LUX vs. KLXY
Compare and contrast key facts about Tema ETF Trust - Tema Luxury ETF (LUX) and Kraneshares Global Luxury Index ETF (KLXY).
LUX and KLXY 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. KLXY is a passively managed fund by KraneShares that tracks the performance of the Solactive Global Luxury Index - Benchmark TR Net. It was launched on Sep 6, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LUX or KLXY.
Correlation
The correlation between LUX and KLXY is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
LUX vs. KLXY - Performance Comparison
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Key characteristics
LUX:
-0.27
KLXY:
-0.19
LUX:
-0.34
KLXY:
-0.10
LUX:
0.96
KLXY:
0.99
LUX:
-0.24
KLXY:
-0.17
LUX:
-0.70
KLXY:
-0.46
LUX:
9.15%
KLXY:
9.60%
LUX:
20.38%
KLXY:
24.24%
LUX:
-26.81%
KLXY:
-26.57%
LUX:
-10.73%
KLXY:
-10.12%
Returns By Period
The year-to-date returns for both stocks are quite close, with LUX having a 3.89% return and KLXY slightly lower at 3.84%.
LUX
3.89%
13.31%
8.28%
-5.78%
N/A
N/A
KLXY
3.84%
13.35%
11.18%
-4.80%
N/A
N/A
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LUX vs. KLXY - Expense Ratio Comparison
LUX has a 0.75% expense ratio, which is higher than KLXY's 0.69% expense ratio.
Risk-Adjusted Performance
LUX vs. KLXY — Risk-Adjusted Performance Rank
LUX
KLXY
LUX vs. KLXY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tema ETF Trust - Tema Luxury ETF (LUX) and Kraneshares Global Luxury Index ETF (KLXY). 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.
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Dividends
LUX vs. KLXY - Dividend Comparison
LUX's dividend yield for the trailing twelve months is around 2.72%, more than KLXY's 0.71% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
LUX Tema ETF Trust - Tema Luxury ETF | 2.72% | 2.83% | 0.71% |
KLXY Kraneshares Global Luxury Index ETF | 0.71% | 0.74% | 0.15% |
Drawdowns
LUX vs. KLXY - Drawdown Comparison
The maximum LUX drawdown since its inception was -26.81%, roughly equal to the maximum KLXY drawdown of -26.57%. Use the drawdown chart below to compare losses from any high point for LUX and KLXY. For additional features, visit the drawdowns tool.
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Volatility
LUX vs. KLXY - Volatility Comparison
Tema ETF Trust - Tema Luxury ETF (LUX) and Kraneshares Global Luxury Index ETF (KLXY) have volatilities of 5.50% and 5.63%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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