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