DEFR vs LSCP

DEFR vs LSCP

Which is better, DEFR or LSCP?

LSCP costs less.

LSCP has a lower expense ratio.

Lower Fees: LSCP

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricDEFRLSCP
Expense Ratio0.79%0.39%Best
AUM$150M$50M
Dividend Yield0.00%0.90%
Holdings10408
YTD Return-2.21%Best-3.81%
1Y Return-1.21%-
Fund FamilyAptus Capital AdvisorsNatixis Funds
CategoryFixed IncomeFixed Income
InceptionMay 13, 2025Jun 24, 2026

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight, Style.

DEFR vs LSCP growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare DEFR against instead:DEFR vs SPYDEFR vs QQQDEFR vs VOODEFR vs VTILSCP against:LSCP vs VXUS

DEFR vs LSCP Performance

Aptus Deferred Income ETF (DEFR) is an ETF from Aptus Capital Advisors and Natixis Loomis Sayles Dynamic Core Plus ETF (LSCP) is an ETF from Natixis Funds. Year to date, DEFR is down 2.21% versus a loss of 3.81% for LSCP.

Past performance does not guarantee future results.

Fees and Cost Over Time

DEFR charges 0.79% per year while LSCP charges 0.39%. On a $10,000 position that is $79 vs $39 annually, a gap of $40 per year that compounds over a long holding period. On income, DEFR currently yields 0.00% against 0.90% for LSCP.

You are not choosing between two funds in isolation.

Whichever of DEFR and LSCP you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DEFRLSCP

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, DEFR or LSCP?

DEFR has an expense ratio of 0.79% while LSCP charges 0.39%. LSCP is the cheaper option, by $40 a year on a $10,000 investment.

Which pays a higher dividend, DEFR or LSCP?

DEFR yields 0.00% while LSCP yields 0.90%, so LSCP currently pays the higher dividend yield.

Is LSCP better than DEFR?

LSCP has a lower expense ratio. Which one suits a particular account depends on what it is for. This is information, not a recommendation.