LSGR vs SCHD
Natixis Loomis Sayles Focused Growth ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | LSGR | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.06% | |
| AUM | $817M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 23 | 104 | |
| YTD Return | +2.27% | +26.21% | |
| 1Y Return | +5.77% | +29.99% | |
| 3Y Return (annualized) | +20.91% | +15.73% | |
| 5Y Return (annualized) | - | +9.67% | |
| Volatility (annualized) | 18.2% | 13.6% | |
| Max Drawdown | -22.9% | -33.4% | |
| Fund Family | Natixis Funds | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jun 29, 2023 | Oct 20, 2011 |
LSGR vs SCHD Performance
Natixis Loomis Sayles Focused Growth ETF (LSGR) is a ETF from Natixis Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year LSGR returned +5.77% while SCHD returned +29.99%. Year to date, LSGR is up 2.27% versus a gain of 26.21% for SCHD.
Over three years, LSGR compounded at +20.91% per year against +15.73% for SCHD. Across the full 3-year window we track, LSGR has the edge at +21.17% annualized vs +11.50%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LSGR has been the more volatile fund, with annualized monthly volatility of 18.2% compared with 13.6% for SCHD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -22.9% for LSGR and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.30. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LSGR charges 0.59% per year while SCHD charges 0.06%. On a $10,000 position that is $59 vs $6 annually, a gap of $53 per year that compounds over a long holding period. On income, LSGR currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
LSGR and SCHD share 0 holdings out of 121 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LSGR or SCHD?
LSGR has an expense ratio of 0.59% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $53 per year of difference.
Which performed better, LSGR or SCHD?
Over the past year LSGR returned +5.77% vs +29.99% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (3 years), LSGR annualized +21.17% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, LSGR or SCHD?
LSGR has been the more volatile fund at 18.2% annualized versus 13.6% for SCHD. Worst drawdown: LSGR -22.9% vs SCHD -33.4%.
Should I hold both LSGR and SCHD?
LSGR and SCHD have a monthly-return correlation of 0.30, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LSGR and SCHD?
LSGR and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 121 unique securities.
Which pays a higher dividend, LSGR or SCHD?
LSGR yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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