LSGR vs. SGRT
LSGR (Natixis Loomis Sayles Focused Growth ETF) and SGRT (SMART Earnings Growth ETF) are both Large Cap Growth Equities funds. Both are actively managed. Their 0.46 correlation means their historical movements had little consistent relationship. Both charge a 0.59% expense ratio.
Performance
LSGR vs. SGRT - Performance Comparison
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Returns By Period
In the year-to-date period, LSGR achieves a -1.39% return, which is significantly lower than SGRT's 27.55% return.
LSGR
- 1D
- 3.03%
- 1M
- 3.11%
- 6M
- 0.69%
- YTD
- -1.39%
- 1Y
- 5.37%
- 3Y*
- 19.80%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 20.28%
SGRT
- 1D
- 1.98%
- 1M
- -5.20%
- 6M
- 20.29%
- YTD
- 27.55%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.50M | $2.85M | $2.95M | |
| $1.04M | $1.25M | $2.19M |
LSGR vs. SGRT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
LSGR Natixis Loomis Sayles Focused Growth ETF | -1.39% | 5.59% |
SGRT SMART Earnings Growth ETF | 27.55% | 26.83% |
Correlation
The correlation between LSGR and SGRT is 0.46, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Aug 20, 2025 | 0.46 |
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Return for Risk
LSGR vs. SGRT — Risk / Return Rank
LSGR
SGRT
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
LSGR vs. SGRT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Natixis Loomis Sayles Focused Growth ETF (LSGR) and SMART Earnings Growth ETF (SGRT). 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 | SGRT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.06 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.30 | — | — |
| Martin ratioReturn relative to average drawdown | 0.83 | — | — |
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Drawdowns
LSGR vs. SGRT - Drawdown Comparison
The maximum LSGR drawdown since its inception was -22.92%, smaller than the maximum SGRT drawdown of -24.98%. Use the drawdown chart below to compare losses from any high point for LSGR and SGRT.
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Drawdown Indicators
| LSGR | SGRT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.92% | -24.98% | +2.06% |
Max Drawdown (1Y)Largest decline over 1 year | -18.13% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -22.92% | — | — |
Current DrawdownCurrent decline from peak | -4.50% | -16.99% | +12.49% |
Average DrawdownAverage peak-to-trough decline | -4.09% | -4.30% | +0.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.52% | — | — |
Volatility
LSGR vs. SGRT - Volatility Comparison
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Volatility by Period
| LSGR | SGRT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.87% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 14.61% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 18.19% | 38.89% | -20.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.54% | 38.89% | -18.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.54% | 38.89% | -18.35% |
LSGR vs. SGRT - Expense Ratio Comparison
Both LSGR and SGRT have an expense ratio of 0.59%.
Dividends
LSGR vs. SGRT - Dividend Comparison
LSGR has not paid dividends to shareholders, while SGRT's dividend yield for the trailing twelve months is around 0.13%.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
LSGR Natixis Loomis Sayles Focused Growth ETF | 0.00% | 0.05% | 0.08% | 0.03% |
SGRT SMART Earnings Growth ETF | 0.13% | 0.16% | 0.00% | 0.00% |
Frequently Asked Questions
LSGR and SGRT have a correlation of 0.46, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.59% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
LSGR and SGRT have the same expense ratio: 0.59% per year.
SGRT has the higher dividend yield at 0.13%, compared with 0.00% for LSGR.
Find the right allocation for LSGR and SGRT
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