LSGR vs IHE
Comparison between NATIXIS LOOMIS SAYLES FOCUSED GROWTH ETF (LSGR, ETF) and ISHARES U.S. PHARMACEUTICALS ETF (IHE, ETF).
LSGR vs IHE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LSGR
$912M
Winner
IHE
$913M
Expense Ratio
LSGR
0.59%
Winner
IHE
0.38%
Max Drawdown
Winner
LSGR
22.97%
IHE
39.60%
Sharpe Ratio
LSGR
0.27
Winner
IHE
1.94
5Y Beta
LSGR
1.20
Winner
IHE
0.50
P/E Ratio
Winner
LSGR
32.97
IHE
99.74
Forward P/E
LSGR
24.53
Winner
IHE
16.60
PEG Ratio
LSGR
0.53
IHE
N/A
5Y Dividends CAGR
LSGR
N/A
IHE
12.87%
5Y EPS CAGR
Winner
LSGR
39.06%
IHE
12.29%
Debt to Equity
Winner
LSGR
49.09%
IHE
78.45%
LSGR vs IHE - Holdings Comparison
LSGR and IHE have 0 common holdings. Overlap is 0.00%
LSGR's top 25 holdings weight is 98.68%. IHE's top 25 holdings weight is 92.07%.
| Rank | LSGR | IHE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 17.72% | ELI LILLY AND CO (LLY) - 24.06% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 12.73% | JOHNSON & JOHNSON (JNJ) - 20.45% |
| #3 | AMAZON.COM INC (AMZN) - 7.84% | ROYALTY PHARMA PLC CLASS A (RPRX) - 5.26% |
| #4 | META PLATFORMS INC CLASS A (META) - 7.66% | VIATRIS INC (VTRS) - 4.94% |
| #5 | TESLA INC (TSLA) - 7.12% | MERCK & CO INC (MRK) - 4.41% |
| #6 | MONSTER BEVERAGE CORP (MNST) - 5.47% | PFIZER INC (PFE) - 4.17% |
| #7 | ORACLE CORP (ORCL) - 4.80% | BRISTOL-MYERS SQUIBB CO (BMY) - 4.07% |
| #8 | MICROSOFT CORP (MSFT) - 4.33% | JAZZ PHARMACEUTICALS PLC (JAZZ) - 3.84% |
| #9 | VERTEX PHARMACEUTICALS INC (VRTX) - 4.15% | ELANCO ANIMAL HEALTH INC (ELAN) - 3.19% |
| #10 | NETFLIX INC (NFLX) - 4.09% | ZOETIS INC CLASS A (ZTS) - 2.88% |
| #11 | BOEING CO (BA) - 3.81% | AXSOME THERAPEUTICS INC (AXSM) - 2.65% |
| #12 | VISA INC CLASS A (V) - 3.78% | CORCEPT THERAPEUTICS INC (CORT) - 1.79% |
| #13 | AUTODESK INC (ADSK) - 3.18% | LIGAND PHARMACEUTICALS INC (LGND) - 1.23% |
| #14 | SALESFORCE INC (CRM) - 2.24% | INDIVIOR PHARMACEUTICALS INC ORDINARY SHARE (INDV) - 1.18% |
| #15 | INTUITIVE SURGICAL INC (ISRG) - 2.21% | LIQUIDIA CORP ORDINARY SHARES (LQDA) - 1.10% |
| #16 | THE WALT DISNEY CO (DIS) - 2.09% | CRINETICS PHARMACEUTICALS INC (CRNX) - 0.96% |
| #17 | STARBUCKS CORP (SBUX) - 1.72% | ORGANON & CO ORDINARY SHARES (OGN) - 0.94% |
| #18 | REGENERON PHARMACEUTICALS INC (REGN) - 1.46% | EDGEWISE THERAPEUTICS INC (EWTX) - 0.81% |
| #19 | WORKDAY INC CLASS A (WDAY) - 1.16% | SUPERNUS PHARMACEUTICALS INC (SUPN) - 0.70% |
| #20 | FACTSET RESEARCH SYSTEMS INC (FDS) - 1.12% | DEFINIUM THERAPEUTICS INC ORDINARY SHARES (DFTX) - 0.64% |
| #21 | N/A | TARSUS PHARMACEUTICALS INC ORDINARY SHARES (TARS) - 0.62% |
| #22 | N/A | PRESTIGE CONSUMER HEALTHCARE INC (PBH) - 0.59% |
| #23 | N/A | AMNEAL PHARMACEUTICALS INC ORDINARY SHARES CLASS A (AMRX) - 0.59% |
| #24 | N/A | NEKTAR THERAPEUTICS (NKTR) - 0.55% |
| #25 | N/A | ALUMIS INC (ALMS) - 0.45% |
| Total Holdings | 20 | 58 |
LSGR vs IHE - Historical Returns
Returns include dividend reinvestment.
