LSCP vs SPY

LSCP vs SPY

Which is better, LSCP or SPY?

SPY costs less.

SPY has a lower expense ratio.

Lower Fees: SPY

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

MetricLSCPSPY
Expense Ratio0.39%0.09%Best
AUM$50M$811.2B
Dividend Yield0.49%0.98%
Holdings4081,515
YTD Return-4.43%+13.54%Best
1Y Return-+16.25%
3Y Return (annualized)-+23.72%
5Y Return (annualized)-+13.95%
Fund FamilyNatixis FundsState Street Investment Management
CategoryFixed IncomeEquity
Style-Large Cap Blend
InceptionJun 24, 2026Jan 22, 1993

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

LSCP vs SPY 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.

LSCP vs SPY Performance

Natixis Loomis Sayles Dynamic Core Plus ETF (LSCP) is an ETF from Natixis Funds and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, LSCP is down 4.43% versus a gain of 13.54% for SPY.

Past performance does not guarantee future results.

Fees and Cost Over Time

LSCP charges 0.39% per year while SPY charges 0.09%. On a $10,000 position that is $39 vs $9 annually, a gap of $30 per year that compounds over a long holding period. On income, LSCP currently yields 0.49% against 0.98% for SPY.

Holdings Overlap

SPY already in LSCP0.2%

At least 0.2% of SPY's money is in holdings LSCP also owns.

Stated as a floor: for LSCP, our book for it covers 4.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

3 positions in common, counted across the 31 positions we hold weights for in LSCP and 504 in SPY, against full books of 408 and 1,515.

Top Shared Holdings

StockWeight in LSCPWeight in SPYDifference
DVNDevon Energy Corporation0.10%0.09%0.01%
IRMIron Mtn Inc New Com Npv0.06%0.05%0.01%
AESAes Corporation0.05%0.02%0.03%

You are not choosing between two funds in isolation.

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

LSCPSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, LSCP or SPY?

LSCP has an expense ratio of 0.39% while SPY charges 0.09%. SPY is the cheaper option, by $30 a year on a $10,000 investment.

Which pays a higher dividend, LSCP or SPY?

LSCP yields 0.49% while SPY yields 0.98%, so SPY currently pays the higher dividend yield.

Is SPY better than LSCP?

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