LSGR vs TCHP
Natixis Loomis Sayles Focused Growth ETF vs T. Rowe Price Blue Chip Growth ETF
Which is better, LSGR or TCHP?
Nearly the same fund. TCHP costs less.
TCHP has a lower expense ratio. TCHP led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.96. TCHP is less concentrated, with 59.3% 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 | TCHP |
|---|---|---|
| Expense Ratio | 0.59% | 0.57%Best |
| AUM | $929M | $2.2B |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 44 | 65 |
| YTD Return | +2.25% | +2.74%Best |
| 1Y Return | +3.06% | +5.10%Best |
| 3Y Return (annualized) | +21.65% | +21.81%Best |
| 5Y Return (annualized) | - | +9.18% |
| Volatility (annualized) | 17.8% | 16.4%Best |
| Max Drawdown | -22.9%Tie | -22.9%Tie |
| $10,000 over 3.3 years | $18,236 | $18,565Best |
| Top 10 Weight | 76.0% | 59.3%Best |
| Fund Family | Natixis Funds | T.Rowe Price |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 29, 2023 | Aug 4, 2020 |
Volatility and max drawdown, and the $10,000 over 3.3 years row, are measured over the window both funds cover: Jun 29, 2023 to Oct 14, 2026 (3.3 years).
LSGR vs TCHP 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 3.3 years both funds cover.
LSGR vs TCHP Performance
Natixis Loomis Sayles Focused Growth ETF (LSGR) is an ETF from Natixis Funds and T. Rowe Price Blue Chip Growth ETF (TCHP) is an ETF from T.Rowe Price. Over the past year LSGR returned +3.06% while TCHP returned +5.10%. Year to date, LSGR is up 2.25% versus a gain of 2.74% for TCHP.
Over three years, LSGR compounded at +21.65% per year against +21.81% for TCHP.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LSGR has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 16.4% for TCHP. 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 -22.9% for TCHP. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
LSGR charges 0.59% per year while TCHP charges 0.57%. On a $10,000 position that is $59 vs $57 annually, a gap of $2 per year that compounds over a long holding period. On income, LSGR currently yields 0.00% against 0.00% for TCHP.
Holdings Overlap
71.9% of LSGR's money is in holdings TCHP also owns. 44.2% of TCHP's money is in holdings LSGR also owns.
Most of LSGR is already inside TCHP. Owning both mostly buys the same companies twice.
10 positions in common, counted across the 21 positions we hold weights for in LSGR and 62 in TCHP, against full books of 44 and 65.
What only one of them owns
Our book lists 48 positions for TCHP that do not appear in our book for LSGR (51.9% of the fund), and 11 for LSGR that do not appear in TCHP (27.6%).
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 TCHP | Difference |
|---|---|---|---|
| NVDANvidia Corp | 18.76% | 17.43% | 1.33% |
| GOOGLAlphabet Inc | 11.66% | 5.50% | 6.16% |
| METAMeta Platforms Inc | 9.04% | 3.53% | 5.51% |
| MSFTMicrosoft Corp | 6.07% | 5.92% | 0.15% |
| AMZNAmazon.Com Inc | 7.62% | 3.60% | 4.02% |
| TSLATesla Inc | 6.14% | 2.26% | 3.88% |
| VVisa Inc Class A | 3.99% | 2.69% | 1.30% |
| NFLXNetflix, Inc. | 3.38% | 1.65% | 1.73% |
| ORCLOracle Corp - Common | 3.11% | 0.79% | 2.32% |
| ISRGIntuitive Surgical Inc. | 2.16% | 0.86% | 1.30% |
71.9% of LSGR is already inside TCHP.
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 TCHP?
LSGR has an expense ratio of 0.59% while TCHP charges 0.57%. TCHP is the cheaper option, by $2 a year on a $10,000 investment.
Which performed better, LSGR or TCHP?
Over the past year LSGR returned +3.06% vs +5.10% for TCHP, so TCHP leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LSGR or TCHP?
LSGR has been the more volatile fund at 17.8% annualized versus 16.4% for TCHP. Worst drawdown: LSGR -22.9% vs TCHP -22.9%.
Should I hold both LSGR and TCHP?
LSGR and TCHP have a monthly-return correlation of 0.96, 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 LSGR and TCHP?
71.9% of LSGR's money is in holdings TCHP also owns. 44.2% of TCHP'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 62 in TCHP.
Which pays a higher dividend, LSGR or TCHP?
LSGR yields 0.00% while TCHP yields 0.00%, so TCHP currently pays the higher dividend yield.
Is TCHP better than LSGR?
TCHP has a lower expense ratio. TCHP led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.96. TCHP is less concentrated, with 59.3% 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.