LSBDX vs. VGSH
Compare and contrast key facts about Loomis Sayles Bond Fund (LSBDX) and Vanguard Short-Term Treasury ETF (VGSH).
LSBDX is managed by Loomis Sayles Funds. It was launched on May 15, 1991. VGSH is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 1-3 Year Government Float Adjusted Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSBDX or VGSH.
Correlation
The correlation between LSBDX and VGSH is 0.23, 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. VGSH - Performance Comparison
Key characteristics
LSBDX:
1.26
VGSH:
2.31
LSBDX:
1.74
VGSH:
3.54
LSBDX:
1.23
VGSH:
1.47
LSBDX:
0.73
VGSH:
4.15
LSBDX:
5.48
VGSH:
10.10
LSBDX:
1.09%
VGSH:
0.40%
LSBDX:
4.73%
VGSH:
1.74%
LSBDX:
-30.57%
VGSH:
-5.70%
LSBDX:
-2.58%
VGSH:
-0.46%
Returns By Period
In the year-to-date period, LSBDX achieves a 5.31% return, which is significantly higher than VGSH's 3.76% return. Over the past 10 years, LSBDX has outperformed VGSH with an annualized return of 2.17%, while VGSH has yielded a comparatively lower 1.33% annualized return.
LSBDX
5.31%
-1.26%
3.71%
5.86%
1.04%
2.17%
VGSH
3.76%
0.40%
2.60%
3.92%
1.33%
1.33%
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LSBDX vs. VGSH - Expense Ratio Comparison
LSBDX has a 0.67% expense ratio, which is higher than VGSH's 0.04% expense ratio.
Risk-Adjusted Performance
LSBDX vs. VGSH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Bond Fund (LSBDX) and Vanguard Short-Term Treasury ETF (VGSH). 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. VGSH - Dividend Comparison
LSBDX's dividend yield for the trailing twelve months is around 4.28%, more than VGSH's 3.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSBDX Loomis Sayles Bond Fund | 4.28% | 5.09% | 5.15% | 2.89% | 3.28% | 3.70% | 3.44% | 3.72% | 2.12% | 3.52% | 4.33% | 5.02% |
VGSH Vanguard Short-Term Treasury ETF | 3.84% | 3.32% | 1.15% | 0.66% | 1.75% | 2.28% | 1.79% | 1.10% | 0.84% | 0.71% | 0.46% | 0.34% |
Drawdowns
LSBDX vs. VGSH - Drawdown Comparison
The maximum LSBDX drawdown since its inception was -30.57%, which is greater than VGSH's maximum drawdown of -5.70%. Use the drawdown chart below to compare losses from any high point for LSBDX and VGSH. For additional features, visit the drawdowns tool.
Volatility
LSBDX vs. VGSH - Volatility Comparison
Loomis Sayles Bond Fund (LSBDX) has a higher volatility of 1.40% compared to Vanguard Short-Term Treasury ETF (VGSH) at 0.36%. This indicates that LSBDX's price experiences larger fluctuations and is considered to be riskier than VGSH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.