LSGR vs ISHG

Comparison between NATIXIS LOOMIS SAYLES FOCUSED GROWTH ETF (LSGR, ETF) and ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF (ISHG, ETF).

LSGR vs ISHG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LSGR(ETF)	ISHG(ETF)
Net Assets	$912M	$907M
Expense Ratio	0.59%	0.35%
Max Drawdown	22.97%	42.96%
Sharpe Ratio	0.27	-0.41
5Y Beta	1.20	0.02
P/E Ratio	32.97	N/A
Forward P/E	24.53	N/A
PEG Ratio	0.53	N/A
5Y EPS CAGR	39.06%	N/A
Debt to Equity	49.09%	N/A

Net Assets

Winner

LSGR

$912M

ISHG

$907M

Expense Ratio

LSGR

0.59%

Winner

ISHG

0.35%

Max Drawdown

Winner

LSGR

22.97%

ISHG

42.96%

Sharpe Ratio

Winner

LSGR

0.27

ISHG

-0.41

5Y Beta

LSGR

1.20

Winner

ISHG

0.02

P/E Ratio

LSGR

32.97

ISHG

N/A

Forward P/E

LSGR

24.53

ISHG

N/A

PEG Ratio

LSGR

0.53

ISHG

N/A

5Y EPS CAGR

LSGR

39.06%

ISHG

N/A

Debt to Equity

LSGR

49.09%

ISHG

N/A

LSGR vs ISHG - Historical Returns

Returns include dividend reinvestment.

Period	LSGR	ISHG
1 month	-5.20%	-1.40%
3 months	+5.47%	+0.40%
6 months	-2.29%	-0.70%
1 year	+7.29%	+0.84%
5 years(CAGR)	N/A	-0.93%
10 years(CAGR)	N/A	-0.30%
Max(CAGR)	+20.12%	-0.65%

LSGR

-5.20%

Winner

ISHG

-1.40%

Winner

LSGR

+5.47%

ISHG

+0.40%

LSGR

-2.29%

Winner

ISHG

-0.70%

Winner

LSGR

+7.29%

ISHG

+0.84%

5Y(CAGR)

LSGR

N/A

ISHG

-0.93%

10Y(CAGR)

LSGR

N/A

ISHG

-0.30%

Max(CAGR)

Winner

LSGR

+20.12%

ISHG

-0.65%

LSGR vs ISHG - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	LSGR	ISHG
2026	-3.22%	-0.93%
2025	+15.76%	+14.14%
2024	+40.59%	-3.11%
2023	+12.34%	+4.98%
2022	N/A	-10.41%
2021	N/A	-7.29%
2020	N/A	+7.71%
2019	N/A	-0.18%
2018	N/A	-3.81%
2017	N/A	+11.12%
2016	N/A	-1.77%
2015	N/A	-6.94%
2014	N/A	-9.81%
2013	N/A	-2.37%
2012	N/A	+1.41%
2011	N/A	-2.94%
2010	N/A	+0.59%
2009	N/A	+7.31%

LSGR vs ISHG Drawdown Comparison

The maximum drawdown for LSGR was -22.92%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.

The maximum drawdown for ISHG was -37.24%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The current LSGR drawdown is -6.97%. The current ISHG drawdown is -23.08%.

Rank	LSGR	ISHG
#1	-22.92% Jan 23, 2025 - Jun 24, 2025	-37.24% May 4, 2011 - Sep 27, 2022
#2	-18.13% Oct 28, 2025 - Mar 27, 2026	-15.06% Dec 1, 2009 - Mar 21, 2011
#3	-12.95% Jul 10, 2024 - Oct 8, 2024	-5.65% Jan 28, 2009 - Mar 19, 2009
#4	-11.58% Jul 19, 2023 - Nov 20, 2023	-4.09% Mar 19, 2009 - May 8, 2009
#5	-8.70% Mar 22, 2024 - Jun 5, 2024	-3.93% Jun 2, 2009 - Jul 22, 2009
#6	-6.47% Dec 11, 2024 - Jan 23, 2025	-2.10% Aug 3, 2009 - Sep 8, 2009
#7	-3.32% Sep 22, 2025 - Oct 27, 2025	-1.78% Oct 21, 2009 - Nov 16, 2009
#8	-3.17% Dec 27, 2023 - Jan 10, 2024	-1.61% Mar 21, 2011 - Apr 12, 2011
#9	-3.04% Nov 13, 2024 - Dec 4, 2024	-1.30% Jul 22, 2009 - Jul 31, 2009
#10	-2.63% Mar 1, 2024 - Mar 20, 2024	-1.01% Nov 16, 2009 - Nov 25, 2009
#11	-2.61% Feb 15, 2024 - Feb 22, 2024	-0.91% Sep 17, 2009 - Oct 6, 2009
#12	-2.59% Aug 18, 2025 - Sep 9, 2025	-0.90% May 22, 2009 - May 29, 2009
#13	-2.57% Oct 29, 2024 - Nov 6, 2024	-0.90% Oct 8, 2009 - Oct 14, 2009
#14	-2.49% Jul 28, 2025 - Aug 12, 2025	-0.87% Apr 14, 2011 - Apr 20, 2011
#15	-2.11% Feb 9, 2024 - Feb 15, 2024	-0.69% May 14, 2009 - May 19, 2009

Correlation

Correlation between LSGR and ISHG is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2009 - 2025)

LSGR vs ISHG dividend yield comparison.

Year	LSGR	ISHG
2025	0.05%	1.45%
2024	0.08%	2.56%
2023	0.03%	0.18%
2021	0.00%	1.29%
2018	0.00%	1.80%
2017	0.00%	0.46%
2015	0.00%	0.09%
2014	0.00%	0.42%
2013	0.00%	0.20%
2012	0.00%	1.55%
2011	0.00%	4.51%
2010	0.00%	0.97%
2009	0.00%	1.15%