LSGR vs. SPY
Compare and contrast key facts about Natixis Loomis Sayles Focused Growth ETF (LSGR) and SPDR S&P 500 ETF (SPY).
LSGR and SPY 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. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSGR or SPY.
Correlation
The correlation between LSGR and SPY 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. SPY - Performance Comparison
Key characteristics
LSGR:
1.60
SPY:
1.87
LSGR:
2.18
SPY:
2.52
LSGR:
1.29
SPY:
1.35
LSGR:
2.34
SPY:
2.81
LSGR:
8.33
SPY:
11.69
LSGR:
3.64%
SPY:
2.02%
LSGR:
18.94%
SPY:
12.65%
LSGR:
-12.95%
SPY:
-55.19%
LSGR:
-0.79%
SPY:
0.00%
Returns By Period
In the year-to-date period, LSGR achieves a 4.25% return, which is significantly lower than SPY's 4.58% return.
LSGR
4.25%
3.00%
17.65%
33.37%
N/A
N/A
SPY
4.58%
2.57%
10.04%
24.97%
14.73%
13.23%
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LSGR vs. SPY - Expense Ratio Comparison
LSGR has a 0.59% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
LSGR vs. SPY — Risk-Adjusted Performance Rank
LSGR
SPY
LSGR vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Natixis Loomis Sayles Focused Growth ETF (LSGR) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
LSGR's dividend yield for the trailing twelve months is around 0.07%, less than SPY's 1.15% 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% |
SPY SPDR S&P 500 ETF | 1.15% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
LSGR vs. SPY - Drawdown Comparison
The maximum LSGR drawdown since its inception was -12.95%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for LSGR and SPY. For additional features, visit the drawdowns tool.
Volatility
LSGR vs. SPY - Volatility Comparison
Natixis Loomis Sayles Focused Growth ETF (LSGR) has a higher volatility of 5.47% compared to SPDR S&P 500 ETF (SPY) at 3.00%. This indicates that LSGR's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.