LSGR vs REGS

LSGR vs REGS

Which is better, LSGR or REGS?

REGS has been ahead.

REGS has a lower expense ratio. REGS led over 1Y. REGS is less concentrated, with 49.2% of the fund in its ten largest positions against 75.2%.

Lower Fees: REGSHigher Returns (1Y): REGSLess Concentrated: REGS

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

MetricLSGRREGS
Expense Ratio0.59%0.35%Best
AUM$933M$77M
Dividend Yield0.00%0.00%
Holdings44124
YTD Return+3.57%+16.92%Best
1Y Return+2.28%-
3Y Return (annualized)+22.02%-
Top 10 Weight75.2%49.2%Best
Fund FamilyNatixis FundsColumbia Threadneedle Investments
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionJun 29, 2023Mar 16, 2026

Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

LSGR vs REGS 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.

Compare LSGR against instead:LSGR vs SPYLSGR vs QQQLSGR vs VOOLSGR vs VTIREGS against:REGS vs VXUS

LSGR vs REGS Performance

Natixis Loomis Sayles Focused Growth ETF (LSGR) is an ETF from Natixis Funds and Columbia Large Cap Growth ETF (REGS) is an ETF from Columbia Threadneedle Investments. Year to date, LSGR is up 3.57% versus a gain of 16.92% for REGS.

Past performance does not guarantee future results.

Fees and Cost Over Time

LSGR charges 0.59% per year while REGS charges 0.35%. On a $10,000 position that is $59 vs $35 annually, a gap of $24 per year that compounds over a long holding period. On income, LSGR currently yields 0.00% against 0.00% for REGS.

Holdings Overlap

LSGR already in REGS62.5%
REGS already in LSGR27.6%

62.5% of LSGR's money is in holdings REGS also owns. 27.6% of REGS's money is in holdings LSGR also owns.

The two portfolios partly overlap.

7 positions in common, counted across the 21 positions we hold weights for in LSGR and 60 in REGS, against full books of 44 and 124.

What only one of them owns

Our book lists 51 positions for REGS that do not appear in our book for LSGR (68.2% of the fund), and 14 for LSGR that do not appear in REGS (37.1%).

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

StockWeight in LSGRWeight in REGSDifference
NVDANvidia Corp18.02%11.05%6.97%
GOOGLAlphabet Inc,class A11.52%1.68%9.84%
METAMeta Platforms Inc8.12%4.73%3.39%
MSFTMicrosoft Corp5.90%4.84%1.06%
AMZNAmazon.Com Inc7.89%2.17%5.72%
TSLATesla Inc6.36%1.44%4.92%
VRTXNvaesrtex Pharmaceuticals Inc4.68%1.69%2.99%

62.5% of LSGR is already inside REGS.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

LSGRREGS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LSGR or REGS?

LSGR has an expense ratio of 0.59% while REGS charges 0.35%. REGS is the cheaper option, by $24 a year on a $10,000 investment.

What is the holdings overlap between LSGR and REGS?

62.5% of LSGR's money is in holdings REGS also owns. 27.6% of REGS's is in holdings LSGR also owns. They hold 7 positions in common, counted across the 21 positions we hold weights for in LSGR and 60 in REGS.

Which pays a higher dividend, LSGR or REGS?

LSGR yields 0.00% while REGS yields 0.00%, so REGS currently pays the higher dividend yield.

Is REGS better than LSGR?

REGS has a lower expense ratio. REGS led over 1Y. REGS is less concentrated, with 49.2% 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.