LSGRX vs. VUG
Compare and contrast key facts about Loomis Sayles Growth Fund (LSGRX) and Vanguard Growth ETF (VUG).
LSGRX is managed by Natixis Funds. It was launched on May 16, 1991. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSGRX or VUG.
Key characteristics
| LSGRX | VUG | |
|---|---|---|
| YTD Return | 11.49% | 12.94% |
| 1Y Return | 32.67% | 34.89% |
| 3Y Return (Ann) | 10.91% | 10.92% |
| 5Y Return (Ann) | 16.19% | 17.94% |
| 10Y Return (Ann) | 15.48% | 15.26% |
| Sharpe Ratio | 2.18 | 2.38 |
| Daily Std Dev | 16.03% | 15.59% |
| Max Drawdown | -82.01% | -50.68% |
| Current Drawdown | -1.41% | -0.21% |
Correlation
The correlation between LSGRX and VUG is 0.94, 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. VUG - Performance Comparison
In the year-to-date period, LSGRX achieves a 11.49% return, which is significantly lower than VUG's 12.94% return. Both investments have delivered pretty close results over the past 10 years, with LSGRX having a 15.48% annualized return and VUG not far behind at 15.26%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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LSGRX vs. VUG - Expense Ratio Comparison
LSGRX has a 0.64% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
LSGRX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Growth Fund (LSGRX) and Vanguard Growth ETF (VUG). 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. VUG - Dividend Comparison
LSGRX's dividend yield for the trailing twelve months is around 5.40%, more than VUG's 0.52% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSGRX Loomis Sayles Growth Fund | 5.40% | 6.02% | 16.47% | 4.73% | 4.41% | 2.70% | 5.82% | 2.41% | 1.48% | 0.54% | 0.68% | 0.30% |
VUG Vanguard Growth ETF | 0.52% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
LSGRX vs. VUG - Drawdown Comparison
The maximum LSGRX drawdown since its inception was -82.01%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for LSGRX and VUG. For additional features, visit the drawdowns tool.
Volatility
LSGRX vs. VUG - Volatility Comparison
The current volatility for Loomis Sayles Growth Fund (LSGRX) is 4.63%, while Vanguard Growth ETF (VUG) has a volatility of 5.03%. This indicates that LSGRX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.