LSBDX vs. IUSB
Compare and contrast key facts about Loomis Sayles Bond Fund (LSBDX) and iShares Core Total USD Bond Market ETF (IUSB).
LSBDX is managed by Loomis Sayles Funds. It was launched on May 15, 1991. IUSB is a passively managed fund by iShares that tracks the performance of the Barclays U.S. Universal Index. It was launched on Jun 10, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSBDX or IUSB.
Correlation
The correlation between LSBDX and IUSB is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
LSBDX vs. IUSB - Performance Comparison
Key characteristics
LSBDX:
2.32
IUSB:
1.10
LSBDX:
3.50
IUSB:
1.61
LSBDX:
1.45
IUSB:
1.19
LSBDX:
1.41
IUSB:
0.52
LSBDX:
12.10
IUSB:
2.95
LSBDX:
0.78%
IUSB:
1.87%
LSBDX:
4.07%
IUSB:
5.04%
LSBDX:
-30.58%
IUSB:
-17.98%
LSBDX:
-0.34%
IUSB:
-5.06%
Returns By Period
In the year-to-date period, LSBDX achieves a 2.43% return, which is significantly higher than IUSB's 2.11% return. Both investments have delivered pretty close results over the past 10 years, with LSBDX having a 1.72% annualized return and IUSB not far ahead at 1.76%.
LSBDX
2.43%
1.89%
2.05%
9.39%
3.74%
1.72%
IUSB
2.11%
0.18%
1.25%
5.50%
-0.21%
1.76%
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LSBDX vs. IUSB - Expense Ratio Comparison
LSBDX has a 0.67% expense ratio, which is higher than IUSB's 0.06% expense ratio.
Risk-Adjusted Performance
LSBDX vs. IUSB — Risk-Adjusted Performance Rank
LSBDX
IUSB
LSBDX vs. IUSB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Bond Fund (LSBDX) and iShares Core Total USD Bond Market ETF (IUSB). 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
LSBDX vs. IUSB - Dividend Comparison
LSBDX's dividend yield for the trailing twelve months is around 5.43%, more than IUSB's 4.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSBDX Loomis Sayles Bond Fund | 5.43% | 5.51% | 5.09% | 5.15% | 2.89% | 3.28% | 3.70% | 3.44% | 3.72% | 2.12% | 3.52% | 4.33% |
IUSB iShares Core Total USD Bond Market ETF | 4.13% | 4.04% | 3.46% | 2.53% | 1.74% | 2.45% | 3.04% | 2.98% | 2.56% | 2.60% | 1.95% | 1.39% |
Drawdowns
LSBDX vs. IUSB - Drawdown Comparison
The maximum LSBDX drawdown since its inception was -30.58%, which is greater than IUSB's maximum drawdown of -17.98%. Use the drawdown chart below to compare losses from any high point for LSBDX and IUSB. For additional features, visit the drawdowns tool.
Volatility
LSBDX vs. IUSB - Volatility Comparison
The current volatility for Loomis Sayles Bond Fund (LSBDX) is 1.29%, while iShares Core Total USD Bond Market ETF (IUSB) has a volatility of 1.75%. This indicates that LSBDX experiences smaller price fluctuations and is considered to be less risky than IUSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.