MSTI vs. LSST
Compare and contrast key facts about Madison Short-Term Strategic Income ETF (MSTI) and Natixis ETF Trust (LSST).
MSTI and LSST are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. MSTI is an actively managed fund by Madison. It was launched on Sep 5, 2023. LSST is an actively managed fund by Groupe BPCE. It was launched on Dec 27, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MSTI or LSST.
Key characteristics
| MSTI | LSST | |
|---|---|---|
| YTD Return | 5.07% | 4.68% |
| 1Y Return | 9.46% | 8.03% |
| Sharpe Ratio | 3.26 | 4.19 |
| Daily Std Dev | 2.86% | 1.90% |
| Max Drawdown | -1.48% | -6.17% |
| Current Drawdown | 0.00% | -0.11% |
Correlation
The correlation between MSTI and LSST is 0.80, 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.
Performance
MSTI vs. LSST - Performance Comparison
In the year-to-date period, MSTI achieves a 5.07% return, which is significantly higher than LSST's 4.68% 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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MSTI vs. LSST - Expense Ratio Comparison
MSTI has a 0.40% expense ratio, which is higher than LSST's 0.38% expense ratio.
Risk-Adjusted Performance
MSTI vs. LSST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Madison Short-Term Strategic Income ETF (MSTI) and Natixis ETF Trust (LSST). 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
MSTI vs. LSST - Dividend Comparison
MSTI's dividend yield for the trailing twelve months is around 4.90%, more than LSST's 4.40% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
MSTI Madison Short-Term Strategic Income ETF | 4.90% | 1.55% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
LSST Natixis ETF Trust | 4.40% | 3.85% | 1.93% | 2.74% | 3.96% | 2.70% | 2.59% |
Drawdowns
MSTI vs. LSST - Drawdown Comparison
The maximum MSTI drawdown since its inception was -1.48%, smaller than the maximum LSST drawdown of -6.17%. Use the drawdown chart below to compare losses from any high point for MSTI and LSST. For additional features, visit the drawdowns tool.
Volatility
MSTI vs. LSST - Volatility Comparison
Madison Short-Term Strategic Income ETF (MSTI) has a higher volatility of 0.49% compared to Natixis ETF Trust (LSST) at 0.38%. This indicates that MSTI's price experiences larger fluctuations and is considered to be riskier than LSST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.