LSGR vs EVMO
Comparison between NATIXIS LOOMIS SAYLES FOCUSED GROWTH ETF (LSGR, ETF) and EATON VANCE MORTGAGE OPPORTUNITIES ETF (EVMO, ETF).
LSGR vs EVMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LSGR
$856M
Winner
EVMO
$856M
Expense Ratio
LSGR
0.59%
Winner
EVMO
0.45%
Max Drawdown
LSGR
22.97%
Winner
EVMO
3.35%
Sharpe Ratio
Winner
LSGR
0.21
EVMO
0.16
5Y Beta
LSGR
1.18
Winner
EVMO
0.09
P/E Ratio
LSGR
28.46
EVMO
N/A
Forward P/E
LSGR
23.97
EVMO
N/A
PEG Ratio
LSGR
0.33
EVMO
N/A
5Y EPS CAGR
LSGR
41.81%
EVMO
N/A
Debt to Equity
LSGR
52.08%
EVMO
N/A
P/S Ratio
LSGR
6.71
EVMO
N/A
P/B Ratio
LSGR
8.21
EVMO
N/A
LSGR vs EVMO - Holdings Comparison
LSGR and EVMO have 0 common holdings. Overlap is 0.00%
LSGR's top 25 holdings weight is 99.01%. EVMO's top 25 holdings weight is 33.32%.
| Rank | LSGR | EVMO |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 17.91% | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 6.45% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 11.67% | n/a (n/a) - 5.22% |
| #3 | AMAZON.COM INC (AMZN) - 8.35% | n/a (n/a) - 3.31% |
| #4 | META PLATFORMS INC CLASS A (META) - 7.49% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.80% |
| #5 | MICROSOFT CORP (MSFT) - 5.98% | NYKREDIT REALKREDIT A/S 4% (n/a) - 1.54% |
| #6 | TESLA INC (TSLA) - 5.78% | FHLMC 5.5% (n/a) - 1.26% |
| #7 | MONSTER BEVERAGE CORP (MNST) - 5.03% | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 1.24% |
| #8 | VERTEX PHARMACEUTICALS INC (VRTX) - 4.80% | n/a (n/a) - 1.06% |
| #9 | VISA INC CLASS A (V) - 4.04% | CFMT 2025-AB3 LLC 0% (n/a) - 1.04% |
| #10 | BOEING CO (BA) - 4.04% | RMF BUYOUT ISSUANCE TRUST 6% (n/a) - 0.91% |
| #11 | AUTODESK INC (ADSK) - 3.74% | ACM AUTO TRUST 2024-2 9.21% (n/a) - 0.89% |
| #12 | NETFLIX INC (NFLX) - 3.64% | RMF BUYOUT ISSUANCE TRUST 2021-HB1 0% (n/a) - 0.87% |
| #13 | ORACLE CORP (ORCL) - 3.30% | SU CASITA TRUST 0% (n/a) - 0.86% |
| #14 | SALESFORCE INC (CRM) - 2.46% | n/a (n/a) - 0.74% |
| #15 | INTUITIVE SURGICAL INC (ISRG) - 2.14% | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 0.69% |
| #16 | REGENERON PHARMACEUTICALS INC (REGN) - 2.13% | SALUDA GRADE ALTERNATIVE MORTGAGE T 0% (n/a) - 0.64% |
| #17 | THE WALT DISNEY CO (DIS) - 2.08% | BOSTON LENDING TRUST 0% (n/a) - 0.63% |
| #18 | STARBUCKS CORP (SBUX) - 1.77% | FMC GMSR ISSUER TRUST 0% (n/a) - 0.58% |
| #19 | WORKDAY INC CLASS A (WDAY) - 1.45% | GNMA 7% (n/a) - 0.58% |
| #20 | FACTSET RESEARCH SYSTEMS INC (FDS) - 1.21% | REALKREDIT DANMARK A/S 4% (n/a) - 0.57% |
| #21 | N/A | STAR TRUST 2022-SFR3 0% (n/a) - 0.56% |
| #22 | N/A | RMF PROPRIETARY ISSUANCE TRUST 2022 0% (n/a) - 0.54% |
| #23 | N/A | n/a (n/a) - 0.48% |
| #24 | N/A | OCWEN LN INVESTMNT TR2024-HB1 3% (n/a) - 0.46% |
| #25 | N/A | ATLX 2024-RPL1 TRUST 0% (n/a) - 0.40% |
| Total Holdings | 20 | 188 |
LSGR vs EVMO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LSGR
+5.48%
EVMO
+0.34%
3M
LSGR
-0.53%
Winner
EVMO
+0.61%
6M
Winner
LSGR
+7.07%
EVMO
-0.14%
1Y
Winner
LSGR
+6.69%
EVMO
+4.35%
Max(CAGR)
Winner
LSGR
+20.50%
EVMO
+4.20%
LSGR vs EVMO - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | LSGR | EVMO |
|---|---|---|
| 2026 | +0.95% | +1.06% |
| 2025 | +15.76% | +3.33% |
| 2024 | +40.59% | N/A |
| 2023 | +12.34% | N/A |
LSGR vs EVMO Drawdown Comparison
The maximum drawdown for LSGR was -22.92%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.
