FFOG vs LSGR
Franklin Focused Dynamic Growth ETF vs Natixis Loomis Sayles Focused Growth ETF
Which is better, FFOG or LSGR?
FFOG has been ahead.
FFOG has a lower expense ratio. FFOG led over 1Y, 3Y and the full window. FFOG is less concentrated, with 56.6% of the fund in its ten largest positions against 75.2%.
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 | FFOG | LSGR |
|---|---|---|
| Expense Ratio | 0.41%Best | 0.59% |
| AUM | $376M | $933M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 43 | 44 |
| YTD Return | +11.63%Best | +3.89% |
| 1Y Return | +9.35%Best | +3.54% |
| 3Y Return (annualized) | +27.03%Best | +22.33% |
| Volatility (annualized) | 19.9% | 17.3%Best |
| Max Drawdown | -25.4% | -22.9%Best |
| $10,000 over 2.9 years | $20,014Best | $18,060 |
| Top 10 Weight | 56.6%Best | 75.2% |
| Fund Family | Franklin Templeton Investments (US) | Natixis Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Nov 6, 2023 | Jun 29, 2023 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Nov 6, 2023 to Oct 13, 2026 (2.9 years).
FFOG 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 2.9 years both funds cover.
FFOG vs LSGR Performance
Franklin Focused Dynamic Growth ETF (FFOG) is an ETF from Franklin Templeton Investments (US) and Natixis Loomis Sayles Focused Growth ETF (LSGR) is an ETF from Natixis Funds. Over the past year FFOG returned +9.35% while LSGR returned +3.54%. Year to date, FFOG is up 11.63% versus a gain of 3.89% for LSGR.
Over three years, FFOG compounded at +27.03% per year against +22.33% for LSGR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FFOG has been the more volatile fund, with annualized monthly volatility of 19.9% 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 -25.4% for FFOG and -22.9% 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 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
FFOG charges 0.41% per year while LSGR charges 0.59%. On a $10,000 position that is $41 vs $59 annually, a gap of $18 per year that compounds over a long holding period. On income, FFOG currently yields 0.00% against 0.00% for LSGR.
Holdings Overlap
37.3% of FFOG's money is in holdings LSGR also owns. 57.8% of LSGR's money is in holdings FFOG also owns.
The two portfolios partly overlap.
6 positions in common, counted across the 41 positions we hold weights for in FFOG and 21 in LSGR, against full books of 43 and 44.
What only one of them owns
Our book lists 15 positions for LSGR that do not appear in our book for FFOG (41.8% of the fund), and 26 for FFOG that do not appear in LSGR (47.0%).
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.
57.8% of LSGR is already inside FFOG.
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, FFOG or LSGR?
FFOG has an expense ratio of 0.41% while LSGR charges 0.59%. FFOG is the cheaper option, by $18 a year on a $10,000 investment.
Which performed better, FFOG or LSGR?
Over the past year FFOG returned +9.35% vs +3.54% for LSGR, so FFOG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FFOG or LSGR?
FFOG has been the more volatile fund at 19.9% annualized versus 17.3% for LSGR. Worst drawdown: FFOG -25.4% vs LSGR -22.9%.
Should I hold both FFOG and LSGR?
FFOG and LSGR have a monthly-return correlation of 0.87, 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 FFOG and LSGR?
57.8% of LSGR's money is in holdings FFOG also owns. 57.8% of LSGR's is in holdings FFOG also owns. They hold 6 positions in common, counted across the 41 positions we hold weights for in FFOG and 21 in LSGR.
Which pays a higher dividend, FFOG or LSGR?
FFOG yields 0.00% while LSGR yields 0.00%, so LSGR currently pays the higher dividend yield.
Is LSGR better than FFOG?
FFOG has a lower expense ratio. FFOG led over 1Y, 3Y and the full window. FFOG is less concentrated, with 56.6% of the fund in its ten largest positions against 75.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.