LSGR vs. VIG
Compare and contrast key facts about Natixis Loomis Sayles Focused Growth ETF (LSGR) and Vanguard Dividend Appreciation ETF (VIG).
LSGR and VIG 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. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Dec 19, 2013.
Performance
LSGR vs. VIG - Performance Comparison
Loading graphics...
LSGR vs. VIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
LSGR Natixis Loomis Sayles Focused Growth ETF | -12.00% | 15.32% | 38.52% | 12.34% |
VIG Vanguard Dividend Appreciation ETF | -1.77% | 14.17% | 16.99% | 7.08% |
Returns By Period
In the year-to-date period, LSGR achieves a -12.00% return, which is significantly lower than VIG's -1.77% return.
LSGR
- 1D
- 3.88%
- 1M
- -5.92%
- YTD
- -12.00%
- 6M
- -11.31%
- 1Y
- 13.55%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VIG
- 1D
- 2.07%
- 1M
- -5.18%
- YTD
- -1.77%
- 6M
- 0.45%
- 1Y
- 12.67%
- 3Y*
- 13.80%
- 5Y*
- 9.76%
- 10Y*
- 12.25%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LSGR vs. VIG - Expense Ratio Comparison
LSGR has a 0.59% expense ratio, which is higher than VIG's 0.04% expense ratio.
Return for Risk
LSGR vs. VIG — Risk / Return Rank
LSGR
VIG
LSGR vs. VIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Natixis Loomis Sayles Focused Growth ETF (LSGR) and Vanguard Dividend Appreciation ETF (VIG). 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 | VIG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.60 | 0.83 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.03 | 1.28 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.18 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.72 | 1.28 | -0.56 |
Martin ratioReturn relative to average drawdown | 2.48 | 5.73 | -3.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LSGR | VIG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.60 | 0.83 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.69 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.88 | 0.57 | +0.31 |
Correlation
The correlation between LSGR and VIG is 0.63, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
LSGR vs. VIG - Dividend Comparison
LSGR's dividend yield for the trailing twelve months is around 0.05%, less than VIG's 1.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSGR Natixis Loomis Sayles Focused Growth ETF | 0.05% | 0.05% | 0.08% | 0.03% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIG Vanguard Dividend Appreciation ETF | 1.61% | 1.62% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% |
Drawdowns
LSGR vs. VIG - Drawdown Comparison
The maximum LSGR drawdown since its inception was -22.92%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for LSGR and VIG.
Loading graphics...
Drawdown Indicators
| LSGR | VIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.92% | -46.81% | +23.89% |
Max Drawdown (1Y)Largest decline over 1 year | -18.13% | -10.83% | -7.30% |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.39% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.72% | — |
Current DrawdownCurrent decline from peak | -14.78% | -6.00% | -8.78% |
Average DrawdownAverage peak-to-trough decline | -3.81% | -5.55% | +1.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.24% | 2.42% | +2.82% |
Volatility
LSGR vs. VIG - Volatility Comparison
Natixis Loomis Sayles Focused Growth ETF (LSGR) has a higher volatility of 7.03% compared to Vanguard Dividend Appreciation ETF (VIG) at 4.07%. This indicates that LSGR's price experiences larger fluctuations and is considered to be riskier than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LSGR | VIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.03% | 4.07% | +2.96% |
Volatility (6M)Calculated over the trailing 6-month period | 12.66% | 7.84% | +4.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.74% | 15.31% | +7.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.60% | 14.26% | +6.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.60% | 16.05% | +4.55% |