IBDZ vs LSGR
Comparison between ISHARES IBONDS DEC 2034 TERM CORPORATE ETF (IBDZ, ETF) and NATIXIS LOOMIS SAYLES FOCUSED GROWTH ETF (LSGR, ETF).
IBDZ vs LSGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBDZ
$845M
LSGR
$843M
Expense Ratio
Winner
IBDZ
0.10%
LSGR
0.59%
Max Drawdown
Winner
IBDZ
7.08%
LSGR
22.97%
Sharpe Ratio
IBDZ
0.39
Winner
LSGR
0.46
5Y Beta
Winner
IBDZ
0.10
LSGR
1.21
P/E Ratio
IBDZ
N/A
LSGR
35.30
Forward P/E
IBDZ
N/A
LSGR
26.48
PEG Ratio
IBDZ
N/A
LSGR
0.65
5Y EPS CAGR
IBDZ
N/A
LSGR
39.54%
Debt to Equity
IBDZ
N/A
LSGR
47.00%
P/S Ratio
IBDZ
N/A
LSGR
7.00
P/B Ratio
IBDZ
N/A
LSGR
9.01
IBDZ vs LSGR - Historical Returns
Returns include dividend reinvestment.
1M
IBDZ
-0.29%
Winner
LSGR
+0.01%
3M
IBDZ
-1.05%
Winner
LSGR
+3.96%
6M
Winner
IBDZ
+0.09%
LSGR
-2.32%
1Y
IBDZ
+5.86%
Winner
LSGR
+11.73%
Max(CAGR)
IBDZ
+6.36%
Winner
LSGR
+21.16%
IBDZ vs LSGR - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IBDZ | LSGR |
|---|---|---|
| 2026 | -0.05% | -1.37% |
| 2025 | +8.70% | +15.76% |
| 2024 | +4.24% | +40.59% |
| 2023 | N/A | +12.34% |
IBDZ vs LSGR Drawdown Comparison
The maximum drawdown for IBDZ was -5.56%, occurring on Jan 13, 2025. Recovery took 191 trading sessions.
The maximum drawdown for LSGR was -22.92%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.
The current IBDZ drawdown is -1.68%. The current LSGR drawdown is -5.19%.
| Rank | IBDZ | LSGR |
|---|---|---|
| #1 | -5.56% Sep 16, 2024 - Jun 23, 2025 | -22.92% Jan 23, 2025 - Jun 24, 2025 |
| #2 | -3.04% Feb 27, 2026 - Mar 27, 2026 | -18.13% Oct 28, 2025 - Mar 27, 2026 |
| #3 | -1.41% Jun 24, 2024 - Jul 5, 2024 | -12.95% Jul 10, 2024 - Oct 8, 2024 |
| #4 | -1.40% Oct 27, 2025 - Nov 25, 2025 | -11.58% Jul 19, 2023 - Nov 20, 2023 |
| #5 | -1.36% Jul 1, 2025 - Jul 29, 2025 | -8.70% Mar 22, 2024 - Jun 5, 2024 |
| #6 | -1.36% Aug 5, 2024 - Aug 14, 2024 | -6.47% Dec 11, 2024 - Jan 23, 2025 |
| #7 | -1.27% Jul 16, 2024 - Jul 31, 2024 | -3.32% Sep 22, 2025 - Oct 27, 2025 |
| #8 | -1.06% Jun 6, 2024 - Jun 13, 2024 | -3.17% Dec 27, 2023 - Jan 10, 2024 |
| #9 | -1.04% Nov 26, 2025 - Jan 14, 2026 | -3.04% Nov 13, 2024 - Dec 4, 2024 |
| #10 | -0.98% Jan 14, 2026 - Feb 6, 2026 | -2.63% Mar 1, 2024 - Mar 20, 2024 |
| #11 | -0.94% Sep 15, 2025 - Oct 15, 2025 | -2.61% Feb 15, 2024 - Feb 22, 2024 |
| #12 | -0.90% May 24, 2024 - Jun 3, 2024 | -2.59% Aug 18, 2025 - Sep 9, 2025 |
| #13 | -0.77% Aug 23, 2024 - Sep 4, 2024 | -2.57% Oct 29, 2024 - Nov 6, 2024 |
| #14 | -0.65% Aug 13, 2025 - Aug 27, 2025 | -2.49% Jul 28, 2025 - Aug 12, 2025 |
| #15 | -0.58% Aug 21, 2024 - Aug 23, 2024 | -2.11% Feb 9, 2024 - Feb 15, 2024 |
Correlation
Correlation between IBDZ and LSGR is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2023 - 2026)
IBDZ vs LSGR dividend yield comparison.
| Year | IBDZ | LSGR |
|---|---|---|
| 2026 | 2.01% | 0.00% |
| 2025 | 4.85% | 0.05% |
| 2024 | 2.50% | 0.08% |
| 2023 | 0.00% | 0.03% |
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