LSGR vs. USOY

Last updated Jun 5, 2026

LSGR (Natixis Loomis Sayles Focused Growth ETF) and USOY (Defiance Oil Enhanced Options Income ETF) are both exchange-traded funds - LSGR is a Large Cap Growth Equities fund actively managed by Natixis, while USOY is a Derivative Income fund actively managed by Defiance. Both are actively managed. Over the past year, LSGR returned 13.83% vs 54.64% for USOY. At a correlation of -0.06, they often move in opposite directions. LSGR charges 0.59%/yr vs 1.22%/yr for USOY.

Performance

LSGR vs. USOY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Natixis Loomis Sayles Focused Growth ETF (LSGR) and Defiance Oil Enhanced Options Income ETF (USOY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, LSGR achieves a 0.87% return, which is significantly lower than USOY's 59.27% return.

LSGR

• 1D: 1.46%
• 1M: 3.05%
• YTD: 0.87%
• 6M: 1.25%
• 1Y: 13.83%
• 3Y*: —
• 5Y*: —
• 10Y*: —

USOY

• 1D: -1.79%
• 1M: -3.80%
• YTD: 59.27%
• 6M: 55.41%
• 1Y: 54.64%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

LSGR vs. USOY - Yearly Performance Comparison

	2026 (YTD)	2025	2024
LSGR Natixis Loomis Sayles Focused Growth ETF	0.87%	15.32%	24.52%
USOY Defiance Oil Enhanced Options Income ETF	59.27%	-7.93%	7.27%

Correlation

The correlation between LSGR and USOY is -0.22, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.22
Correlation (All Time) Calculated using the full available price history since May 13, 2024	-0.06

The correlation between LSGR and USOY shifts across timeframes, from -0.22 (1 year) to -0.06 (all time), reflecting how their relationship changes across market environments.

Return for Risk

LSGR vs. USOY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LSGR

LSGR Risk / Return Rank: 22
LSGR Sharpe Ratio Rank: 25
LSGR Sortino Ratio Rank: 24
LSGR Omega Ratio Rank: 23
LSGR Calmar Ratio Rank: 19
LSGR Martin Ratio Rank: 21

USOY

USOY Risk / Return Rank: 55
USOY Sharpe Ratio Rank: 54
USOY Sortino Ratio Rank: 45
USOY Omega Ratio Rank: 55
USOY Calmar Ratio Rank: 77
USOY Martin Ratio Rank: 46

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LSGR vs. USOY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Natixis Loomis Sayles Focused Growth ETF (LSGR) and Defiance Oil Enhanced Options Income ETF (USOY). 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.

	LSGR	USOY	Difference
Sharpe ratio: Return per unit of total volatility	0.85	1.80	-0.96
Sortino ratio: Return per unit of downside risk	1.24	2.21	-0.97
Omega ratio: Gain probability vs. loss probability	1.15	1.33	-0.18
Calmar ratio: Return relative to maximum drawdown	0.77	3.84	-3.08
Martin ratio: Return relative to average drawdown	2.44	7.37	-4.93
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

LSGR vs. USOY - Sharpe Ratio Comparison

The current LSGR Sharpe Ratio is 0.85, which is lower than the USOY Sharpe Ratio of 1.80. The chart below compares the historical Sharpe Ratios of LSGR and USOY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	LSGR	USOY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.85	1.80	-0.96
Sharpe Ratio (All Time) Calculated using the full available price history	1.11	0.95	+0.16

Drawdowns

LSGR vs. USOY - Drawdown Comparison

The maximum LSGR drawdown since its inception was -22.92%, which is greater than USOY's maximum drawdown of -17.46%. Use the drawdown chart below to compare losses from any high point for LSGR and USOY.

Drawdown Indicators

	LSGR	USOY	Difference
Max Drawdown Largest peak-to-trough decline	-22.92%	-17.46%	-5.46%
Max Drawdown (1Y) Largest decline over 1 year	-18.13%	-14.29%	-3.84%
Current Drawdown Current decline from peak	-2.32%	-6.81%	+4.49%
Average Drawdown Average peak-to-trough decline	-3.89%	-6.47%	+2.58%
Ulcer Index Depth and duration of drawdowns from previous peaks	5.67%	7.43%	-1.76%

Volatility

LSGR vs. USOY - Volatility Comparison

The current volatility for Natixis Loomis Sayles Focused Growth ETF (LSGR) is 4.91%, while Defiance Oil Enhanced Options Income ETF (USOY) has a volatility of 11.67%. This indicates that LSGR experiences smaller price fluctuations and is considered to be less risky than USOY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	LSGR	USOY	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.91%	11.67%	-6.76%
Volatility (6M) Calculated over the trailing 6-month period	12.42%	27.26%	-14.84%
Volatility (1Y) Calculated over the trailing 1-year period	16.44%	30.50%	-14.06%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.39%	26.14%	-5.75%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.39%	26.14%	-5.75%

LSGR vs. USOY - Expense Ratio Comparison

LSGR has a 0.59% expense ratio, which is lower than USOY's 1.22% expense ratio.

Dividends

LSGR vs. USOY - Dividend Comparison

LSGR has not paid dividends to shareholders, while USOY's dividend yield for the trailing twelve months is around 56.65%.

Position	TTM	2025	2024	2023
LSGR Natixis Loomis Sayles Focused Growth ETF	0.00%	0.05%	0.08%	0.03%
USOY Defiance Oil Enhanced Options Income ETF	56.65%	104.32%	48.60%	0.00%

Frequently Asked Questions

Can I hold both LSGR and USOY in my portfolio?

LSGR and USOY have a correlation of -0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, LSGR or USOY?

USOY has higher volatility (11.67%) compared to LSGR (4.91%). In terms of maximum drawdown, LSGR dropped -22.92% vs USOY's -17.46%.

Which ETF is better, LSGR or USOY?

On 1-year performance, USOY leads with 54.64% vs 13.83% for LSGR. On fees, LSGR is cheaper at 0.59% per year. On volatility, LSGR has been the lower-risk option at 4.91%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, LSGR or USOY?

Over the 1-year period, USOY has performed better with a 54.64% return vs 13.83%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, LSGR or USOY?

LSGR is cheaper with a 0.59% expense ratio, compared with 1.22% for USOY.

Which ETF pays a higher dividend yield, LSGR or USOY?

USOY has the higher dividend yield at 56.65%, compared with 0.00% for LSGR.

What is the main difference between LSGR and USOY?

LSGR is categorized as Large Cap Growth Equities, while USOY is Derivative Income. They also come from different issuers: Natixis and Defiance. Their fees differ too: 0.59% for LSGR and 1.22% for USOY.

Which has better risk-adjusted returns?

USOY currently has the higher Sharpe Ratio (1.80 vs 0.84), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.