LSST vs VYM
Natixis Loomis Sayles Short Duration Income 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 558 holdings.
Side-by-Side Comparison
| Metric | LSST | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.04% | |
| AUM | $15M | $79.0B | |
| Dividend Yield | 4.59% | 2.86% | |
| Holdings | 235 | 568 | |
| YTD Return | +4.89% | +15.80% | |
| 1Y Return | +7.37% | +26.12% | |
| 3Y Return (annualized) | +2.14% | +18.25% | |
| 5Y Return (annualized) | +2.47% | +12.51% | |
| Volatility (annualized) | 2.4% | 14.6% | |
| Max Drawdown | -6.2% | -58.8% | |
| Fund Family | Natixis Funds | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Dec 27, 2017 | Nov 10, 2006 |
LSST vs VYM Performance
Natixis Loomis Sayles Short Duration Income ETF (LSST) is a ETF from Natixis Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year LSST returned +7.37% while VYM returned +26.12%. Year to date, LSST is up 4.89% versus a gain of 15.80% for VYM.
Over three years, LSST compounded at +2.14% per year against +18.25% for VYM; over five years the annualized figures are +2.47% and +12.51% respectively. Across the full 7-year window we track, VYM has the edge at +7.07% annualized vs +2.64%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -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 0.47. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LSST charges 0.35% per year while VYM charges 0.04%. On a $10,000 position that is $35 vs $4 annually, a gap of $31 per year that compounds over a long holding period. On income, LSST currently yields 4.59% against 2.86% for VYM.
Frequently Asked Questions
Which is cheaper, LSST or VYM?
LSST has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $31 per year of difference.
Which performed better, LSST or VYM?
Over the past year LSST returned +7.37% vs +26.12% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (7 years), LSST annualized +2.64% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, LSST or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 2.4% for LSST. Worst drawdown: LSST -6.2% vs VYM -58.8%.
Should I hold both LSST and VYM?
LSST and VYM have a monthly-return correlation of 0.47, so combining them can provide real diversification depending on your allocation goals.
Which pays a higher dividend, LSST or VYM?
LSST yields 4.59% while VYM yields 2.86%, so LSST currently pays the higher dividend yield.
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