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LUX vs. LUXX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

LUX vs. LUXX

Last updated May 18, 2025

Compare and contrast key facts about Tema ETF Trust - Tema Luxury ETF (LUX) and Listed Funds Trust - Roundhill S&P Global Luxury ETF (LUXX).

LUX and LUXX 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. LUXX is a passively managed fund by Roundhill that tracks the performance of the S&P Global Luxury Index. It was launched on Aug 22, 2023.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LUX or LUXX.

Correlation

The correlation between LUX and LUXX is 0.53, 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. LUXX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Tema ETF Trust - Tema Luxury ETF (LUX) and Listed Funds Trust - Roundhill S&P Global Luxury ETF (LUXX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

LUX

YTD

3.89%

1M

13.31%

6M

8.28%

1Y

-5.78%

5Y*

N/A

10Y*

N/A

LUXX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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LUX vs. LUXX - Expense Ratio Comparison

LUX has a 0.75% expense ratio, which is higher than LUXX's 0.45% expense ratio.

LUX
Tema ETF Trust - Tema Luxury ETF
LUXX
Listed Funds Trust - Roundhill S&P Global Luxury ETF

Risk-Adjusted Performance

LUX vs. LUXX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
LUX
The Risk-Adjusted Performance Rank of LUX is 77
Overall Rank
The Sharpe Ratio Rank of LUX is 88
Sharpe Ratio Rank
The Sortino Ratio Rank of LUX is 77
Sortino Ratio Rank
The Omega Ratio Rank of LUX is 77
Omega Ratio Rank
The Calmar Ratio Rank of LUX is 66
Calmar Ratio Rank
The Martin Ratio Rank of LUX is 77
Martin Ratio Rank
LUXX
The Risk-Adjusted Performance Rank of LUXX is 4848
Overall Rank
The Sharpe Ratio Rank of LUXX is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of LUXX is 100100
Sortino Ratio Rank
The Omega Ratio Rank of LUXX is 100100
Omega Ratio Rank
The Calmar Ratio Rank of LUXX is 1414
Calmar Ratio Rank
The Martin Ratio Rank of LUXX is 1414
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

LUX vs. LUXX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Tema ETF Trust - Tema Luxury ETF (LUX) and Listed Funds Trust - Roundhill S&P Global Luxury ETF (LUXX). 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. LUXX - Dividend Comparison

LUX's dividend yield for the trailing twelve months is around 2.72%, while LUXX has not paid dividends to shareholders.

TTM20242023
LUX
Tema ETF Trust - Tema Luxury ETF		2.72%2.83%0.71%
LUXX
Listed Funds Trust - Roundhill S&P Global Luxury ETF		0.00%0.00%0.34%

Drawdowns

LUX vs. LUXX - Drawdown Comparison

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Volatility

LUX vs. LUXX - Volatility Comparison

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