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 0.12, 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. VUSB - Performance Comparison
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Key characteristics
LSIIX:
0.99
VUSB:
7.45
LSIIX:
1.46
VUSB:
13.00
LSIIX:
1.17
VUSB:
3.52
LSIIX:
0.47
VUSB:
12.42
LSIIX:
2.47
VUSB:
82.03
LSIIX:
2.02%
VUSB:
0.07%
LSIIX:
5.06%
VUSB:
0.77%
LSIIX:
-20.76%
VUSB:
-1.79%
LSIIX:
-5.76%
VUSB:
0.00%
Returns By Period
In the year-to-date period, LSIIX achieves a 1.58% return, which is significantly lower than VUSB's 1.68% return.
LSIIX
1.58%
1.45%
0.76%
5.32%
0.81%
1.29%
VUSB
1.68%
0.70%
2.43%
5.74%
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.
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Dividends
LSIIX vs. VUSB - Dividend Comparison
LSIIX's dividend yield for the trailing twelve months is around 4.94%, less than VUSB's 5.02% 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% |
VUSB Vanguard Ultra-Short Bond ETF | 5.02% | 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.
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Volatility
LSIIX vs. VUSB - Volatility Comparison
Loomis Sayles Investment Grade Bond Fund Class Y (LSIIX) has a higher volatility of 1.53% compared to Vanguard Ultra-Short Bond ETF (VUSB) at 0.30%. 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.
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