LSIIX vs. VUSB
Compare and contrast key facts about Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) and Vanguard Ultra-Short Bond ETF (VUSB).
LSIIX is managed by Natixis Investment Managers. It was launched on Dec 31, 1996. VUSB is a passively managed fund by Vanguard that tracks the performance of the Bloomberg US Treasury Bellwethers 1-Year. It was launched on Apr 5, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSIIX or VUSB.
Correlation
The correlation between LSIIX and VUSB is 0.60, 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. VUSB - Performance Comparison
Key characteristics
LSIIX:
1.07
VUSB:
8.36
LSIIX:
1.55
VUSB:
17.01
LSIIX:
1.18
VUSB:
3.84
LSIIX:
0.44
VUSB:
29.43
LSIIX:
2.80
VUSB:
177.19
LSIIX:
1.92%
VUSB:
0.03%
LSIIX:
5.05%
VUSB:
0.71%
LSIIX:
-20.76%
VUSB:
-1.79%
LSIIX:
-6.11%
VUSB:
0.00%
Returns By Period
In the year-to-date period, LSIIX achieves a 1.21% return, which is significantly higher than VUSB's 0.71% return.
LSIIX
1.21%
0.89%
-0.44%
5.49%
0.21%
1.22%
VUSB
0.71%
0.49%
2.61%
5.89%
N/A
N/A
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LSIIX vs. VUSB - Expense Ratio Comparison
LSIIX has a 0.54% expense ratio, which is higher than VUSB's 0.10% expense ratio.
Risk-Adjusted Performance
LSIIX vs. VUSB — Risk-Adjusted Performance Rank
LSIIX
VUSB
LSIIX vs. VUSB - 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 Ultra-Short Bond ETF (VUSB). 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. VUSB - Dividend Comparison
LSIIX's dividend yield for the trailing twelve months is around 4.85%, less than VUSB's 5.14% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSIIX Loomis Sayles Investment Grade Bond Fund Class Y | 4.85% | 4.88% | 4.27% | 3.18% | 2.62% | 3.00% | 3.47% | 1.70% | 2.97% | 2.67% | 2.54% | 4.39% |
VUSB Vanguard Ultra-Short Bond ETF | 5.14% | 5.16% | 4.45% | 1.53% | 0.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LSIIX vs. VUSB - Drawdown Comparison
The maximum LSIIX drawdown since its inception was -20.76%, which is greater than VUSB's maximum drawdown of -1.79%. Use the drawdown chart below to compare losses from any high point for LSIIX and VUSB. For additional features, visit the drawdowns tool.
Volatility
LSIIX vs. VUSB - Volatility Comparison
Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) has a higher volatility of 1.34% compared to Vanguard Ultra-Short Bond ETF (VUSB) at 0.17%. This indicates that LSIIX's price experiences larger fluctuations and is considered to be riskier than VUSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.