LSGRX vs. VOO
Compare and contrast key facts about Loomis Sayles Growth Fund (LSGRX) and Vanguard S&P 500 ETF (VOO).
LSGRX is managed by Natixis Funds. It was launched on May 16, 1991. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSGRX or VOO.
Correlation
The correlation between LSGRX and VOO 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. VOO - Performance Comparison
Key characteristics
LSGRX:
1.10
VOO:
1.76
LSGRX:
1.46
VOO:
2.37
LSGRX:
1.22
VOO:
1.32
LSGRX:
1.48
VOO:
2.66
LSGRX:
4.95
VOO:
11.10
LSGRX:
4.38%
VOO:
2.02%
LSGRX:
19.67%
VOO:
12.79%
LSGRX:
-82.01%
VOO:
-33.99%
LSGRX:
-8.24%
VOO:
-2.11%
Returns By Period
In the year-to-date period, LSGRX achieves a 1.76% return, which is significantly lower than VOO's 2.40% return. Over the past 10 years, LSGRX has underperformed VOO with an annualized return of 11.00%, while VOO has yielded a comparatively higher 13.05% annualized return.
LSGRX
1.76%
-2.97%
8.79%
18.52%
10.12%
11.00%
VOO
2.40%
-1.60%
7.47%
19.76%
15.07%
13.05%
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LSGRX vs. VOO - Expense Ratio Comparison
LSGRX has a 0.64% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
LSGRX vs. VOO — Risk-Adjusted Performance Rank
LSGRX
VOO
LSGRX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund (LSGRX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
LSGRX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.22%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSGRX Loomis Sayles Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.14% | 0.50% | 0.66% | 0.53% | 0.57% | 0.54% | 0.68% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
LSGRX vs. VOO - Drawdown Comparison
The maximum LSGRX drawdown since its inception was -82.01%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for LSGRX and VOO. For additional features, visit the drawdowns tool.
Volatility
LSGRX vs. VOO - Volatility Comparison
Loomis Sayles Growth Fund (LSGRX) has a higher volatility of 5.00% compared to Vanguard S&P 500 ETF (VOO) at 3.38%. This indicates that LSGRX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.