LSGR vs. CGGR
LSGR (Natixis Loomis Sayles Focused Growth ETF) and CGGR (Capital Group Growth ETF) are both Large Cap Growth Equities funds. Both are actively managed. Over the past year, LSGR returned 6.11% vs 20.91% for CGGR. Their correlation of 0.91 suggests significant overlap in exposure. LSGR charges 0.59%/yr vs 0.39%/yr for CGGR.
Performance
LSGR vs. CGGR - Performance Comparison
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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*
- —
LSGR vs. CGGR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
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
Communication Services
Consumer Cyclical
Healthcare
Consumer Defensive
Financial Services
Industrials
Basic Materials
-
Energy
-
Real Estate
-
Utilities
-
Technology
LSGR
CGGR
Communication Services
LSGR
CGGR
Consumer Cyclical
LSGR
CGGR
Healthcare
LSGR
CGGR
Consumer Defensive
LSGR
CGGR
Financial Services
LSGR
CGGR
Industrials
LSGR
CGGR
Basic Materials
LSGR
-
CGGR
Energy
LSGR
-
CGGR
Real Estate
LSGR
-
CGGR
Utilities
LSGR
-
CGGR
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Return for Risk
LSGR vs. CGGR — Risk / Return Rank
LSGR
CGGR
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.
| LSGR | CGGR | Difference | |
|---|---|---|---|
| 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 |
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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
| LSGR | CGGR | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -8.76% | -2.24% | -6.52% |
Average DrawdownAverage peak-to-trough decline | -3.93% | -7.67% | +3.74% |
Ulcer IndexDepth 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
| LSGR | CGGR | Difference | |
|---|---|---|---|
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%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
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.
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