BASG vs LSGR
Brown Advisory Sustainable Growth ETF vs Natixis Loomis Sayles Focused Growth ETF
Which is better, BASG or LSGR?
Each has led over a different period.
LSGR has a lower expense ratio. BASG led over 1Y, LSGR over the full window. BASG is less concentrated, with 48.9% 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 | BASG | LSGR |
|---|---|---|
| Expense Ratio | 0.61% | 0.59%Best |
| AUM | $527M | $929M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 36 | 44 |
| YTD Return | +10.02%Best | +2.25% |
| 1Y Return | +8.00%Best | +3.06% |
| 3Y Return (annualized) | - | +21.65% |
| Volatility (annualized) | 14.4%Best | 16.6% |
| Max Drawdown | -19.3% | -18.1%Best |
| $10,000 over 1.3 years | $11,181 | $11,185Best |
| Top 10 Weight | 48.9%Best | 76.0% |
| Fund Family | Brown Advisory | Natixis Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jun 13, 2025 | Jun 29, 2023 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: Jun 16, 2025 to Oct 14, 2026 (1.3 years).
BASG vs LSGR 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 1.3 years both funds cover.
BASG vs LSGR Performance
Brown Advisory Sustainable Growth ETF (BASG) is an ETF from Brown Advisory and Natixis Loomis Sayles Focused Growth ETF (LSGR) is an ETF from Natixis Funds. Over the past year BASG returned +8.00% while LSGR returned +3.06%. Year to date, BASG is up 10.02% versus a gain of 2.25% for LSGR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LSGR has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 14.4% for BASG. 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 -19.3% for BASG and -18.1% for LSGR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BASG charges 0.61% per year while LSGR charges 0.59%. On a $10,000 position that is $61 vs $59 annually, a gap of $2 per year that compounds over a long holding period. On income, BASG currently yields 0.00% against 0.00% for LSGR.
Holdings Overlap
28.1% of BASG's money is in holdings LSGR also owns. 38.6% of LSGR's money is in holdings BASG also owns.
The two portfolios partly overlap.
5 positions in common, counted across the 34 positions we hold weights for in BASG and 21 in LSGR, against full books of 36 and 44.
What only one of them owns
Our book lists 16 positions for LSGR that do not appear in our book for BASG (61.0% of the fund), and 25 for BASG that do not appear in LSGR (59.5%).
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.
38.6% of LSGR is already inside BASG.
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, BASG or LSGR?
BASG has an expense ratio of 0.61% while LSGR charges 0.59%. LSGR is the cheaper option, by $2 a year on a $10,000 investment.
Which performed better, BASG or LSGR?
Over the past year BASG returned +8.00% vs +3.06% for LSGR, so BASG leads on 1-year performance. Over the longest common window we track (1 years), BASG annualized +8.97% vs +9.00% for LSGR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BASG or LSGR?
LSGR has been the more volatile fund at 16.6% annualized versus 14.4% for BASG. Worst drawdown: BASG -19.3% vs LSGR -18.1%.
Should I hold both BASG and LSGR?
BASG and LSGR have a monthly-return correlation of 0.85, 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 BASG and LSGR?
38.6% of LSGR's money is in holdings BASG also owns. 38.6% of LSGR's is in holdings BASG also owns. They hold 5 positions in common, counted across the 34 positions we hold weights for in BASG and 21 in LSGR.
Which pays a higher dividend, BASG or LSGR?
BASG yields 0.00% while LSGR yields 0.00%, so LSGR currently pays the higher dividend yield.
Is LSGR better than BASG?
LSGR has a lower expense ratio. BASG led over 1Y, LSGR over the full window. BASG is less concentrated, with 48.9% 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.