LSST vs QQQ
Natixis Loomis Sayles Short Duration Income ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. LSST offers more diversification with 235 holdings.
Side-by-Side Comparison
| Metric | LSST | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.18% | |
| AUM | $15M | $455.8B | |
| Dividend Yield | 4.59% | 0.41% | |
| Holdings | 235 | 108 | |
| YTD Return | +4.89% | +18.31% | |
| 1Y Return | +7.37% | +25.37% | |
| 3Y Return (annualized) | +2.14% | +25.79% | |
| 5Y Return (annualized) | +2.47% | +15.20% | |
| Volatility (annualized) | 2.4% | 30.6% | |
| Max Drawdown | -6.2% | -83.0% | |
| Fund Family | Natixis Funds | Invesco (US) | |
| Category | Fixed Income | Equity | |
| Inception | Dec 27, 2017 | Mar 10, 1999 |
LSST vs QQQ Performance
Natixis Loomis Sayles Short Duration Income ETF (LSST) is a ETF from Natixis Funds and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year LSST returned +7.37% while QQQ returned +25.37%. Year to date, LSST is up 4.89% versus a gain of 18.31% for QQQ.
Over three years, LSST compounded at +2.14% per year against +25.79% for QQQ; over five years the annualized figures are +2.47% and +15.20% respectively. Across the full 7-year window we track, QQQ has the edge at +13.10% annualized vs +2.64%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 2.4% for LSST. 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 -6.2% for LSST and -83.0% for QQQ. 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LSST charges 0.35% per year while QQQ charges 0.18%. On a $10,000 position that is $35 vs $18 annually, a gap of $17 per year that compounds over a long holding period. On income, LSST currently yields 4.59% against 0.41% for QQQ.
Frequently Asked Questions
Which is cheaper, LSST or QQQ?
LSST has an expense ratio of 0.35% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $17 per year of difference.
Which performed better, LSST or QQQ?
Over the past year LSST returned +7.37% vs +25.37% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (7 years), LSST annualized +2.64% vs +13.10% for QQQ. Past performance does not guarantee future results.
Which is riskier, LSST or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 2.4% for LSST. Worst drawdown: LSST -6.2% vs QQQ -83.0%.
Should I hold both LSST and QQQ?
LSST and QQQ have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, LSST or QQQ?
LSST yields 4.59% while QQQ yields 0.41%, so LSST currently pays the higher dividend yield.
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