LSGR vs. FTEC
Compare and contrast key facts about Natixis Loomis Sayles Focused Growth ETF (LSGR) and Fidelity MSCI Information Technology Index ETF (FTEC).
LSGR and FTEC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LSGR is an actively managed fund by Natixis. It was launched on Jun 29, 2023. FTEC is a passively managed fund by Fidelity that tracks the performance of the MSCI USA IMI Information Technology Index. It was launched on Oct 21, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSGR or FTEC.
Correlation
The correlation between LSGR and FTEC is 0.88, 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
LSGR vs. FTEC - Performance Comparison
Key characteristics
LSGR:
1.73
FTEC:
1.19
LSGR:
2.33
FTEC:
1.64
LSGR:
1.31
FTEC:
1.22
LSGR:
2.54
FTEC:
1.75
LSGR:
9.03
FTEC:
6.07
LSGR:
3.64%
FTEC:
4.40%
LSGR:
18.97%
FTEC:
22.46%
LSGR:
-12.95%
FTEC:
-34.95%
LSGR:
-0.99%
FTEC:
-1.20%
Returns By Period
In the year-to-date period, LSGR achieves a 4.04% return, which is significantly higher than FTEC's 2.90% return.
LSGR
4.04%
2.80%
17.52%
31.37%
N/A
N/A
FTEC
2.90%
1.87%
10.52%
26.58%
19.73%
20.37%
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LSGR vs. FTEC - Expense Ratio Comparison
LSGR has a 0.59% expense ratio, which is higher than FTEC's 0.08% expense ratio.
Risk-Adjusted Performance
LSGR vs. FTEC — Risk-Adjusted Performance Rank
LSGR
FTEC
LSGR vs. FTEC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Natixis Loomis Sayles Focused Growth ETF (LSGR) and Fidelity MSCI Information Technology Index ETF (FTEC). 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
LSGR vs. FTEC - Dividend Comparison
LSGR's dividend yield for the trailing twelve months is around 0.07%, less than FTEC's 0.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSGR Natixis Loomis Sayles Focused Growth ETF | 0.07% | 0.08% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FTEC Fidelity MSCI Information Technology Index ETF | 0.48% | 0.49% | 0.77% | 0.93% | 0.63% | 0.83% | 1.03% | 1.20% | 0.96% | 1.25% | 1.27% | 1.09% |
Drawdowns
LSGR vs. FTEC - Drawdown Comparison
The maximum LSGR drawdown since its inception was -12.95%, smaller than the maximum FTEC drawdown of -34.95%. Use the drawdown chart below to compare losses from any high point for LSGR and FTEC. For additional features, visit the drawdowns tool.
Volatility
LSGR vs. FTEC - Volatility Comparison
The current volatility for Natixis Loomis Sayles Focused Growth ETF (LSGR) is 5.66%, while Fidelity MSCI Information Technology Index ETF (FTEC) has a volatility of 7.86%. This indicates that LSGR experiences smaller price fluctuations and is considered to be less risky than FTEC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.