LSGR vs SYLD
Comparison between NATIXIS LOOMIS SAYLES FOCUSED GROWTH ETF (LSGR, ETF) and CAMBRIA SHAREHOLDER YIELD ETF (SYLD, ETF).
LSGR vs SYLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LSGR
$912M
Winner
SYLD
$914M
Expense Ratio
LSGR
0.59%
SYLD
0.59%
Max Drawdown
Winner
LSGR
22.97%
SYLD
45.80%
Sharpe Ratio
LSGR
0.27
Winner
SYLD
1.29
5Y Beta
LSGR
1.20
Winner
SYLD
0.82
P/E Ratio
LSGR
32.97
Winner
SYLD
19.47
Forward P/E
LSGR
24.53
Winner
SYLD
10.47
PEG Ratio
LSGR
0.53
SYLD
N/A
5Y Dividends CAGR
LSGR
N/A
SYLD
17.12%
5Y EPS CAGR
Winner
LSGR
39.06%
SYLD
14.45%
Debt to Equity
LSGR
49.09%
SYLD
N/A
LSGR vs SYLD - Holdings Comparison
LSGR and SYLD have 0 common holdings. Overlap is 0.00%
LSGR's top 25 holdings weight is 98.68%. SYLD's top 25 holdings weight is 30.17%.
| Rank | LSGR | SYLD |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 17.72% | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 1.68% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 12.73% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.48% |
| #3 | AMAZON.COM INC (AMZN) - 7.84% | AVNET INC (AVT) - 1.32% |
| #4 | META PLATFORMS INC CLASS A (META) - 7.66% | WORLD KINECT CORP (WKC) - 1.28% |
| #5 | TESLA INC (TSLA) - 7.12% | RYDER SYSTEM INC (R) - 1.28% |
| #6 | MONSTER BEVERAGE CORP (MNST) - 5.47% | OTHER ASSETS AND LIABILITIES (n/a) - 1.27% |
| #7 | ORACLE CORP (ORCL) - 4.80% | THE TIMKEN CO (TKR) - 1.27% |
| #8 | MICROSOFT CORP (MSFT) - 4.33% | FRANKLIN RESOURCES INC (BEN) - 1.25% |
| #9 | VERTEX PHARMACEUTICALS INC (VRTX) - 4.15% | BORGWARNER INC (BWA) - 1.23% |
| #10 | NETFLIX INC (NFLX) - 4.09% | BREAD FINANCIAL HOLDINGS INC (BFH) - 1.18% |
| #11 | BOEING CO (BA) - 3.81% | H&R BLOCK INC (HRB) - 1.17% |
| #12 | VISA INC CLASS A (V) - 3.78% | SIRIUS XM HOLDINGS INC (SIRI) - 1.15% |
| #13 | AUTODESK INC (ADSK) - 3.18% | TAYLOR MORRISON HOME CORP (TMHC) - 1.15% |
| #14 | SALESFORCE INC (CRM) - 2.24% | NORTHERN TRUST CORP (NTRS) - 1.14% |
| #15 | INTUITIVE SURGICAL INC (ISRG) - 2.21% | HUNTSMAN CORP (HUN) - 1.14% |
| #16 | THE WALT DISNEY CO (DIS) - 2.09% | PVH CORP (PVH) - 1.14% |
| #17 | STARBUCKS CORP (SBUX) - 1.72% | METLIFE INC (MET) - 1.14% |
| #18 | REGENERON PHARMACEUTICALS INC (REGN) - 1.46% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 1.13% |
| #19 | WORKDAY INC CLASS A (WDAY) - 1.16% | VIATRIS INC (VTRS) - 1.12% |
| #20 | FACTSET RESEARCH SYSTEMS INC (FDS) - 1.12% | COLUMBIA SPORTSWEAR CO (COLM) - 1.12% |
| #21 | N/A | MACY'S INC (M) - 1.11% |
| #22 | N/A | MANPOWERGROUP INC (MAN) - 1.11% |
| #23 | N/A | MATSON INC (MATX) - 1.11% |
| #24 | N/A | CABOT CORP (CBT) - 1.10% |
| #25 | N/A | FOX CORP CLASS A (FOXA) - 1.10% |
| Total Holdings | 20 | 102 |
LSGR vs SYLD - Historical Returns
Returns include dividend reinvestment.
