LRGG vs MFSG
Nomura Focused Large Growth ETF vs MFS Active Growth ETF
Which is better, LRGG or MFSG?
Each has led over a different period.
LRGG has a lower expense ratio. LRGG led over 1Y, MFSG over the full window. MFSG is less concentrated, with 53.7% of the fund in its ten largest positions against 69.7%.
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 | LRGG | MFSG |
|---|---|---|
| Expense Ratio | 0.44%Best | 0.49% |
| AUM | $286M | $390M |
| Dividend Yield | 0.15% | 0.07% |
| Holdings | 46 | 139 |
| YTD Return | +3.25%Best | +1.52% |
| 1Y Return | +1.46%Best | +0.26% |
| Volatility (annualized) | 12.7%Best | 17.8% |
| Max Drawdown | -18.9%Best | -23.2% |
| $10,000 over 1.9 years | $10,703 | $11,281Best |
| Top 10 Weight | 69.7% | 53.7%Best |
| Fund Family | Nomura Asset Management Co Ltd | MFS Investment Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | May 14, 2024 | Dec 5, 2024 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Dec 5, 2024 to Nov 11, 2026 (1.9 years).
LRGG vs MFSG 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 1.9 years both funds cover.
LRGG vs MFSG Performance
Nomura Focused Large Growth ETF (LRGG) is an ETF from Nomura Asset Management Co Ltd and MFS Active Growth ETF (MFSG) is an ETF from MFS Investment Management. Over the past year LRGG returned +1.46% while MFSG returned +0.26%. Year to date, LRGG is up 3.25% versus a gain of 1.52% for MFSG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MFSG has been the more volatile fund, with annualized monthly volatility of 17.8% compared with 12.7% for LRGG. 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 -18.9% for LRGG and -23.2% for MFSG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LRGG charges 0.44% per year while MFSG charges 0.49%. On a $10,000 position that is $44 vs $49 annually, a gap of $5 per year that compounds over a long holding period. On income, LRGG currently yields 0.15% against 0.07% for MFSG.
Holdings Overlap
48.4% of LRGG's money is in holdings MFSG also owns. 35.2% of MFSG's money is in holdings LRGG also owns.
The two portfolios partly overlap.
7 positions in common, counted across the 21 positions we hold weights for in LRGG and 66 in MFSG, against full books of 46 and 139.
What only one of them owns
Our book lists 56 positions for MFSG that do not appear in our book for LRGG (62.0% of the fund), and 12 for LRGG that do not appear in MFSG (46.9%).
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 LRGG | Weight in MFSG | Difference |
|---|---|---|---|
| NVDANvidia Corp | 15.44% | 13.86% | 1.58% |
| MSFTMicrosoft Corp | 9.08% | 6.06% | 3.02% |
| AAPLApple Inc | 6.97% | 6.42% | 0.55% |
| VVisa Inc Class A | 5.05% | 3.46% | 1.59% |
| 2330:TWTaiwan Semiconductor Manufacturing Co Ltd | 5.35% | 1.66% | 3.69% |
| AMZNAmazon.Com Inc | 3.42% | 2.82% | 0.60% |
| DHRDanaher Corporation | 3.09% | 0.94% | 2.15% |
48.4% of LRGG is already inside MFSG.
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, LRGG or MFSG?
LRGG has an expense ratio of 0.44% while MFSG charges 0.49%. LRGG is the cheaper option, by $5 a year on a $10,000 investment.
Which performed better, LRGG or MFSG?
Over the past year LRGG returned +1.46% vs +0.26% for MFSG, so LRGG leads on 1-year performance. Over the longest common window we track (2 years), LRGG annualized +3.64% vs +6.55% for MFSG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LRGG or MFSG?
MFSG has been the more volatile fund at 17.8% annualized versus 12.7% for LRGG. Worst drawdown: LRGG -18.9% vs MFSG -23.2%.
Should I hold both LRGG and MFSG?
LRGG and MFSG have a monthly-return correlation of 0.77, 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 LRGG and MFSG?
48.4% of LRGG's money is in holdings MFSG also owns. 35.2% of MFSG's is in holdings LRGG also owns. They hold 7 positions in common, counted across the 21 positions we hold weights for in LRGG and 66 in MFSG.
Which pays a higher dividend, LRGG or MFSG?
LRGG yields 0.15% while MFSG yields 0.07%, so LRGG currently pays the higher dividend yield.
Is MFSG better than LRGG?
LRGG has a lower expense ratio. LRGG led over 1Y, MFSG over the full window. MFSG is less concentrated, with 53.7% of the fund in its ten largest positions against 69.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.