LRGG vs XOVR
Nomura Focused Large Growth ETF vs ERShares Private-Public Crossover ETF
Which is better, LRGG or XOVR?
Each has led over a different period.
LRGG has a lower expense ratio. LRGG led over 1Y, XOVR over the full window.
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 | XOVR |
|---|---|---|
| Expense Ratio | 0.44%Best | 1.81% |
| AUM | $295M | $1.5B |
| Dividend Yield | 0.15% | 0.00% |
| Holdings | 44 | 33 |
| YTD Return | +3.29% | +6.41%Best |
| 1Y Return | +3.58%Best | +1.58% |
| 3Y Return (annualized) | - | +22.10% |
| 5Y Return (annualized) | - | +5.66% |
| Volatility (annualized) | 12.4%Best | 22.6% |
| Max Drawdown | -18.9%Best | -25.2% |
| $10,000 over 2.4 years | $11,970 | $13,753Best |
| Fund Family | Nomura Asset Management Co Ltd | ERShares |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | May 14, 2024 | Nov 7, 2017 |
Not shown on this pair: Top 10 Weight.
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 XOVR 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 XOVR Performance
Nomura Focused Large Growth ETF (LRGG) is an ETF from Nomura Asset Management Co Ltd and ERShares Private-Public Crossover ETF (XOVR) is an ETF from ERShares. Over the past year LRGG returned +3.58% while XOVR returned +1.58%. Year to date, LRGG is up 3.29% versus a gain of 6.41% for XOVR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
XOVR has been the more volatile fund, with annualized monthly volatility of 22.6% 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 -25.2% for XOVR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.63. They move together some of the time, and apart the rest.
Fees and Cost Over Time
LRGG charges 0.44% per year while XOVR charges 1.81%. On a $10,000 position that is $44 vs $181 annually, a gap of $137 per year that compounds over a long holding period. On income, LRGG currently yields 0.15% against 0.00% for XOVR.
Holdings Overlap
At least 20.4% of LRGG's money is in holdings XOVR also owns.
Stated as a floor: for XOVR, our book for it covers 77.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
LRGG and XOVR share little of their money.
2 positions in common, counted across the 21 positions we hold weights for in LRGG and 30 in XOVR, against full books of 44 and 33.
20.4% of LRGG is already inside XOVR.
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 XOVR?
LRGG has an expense ratio of 0.44% while XOVR charges 1.81%. LRGG is the cheaper option, by $137 a year on a $10,000 investment.
Which performed better, LRGG or XOVR?
Over the past year LRGG returned +3.58% vs +1.58% for XOVR, so LRGG leads on 1-year performance. Over the longest common window we track (2 years), LRGG annualized +7.78% vs +14.20% for XOVR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LRGG or XOVR?
XOVR has been the more volatile fund at 22.6% annualized versus 12.4% for LRGG. Worst drawdown: LRGG -18.9% vs XOVR -25.2%.
Should I hold both LRGG and XOVR?
LRGG and XOVR have a monthly-return correlation of 0.63, 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 XOVR?
At least 20.4% of LRGG's money is in holdings XOVR also owns. Our book for XOVR is partial, so the real figure is this or higher. They hold 2 positions in common, counted across the 21 positions we hold weights for in LRGG and 30 in XOVR.
Which pays a higher dividend, LRGG or XOVR?
LRGG yields 0.15% while XOVR yields 0.00%, so LRGG currently pays the higher dividend yield.
Is XOVR better than LRGG?
LRGG has a lower expense ratio. LRGG led over 1Y, XOVR over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.