LRGG vs NWLG

LRGG vs NWLG

Which is better, LRGG or NWLG?

Each has led over a different period.

LRGG has a lower expense ratio. LRGG led over the full window, NWLG over 1Y. NWLG is less concentrated, with 60.4% of the fund in its ten largest positions against 71.4%.

Lower Fees: LRGGHigher Returns: splitLess Concentrated: NWLG

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

MetricLRGGNWLG
Expense Ratio0.44%Best0.65%
AUM$295M$9M
Dividend Yield0.15%0.00%
Holdings4442
Volatility (annualized)11.4%Best18.5%
Max Drawdown-18.9%Best-26.5%
$10,000 over 1.9 years$10,281Best$9,773
Top 10 Weight71.4%60.4%Best
Fund FamilyNomura Asset Management Co LtdNuveen
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionMay 14, 2024Aug 4, 2021

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized).

The two price series end 191 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. LRGG has data through Oct 14, 2026 and NWLG through Apr 6, 2026.

Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: May 15, 2024 to Apr 6, 2026 (1.9 years).

Compare LRGG against instead:LRGG vs SPYLRGG vs QQQLRGG vs VOOLRGG vs VTINWLG against:NWLG vs VXUS

Risk: Volatility and Drawdowns

NWLG has been the more volatile fund, with annualized monthly volatility of 18.5% compared with 11.4% 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 -26.5% for NWLG. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.45. They move together some of the time, and apart the rest.

Fees and Cost Over Time

LRGG charges 0.44% per year while NWLG charges 0.65%. On a $10,000 position that is $44 vs $65 annually, a gap of $21 per year that compounds over a long holding period. On income, LRGG currently yields 0.15% against 0.00% for NWLG.

Holdings Overlap

LRGG already in NWLG63.1%
NWLG already in LRGG51.9%

63.1% of LRGG's money is in holdings NWLG also owns. 51.9% of NWLG's money is in holdings LRGG also owns.

The two portfolios partly overlap.

The two holdings books were reported 275 days apart, LRGG as of Oct 2, 2026 and NWLG as of Dec 31, 2025, so some of the difference between them is the time between the two reports rather than the funds.

9 positions in common, counted across the 21 positions we hold weights for in LRGG and 39 in NWLG, against full books of 44 and 42.

What only one of them owns

Our book lists 29 positions for NWLG that do not appear in our book for LRGG (45.7% of the fund), and 9 for LRGG that do not appear in NWLG (26.0%).

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

StockWeight in LRGGWeight in NWLGDifference
NVDANvidia Corp17.15%12.49%4.66%
MSFTMicrosoft Corp9.02%11.29%2.27%
GOOGAlphabet Inc. C10.98%6.20%4.78%
AAPLApple, Inc6.88%8.76%1.88%
AMZNAmazon.Com Inc3.49%5.22%1.73%
VVisa Inc Class A4.60%2.24%2.36%
ISRGIntuitive Surgical Inc.4.50%2.30%2.20%
GEGeneral Electric Co.4.04%0.96%3.08%
MAMastercard Inc2.42%2.45%0.03%

63.1% of LRGG is already inside NWLG.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

LRGGNWLG

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Frequently Asked Questions

Which is cheaper, LRGG or NWLG?

LRGG has an expense ratio of 0.44% while NWLG charges 0.65%. LRGG is the cheaper option, by $21 a year on a $10,000 investment.

Which is riskier, LRGG or NWLG?

NWLG has been the more volatile fund at 18.5% annualized versus 11.4% for LRGG. Worst drawdown: LRGG -18.9% vs NWLG -26.5%.

Should I hold both LRGG and NWLG?

LRGG and NWLG have a monthly-return correlation of 0.45, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between LRGG and NWLG?

63.1% of LRGG's money is in holdings NWLG also owns. 51.9% of NWLG's is in holdings LRGG also owns. They hold 9 positions in common, counted across the 21 positions we hold weights for in LRGG and 39 in NWLG.

Which pays a higher dividend, LRGG or NWLG?

LRGG yields 0.15% while NWLG yields 0.00%, so LRGG currently pays the higher dividend yield.

Is NWLG better than LRGG?

LRGG has a lower expense ratio. LRGG led over the full window, NWLG over 1Y. NWLG is less concentrated, with 60.4% of the fund in its ten largest positions against 71.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.