Compare · 3 funds side by side · dividends reinvested

LSGR, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

LSGR, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B1.8

Natixis Loomis Sayles Focused Growth ETFUS Stock Styles · Growth0.59%0.00%−4.0%−4.6%+20.7%[…]−16.7%18.6%$832M3.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: LSGR 2023 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Natixis Loomis Sayles Focused Growth ETF · $832M[…]

LSGR

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 27.4% in common

LSGRMeasureSPY

−4.0%Year to dateJan 1 → Nov 6+8.7%

−4.6%1 yearTotal return+9.7%

+20.7%3 years · per year$10,000 became $17,568 · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

0.59%Expense ratio$59 · $9 a year on $10k · lower is better0.09%

0.00%Trailing 12-mo yield$0 · $103 a year on $10k1.03%

−16.7%Worst dropSmaller is better−8.9%

18.6%VolatilityLower is calmer13.6%

LSGRSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

0–7SPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LSGR vs SPY: Top 5 Holdings

Today

LSGR

48.5%in top 5

SPY

in top 527.8%

LSGRStockSPY

15.6%NVDA6.9%

10.0%GOOGL2.6%

8.3%AMZN4.0%

not top 5AAPL7.9%

7.9%METAnot top 5

6.6%MSFT6.3%

Held in common27.4%

End-of-day Nov 6, 2026 · share of each fund

LSGR vs SPY Returns, Every Period

NatixisLSGR

−4.6%

past year

SPYSPDR

+9.7%

past year

LSGRSPYFaded: behind in that period

0–3SPY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: LSGR vs IVV

YTD

NatixisLSGR

−4.0%

IVViShares

+8.7%

−4.0%Year to date+8.7%

−16.7%Worst drop · 1Y−8.9%

18.6%Volatility · 1Y13.6%

0.0%Yield1.1%

$832MAssets$853B

4–0IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LSGR, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

LSGR0.59%$59

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: LSGR, SPY, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPY1.03%$103

LSGR0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

LSGR$0 − $59 = −$59

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: LSGR, SPY, IVV

Today

99.9%most shared, SPY and IVV

LSGRSPYIVV

LSGR—27.4%27.4%

SPY27.4%—99.9%

IVV27.4%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%IVV, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

LSGRWorst drop−16.7%18.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSPY

+8.7%Year to date+8.7%

1.1%Yield1.0%

+9.8%Past year+9.7%

0.03%Fee0.09%

3–0IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026