LSGR vs WINN
Natixis Loomis Sayles Focused Growth ETF vs Harbor Long-Term Growers ETF
Which is better, LSGR or WINN?
Nearly the same fund. WINN costs less.
WINN has a lower expense ratio. WINN led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.95. WINN is less concentrated, with 57.5% 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 | WINN |
|---|---|---|
| Expense Ratio | 0.59% | 0.57%Best |
| AUM | $929M | $1.3B |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 44 | 146 |
| YTD Return | +2.25% | +11.03%Best |
| 1Y Return | +3.06% | +11.42%Best |
| 3Y Return (annualized) | +21.65% | +22.98%Best |
| Volatility (annualized) | 17.8% | 17.1%Best |
| Max Drawdown | -22.9%Best | -23.7% |
| $10,000 over 3.3 years | $18,236 | $18,912Best |
| Top 10 Weight | 76.0% | 57.5%Best |
| Fund Family | Natixis Funds | Harbor Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 29, 2023 | Feb 2, 2022 |
Not shown on this pair: 5Y Return (annualized).
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 WINN 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 WINN Performance
Natixis Loomis Sayles Focused Growth ETF (LSGR) is an ETF from Natixis Funds and Harbor Long-Term Growers ETF (WINN) is an ETF from Harbor Funds. Over the past year LSGR returned +3.06% while WINN returned +11.42%. Year to date, LSGR is up 2.25% versus a gain of 11.03% for WINN.
Over three years, LSGR compounded at +21.65% per year against +22.98% for WINN.
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 17.1% for WINN. 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 -23.7% for WINN. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.95. 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 WINN 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 WINN.
Holdings Overlap
83.5% of LSGR's money is in holdings WINN also owns. 41.8% of WINN's money is in holdings LSGR also owns.
Most of LSGR is already inside WINN. Owning both mostly buys the same companies twice.
14 positions in common, counted across the 21 positions we hold weights for in LSGR and 74 in WINN, against full books of 44 and 146.
What only one of them owns
Our book lists 55 positions for WINN that do not appear in our book for LSGR (56.0% of the fund), and 7 for LSGR that do not appear in WINN (16.0%).
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
| Stock | Weight in LSGR | Weight in WINN | Difference |
|---|---|---|---|
| NVDANvidia Corp | 18.76% | 11.75% | 7.01% |
| GOOGLAlphabet Inc | 11.66% | 8.02% | 3.64% |
| METAMeta Platforms Inc | 9.04% | 3.89% | 5.15% |
| AMZNAmazon.Com Inc | 7.62% | 4.82% | 2.80% |
| MSFTMicrosoft Corp | 6.07% | 6.21% | 0.14% |
| TSLATesla Inc | 6.14% | 2.38% | 3.76% |
| VRTXNvaesrtex Pharmaceuticals Inc | 4.72% | 0.37% | 4.35% |
| VVisa Inc Class A | 3.99% | 0.92% | 3.07% |
| NFLXNetflix, Inc. | 3.38% | 1.42% | 1.96% |
| BABoeing Co | 3.22% | 0.88% | 2.34% |
83.5% of LSGR is already inside WINN.
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 WINN?
LSGR has an expense ratio of 0.59% while WINN charges 0.57%. WINN is the cheaper option, by $2 a year on a $10,000 investment.
Which performed better, LSGR or WINN?
Over the past year LSGR returned +3.06% vs +11.42% for WINN, so WINN leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LSGR or WINN?
LSGR has been the more volatile fund at 17.8% annualized versus 17.1% for WINN. Worst drawdown: LSGR -22.9% vs WINN -23.7%.
Should I hold both LSGR and WINN?
LSGR and WINN have a monthly-return correlation of 0.95, 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 WINN?
83.5% of LSGR's money is in holdings WINN also owns. 41.8% of WINN's is in holdings LSGR also owns. They hold 14 positions in common, counted across the 21 positions we hold weights for in LSGR and 74 in WINN.
Which pays a higher dividend, LSGR or WINN?
LSGR yields 0.00% while WINN yields 0.00%, so WINN currently pays the higher dividend yield.
Is WINN better than LSGR?
WINN has a lower expense ratio. WINN led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.95. WINN is less concentrated, with 57.5% 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.