IWMI vs LSGR
Comparison between NEOS RUSSELL 2000 HIGH INCOME ETF (IWMI, ETF) and NATIXIS LOOMIS SAYLES FOCUSED GROWTH ETF (LSGR, ETF).
IWMI vs LSGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IWMI vs LSGR - Holdings Comparison
IWMI and LSGR have 0 common holdings. Overlap is 0.00%
IWMI's top 25 holdings weight is 100.64%. LSGR's top 25 holdings weight is 98.68%.
| Rank | IWMI | LSGR |
|---|---|---|
| #1 | VANGUARD RUSSELL 2000 ETF (VTWO) - 100.20% | NVIDIA CORP (NVDA) - 17.72% |
| #2 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 0.44% | ALPHABET INC CLASS A (GOOGL) - 12.73% |
| #3 | N/A | AMAZON.COM INC (AMZN) - 7.84% |
| #4 | N/A | META PLATFORMS INC CLASS A (META) - 7.66% |
| #5 | N/A | TESLA INC (TSLA) - 7.12% |
| #6 | N/A | MONSTER BEVERAGE CORP (MNST) - 5.47% |
| #7 | N/A | ORACLE CORP (ORCL) - 4.80% |
| #8 | N/A | MICROSOFT CORP (MSFT) - 4.33% |
| #9 | N/A | VERTEX PHARMACEUTICALS INC (VRTX) - 4.15% |
| #10 | N/A | NETFLIX INC (NFLX) - 4.09% |
| #11 | N/A | BOEING CO (BA) - 3.81% |
| #12 | N/A | VISA INC CLASS A (V) - 3.78% |
| #13 | N/A | AUTODESK INC (ADSK) - 3.18% |
| #14 | N/A | SALESFORCE INC (CRM) - 2.24% |
| #15 | N/A | INTUITIVE SURGICAL INC (ISRG) - 2.21% |
| #16 | N/A | THE WALT DISNEY CO (DIS) - 2.09% |
| #17 | N/A | STARBUCKS CORP (SBUX) - 1.72% |
| #18 | N/A | REGENERON PHARMACEUTICALS INC (REGN) - 1.46% |
| #19 | N/A | WORKDAY INC CLASS A (WDAY) - 1.16% |
| #20 | N/A | FACTSET RESEARCH SYSTEMS INC (FDS) - 1.12% |
| #21 | N/A | N/A |
| #22 | N/A | N/A |
| #23 | N/A | N/A |
| #24 | N/A | N/A |
| #25 | N/A | N/A |
| Total Holdings | 2 | 20 |
IWMI vs LSGR - Historical Returns
Returns include dividend reinvestment.
IWMI vs LSGR - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | IWMI | LSGR |
|---|---|---|
| 2026 | +15.48% | -3.22% |
| 2025 | +14.86% | +15.76% |
| 2024 | +6.59% | +40.59% |
| 2023 | N/A | +12.34% |
IWMI vs LSGR Drawdown Comparison
The maximum drawdown for IWMI was -23.88%, occurring on Apr 8, 2025. Recovery took 189 trading sessions.
The maximum drawdown for LSGR was -22.92%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.
The current LSGR drawdown is -6.97%.
| Rank | IWMI | LSGR |
|---|---|---|
| #1 | -23.88% Nov 29, 2024 - Sep 4, 2025 | -22.92% Jan 23, 2025 - Jun 24, 2025 |
| #2 | -8.88% Jul 26, 2024 - Sep 19, 2024 | -18.13% Oct 28, 2025 - Mar 27, 2026 |
| #3 | -8.39% Feb 26, 2026 - Apr 13, 2026 | -12.95% Jul 10, 2024 - Oct 8, 2024 |
| #4 | -6.62% Oct 27, 2025 - Nov 26, 2025 | -11.58% Jul 19, 2023 - Nov 20, 2023 |
| #5 | -3.49% May 6, 2026 - May 26, 2026 | -8.70% Mar 22, 2024 - Jun 5, 2024 |
| #6 | -2.87% Jan 22, 2026 - Feb 9, 2026 | -6.47% Dec 11, 2024 - Jan 23, 2025 |
| #7 | -2.84% Jun 4, 2026 - Jun 12, 2026 | -3.32% Sep 22, 2025 - Oct 27, 2025 |
| #8 | -2.76% Oct 8, 2025 - Oct 14, 2025 | -3.17% Dec 27, 2023 - Jan 10, 2024 |
| #9 | -2.60% Dec 11, 2025 - Jan 6, 2026 | -3.04% Nov 13, 2024 - Dec 4, 2024 |
| #10 | -2.45% Oct 17, 2024 - Nov 6, 2024 | -2.63% Mar 1, 2024 - Mar 20, 2024 |
| #11 | -2.33% Nov 11, 2024 - Nov 25, 2024 | -2.61% Feb 15, 2024 - Feb 22, 2024 |
| #12 | -2.15% Feb 9, 2026 - Feb 26, 2026 | -2.59% Aug 18, 2025 - Sep 9, 2025 |
| #13 | -1.99% Sep 30, 2024 - Oct 11, 2024 | -2.57% Oct 29, 2024 - Nov 6, 2024 |
| #14 | -1.71% Oct 15, 2025 - Oct 24, 2025 | -2.49% Jul 28, 2025 - Aug 12, 2025 |
| #15 | -1.46% Sep 19, 2024 - Sep 30, 2024 | -2.11% Feb 9, 2024 - Feb 15, 2024 |
Correlation
Correlation between IWMI and LSGR is 0.74 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2023 - 2026)
IWMI vs LSGR dividend yield comparison.
| Year | IWMI | LSGR |
|---|---|---|
| 2026 | 6.87% | 0.00% |
| 2025 | 14.05% | 0.05% |
| 2024 | 8.78% | 0.08% |
| 2023 | 0.00% | 0.03% |
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