LSSAX vs. VCSH
Compare and contrast key facts about Loomis Sayles Securitized Asset Fund (LSSAX) and Vanguard Short-Term Corporate Bond ETF (VCSH).
LSSAX is managed by Loomis Sayles Funds. It was launched on Mar 2, 2006. VCSH is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. 1-5 Year Corporate 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: LSSAX or VCSH.
Correlation
The correlation between LSSAX and VCSH is 0.07, 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
LSSAX vs. VCSH - Performance Comparison
Key characteristics
LSSAX:
1.85
VCSH:
2.99
LSSAX:
2.84
VCSH:
4.60
LSSAX:
1.33
VCSH:
1.64
LSSAX:
1.06
VCSH:
5.64
LSSAX:
6.36
VCSH:
15.89
LSSAX:
1.55%
VCSH:
0.46%
LSSAX:
5.32%
VCSH:
2.43%
LSSAX:
-16.39%
VCSH:
-12.86%
LSSAX:
-1.02%
VCSH:
-0.03%
Returns By Period
In the year-to-date period, LSSAX achieves a 3.38% return, which is significantly higher than VCSH's 2.26% return. Over the past 10 years, LSSAX has underperformed VCSH with an annualized return of 2.29%, while VCSH has yielded a comparatively higher 2.46% annualized return.
LSSAX
3.38%
0.22%
3.43%
10.14%
1.33%
2.29%
VCSH
2.26%
0.37%
2.65%
7.42%
2.29%
2.46%
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LSSAX vs. VCSH - Expense Ratio Comparison
LSSAX has a 0.00% expense ratio, which is lower than VCSH's 0.04% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
LSSAX vs. VCSH — Risk-Adjusted Performance Rank
LSSAX
VCSH
LSSAX vs. VCSH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Securitized Asset Fund (LSSAX) and Vanguard Short-Term Corporate Bond ETF (VCSH). 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
LSSAX vs. VCSH - Dividend Comparison
LSSAX's dividend yield for the trailing twelve months is around 4.33%, more than VCSH's 4.07% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSSAX Loomis Sayles Securitized Asset Fund | 4.33% | 4.55% | 5.65% | 6.48% | 6.40% | 5.96% | 5.50% | 5.63% | 5.41% | 5.13% | 5.21% | 4.95% |
VCSH Vanguard Short-Term Corporate Bond ETF | 4.07% | 3.96% | 3.09% | 2.01% | 1.81% | 2.27% | 2.87% | 2.65% | 2.25% | 2.10% | 2.08% | 2.01% |
Drawdowns
LSSAX vs. VCSH - Drawdown Comparison
The maximum LSSAX drawdown since its inception was -16.39%, which is greater than VCSH's maximum drawdown of -12.86%. Use the drawdown chart below to compare losses from any high point for LSSAX and VCSH. For additional features, visit the drawdowns tool.
Volatility
LSSAX vs. VCSH - Volatility Comparison
Loomis Sayles Securitized Asset Fund (LSSAX) has a higher volatility of 2.04% compared to Vanguard Short-Term Corporate Bond ETF (VCSH) at 1.37%. This indicates that LSSAX's price experiences larger fluctuations and is considered to be riskier than VCSH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.