LSGRX vs. IWY
Compare and contrast key facts about Loomis Sayles Growth Fund (LSGRX) and iShares Russell Top 200 Growth ETF (IWY).
LSGRX is managed by Natixis Funds. It was launched on May 16, 1991. IWY is a passively managed fund by iShares that tracks the performance of the Russell Top 200 Growth Index. It was launched on Sep 22, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSGRX or IWY.
Correlation
The correlation between LSGRX and IWY is 0.92, 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
LSGRX vs. IWY - Performance Comparison
Key characteristics
LSGRX:
1.52
IWY:
2.08
LSGRX:
1.91
IWY:
2.69
LSGRX:
1.30
IWY:
1.38
LSGRX:
1.44
IWY:
2.68
LSGRX:
8.91
IWY:
10.12
LSGRX:
3.27%
IWY:
3.67%
LSGRX:
19.21%
IWY:
17.86%
LSGRX:
-82.01%
IWY:
-32.68%
LSGRX:
-7.93%
IWY:
-1.81%
Returns By Period
In the year-to-date period, LSGRX achieves a 29.92% return, which is significantly lower than IWY's 37.63% return. Over the past 10 years, LSGRX has underperformed IWY with an annualized return of 11.37%, while IWY has yielded a comparatively higher 18.03% annualized return.
LSGRX
29.92%
-1.66%
11.00%
29.25%
10.37%
11.37%
IWY
37.63%
4.85%
12.17%
37.17%
20.74%
18.03%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LSGRX vs. IWY - Expense Ratio Comparison
LSGRX has a 0.64% expense ratio, which is higher than IWY's 0.20% expense ratio.
Risk-Adjusted Performance
LSGRX vs. IWY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund (LSGRX) and iShares Russell Top 200 Growth ETF (IWY). 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
LSGRX vs. IWY - Dividend Comparison
LSGRX has not paid dividends to shareholders, while IWY's dividend yield for the trailing twelve months is around 0.41%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSGRX Loomis Sayles Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.14% | 0.50% | 0.66% | 0.53% | 0.57% | 0.54% | 0.68% | 0.29% |
IWY iShares Russell Top 200 Growth ETF | 0.41% | 0.68% | 0.88% | 0.50% | 0.71% | 1.06% | 1.32% | 1.26% | 1.51% | 1.58% | 1.44% | 1.56% |
Drawdowns
LSGRX vs. IWY - Drawdown Comparison
The maximum LSGRX drawdown since its inception was -82.01%, which is greater than IWY's maximum drawdown of -32.68%. Use the drawdown chart below to compare losses from any high point for LSGRX and IWY. For additional features, visit the drawdowns tool.
Volatility
LSGRX vs. IWY - Volatility Comparison
Loomis Sayles Growth Fund (LSGRX) has a higher volatility of 10.47% compared to iShares Russell Top 200 Growth ETF (IWY) at 5.41%. This indicates that LSGRX's price experiences larger fluctuations and is considered to be riskier than IWY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.