LSGR vs VYM
Natixis Loomis Sayles Focused Growth ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 568 holdings.
Side-by-Side Comparison
| Metric | LSGR | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.59% | 0.04% | |
| AUM | $817M | $79.0B | |
| Dividend Yield | 0.00% | 2.86% | |
| Holdings | 23 | 568 | |
| YTD Return | +2.27% | +16.78% | |
| 1Y Return | +5.77% | +24.43% | |
| 3Y Return (annualized) | +20.91% | +18.60% | |
| 5Y Return (annualized) | - | +12.30% | |
| Volatility (annualized) | 18.2% | 14.6% | |
| Max Drawdown | -22.9% | -58.8% | |
| Fund Family | Natixis Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 29, 2023 | Nov 10, 2006 |
LSGR vs VYM Performance
Natixis Loomis Sayles Focused Growth ETF (LSGR) is a ETF from Natixis Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year LSGR returned +5.77% while VYM returned +24.43%. Year to date, LSGR is up 2.27% versus a gain of 16.78% for VYM.
Over three years, LSGR compounded at +20.91% per year against +18.60% for VYM. Across the full 3-year window we track, LSGR has the edge at +21.17% annualized vs +7.11%. 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 14.6% for VYM. 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 -58.8% for VYM. 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 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LSGR charges 0.59% per year while VYM charges 0.04%. On a $10,000 position that is $59 vs $4 annually, a gap of $55 per year that compounds over a long holding period. On income, LSGR currently yields 0.00% against 2.86% for VYM.
Holdings Overlap
LSGR and VYM share 1 holdings out of 578 unique holdings combined, representing a 0.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in LSGR | Weight in VYM | Difference |
|---|---|---|---|
| SBUX | 1.84% | 0.49% | 1.35% |
Frequently Asked Questions
Which is cheaper, LSGR or VYM?
LSGR has an expense ratio of 0.59% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $55 per year of difference.
Which performed better, LSGR or VYM?
Over the past year LSGR returned +5.77% vs +24.43% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), LSGR annualized +21.17% vs +7.11% for VYM. Past performance does not guarantee future results.
Which is riskier, LSGR or VYM?
LSGR has been the more volatile fund at 18.2% annualized versus 14.6% for VYM. Worst drawdown: LSGR -22.9% vs VYM -58.8%.
Should I hold both LSGR and VYM?
LSGR and VYM have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LSGR and VYM?
LSGR and VYM share 1 common holdings with a 0.5% weight overlap. Combined, they hold 578 unique securities.
Which pays a higher dividend, LSGR or VYM?
LSGR yields 0.00% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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