LSGR vs NBCR
Comparison between NATIXIS LOOMIS SAYLES FOCUSED GROWTH ETF (LSGR, ETF) and NEUBERGER BERMAN CORE EQUITY ETF (NBCR, ETF).
LSGR vs NBCR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LSGR
$843M
NBCR
$843M
Expense Ratio
LSGR
0.59%
Winner
NBCR
0.29%
Max Drawdown
LSGR
22.97%
Winner
NBCR
18.23%
Sharpe Ratio
LSGR
0.46
Winner
NBCR
1.34
5Y Beta
LSGR
1.21
Winner
NBCR
0.96
P/E Ratio
LSGR
35.30
Winner
NBCR
30.52
Forward P/E
LSGR
26.48
Winner
NBCR
21.39
PEG Ratio
LSGR
0.65
Winner
NBCR
0.59
5Y EPS CAGR
Winner
LSGR
39.54%
NBCR
26.80%
Debt to Equity
LSGR
47.00%
Winner
NBCR
35.24%
P/S Ratio
LSGR
7.00
Winner
NBCR
4.18
P/B Ratio
LSGR
9.01
Winner
NBCR
5.96
LSGR vs NBCR - Holdings Comparison
LSGR and NBCR have 15 common holdings. Overlap is 29.28%
LSGR's top 25 holdings weight is 98.80%. NBCR's top 25 holdings weight is 55.16%.
| Rank | LSGR | NBCR |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 17.99% | NVIDIA CORP (NVDA) - 8.11% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 13.16% | APPLE INC (AAPL) - 6.56% |
| #3 | AMAZON.COM INC (AMZN) - 8.27% | MICROSOFT CORP (MSFT) - 4.98% |
| #4 | META PLATFORMS INC CLASS A (META) - 7.78% | ALPHABET INC CLASS A (GOOGL) - 4.75% |
| #5 | TESLA INC (TSLA) - 7.66% | AMAZON.COM INC (AMZN) - 3.91% |
| #6 | MONSTER BEVERAGE CORP (MNST) - 4.97% | BROADCOM INC (AVGO) - 2.90% |
| #7 | ORACLE CORP (ORCL) - 4.36% | ALPHABET INC CLASS C (GOOG) - 2.89% |
| #8 | MICROSOFT CORP (MSFT) - 4.30% | META PLATFORMS INC CLASS A (META) - 2.14% |
| #9 | NETFLIX INC (NFLX) - 4.14% | TESLA INC (TSLA) - 1.58% |
| #10 | VERTEX PHARMACEUTICALS INC (VRTX) - 3.93% | AON PLC CLASS A (AON) - 1.53% |
| #11 | BOEING CO (BA) - 3.78% | ELI LILLY AND CO (LLY) - 1.41% |
| #12 | VISA INC CLASS A (V) - 3.62% | VISA INC CLASS A (V) - 1.35% |
| #13 | AUTODESK INC (ADSK) - 3.24% | JPMORGAN CHASE & CO (JPM) - 1.26% |
| #14 | SALESFORCE INC (CRM) - 2.22% | EXXON MOBIL CORP (XOM) - 1.22% |
| #15 | INTUITIVE SURGICAL INC (ISRG) - 2.21% | COSTCO WHOLESALE CORP (COST) - 1.20% |
| #16 | THE WALT DISNEY CO (DIS) - 2.07% | ANALOG DEVICES INC (ADI) - 1.09% |
| #17 | STARBUCKS CORP (SBUX) - 1.68% | ADVANCED MICRO DEVICES INC (AMD) - 1.06% |
| #18 | REGENERON PHARMACEUTICALS INC (REGN) - 1.45% | JOHNSON & JOHNSON (JNJ) - 1.05% |
| #19 | WORKDAY INC CLASS A (WDAY) - 0.99% | MASTERCARD INC CLASS A (MA) - 1.05% |
| #20 | FACTSET RESEARCH SYSTEMS INC (FDS) - 0.98% | LAM RESEARCH CORP (LRCX) - 0.98% |
| #21 | N/A | ECHOSTAR CORP CLASS A (SATS) - 0.96% |
| #22 | N/A | TEXAS INSTRUMENTS INC (TXN) - 0.83% |
| #23 | N/A | ORACLE CORP (ORCL) - 0.79% |
| #24 | N/A | THE HOME DEPOT INC (HD) - 0.78% |
| #25 | N/A | WESTERN DIGITAL CORP (WDC) - 0.78% |
| Total Holdings | 20 | 209 |
LSGR vs NBCR - Historical Returns
Returns include dividend reinvestment.
