FDMO vs LSGR
Comparison between FIDELITY MOMENTUM FACTOR ETF (FDMO, ETF) and NATIXIS LOOMIS SAYLES FOCUSED GROWTH ETF (LSGR, ETF).
FDMO vs LSGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
FDMO
$842M
Winner
LSGR
$843M
Expense Ratio
Winner
FDMO
0.15%
LSGR
0.59%
Max Drawdown
FDMO
34.17%
Winner
LSGR
22.97%
Sharpe Ratio
Winner
FDMO
1.31
LSGR
0.46
5Y Beta
Winner
FDMO
1.17
LSGR
1.21
P/E Ratio
Winner
FDMO
33.19
LSGR
35.30
Forward P/E
Winner
FDMO
23.22
LSGR
26.48
PEG Ratio
Winner
FDMO
0.42
LSGR
0.65
5Y Dividends CAGR
FDMO
9.85%
LSGR
N/A
5Y EPS CAGR
FDMO
28.97%
Winner
LSGR
39.54%
Debt to Equity
Winner
FDMO
30.24%
LSGR
47.00%
P/S Ratio
Winner
FDMO
4.44
LSGR
7.00
P/B Ratio
Winner
FDMO
5.94
LSGR
9.01
FDMO vs LSGR - Holdings Comparison
FDMO and LSGR have 6 common holdings. Overlap is 23.14%
FDMO's top 25 holdings weight is 58.45%. LSGR's top 25 holdings weight is 98.80%.
| Rank | FDMO | LSGR |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.79% | NVIDIA CORP (NVDA) - 17.99% |
| #2 | APPLE INC (AAPL) - 7.38% | ALPHABET INC CLASS A (GOOGL) - 13.16% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 6.19% | AMAZON.COM INC (AMZN) - 8.27% |
| #4 | AMAZON.COM INC (AMZN) - 3.80% | META PLATFORMS INC CLASS A (META) - 7.78% |
| #5 | BROADCOM INC (AVGO) - 3.74% | TESLA INC (TSLA) - 7.66% |
| #6 | MICRON TECHNOLOGY INC (MU) - 2.40% | MONSTER BEVERAGE CORP (MNST) - 4.97% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.22% | ORACLE CORP (ORCL) - 4.36% |
| #8 | TESLA INC (TSLA) - 1.79% | MICROSOFT CORP (MSFT) - 4.30% |
| #9 | ELI LILLY AND CO (LLY) - 1.75% | NETFLIX INC (NFLX) - 4.14% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.73% | VERTEX PHARMACEUTICALS INC (VRTX) - 3.93% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.58% | BOEING CO (BA) - 3.78% |
| #12 | LAM RESEARCH CORP (LRCX) - 1.48% | VISA INC CLASS A (V) - 3.62% |
| #13 | SANDISK CORP ORDINARY SHARES (SNDK) - 1.47% | AUTODESK INC (ADSK) - 3.24% |
| #14 | APPLIED MATERIALS INC (AMAT) - 1.43% | SALESFORCE INC (CRM) - 2.22% |
| #15 | JOHNSON & JOHNSON (JNJ) - 1.33% | INTUITIVE SURGICAL INC (ISRG) - 2.21% |
| #16 | KLA CORP (KLAC) - 1.26% | THE WALT DISNEY CO (DIS) - 2.07% |
| #17 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.25% | STARBUCKS CORP (SBUX) - 1.68% |
| #18 | WESTERN DIGITAL CORP (WDC) - 1.20% | REGENERON PHARMACEUTICALS INC (REGN) - 1.45% |
| #19 | CORNING INC (GLW) - 1.20% | WORKDAY INC CLASS A (WDAY) - 0.99% |
| #20 | EXXON MOBIL CORP (XOM) - 1.18% | FACTSET RESEARCH SYSTEMS INC (FDS) - 0.98% |
| #21 | COHERENT CORP (COHR) - 1.13% | N/A |
| #22 | WALMART INC (WMT) - 1.09% | N/A |
| #23 | CIENA CORP (CIEN) - 1.07% | N/A |
| #24 | LUMENTUM HOLDINGS INC (LITE) - 1.01% | N/A |
| #25 | n/a (n/a) - 0.98% | N/A |
| Total Holdings | 139 | 20 |
FDMO vs LSGR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FDMO
+1.43%
LSGR
+0.01%
3M
Winner
FDMO
+11.85%
LSGR
+3.96%
6M
Winner
FDMO
+9.42%
LSGR
-2.32%
1Y
Winner
FDMO
+28.29%
LSGR
+11.73%
5Y(CAGR)
FDMO
+15.38%
LSGR
N/A
10Y(CAGR)
FDMO
+15.48%
LSGR
N/A
Max(CAGR)
FDMO
+15.48%
Winner
LSGR
+21.16%
FDMO vs LSGR - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | FDMO | LSGR |
|---|---|---|
| 2026 | +9.87% | -1.37% |
| 2025 | +21.00% | +15.76% |
| 2024 | +34.43% | +40.59% |
| 2023 | +25.71% | +12.34% |
| 2022 | -19.61% | N/A |
| 2021 | +23.81% | N/A |
| 2020 | +20.80% | N/A |
| 2019 | +25.42% | N/A |
| 2018 | -4.72% | N/A |
| 2017 | +23.58% | N/A |
| 2016 | +1.88% | N/A |
FDMO vs LSGR Drawdown Comparison
The maximum drawdown for FDMO was -33.93%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The maximum drawdown for LSGR was -22.92%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.
