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.
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.
Performance
LSGRX vs. VOO - Performance Comparison
Loading data...
Key characteristics
LSGRX:
0.91
VOO:
0.74
LSGRX:
1.26
VOO:
1.04
LSGRX:
1.17
VOO:
1.15
LSGRX:
0.87
VOO:
0.68
LSGRX:
2.90
VOO:
2.58
LSGRX:
7.02%
VOO:
4.93%
LSGRX:
25.51%
VOO:
19.54%
LSGRX:
-63.63%
VOO:
-33.99%
LSGRX:
-4.13%
VOO:
-3.55%
Returns By Period
The year-to-date returns for both investments are quite close, with LSGRX having a 0.88% return and VOO slightly higher at 0.90%. Over the past 10 years, LSGRX has outperformed VOO with an annualized return of 15.77%, while VOO has yielded a comparatively lower 12.81% annualized return.
LSGRX
0.88%
9.92%
1.34%
23.09%
24.18%
16.90%
15.77%
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
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. 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.
Loading data...
Dividends
LSGRX vs. VOO - Dividend Comparison
LSGRX's dividend yield for the trailing twelve months is around 5.62%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSGRX Loomis Sayles Growth Fund | 5.62% | 5.67% | 6.02% | 16.47% | 4.73% | 4.41% | 2.70% | 5.82% | 2.41% | 1.48% | 0.54% | 0.68% |
VOO Vanguard S&P 500 ETF | 1.29% | 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 -63.63%, 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.
Loading data...
Volatility
LSGRX vs. VOO - Volatility Comparison
Loomis Sayles Growth Fund (LSGRX) has a higher volatility of 5.93% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. 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.
Loading data...