LSGR vs VUG

ALSGR

BVUG

Measures won1–4VUG wins · of 6 · 5Y

$10,000 · 5Y$17,749VOO · VUG $16,902

Lowest cost0.03%VUG · $3 on $10k

Most income1.07%VOO · $107 on $10k

Smallest drop−8.9%VOO · worst fall in 1Y

Held in common40.9%LSGR and VUG

LSGR

VUG

Natixis Loomis Sayles Focused Growth ETF · $848MVanguard Morningstar Growth ETF · $233B

+23.2%3 years · per year$18,688 · $19,673+25.3%

[…]5 years · per year[…] · $16,902+11.1%

0.59%Expense ratio$59 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $41 on $10k0.41%

−17.5%Worst dropSmaller wins−16.1%

18.1%VolatilityLower wins18.2%

1–4VUG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsLSGR · VUG

17.1%NVDA13.5%

6.2%MSFT9.7%

9.7%GOOGL5.2%

7.7%AMZN4.3%

Held in common40.9%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
4	ALSGR	Natixis Loomis Sayles Focused Growth ETFRead Desk	0.59%	0.00%	+0.5%	−1.6%	−3.2%	+23.2%	new	−17.5%	$848M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$1.00T
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.0%	+4.7%	+2.5%	+25.3%	+11.1%	−16.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
4	ALSGR	Natixis Loomis Sayles Focused Growth ETFRead Desk	0.59%	0.00%	+0.5%	−1.6%	−3.2%	+23.2%	new	−17.5%	$848M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LSGR vs VUG

LSGR

Natixis Loomis Sayles Focused Growth

[…]

VUG

Vanguard Morningstar Growth

$16,902

MeasureLSGRVUG

Fee0.59%0.03%

Cost on $10k a year$59$3

Yield0.00%0.41%

5 years, per year[…]+11.1%

3 years, per year+23.2%+25.3%

Worst drop · 1Y−17.5%−16.1%

Volatility · 1Y18.1%18.2%

4–1measures won
VUG first

40.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 4, 2026

Overlap: LSGR, VUG, VOO, IWF

Today

77.8%most shared, VUG and IWF

LSGRVUGVOOIWF

LSGR—40.9%28.4%38.8%

VUG40.9%—58.2%77.8%

VOO28.4%58.2%—59.1%

IWF38.8%77.8%59.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

VUG$41 − $3 = $38

IWF$37 − $18 = $19

LSGR$0 − $59 = −$59

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee