LSGR Vs. IWF: Which Is The Better Alpha Generator?

2025-01-30 10:00:00 ET

Summary

• The Natixis Loomis Sayles Focused Growth ETF (LSGR) offers a concentrated portfolio of 22 equities, outperforming the S&P 500 and iShares Russell 1000 Growth ETF (IWF) since inception.
• Despite a higher ER of 0.59%, LSGR's focused strategy and low 4% turnover rate justify its higher cost compared to IWF's 0.19% ER.
• LSGR's reduced tech allocation and fundamentals-based stock selection provide stability and growth, backed by expert management from Aziz V. Hamzaogullari, CFA®.
• I recommend LSGR for long-term capital appreciation due to its strategic focus and strong fundamentals, unlike the broader, less fine-tuned IWF.

The Natixis Loomis Sayles Focused Growth ETF ( LSGR ) is among the more sedate ETFs I've analyzed in a while. No selling of call options, no swap leverage, etc. - just a plain vanilla fundamentals-based selection of about 22 equities, some cash, and some fixed income securities. The fund has an AUM of about $314 million and was incepted at the end of June 2023. That gives us about a year and a half of performance data, which is good enough to build an investment case with....

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