1M
LSGR
+0.01%
Winner
NBCR
+1.25%
3M
LSGR
+3.96%
Winner
NBCR
+6.19%
6M
LSGR
-2.32%
Winner
NBCR
+4.64%
1Y
LSGR
+11.73%
Winner
NBCR
+20.89%
Max(CAGR)
Winner
LSGR
+21.16%
NBCR
+16.89%
LSGR vs NBCR - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | LSGR | NBCR |
|---|---|---|
| 2026 | -1.37% | +4.89% |
| 2025 | +15.76% | +18.51% |
| 2024 | +40.59% | +6.83% |
| 2023 | +12.34% | N/A |
LSGR vs NBCR Drawdown Comparison
The maximum drawdown for LSGR was -22.92%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.
The maximum drawdown for NBCR was -18.23%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The current LSGR drawdown is -5.19%. The current NBCR drawdown is -2.33%.
| Rank | LSGR | NBCR |
|---|---|---|
| #1 | -22.92% Jan 23, 2025 - Jun 24, 2025 | -18.23% Feb 19, 2025 - Jun 24, 2025 |
| #2 | -18.13% Oct 28, 2025 - Mar 27, 2026 | -10.35% Jan 12, 2026 - Apr 17, 2026 |
| #3 | -12.95% Jul 10, 2024 - Oct 8, 2024 | -4.95% Aug 1, 2024 - Aug 14, 2024 |
| #4 | -11.58% Jul 19, 2023 - Nov 20, 2023 | -4.88% Dec 4, 2024 - Jan 23, 2025 |
| #5 | -8.70% Mar 22, 2024 - Jun 5, 2024 | -4.51% Oct 28, 2025 - Dec 5, 2025 |
| #6 | -6.47% Dec 11, 2024 - Jan 23, 2025 | -4.42% Aug 30, 2024 - Sep 19, 2024 |
| #7 | -3.32% Sep 22, 2025 - Oct 27, 2025 | -2.96% Oct 14, 2024 - Nov 6, 2024 |
| #8 | -3.17% Dec 27, 2023 - Jan 10, 2024 | -2.85% Oct 6, 2025 - Oct 24, 2025 |
| #9 | -3.04% Nov 13, 2024 - Dec 4, 2024 | -2.44% Dec 11, 2025 - Dec 23, 2025 |
| #10 | -2.63% Mar 1, 2024 - Mar 20, 2024 | -2.33% May 29, 2026 - Jun 5, 2026 |
| #11 | -2.61% Feb 15, 2024 - Feb 22, 2024 | -2.33% Jul 25, 2025 - Aug 12, 2025 |
| #12 | -2.59% Aug 18, 2025 - Sep 9, 2025 | -2.18% Jan 23, 2025 - Feb 19, 2025 |
| #13 | -2.57% Oct 29, 2024 - Nov 6, 2024 | -2.01% Nov 11, 2024 - Nov 26, 2024 |
| #14 | -2.49% Jul 28, 2025 - Aug 12, 2025 | -1.66% May 14, 2026 - May 26, 2026 |
| #15 | -2.11% Feb 9, 2024 - Feb 15, 2024 | -1.47% Dec 24, 2025 - Jan 6, 2026 |
Correlation
Correlation between LSGR and NBCR is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2023 - 2025)
LSGR vs NBCR dividend yield comparison.
| Year | LSGR | NBCR |
|---|---|---|
| 2025 | 0.05% | 0.45% |
| 2024 | 0.08% | 0.47% |
| 2023 | 0.03% | 0.00% |
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