FIXT vs LSCP

FIXT vs LSCP

Which is better, FIXT or LSCP?

LSCP costs less.

LSCP has a lower expense ratio.

Lower Fees: LSCP

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricFIXTLSCP
Expense Ratio0.40%0.39%Best
AUM$213M$50M
Dividend Yield5.51%1.30%
Holdings1,263845
YTD Return-2.05%Best-3.17%
1Y Return-1.60%-
3Y Return (annualized)+12.22%-
Fund FamilyTCW ETFsNatixis Funds
CategoryFixed IncomeFixed Income
InceptionJun 28, 2002Jun 24, 2026

Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight, Style.

FIXT vs LSCP growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare FIXT against instead:FIXT vs SPYFIXT vs QQQFIXT vs VOOFIXT vs VTILSCP against:LSCP vs VXUS

FIXT vs LSCP Performance

TCW Core Plus Bond ETF (FIXT) is an ETF from TCW ETFs and Natixis Loomis Sayles Dynamic Core Plus ETF (LSCP) is an ETF from Natixis Funds. Year to date, FIXT is down 2.05% versus a loss of 3.17% for LSCP.

Past performance does not guarantee future results.

Fees and Cost Over Time

FIXT charges 0.40% per year while LSCP charges 0.39%. On a $10,000 position that is $40 vs $39 annually, a gap of $1 per year that compounds over a long holding period. On income, FIXT currently yields 5.51% against 1.30% for LSCP.

Holdings Overlap

We hold position weights for 213 holdings in FIXT and 254 in LSCP, totalling 34.5% and 38.4% of the two funds. Neither is a share of a fund we can divide by, so no overlap percentage is shown here. Within what we can see, 5 positions appear in both.

5 positions in common, counted across the 213 positions we hold weights for in FIXT and 254 in LSCP, against full books of 1,263 and 845.

Top Shared Holdings

StockWeight in FIXTWeight in LSCPDifference
TTREASURY NOTE (OTR) 4.75 10/31/20315.29%1.30%3.99%
FR SD8244Freddie Mac Pool 40.43%0.00%0.43%
BA 6.858 05/01/54Boeing Co/The 6.86 05/01/20540.03%0.09%0.06%
MGM 6.5 04/15/32Mgm Resorts Intl Regd 6.50000000 4/15/20320.05%0.06%0.01%
AAL 5.75 04/20/29 14American Airlines Inc/Aadvantage Loyalty Ip Ltd 5.75 04/20/20290.04%0.06%0.02%

You are not choosing between two funds in isolation.

Whichever of FIXT and LSCP you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

FIXTLSCP

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, FIXT or LSCP?

FIXT has an expense ratio of 0.40% while LSCP charges 0.39%. LSCP is the cheaper option, by $1 a year on a $10,000 investment.

Which pays a higher dividend, FIXT or LSCP?

FIXT yields 5.51% while LSCP yields 1.30%, so FIXT currently pays the higher dividend yield.

Is LSCP better than FIXT?

LSCP has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.