LSIIX vs. QYLD
Compare and contrast key facts about Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) and Global X NASDAQ 100 Covered Call ETF (QYLD).
LSIIX is managed by Natixis Investment Managers. It was launched on Dec 31, 1996. QYLD is a passively managed fund by Global X that tracks the performance of the CBOE NASDAQ-100 Buy Write V2. It was launched on Dec 12, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSIIX or QYLD.
Correlation
The correlation between LSIIX and QYLD is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
LSIIX vs. QYLD - Performance Comparison
Key characteristics
LSIIX:
1.02
QYLD:
1.81
LSIIX:
1.48
QYLD:
2.48
LSIIX:
1.18
QYLD:
1.42
LSIIX:
0.42
QYLD:
2.50
LSIIX:
2.70
QYLD:
13.25
LSIIX:
1.91%
QYLD:
1.46%
LSIIX:
5.07%
QYLD:
10.75%
LSIIX:
-20.76%
QYLD:
-24.75%
LSIIX:
-6.30%
QYLD:
0.00%
Returns By Period
In the year-to-date period, LSIIX achieves a 1.00% return, which is significantly lower than QYLD's 4.24% return. Over the past 10 years, LSIIX has underperformed QYLD with an annualized return of 1.21%, while QYLD has yielded a comparatively higher 8.96% annualized return.
LSIIX
1.00%
1.00%
-0.84%
5.17%
0.22%
1.21%
QYLD
4.24%
2.22%
11.86%
19.98%
7.58%
8.96%
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LSIIX vs. QYLD - Expense Ratio Comparison
LSIIX has a 0.54% expense ratio, which is lower than QYLD's 0.60% expense ratio.
Risk-Adjusted Performance
LSIIX vs. QYLD — Risk-Adjusted Performance Rank
LSIIX
QYLD
LSIIX vs. QYLD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) and Global X NASDAQ 100 Covered Call ETF (QYLD). 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
LSIIX vs. QYLD - Dividend Comparison
LSIIX's dividend yield for the trailing twelve months is around 4.86%, less than QYLD's 12.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | 4.86% | 4.88% | 4.27% | 3.18% | 2.62% | 3.00% | 3.47% | 1.70% | 2.97% | 2.67% | 2.54% | 4.39% |
QYLD Global X NASDAQ 100 Covered Call ETF | 11.22% | 12.50% | 11.78% | 13.75% | 12.85% | 11.16% | 9.84% | 12.44% | 7.69% | 9.15% | 9.42% | 10.74% |
Drawdowns
LSIIX vs. QYLD - Drawdown Comparison
The maximum LSIIX drawdown since its inception was -20.76%, smaller than the maximum QYLD drawdown of -24.75%. Use the drawdown chart below to compare losses from any high point for LSIIX and QYLD. For additional features, visit the drawdowns tool.
Volatility
LSIIX vs. QYLD - Volatility Comparison
The current volatility for Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) is 1.36%, while Global X NASDAQ 100 Covered Call ETF (QYLD) has a volatility of 2.31%. This indicates that LSIIX experiences smaller price fluctuations and is considered to be less risky than QYLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.