LSST vs. FXAIX
Compare and contrast key facts about Natixis ETF Trust (LSST) and Fidelity 500 Index Fund (FXAIX).
LSST is an actively managed fund by Groupe BPCE. It was launched on Dec 27, 2017. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSST or FXAIX.
Key characteristics
| LSST | FXAIX | |
|---|---|---|
| YTD Return | 1.25% | 11.79% |
| 1Y Return | 5.19% | 28.28% |
| 3Y Return (Ann) | 0.91% | 10.43% |
| 5Y Return (Ann) | 2.34% | 15.05% |
| Sharpe Ratio | 2.58 | 2.56 |
| Daily Std Dev | 1.90% | 11.55% |
| Max Drawdown | -6.17% | -33.79% |
| Current Drawdown | -0.10% | -0.07% |
Correlation
The correlation between LSST and FXAIX is 0.13, 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
LSST vs. FXAIX - Performance Comparison
In the year-to-date period, LSST achieves a 1.25% return, which is significantly lower than FXAIX's 11.79% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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LSST vs. FXAIX - Expense Ratio Comparison
LSST has a 0.38% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
LSST vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Natixis ETF Trust (LSST) and Fidelity 500 Index Fund (FXAIX). 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
LSST vs. FXAIX - Dividend Comparison
LSST's dividend yield for the trailing twelve months is around 4.21%, more than FXAIX's 1.31% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSST Natixis ETF Trust | 4.21% | 3.85% | 1.93% | 2.74% | 3.96% | 2.70% | 2.59% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.31% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.63% | 1.84% |
Drawdowns
LSST vs. FXAIX - Drawdown Comparison
The maximum LSST drawdown since its inception was -6.17%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for LSST and FXAIX. For additional features, visit the drawdowns tool.
Volatility
LSST vs. FXAIX - Volatility Comparison
The current volatility for Natixis ETF Trust (LSST) is 0.44%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.37%. This indicates that LSST experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.