LSTB vs SPY
Natixis Loomis Sayles Total Return Bond ETF vs State Street SPDR S&P 500 ETF Trust
Which is better, LSTB or SPY?
SPY costs less.
SPY has a lower expense ratio.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | LSTB | SPY |
|---|---|---|
| Expense Ratio | 0.39% | 0.09%Best |
| AUM | $53M | $814.4B |
| Dividend Yield | 0.00% | 1.01% |
| Holdings | 260 | 505 |
| YTD Return | -1.24% | +12.71%Best |
| 1Y Return | - | +19.36% |
| 3Y Return (annualized) | - | +21.09% |
| 5Y Return (annualized) | - | +12.69% |
| Fund Family | Natixis Funds | State Street Investment Management |
| Category | Fixed Income | Equity |
| Style | - | Large Cap Blend |
| Inception | Jun 24, 2026 | Jan 22, 1993 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
LSTB vs SPY growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
LSTB vs SPY Performance
Natixis Loomis Sayles Total Return Bond ETF (LSTB) is an ETF from Natixis Funds and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Year to date, LSTB is down 1.24% versus a gain of 12.71% for SPY.
Past performance does not guarantee future results.
Fees and Cost Over Time
LSTB charges 0.39% per year while SPY charges 0.09%. On a $10,000 position that is $39 vs $9 annually, a gap of $30 per year that compounds over a long holding period. On income, LSTB currently yields 0.00% against 1.01% for SPY.
Holdings Overlap
We hold position weights for 143 holdings in LSTB and 503 in SPY, totalling 44.1% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 143 positions we hold weights for in LSTB and 503 in SPY, against full books of 260 and 505.
You are not choosing between two funds in isolation.
Whichever of LSTB and SPY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LSTB or SPY?
LSTB has an expense ratio of 0.39% while SPY charges 0.09%. SPY is the cheaper option, by $30 a year on a $10,000 investment.
Which pays a higher dividend, LSTB or SPY?
LSTB yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
Is SPY better than LSTB?
SPY has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.