LUX vs. FLXI.DE
Compare and contrast key facts about Tema ETF Trust - Tema Luxury ETF (LUX) and Franklin FTSE India UCITS ETF (FLXI.DE).
LUX and FLXI.DE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LUX is an actively managed fund by Tema. It was launched on May 10, 2023. FLXI.DE is a passively managed fund by Franklin Templeton that tracks the performance of the FTSE India 30/18 Capped. It was launched on Jun 25, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LUX or FLXI.DE.
Key characteristics
| LUX | FLXI.DE | |
|---|---|---|
| YTD Return | -6.79% | 18.27% |
| 1Y Return | 0.60% | 26.25% |
| Sharpe Ratio | -0.01 | 1.77 |
| Sortino Ratio | 0.10 | 2.37 |
| Omega Ratio | 1.01 | 1.36 |
| Calmar Ratio | -0.01 | 4.53 |
| Martin Ratio | -0.02 | 13.36 |
| Ulcer Index | 9.08% | 2.04% |
| Daily Std Dev | 15.82% | 15.30% |
| Max Drawdown | -18.56% | -40.58% |
| Current Drawdown | -15.56% | -3.81% |
Correlation
The correlation between LUX and FLXI.DE is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
LUX vs. FLXI.DE - Performance Comparison
In the year-to-date period, LUX achieves a -6.79% return, which is significantly lower than FLXI.DE's 18.27% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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LUX vs. FLXI.DE - Expense Ratio Comparison
LUX has a 0.75% expense ratio, which is higher than FLXI.DE's 0.19% expense ratio.
Risk-Adjusted Performance
LUX vs. FLXI.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tema ETF Trust - Tema Luxury ETF (LUX) and Franklin FTSE India UCITS ETF (FLXI.DE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
LUX vs. FLXI.DE - Dividend Comparison
LUX's dividend yield for the trailing twelve months is around 0.77%, while FLXI.DE has not paid dividends to shareholders.
| TTM | 2023 | |
|---|---|---|
LUX Tema ETF Trust - Tema Luxury ETF | 0.77% | 0.71% |
FLXI.DE Franklin FTSE India UCITS ETF | 0.00% | 0.00% |
Drawdowns
LUX vs. FLXI.DE - Drawdown Comparison
The maximum LUX drawdown since its inception was -18.56%, smaller than the maximum FLXI.DE drawdown of -40.58%. Use the drawdown chart below to compare losses from any high point for LUX and FLXI.DE. For additional features, visit the drawdowns tool.
Volatility
LUX vs. FLXI.DE - Volatility Comparison
Tema ETF Trust - Tema Luxury ETF (LUX) has a higher volatility of 4.46% compared to Franklin FTSE India UCITS ETF (FLXI.DE) at 3.65%. This indicates that LUX's price experiences larger fluctuations and is considered to be riskier than FLXI.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.