The current FDMO drawdown is -4.39%. The current LSGR drawdown is -5.19%.
| Rank | FDMO | LSGR |
|---|---|---|
| #1 | -33.93% Feb 19, 2020 - Aug 3, 2020 | -22.92% Jan 23, 2025 - Jun 24, 2025 |
| #2 | -25.44% Nov 8, 2021 - Dec 27, 2023 | -18.13% Oct 28, 2025 - Mar 27, 2026 |
| #3 | -21.88% Feb 18, 2025 - Jun 24, 2025 | -12.95% Jul 10, 2024 - Oct 8, 2024 |
| #4 | -21.72% Oct 1, 2018 - Jun 10, 2019 | -11.58% Jul 19, 2023 - Nov 20, 2023 |
| #5 | -12.22% Jan 28, 2026 - Apr 17, 2026 | -8.70% Mar 22, 2024 - Jun 5, 2024 |
| #6 | -12.15% Feb 12, 2021 - Apr 26, 2021 | -6.47% Dec 11, 2024 - Jan 23, 2025 |
| #7 | -10.43% Jan 26, 2018 - Jun 4, 2018 | -3.32% Sep 22, 2025 - Oct 27, 2025 |
| #8 | -10.22% Jul 16, 2024 - Sep 19, 2024 | -3.17% Dec 27, 2023 - Jan 10, 2024 |
| #9 | -9.90% Sep 2, 2020 - Oct 12, 2020 | -3.04% Nov 13, 2024 - Dec 4, 2024 |
| #10 | -8.92% Oct 13, 2020 - Nov 30, 2020 | -2.63% Mar 1, 2024 - Mar 20, 2024 |
| #11 | -7.65% Apr 27, 2021 - Jun 25, 2021 | -2.61% Feb 15, 2024 - Feb 22, 2024 |
| #12 | -7.34% Oct 29, 2025 - Jan 5, 2026 | -2.59% Aug 18, 2025 - Sep 9, 2025 |
| #13 | -6.89% Mar 21, 2024 - May 9, 2024 | -2.57% Oct 29, 2024 - Nov 6, 2024 |
| #14 | -6.70% Jul 15, 2019 - Dec 20, 2019 | -2.49% Jul 28, 2025 - Aug 12, 2025 |
| #15 | -5.58% Sep 3, 2021 - Oct 21, 2021 | -2.11% Feb 9, 2024 - Feb 15, 2024 |
Correlation
Correlation between FDMO and LSGR is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2016 - 2026)
FDMO vs LSGR dividend yield comparison.
| Year | FDMO | LSGR |
|---|---|---|
| 2026 | 0.13% | 0.00% |
| 2025 | 0.61% | 0.05% |
| 2024 | 0.90% | 0.08% |
| 2023 | 0.87% | 0.03% |
| 2022 | 1.19% | 0.00% |
| 2021 | 0.60% | 0.00% |
| 2020 | 0.77% | 0.00% |
| 2019 | 1.23% | 0.00% |
| 2018 | 1.22% | 0.00% |
| 2017 | 1.09% | 0.00% |
| 2016 | 0.45% | 0.00% |
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