Correlation
The correlation between LSSIX and VOO is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
LSSIX vs. VOO
Compare and contrast key facts about Loomis Sayles Small Cap Growth Fund (LSSIX) and Vanguard S&P 500 ETF (VOO).
LSSIX is managed by Loomis Sayles Funds. It was launched on Dec 31, 1996. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSSIX or VOO.
Performance
LSSIX vs. VOO - Performance Comparison
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Key characteristics
LSSIX:
0.03
VOO:
0.74
LSSIX:
0.19
VOO:
1.04
LSSIX:
1.02
VOO:
1.15
LSSIX:
0.01
VOO:
0.68
LSSIX:
0.02
VOO:
2.58
LSSIX:
9.57%
VOO:
4.93%
LSSIX:
25.31%
VOO:
19.54%
LSSIX:
-83.41%
VOO:
-33.99%
LSSIX:
-14.05%
VOO:
-3.55%
Returns By Period
In the year-to-date period, LSSIX achieves a -6.71% return, which is significantly lower than VOO's 0.90% return. Over the past 10 years, LSSIX has underperformed VOO with an annualized return of 8.26%, while VOO has yielded a comparatively higher 12.81% annualized return.
LSSIX
-6.71%
4.43%
-13.41%
0.27%
6.99%
7.36%
8.26%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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LSSIX vs. VOO - Expense Ratio Comparison
LSSIX has a 0.92% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
LSSIX vs. VOO — Risk-Adjusted Performance Rank
LSSIX
VOO
LSSIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Loomis Sayles Small Cap Growth Fund (LSSIX) and Vanguard S&P 500 ETF (VOO). 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
LSSIX vs. VOO - Dividend Comparison
LSSIX's dividend yield for the trailing twelve months is around 3.90%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSSIX Loomis Sayles Small Cap Growth Fund | 3.90% | 3.63% | 2.34% | 3.03% | 20.23% | 1.76% | 8.85% | 11.30% | 12.61% | 0.00% | 7.91% | 15.58% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
LSSIX vs. VOO - Drawdown Comparison
The maximum LSSIX drawdown since its inception was -83.41%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for LSSIX and VOO.
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Volatility
LSSIX vs. VOO - Volatility Comparison
Loomis Sayles Small Cap Growth Fund (LSSIX) has a higher volatility of 6.07% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that LSSIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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