LRGG vs LSGR
Nomura Focused Large Growth ETF vs Natixis Loomis Sayles Focused Growth ETF
Which is better, LRGG or LSGR?
Each has led over a different period.
LRGG has a lower expense ratio. LRGG led over 1Y, LSGR over the full window. The two have moved almost in lockstep, correlation 0.90. LRGG is less concentrated, with 71.4% 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 | LRGG | LSGR |
|---|---|---|
| Expense Ratio | 0.44%Best | 0.59% |
| AUM | $295M | $929M |
| Dividend Yield | 0.15% | 0.00% |
| Holdings | 44 | 44 |
| YTD Return | +3.29%Best | +2.25% |
| 1Y Return | +3.58%Best | +3.06% |
| 3Y Return (annualized) | - | +21.65% |
| Volatility (annualized) | 12.4%Best | 17.4% |
| Max Drawdown | -18.9%Best | -22.9% |
| $10,000 over 2.4 years | $11,970 | $14,294Best |
| Top 10 Weight | 71.4%Best | 76.0% |
| Fund Family | Nomura Asset Management Co Ltd | Natixis Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | May 14, 2024 | Jun 29, 2023 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 2.4 years row, are measured over the window both funds cover: May 15, 2024 to Oct 14, 2026 (2.4 years).
LRGG 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 2.4 years both funds cover.
LRGG vs LSGR Performance
Nomura Focused Large Growth ETF (LRGG) is an ETF from Nomura Asset Management Co Ltd and Natixis Loomis Sayles Focused Growth ETF (LSGR) is an ETF from Natixis Funds. Over the past year LRGG returned +3.58% while LSGR returned +3.06%. Year to date, LRGG is up 3.29% versus a gain of 2.25% 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 12.4% for LRGG. 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 -18.9% for LRGG 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
LRGG charges 0.44% per year while LSGR charges 0.59%. On a $10,000 position that is $44 vs $59 annually, a gap of $15 per year that compounds over a long holding period. On income, LRGG currently yields 0.15% against 0.00% for LSGR.
Holdings Overlap
38.8% of LRGG's money is in holdings LSGR also owns. 38.6% of LSGR's money is in holdings LRGG also owns.
The two portfolios partly overlap.
5 positions in common, counted across the 21 positions we hold weights for in LRGG and 21 in LSGR, against full books of 44 and 44.
What only one of them owns
Our book lists 16 positions for LSGR that do not appear in our book for LRGG (61.0% of the fund), and 13 for LRGG that do not appear in LSGR (50.3%).
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.
38.8% of LRGG is already inside LSGR.
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, LRGG or LSGR?
LRGG has an expense ratio of 0.44% while LSGR charges 0.59%. LRGG is the cheaper option, by $15 a year on a $10,000 investment.
Which performed better, LRGG or LSGR?
Over the past year LRGG returned +3.58% vs +3.06% for LSGR, so LRGG leads on 1-year performance. Over the longest common window we track (2 years), LRGG annualized +7.78% vs +16.05% for LSGR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LRGG or LSGR?
LSGR has been the more volatile fund at 17.4% annualized versus 12.4% for LRGG. Worst drawdown: LRGG -18.9% vs LSGR -22.9%.
Should I hold both LRGG and LSGR?
LRGG 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 LRGG and LSGR?
38.8% of LRGG's money is in holdings LSGR also owns. 38.6% of LSGR's is in holdings LRGG also owns. They hold 5 positions in common, counted across the 21 positions we hold weights for in LRGG and 21 in LSGR.
Which pays a higher dividend, LRGG or LSGR?
LRGG yields 0.15% while LSGR yields 0.00%, so LRGG currently pays the higher dividend yield.
Is LSGR better than LRGG?
LRGG has a lower expense ratio. LRGG led over 1Y, LSGR over the full window. The two have moved almost in lockstep, correlation 0.90. LRGG is less concentrated, with 71.4% 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.