Compare · 2 funds side by side · dividends reinvested

LSGR and SPYM

LSGRNatixis×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

LSGR and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$182B1.0

Natixis Loomis Sayles Focused Growth ETFUS Stock Styles · Growth0.59%0.00%+0.2%−2.1%+23.4%[…]−17.5%18.2%$853M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: LSGR 2023 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Natixis Loomis Sayles Focused Growth ETF · $853M[…]

LSGR

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$18,126

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

LSGRMeasureSPYM

+0.2%Year to dateJan 1 → Nov 4+13.4%

−2.1%1 yearTotal return+13.5%

+23.4%3 years · per year$10,000 became $18,798 · $19,186+24.3%

[…]5 years · per year$10,000 became […] · $18,126+12.6%

0.59%Expense ratio$59 · $2 a year on $10k · lower is better0.02%

0.00%Trailing 12-mo yield$0 · $101 a year on $10k1.01%

−17.5%Worst dropSmaller is better−8.9%

18.2%VolatilityLower is calmer12.8%

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

0–7SPYM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LSGR vs SPYM: Top 5 Holdings

Today

LSGR

49.8%in top 5

SPYM

in top 527.3%

LSGRStockSPYM

17.3%NVDA7.7%

9.7%GOOGL2.5%

7.9%METAnot top 5

7.8%AMZN3.8%

not top 5AAPL7.4%

7.0%TSLAnot top 5

not top 5MSFT5.9%

Held in common27.4%

End-of-day Nov 4, 2026 · share of each fund

LSGR vs SPYM Returns, Every Period

NatixisLSGR

−2.1%

past year

SPYMSPDR

+13.5%

past year

LSGRSPYMFaded: behind in that period

0–3SPYM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: LSGR vs SPYM

YTD

NatixisLSGR

+0.2%

SPYMSPDR

+13.4%

+0.2%Year to date+13.4%

−17.5%Worst drop · 1Y−8.9%

18.2%Volatility · 1Y12.8%

0.0%Yield1.0%

$853MAssets$182B

4–0SPYM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LSGR, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

LSGR0.59%$59

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: LSGR, SPYM

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

LSGR0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

LSGR$0 − $59 = −$59

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: LSGR, SPYM

Today

27.4%most shared, LSGR and SPYM

LSGRSPYM

LSGR—27.4%

SPYM27.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%SPYM, at 12.8% volatility

SPYMWorst drop−8.9%12.8% vol

LSGRWorst drop−17.5%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMLSGR

+13.4%Year to date+0.2%

1.0%Yield0.0%

+13.5%Past year−2.1%

0.02%Fee0.59%

4–0SPYM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026