | 0.51% | 0.00% |
| Holdings | 192 | 44 |
| YTD Return | +13.81%Best | +3.13% |
| 1Y Return | +16.32%Best | +3.57% |
| 3Y Return (annualized) | - | +21.98% |
| Volatility (annualized) | 12.6%Best | 17.4% |
| Max Drawdown | -20.9%Best | -22.9% |
| $10,000 over 2.9 years | $17,511 | $17,515Best |
| Top 10 Weight | 38.1%Best | 76.0% |
| Fund Family | Hartford Funds | Natixis Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Dec 5, 2023 | Jun 29, 2023 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Dec 6, 2023 to Oct 15, 2026 (2.9 years).
HQGO 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 2.9 years both funds cover.
HQGO vs LSGR Performance
Hartford US Quality Growth ETF (HQGO) is an ETF from Hartford Funds and Natixis Loomis Sayles Focused Growth ETF (LSGR) is an ETF from Natixis Funds. Over the past year HQGO returned +16.32% while LSGR returned +3.57%. Year to date, HQGO is up 13.81% versus a gain of 3.13% for LSGR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LSGR has been the more volatile fund, with annualized monthly volatility of 17.4% compared with 12.6% for HQGO. 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 -20.9% for HQGO 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 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
HQGO charges 0.34% per year while LSGR charges 0.59%. On a $10,000 position that is $34 vs $59 annually, a gap of $25 per year that compounds over a long holding period. On income, HQGO currently yields 0.51% against 0.00% for LSGR.
Holdings Overlap
27.5% of HQGO's money is in holdings LSGR also owns. 87.5% of LSGR's money is in holdings HQGO also owns.
Most of LSGR is already inside HQGO. Owning both mostly buys the same companies twice.
16 positions in common, counted across the 190 positions we hold weights for in HQGO and 21 in LSGR, against full books of 192 and 44.
What only one of them owns
Our book lists 5 positions for LSGR that do not appear in our book for HQGO (12.0% of the fund), and 172 for HQGO that do not appear in LSGR (72.3%).
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.
Top Shared Holdings
| Stock | Weight in HQGO | Weight in LSGR | Difference |
|---|---|---|---|
| NVDANvidia Corp | 5.49% | 18.76% | 13.27% |
| GOOGLAlphabet Inc | 4.82% | 11.66% | 6.84% |
| METAMeta Platforms Inc | 3.11% | 9.04% | 5.93% |
| AMZNAmazon.Com Inc | 4.33% | 7.62% | 3.29% |
| MSFTMicrosoft Corp | 4.71% | 6.07% | 1.36% |
| TSLATesla Inc | 2.01% | 6.14% | 4.13% |
| VRTXNvaesrtex Pharmaceuticals Inc | 0.36% | 4.72% | 4.36% |
| VVisa Inc Class A | 0.73% | 3.99% | 3.26% |
| MNSTMonster Beverage Corp. | 0.05% | 4.59% | 4.54% |
| NFLXNetflix, Inc. | 0.38% | 3.38% | 3.00% |
87.5% of LSGR is already inside HQGO.
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, HQGO or LSGR?
HQGO has an expense ratio of 0.34% while LSGR charges 0.59%. HQGO is the cheaper option, by $25 a year on a $10,000 investment.
Which performed better, HQGO or LSGR?
Over the past year HQGO returned +16.32% vs +3.57% for LSGR, so HQGO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HQGO or LSGR?
LSGR has been the more volatile fund at 17.4% annualized versus 12.6% for HQGO. Worst drawdown: HQGO -20.9% vs LSGR -22.9%.
Should I hold both HQGO and LSGR?
HQGO and LSGR have a monthly-return correlation of 0.90, 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 HQGO and LSGR?
87.5% of LSGR's money is in holdings HQGO also owns. 87.5% of LSGR's is in holdings HQGO also owns. They hold 16 positions in common, counted across the 190 positions we hold weights for in HQGO and 21 in LSGR.
Which pays a higher dividend, HQGO or LSGR?
HQGO yields 0.51% while LSGR yields 0.00%, so HQGO currently pays the higher dividend yield.
Is LSGR better than HQGO?
HQGO has a lower expense ratio. HQGO led over 1Y, LSGR over the full window. The two have moved almost in lockstep, correlation 0.90. HQGO is less concentrated, with 38.1% 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.