LSGR vs TFGZ
Natixis Loomis Sayles Focused Growth ETF vs Thornburg Focus Growth Fund ETF
Which is better, LSGR or TFGZ?
TFGZ has been ahead.
LSGR has a lower expense ratio. TFGZ led over 1Y. TFGZ is less concentrated, with 49.4% 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 | TFGZ |
|---|---|---|
| Expense Ratio | 0.59%Best | 0.79% |
| AUM | $929M | $12M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 44 | 43 |
| YTD Return | +2.25% | +16.33%Best |
| 1Y Return | +3.06% | - |
| 3Y Return (annualized) | +21.65% | - |
| Top 10 Weight | 76.0% | 49.4%Best |
| Fund Family | Natixis Funds | Thornburg Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 29, 2023 | Apr 1, 2026 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
LSGR vs TFGZ 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
LSGR vs TFGZ Performance
Natixis Loomis Sayles Focused Growth ETF (LSGR) is an ETF from Natixis Funds and Thornburg Focus Growth Fund ETF (TFGZ) is an ETF from Thornburg Investment Management. Year to date, LSGR is up 2.25% versus a gain of 16.33% for TFGZ.
Past performance does not guarantee future results.
Fees and Cost Over Time
LSGR charges 0.59% per year while TFGZ charges 0.79%. On a $10,000 position that is $59 vs $79 annually, a gap of $20 per year that compounds over a long holding period. On income, LSGR currently yields 0.00% against 0.00% for TFGZ.
Holdings Overlap
26.8% of LSGR's money is in holdings TFGZ also owns. 23.1% of TFGZ's money is in holdings LSGR also owns.
LSGR and TFGZ share little of their money.
3 positions in common, counted across the 21 positions we hold weights for in LSGR and 42 in TFGZ, against full books of 44 and 43.
What only one of them owns
Our book lists 31 positions for TFGZ that do not appear in our book for LSGR (61.9% of the fund), and 18 for LSGR that do not appear in TFGZ (72.8%).
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.
26.8% of LSGR is already inside TFGZ.
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 TFGZ?
LSGR has an expense ratio of 0.59% while TFGZ charges 0.79%. LSGR is the cheaper option, by $20 a year on a $10,000 investment.
What is the holdings overlap between LSGR and TFGZ?
26.8% of LSGR's money is in holdings TFGZ also owns. 23.1% of TFGZ's is in holdings LSGR also owns. They hold 3 positions in common, counted across the 21 positions we hold weights for in LSGR and 42 in TFGZ.
Which pays a higher dividend, LSGR or TFGZ?
LSGR yields 0.00% while TFGZ yields 0.00%, so TFGZ currently pays the higher dividend yield.
Is TFGZ better than LSGR?
LSGR has a lower expense ratio. TFGZ led over 1Y. TFGZ is less concentrated, with 49.4% 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.