LSGR vs NWLG
Natixis Loomis Sayles Focused Growth ETF vs Nuveen Winslow Large-Cap Growth ESG ETF
Which is better, LSGR or NWLG?
Each has led over a different period.
LSGR has a lower expense ratio. LSGR led over the full window, NWLG over 1Y. NWLG is less concentrated, with 60.4% 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 | LSGR | NWLG |
|---|---|---|
| Expense Ratio | 0.59%Best | 0.65% |
| AUM | $929M | $9M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 44 | 42 |
| Volatility (annualized) | 17.3%Best | 18.7% |
| Max Drawdown | -22.9%Best | -26.5% |
| $10,000 over 2.8 years | $16,024Best | $13,119 |
| Top 10 Weight | 76.0% | 60.4%Best |
| Fund Family | Natixis Funds | Nuveen |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 29, 2023 | Aug 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. LSGR has data through Oct 14, 2026 and NWLG through Apr 6, 2026.
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Jun 29, 2023 to Apr 6, 2026 (2.8 years).
Risk: Volatility and Drawdowns
NWLG has been the more volatile fund, with annualized monthly volatility of 18.7% compared with 17.3% 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 -22.9% for LSGR 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 0.70. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LSGR charges 0.59% per year while NWLG charges 0.65%. On a $10,000 position that is $59 vs $65 annually, a gap of $6 per year that compounds over a long holding period. On income, LSGR currently yields 0.00% against 0.00% for NWLG.
Holdings Overlap
65.0% of LSGR's money is in holdings NWLG also owns. 43.1% of NWLG's money is in holdings LSGR also owns.
The two portfolios partly overlap.
The two holdings books were reported 274 days apart, LSGR as of Oct 1, 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.
10 positions in common, counted across the 21 positions we hold weights for in LSGR and 39 in NWLG, against full books of 44 and 42.
What only one of them owns
Our book lists 28 positions for NWLG that do not appear in our book for LSGR (54.5% of the fund), and 11 for LSGR that do not appear in NWLG (34.6%).
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 LSGR | Weight in NWLG | Difference |
|---|---|---|---|
| NVDANvidia Corp | 18.76% | 12.49% | 6.27% |
| MSFTMicrosoft Corp | 6.07% | 11.29% | 5.22% |
| AMZNAmazon.Com Inc | 7.62% | 5.22% | 2.40% |
| METAMeta Platforms Inc | 9.04% | 3.44% | 5.60% |
| TSLATesla Inc | 6.14% | 2.20% | 3.94% |
| VVisa Inc Class A | 3.99% | 2.24% | 1.75% |
| VRTXNvaesrtex Pharmaceuticals Inc | 4.72% | 1.46% | 3.26% |
| NFLXNetflix, Inc. | 3.38% | 1.40% | 1.98% |
| ISRGIntuitive Surgical Inc. | 2.16% | 2.30% | 0.14% |
| ORCLOracle Corp - Common | 3.11% | 1.05% | 2.06% |
65.0% of LSGR 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.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LSGR or NWLG?
LSGR has an expense ratio of 0.59% while NWLG charges 0.65%. LSGR is the cheaper option, by $6 a year on a $10,000 investment.
Which is riskier, LSGR or NWLG?
NWLG has been the more volatile fund at 18.7% annualized versus 17.3% for LSGR. Worst drawdown: LSGR -22.9% vs NWLG -26.5%.
Should I hold both LSGR and NWLG?
LSGR and NWLG have a monthly-return correlation of 0.70, 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 LSGR and NWLG?
65.0% of LSGR's money is in holdings NWLG also owns. 43.1% of NWLG's is in holdings LSGR also owns. They hold 10 positions in common, counted across the 21 positions we hold weights for in LSGR and 39 in NWLG.
Which pays a higher dividend, LSGR or NWLG?
LSGR yields 0.00% while NWLG yields 0.00%, so NWLG currently pays the higher dividend yield.
Is NWLG better than LSGR?
LSGR has a lower expense ratio. LSGR led over the full window, NWLG over 1Y. NWLG is less concentrated, with 60.4% 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.