LSIIX vs. VCIT
Compare and contrast key facts about Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT).
LSIIX is managed by Natixis Investment Managers. It was launched on Dec 31, 1996. VCIT is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 5-10 Year Corp Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSIIX or VCIT.
Correlation
The correlation between LSIIX and VCIT is 0.01, 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. VCIT - Performance Comparison
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Key characteristics
LSIIX:
0.99
VCIT:
1.20
LSIIX:
1.46
VCIT:
1.70
LSIIX:
1.17
VCIT:
1.21
LSIIX:
0.47
VCIT:
0.68
LSIIX:
2.47
VCIT:
3.87
LSIIX:
2.02%
VCIT:
1.68%
LSIIX:
5.06%
VCIT:
5.53%
LSIIX:
-20.76%
VCIT:
-20.56%
LSIIX:
-5.76%
VCIT:
-3.01%
Returns By Period
In the year-to-date period, LSIIX achieves a 1.58% return, which is significantly lower than VCIT's 2.29% return. Over the past 10 years, LSIIX has underperformed VCIT with an annualized return of 1.29%, while VCIT has yielded a comparatively higher 2.83% annualized return.
LSIIX
1.58%
1.45%
0.76%
5.32%
0.81%
1.29%
VCIT
2.29%
1.69%
1.32%
6.90%
1.30%
2.83%
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LSIIX vs. VCIT - Expense Ratio Comparison
LSIIX has a 0.54% expense ratio, which is higher than VCIT's 0.04% expense ratio.
Risk-Adjusted Performance
LSIIX vs. VCIT — Risk-Adjusted Performance Rank
LSIIX
VCIT
LSIIX vs. VCIT - 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 Vanguard Intermediate-Term Corporate Bond ETF (VCIT). 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.
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Dividends
LSIIX vs. VCIT - Dividend Comparison
LSIIX's dividend yield for the trailing twelve months is around 4.94%, more than VCIT's 4.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | 4.94% | 4.86% | 4.25% | 3.32% | 4.16% | 8.20% | 3.56% | 2.18% | 4.10% | 6.71% | 3.91% | 4.40% |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | 4.51% | 4.43% | 3.72% | 3.04% | 2.88% | 2.78% | 3.37% | 3.61% | 3.21% | 3.29% | 3.34% | 3.34% |
Drawdowns
LSIIX vs. VCIT - Drawdown Comparison
The maximum LSIIX drawdown since its inception was -20.76%, roughly equal to the maximum VCIT drawdown of -20.56%. Use the drawdown chart below to compare losses from any high point for LSIIX and VCIT. For additional features, visit the drawdowns tool.
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Volatility
LSIIX vs. VCIT - Volatility Comparison
The current volatility for Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) is 1.53%, while Vanguard Intermediate-Term Corporate Bond ETF (VCIT) has a volatility of 1.99%. This indicates that LSIIX experiences smaller price fluctuations and is considered to be less risky than VCIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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