LGRRX vs. IVV
Compare and contrast key facts about Loomis Sayles Growth Fund (LGRRX) and iShares Core S&P 500 ETF (IVV).
LGRRX is managed by Natixis Funds. It was launched on Feb 1, 2013. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LGRRX or IVV.
Correlation
The correlation between LGRRX and IVV is 0.91, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
LGRRX vs. IVV - Performance Comparison
Key characteristics
LGRRX:
1.21
IVV:
1.98
LGRRX:
1.56
IVV:
2.65
LGRRX:
1.24
IVV:
1.36
LGRRX:
1.39
IVV:
2.98
LGRRX:
5.33
IVV:
12.36
LGRRX:
4.50%
IVV:
2.03%
LGRRX:
19.85%
IVV:
12.68%
LGRRX:
-58.26%
IVV:
-55.25%
LGRRX:
-6.29%
IVV:
0.00%
Returns By Period
In the year-to-date period, LGRRX achieves a 4.59% return, which is significantly higher than IVV's 4.08% return. Over the past 10 years, LGRRX has underperformed IVV with an annualized return of 10.64%, while IVV has yielded a comparatively higher 13.24% annualized return.
LGRRX
4.59%
3.61%
10.86%
22.48%
8.49%
10.64%
IVV
4.08%
2.07%
9.71%
23.73%
14.33%
13.24%
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LGRRX vs. IVV - Expense Ratio Comparison
LGRRX has a 0.92% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
LGRRX vs. IVV — Risk-Adjusted Performance Rank
LGRRX
IVV
LGRRX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund (LGRRX) and iShares Core S&P 500 ETF (IVV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
LGRRX vs. IVV - Dividend Comparison
LGRRX has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.25%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LGRRX Loomis Sayles Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.32% | 0.41% | 0.33% | 0.41% | 0.42% | 0.52% |
IVV iShares Core S&P 500 ETF | 1.25% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
LGRRX vs. IVV - Drawdown Comparison
The maximum LGRRX drawdown since its inception was -58.26%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for LGRRX and IVV. For additional features, visit the drawdowns tool.
Volatility
LGRRX vs. IVV - Volatility Comparison
Loomis Sayles Growth Fund (LGRRX) has a higher volatility of 5.02% compared to iShares Core S&P 500 ETF (IVV) at 3.11%. This indicates that LGRRX's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.