The maximum drawdown for EVMO was -1.89%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The current LSGR drawdown is -2.96%. The current EVMO drawdown is -0.61%.
| Rank | LSGR | EVMO |
|---|---|---|
| #1 | -22.92% Jan 23, 2025 - Jun 24, 2025 | -1.89% Feb 27, 2026 - Mar 20, 2026 |
| #2 | -18.13% Oct 28, 2025 - Mar 27, 2026 | -0.56% Oct 29, 2025 - Nov 24, 2025 |
| #3 | -12.95% Jul 10, 2024 - Oct 8, 2024 | -0.43% Dec 3, 2025 - Dec 18, 2025 |
| #4 | -11.58% Jul 19, 2023 - Nov 20, 2023 | -0.41% Sep 16, 2025 - Sep 30, 2025 |
| #5 | -8.70% Mar 22, 2024 - Jun 5, 2024 | -0.35% Jan 15, 2026 - Jan 26, 2026 |
| #6 | -6.47% Dec 11, 2024 - Jan 23, 2025 | -0.34% Aug 4, 2025 - Aug 19, 2025 |
| #7 | -3.32% Sep 22, 2025 - Oct 27, 2025 | -0.28% Dec 29, 2025 - Jan 8, 2026 |
| #8 | -3.17% Dec 27, 2023 - Jan 10, 2024 | -0.24% Oct 13, 2025 - Oct 15, 2025 |
| #9 | -3.04% Nov 13, 2024 - Dec 4, 2024 | -0.24% Dec 24, 2025 - Dec 29, 2025 |
| #10 | -2.63% Mar 1, 2024 - Mar 20, 2024 | -0.20% Dec 18, 2025 - Dec 24, 2025 |
| #11 | -2.61% Feb 15, 2024 - Feb 22, 2024 | -0.20% Aug 28, 2025 - Sep 4, 2025 |
| #12 | -2.59% Aug 18, 2025 - Sep 9, 2025 | -0.20% Jan 12, 2026 - Jan 15, 2026 |
| #13 | -2.57% Oct 29, 2024 - Nov 6, 2024 | -0.18% Oct 8, 2025 - Oct 10, 2025 |
| #14 | -2.49% Jul 28, 2025 - Aug 12, 2025 | -0.18% Jan 30, 2026 - Feb 6, 2026 |
| #15 | -2.11% Feb 9, 2024 - Feb 15, 2024 | -0.16% Oct 3, 2025 - Oct 8, 2025 |
Correlation
Correlation between LSGR and EVMO is -0.13 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.13
-101
Dividend Comparison (2023 - 2026)
LSGR vs EVMO dividend yield comparison.
| Year | LSGR | EVMO |
|---|---|---|
| 2026 | 0.00% | 2.98% |
| 2025 | 0.05% | 1.95% |
| 2024 | 0.08% | 0.00% |
| 2023 | 0.03% | 0.00% |
Select Stocks to Compare
Popular: LSGR vs SPYEVMO vs SPY
More Comparisons
Compare with similar stocks