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