1M
LSGR
-5.20%
Winner
IHE
+5.38%
3M
LSGR
+5.47%
Winner
IHE
+8.36%
6M
LSGR
-2.29%
Winner
IHE
+9.74%
1Y
LSGR
+7.29%
Winner
IHE
+43.21%
5Y(CAGR)
LSGR
N/A
IHE
+12.15%
10Y(CAGR)
LSGR
N/A
IHE
+11.03%
Max(CAGR)
Winner
LSGR
+20.12%
IHE
+13.26%
LSGR vs IHE - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | LSGR | IHE |
|---|---|---|
| 2026 | -3.22% | +8.95% |
| 2025 | +15.76% | +31.90% |
| 2024 | +40.59% | +6.78% |
| 2023 | +12.34% | +4.02% |
| 2022 | N/A | -0.17% |
| 2021 | N/A | +17.52% |
| 2020 | N/A | +16.59% |
| 2019 | N/A | +18.71% |
| 2018 | N/A | -6.75% |
| 2017 | N/A | +11.86% |
| 2016 | N/A | -7.96% |
| 2015 | N/A | +12.56% |
| 2014 | N/A | +34.24% |
| 2013 | N/A | +41.61% |
| 2012 | N/A | +17.11% |
| 2011 | N/A | +23.06% |
| 2010 | N/A | +14.30% |
| 2009 | N/A | +32.51% |
| 2008 | N/A | -11.24% |
| 2007 | N/A | +3.93% |
| 2006 | N/A | +7.88% |
LSGR vs IHE Drawdown Comparison
The maximum drawdown for LSGR was -22.92%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.
The maximum drawdown for IHE was -35.32%, occurring on Mar 5, 2009. Recovery took 593 trading sessions.
The current LSGR drawdown is -6.97%. The current IHE drawdown is -3.06%.
| Rank | LSGR | IHE |
|---|---|---|
| #1 | -22.92% Jan 23, 2025 - Jun 24, 2025 | -35.32% May 22, 2007 - Sep 28, 2009 |
| #2 | -18.13% Oct 28, 2025 - Mar 27, 2026 | -29.17% Jan 16, 2020 - Aug 5, 2020 |
| #3 | -12.95% Jul 10, 2024 - Oct 8, 2024 | -27.44% Apr 15, 2010 - Sep 13, 2010 |
| #4 | -11.58% Jul 19, 2023 - Nov 20, 2023 | -25.18% Jul 16, 2015 - Jan 26, 2018 |
| #5 | -8.70% Mar 22, 2024 - Jun 5, 2024 | -21.02% Aug 31, 2018 - Dec 20, 2019 |
| #6 | -6.47% Dec 11, 2024 - Jan 23, 2025 | -16.88% Jul 7, 2011 - Dec 6, 2011 |
| #7 | -3.32% Sep 22, 2025 - Oct 27, 2025 | -15.92% Feb 25, 2025 - Sep 30, 2025 |
| #8 | -3.17% Dec 27, 2023 - Jan 10, 2024 | -14.51% Apr 7, 2022 - Aug 8, 2023 |
| #9 | -3.04% Nov 13, 2024 - Dec 4, 2024 | -14.16% Jan 26, 2018 - Aug 2, 2018 |
| #10 | -2.63% Mar 1, 2024 - Mar 20, 2024 | -11.67% Aug 15, 2023 - Jan 2, 2024 |
| #11 | -2.61% Feb 15, 2024 - Feb 22, 2024 | -10.39% Oct 17, 2012 - Jan 15, 2013 |
| #12 | -2.59% Aug 18, 2025 - Sep 9, 2025 | -10.04% Mar 4, 2014 - Jun 18, 2014 |
| #13 | -2.57% Oct 29, 2024 - Nov 6, 2024 | -9.85% Aug 30, 2024 - Feb 25, 2025 |
| #14 | -2.49% Jul 28, 2025 - Aug 12, 2025 | -9.73% Dec 27, 2021 - Apr 6, 2022 |
| #15 | -2.11% Feb 9, 2024 - Feb 15, 2024 | -9.43% Feb 23, 2024 - Jul 16, 2024 |
Correlation
Correlation between LSGR and IHE is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2006 - 2026)
LSGR vs IHE dividend yield comparison.
| Year | LSGR | IHE |
|---|---|---|
| 2026 | 0.00% | 0.62% |
| 2025 | 0.05% | 1.76% |
| 2024 | 0.08% | 1.73% |
| 2023 | 0.03% | 4.16% |
| 2022 | 0.00% | 6.02% |
| 2021 | 0.00% | 4.47% |
| 2020 | 0.00% | 3.57% |
| 2019 | 0.00% | 4.19% |
| 2018 | 0.00% | 3.76% |
| 2017 | 0.00% | 4.08% |
| 2016 | 0.00% | 2.75% |
| 2015 | 0.00% | 5.78% |
| 2014 | 0.00% | 3.60% |
| 2013 | 0.00% | 3.18% |
| 2012 | 0.00% | 5.91% |
| 2011 | 0.00% | 3.54% |
| 2010 | 0.00% | 4.17% |
| 2009 | 0.00% | 4.12% |
| 2008 | 0.00% | 4.93% |
| 2007 | 0.00% | 3.08% |
| 2006 | 0.00% | 1.85% |
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