LRGC vs LSGR

LRGCAAB US Large Cap Strategic Equities ETF

LSGRCNatixis Loomis Sayles Focused Growth ETF

In short

LRGC AB's stock pickers in an ETF wrapper: roughly 70 large-cap US names picked with fundamental research plus quant screens, measured against the S&P 500. Active conviction, priced under the typical active peer.

LSGR Twenty-odd stocks, one veteran manager, and a holding period measured in years. LSGR puts Loomis Sayles' private-equity-style growth strategy in an ETF at 0.59% net of a waiver through April 30, 2029 (0.61% gross).

Stated mandate

LRGC The Fund seeks long-term growth of capital. It is actively managed and normally invests at least 80% of net assets in equities of large-capitalization U.S. companies.

LSGR The Fund's stated aim is to achieve capital growth over the long term.

Why people hold it

• LRGC Roughly 70 holdings against a 500-stock yardstick, with quality and value screens doing the filtering. Each name actually carries weight.
• 0.39% a year sits below the median fee in its active large-cap group, so the manager isn't digging out of a deep cost hole.
• One of the stronger implementations among the actively managed US large-cap funds we track, with a plain mandate: at least 80% of net assets in large-cap US equities.
• Launched in 2023 on one of AB's core US equity strategies, with Jane Street signed on as lead market maker from day one.prnewswire.com

• LSGR The prospectus targets roughly 20 to 30 stocks, so each pick carries real weight instead of being diluted across hundreds of names.sec.govloomissayles.com
• Built to sit still: Loomis Sayles runs this as a long-horizon, low-turnover strategy under one manager, Aziz Hamzaogullari, not as benchmark-hugging growth.natixis.comloomissayles.com
• At 0.59% net (0.61% gross, waived through April 30, 2029) the fee lands near the typical cost for active US growth funds rather than above it.

Worth knowing

• LRGC At 0.39%, it costs more than cheaper enhanced-index rivals in the same group, such as JUSA at 0.12% and GUSE at 0.30%.
• Outcomes ride on the team's judgment, not an index rulebook, and about 70 positions concentrate those calls.
• It trades lightly next to the big index names, so spreads can run wider, especially in fast markets.

• LSGR Concentration cuts both ways: with 20 to 30 large-cap names, one stock's move can swing this fund far more than a broad growth index.sec.gov
• Cheaper same-benchmark active growth ETFs exist, among them ACGR at 0.39% and LGDS at 0.40%; here you pay up for the focused approach.
• No payout stream in the last year. The stated aim is capital growth over the long term, so this is a price-return story, not an income one.

Full LRGC profile⁠

Full LSGR profile⁠