LSGR vs VTI
Natixis Loomis Sayles Focused Growth ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | LSGR | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.03% | |
| AUM | $921M | $666.9B | |
| Dividend Yield | 0.00% | 1.07% | |
| Holdings | 23 | 3,543 | |
| YTD Return | +1.58% | +14.82% | |
| 1Y Return | +4.78% | +22.43% | |
| 3Y Return (annualized) | +20.94% | +21.93% | |
| 5Y Return (annualized) | - | +12.34% | |
| Volatility (annualized) | 18.2% | 15.4% | |
| Max Drawdown | -22.9% | -56.6% | |
| Fund Family | Natixis Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 29, 2023 | May 24, 2001 |
LSGR vs VTI Performance
Natixis Loomis Sayles Focused Growth ETF (LSGR) is a ETF from Natixis Funds and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year LSGR returned +4.78% while VTI returned +22.43%. Year to date, LSGR is up 1.58% versus a gain of 14.82% for VTI.
Over three years, LSGR compounded at +20.94% per year against +21.93% for VTI. Across the full 3-year window we track, LSGR has the edge at +20.88% annualized vs +8.16%. 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 15.4% for VTI. 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 -56.6% for VTI. 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 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LSGR charges 0.59% per year while VTI charges 0.03%. On a $10,000 position that is $59 vs $3 annually, a gap of $56 per year that compounds over a long holding period. On income, LSGR currently yields 0.00% against 1.07% for VTI.
Holdings Overlap
LSGR and VTI share 20 holdings out of 2788 unique holdings combined, representing a 22.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LSGR or VTI?
LSGR has an expense ratio of 0.59% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $56 per year of difference.
Which performed better, LSGR or VTI?
Over the past year LSGR returned +4.78% vs +22.43% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), LSGR annualized +20.88% vs +8.16% for VTI. Past performance does not guarantee future results.
Which is riskier, LSGR or VTI?
LSGR has been the more volatile fund at 18.2% annualized versus 15.4% for VTI. Worst drawdown: LSGR -22.9% vs VTI -56.6%.
Should I hold both LSGR and VTI?
LSGR and VTI have a monthly-return correlation of 0.88, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LSGR and VTI?
LSGR and VTI share 20 common holdings with a 22.5% weight overlap. Combined, they hold 2788 unique securities.
Which pays a higher dividend, LSGR or VTI?
LSGR yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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