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LSGR vs. CGGR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LSGR vs. CGGR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Natixis Loomis Sayles Focused Growth ETF (LSGR) and Capital Group Growth ETF (CGGR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LSGR achieves a -5.79% return, which is significantly lower than CGGR's 5.01% return.


LSGR

1D
-1.93%
1M
-6.23%
YTD
-5.79%
6M
-6.43%
1Y
6.11%
3Y*
5Y*
10Y*

CGGR

1D
-0.55%
1M
1.39%
YTD
5.01%
6M
4.06%
1Y
20.91%
3Y*
23.98%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

LSGR vs. CGGR - Yearly Performance Comparison


2026 (YTD)202520242023
LSGR
Natixis Loomis Sayles Focused Growth ETF
-5.79%15.32%38.52%12.46%
CGGR
Capital Group Growth ETF
5.01%19.75%32.12%13.59%

Correlation

The correlation between LSGR and CGGR is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.88

Correlation (All Time)
Calculated using the full available price history since Jun 29, 2023

0.91

The correlation between LSGR and CGGR has been stable across timeframes, ranging from 0.88 to 0.91 - a consistent structural relationship.

LSGR vs. CGGR - Sectors Allocation Comparison


Sectors
LSGR
CGGR

Technology

33.9%
38.5%

Communication Services

26.8%
17.3%

Consumer Cyclical

17.7%
13.7%

Healthcare

8.0%
9.4%

Consumer Defensive

5.0%
2.1%

Financial Services

4.6%
5.5%

Industrials

4.0%
8.0%

Basic Materials

-

2.3%

Energy

-

2.1%

Real Estate

-

0.8%

Utilities

-

0.4%

Technology

LSGR
33.9%
CGGR
38.5%

Communication Services

LSGR
26.8%
CGGR
17.3%

Consumer Cyclical

LSGR
17.7%
CGGR
13.7%

Healthcare

LSGR
8.0%
CGGR
9.4%

Consumer Defensive

LSGR
5.0%
CGGR
2.1%

Financial Services

LSGR
4.6%
CGGR
5.5%

Industrials

LSGR
4.0%
CGGR
8.0%

Basic Materials

LSGR

-

CGGR
2.3%

Energy

LSGR

-

CGGR
2.1%

Real Estate

LSGR

-

CGGR
0.8%

Utilities

LSGR

-

CGGR
0.4%

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Return for Risk

LSGR vs. CGGR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LSGR
LSGR Risk / Return Rank: 1313
Overall Rank
LSGR Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
LSGR Sortino Ratio Rank: 1212
Sortino Ratio Rank
LSGR Omega Ratio Rank: 1313
Omega Ratio Rank
LSGR Calmar Ratio Rank: 1212
Calmar Ratio Rank
LSGR Martin Ratio Rank: 1313
Martin Ratio Rank

CGGR
CGGR Risk / Return Rank: 3333
Overall Rank
CGGR Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
CGGR Sortino Ratio Rank: 3333
Sortino Ratio Rank
CGGR Omega Ratio Rank: 3434
Omega Ratio Rank
CGGR Calmar Ratio Rank: 2929
Calmar Ratio Rank
CGGR Martin Ratio Rank: 3434
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LSGR vs. CGGR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Natixis Loomis Sayles Focused Growth ETF (LSGR) and Capital Group Growth ETF (CGGR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


LSGRCGGRDifference
Sharpe ratioReturn per unit of total volatility

-0.85

Sortino ratioReturn per unit of downside risk

-1.09

Omega ratioGain probability vs. loss probability

1.07

1.22

-0.15

Calmar ratioReturn relative to maximum drawdown

0.34

1.39

-1.05

Martin ratioReturn relative to average drawdown

1.05

5.02

-3.97

LSGR vs. CGGR - Sharpe Ratio Comparison

The current LSGR Sharpe Ratio is 0.36, which is lower than the CGGR Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of LSGR and CGGR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

LSGR vs. CGGR - Drawdown Comparison

The maximum LSGR drawdown since its inception was -22.92%, smaller than the maximum CGGR drawdown of -28.90%. Use the drawdown chart below to compare losses from any high point for LSGR and CGGR.


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Drawdown Indicators


LSGRCGGRDifference

Max Drawdown

Largest peak-to-trough decline

-22.92%

-28.90%

+5.98%

Max Drawdown (1Y)

Largest decline over 1 year

-18.13%

-15.13%

-3.00%

Max Drawdown (3Y)

Largest decline over 3 years

-23.37%

Current Drawdown

Current decline from peak

-8.76%

-2.24%

-6.52%

Average Drawdown

Average peak-to-trough decline

-3.93%

-7.67%

+3.74%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.85%

4.17%

+1.68%

Volatility

LSGR vs. CGGR - Volatility Comparison

The current volatility for Natixis Loomis Sayles Focused Growth ETF (LSGR) is 6.23%, while Capital Group Growth ETF (CGGR) has a volatility of 7.24%. This indicates that LSGR experiences smaller price fluctuations and is considered to be less risky than CGGR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LSGRCGGRDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.23%

7.24%

-1.01%

Volatility (6M)

Calculated over the trailing 6-month period

13.34%

13.90%

-0.56%

Volatility (1Y)

Calculated over the trailing 1-year period

17.11%

17.43%

-0.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.48%

22.00%

-1.52%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.48%

22.00%

-1.52%

LSGR vs. CGGR - Expense Ratio Comparison

LSGR has a 0.59% expense ratio, which is higher than CGGR's 0.39% expense ratio.


Dividends

LSGR vs. CGGR - Dividend Comparison

LSGR has not paid dividends to shareholders, while CGGR's dividend yield for the trailing twelve months is around 0.09%.


PositionTTM2025202420232022
CGGR
Capital Group Growth ETF
0.09%0.10%0.33%0.40%0.33%
LSGR
Natixis Loomis Sayles Focused Growth ETF
0.00%0.05%0.08%0.03%0.00%

Frequently Asked Questions


LSGR and CGGR have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CGGR has higher volatility (7.24%) compared to LSGR (6.23%). In terms of maximum drawdown, LSGR dropped -22.92% vs CGGR's -28.90%.

On 1-year performance, CGGR leads with 20.91% vs 6.11% for LSGR. On fees, CGGR is cheaper at 0.39% per year. On volatility, LSGR has been the lower-risk option at 6.23%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, CGGR has performed better with a 20.91% return vs 6.11%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

CGGR is cheaper with a 0.39% expense ratio, compared with 0.59% for LSGR.

CGGR has the higher dividend yield at 0.09%, compared with 0.00% for LSGR.

They also come from different issuers: Natixis and Capital Group. Their fees differ too: 0.59% for LSGR and 0.39% for CGGR.

CGGR currently has the higher Sharpe Ratio (1.21 vs 0.36), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for LSGR and CGGR

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