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 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
LSIIX vs. VCIT - Performance Comparison
Key characteristics
LSIIX:
1.15
VCIT:
1.27
LSIIX:
1.67
VCIT:
1.86
LSIIX:
1.20
VCIT:
1.22
LSIIX:
0.48
VCIT:
0.61
LSIIX:
3.05
VCIT:
3.92
LSIIX:
1.91%
VCIT:
1.69%
LSIIX:
5.06%
VCIT:
5.21%
LSIIX:
-20.76%
VCIT:
-20.56%
LSIIX:
-6.01%
VCIT:
-3.97%
Returns By Period
The year-to-date returns for both stocks are quite close, with LSIIX having a 1.31% return and VCIT slightly lower at 1.28%. Over the past 10 years, LSIIX has underperformed VCIT with an annualized return of 1.24%, while VCIT has yielded a comparatively higher 2.68% annualized return.
LSIIX
1.31%
1.31%
-0.24%
5.49%
0.31%
1.24%
VCIT
1.28%
1.33%
0.27%
6.30%
0.62%
2.68%
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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.
Dividends
LSIIX vs. VCIT - Dividend Comparison
LSIIX's dividend yield for the trailing twelve months is around 4.84%, more than VCIT's 4.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | 4.84% | 4.88% | 4.27% | 3.18% | 2.62% | 3.00% | 3.47% | 1.70% | 2.97% | 2.67% | 2.54% | 4.39% |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | 4.43% | 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.
Volatility
LSIIX vs. VCIT - Volatility Comparison
Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT) have volatilities of 1.32% and 1.32%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.