1M
LSGR
-5.20%
Winner
SYLD
+1.03%
3M
LSGR
+5.47%
Winner
SYLD
+7.35%
6M
LSGR
-2.29%
Winner
SYLD
+12.22%
1Y
LSGR
+7.29%
Winner
SYLD
+25.41%
5Y(CAGR)
LSGR
N/A
SYLD
+7.51%
10Y(CAGR)
LSGR
N/A
SYLD
+13.19%
Max(CAGR)
Winner
LSGR
+20.12%
SYLD
+12.00%
LSGR vs SYLD - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | LSGR | SYLD |
|---|---|---|
| 2026 | -3.22% | +12.02% |
| 2025 | +15.76% | +4.17% |
| 2024 | +40.59% | +2.80% |
| 2023 | +12.34% | +17.58% |
| 2022 | N/A | -6.68% |
| 2021 | N/A | +51.02% |
| 2020 | N/A | +13.78% |
| 2019 | N/A | +25.70% |
| 2018 | N/A | -13.98% |
| 2017 | N/A | +19.58% |
| 2016 | N/A | +16.92% |
| 2015 | N/A | -0.82% |
| 2014 | N/A | +12.01% |
| 2013 | N/A | +17.84% |
LSGR vs SYLD Drawdown Comparison
The maximum drawdown for LSGR was -22.92%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.
The maximum drawdown for SYLD was -45.36%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.
The current LSGR drawdown is -6.97%. The current SYLD drawdown is -3.10%.
| Rank | LSGR | SYLD |
|---|---|---|
| #1 | -22.92% Jan 23, 2025 - Jun 24, 2025 | -45.36% Jan 16, 2020 - Nov 16, 2020 |
| #2 | -18.13% Oct 28, 2025 - Mar 27, 2026 | -26.61% Nov 25, 2024 - Feb 2, 2026 |
| #3 | -12.95% Jul 10, 2024 - Oct 8, 2024 | -23.67% Aug 29, 2018 - Nov 7, 2019 |
| #4 | -11.58% Jul 19, 2023 - Nov 20, 2023 | -20.16% Nov 16, 2021 - Feb 1, 2023 |
| #5 | -8.70% Mar 22, 2024 - Jun 5, 2024 | -16.63% Mar 2, 2015 - Sep 30, 2016 |
| #6 | -6.47% Dec 11, 2024 - Jan 23, 2025 | -16.52% Feb 2, 2023 - Dec 13, 2023 |
| #7 | -3.32% Sep 22, 2025 - Oct 27, 2025 | -13.19% Jun 8, 2021 - Nov 12, 2021 |
| #8 | -3.17% Dec 27, 2023 - Jan 10, 2024 | -9.80% Jan 26, 2018 - Aug 21, 2018 |
| #9 | -3.04% Nov 13, 2024 - Dec 4, 2024 | -9.27% Aug 29, 2014 - Nov 6, 2014 |
| #10 | -2.63% Mar 1, 2024 - Mar 20, 2024 | -8.42% Jul 31, 2024 - Oct 11, 2024 |
| #11 | -2.61% Feb 15, 2024 - Feb 22, 2024 | -8.37% Mar 15, 2021 - May 3, 2021 |
| #12 | -2.59% Aug 18, 2025 - Sep 9, 2025 | -8.16% Mar 28, 2024 - Jul 31, 2024 |
| #13 | -2.57% Oct 29, 2024 - Nov 6, 2024 | -7.02% Jan 22, 2014 - Feb 24, 2014 |
| #14 | -2.49% Jul 28, 2025 - Aug 12, 2025 | -6.93% Feb 11, 2026 - Apr 17, 2026 |
| #15 | -2.11% Feb 9, 2024 - Feb 15, 2024 | -5.34% May 20, 2013 - Jul 8, 2013 |
Correlation
Correlation between LSGR and SYLD is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.68
-101
Dividend Comparison (2013 - 2026)
LSGR vs SYLD dividend yield comparison.
| Year | LSGR | SYLD |
|---|---|---|
| 2026 | 0.00% | 0.98% |
| 2025 | 0.05% | 2.25% |
| 2024 | 0.08% | 2.04% |
| 2023 | 0.03% | 1.92% |
| 2022 | 0.00% | 2.20% |
| 2021 | 0.00% | 2.37% |
| 2020 | 0.00% | 1.99% |
| 2019 | 0.00% | 2.08% |
| 2018 | 0.00% | 2.52% |
| 2017 | 0.00% | 1.57% |
| 2016 | 0.00% | 1.92% |
| 2015 | 0.00% | 6.93% |
| 2014 | 0.00% | 4.35% |
| 2013 | 0.00% | 1.23% |
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