LUX vs. LUXX
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.
Key characteristics
| LUX | LUXX | |
|---|---|---|
| YTD Return | -8.50% | -6.70% |
| 1Y Return | -1.21% | 4.23% |
| Sharpe Ratio | -0.08 | 0.22 |
| Sortino Ratio | 0.00 | 0.46 |
| Omega Ratio | 1.00 | 1.05 |
| Calmar Ratio | -0.07 | 0.24 |
| Martin Ratio | -0.14 | 0.48 |
| Ulcer Index | 9.14% | 8.84% |
| Daily Std Dev | 15.90% | 19.09% |
| Max Drawdown | -18.56% | -17.90% |
| Current Drawdown | -17.11% | -13.89% |
Correlation
The correlation between LUX and LUXX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
LUX vs. LUXX - Performance Comparison
In the year-to-date period, LUX achieves a -8.50% return, which is significantly lower than LUXX's -6.70% 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. LUXX - Expense Ratio Comparison
LUX has a 0.75% expense ratio, which is higher than LUXX's 0.45% expense ratio.
Risk-Adjusted Performance
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.
Dividends
LUX vs. LUXX - Dividend Comparison
LUX's dividend yield for the trailing twelve months is around 0.78%, more than LUXX's 0.37% yield.
| TTM | 2023 | |
|---|---|---|
LUX Tema ETF Trust - Tema Luxury ETF | 0.78% | 0.71% |
LUXX Listed Funds Trust - Roundhill S&P Global Luxury ETF | 0.37% | 0.34% |
Drawdowns
LUX vs. LUXX - Drawdown Comparison
The maximum LUX drawdown since its inception was -18.56%, roughly equal to the maximum LUXX drawdown of -17.90%. Use the drawdown chart below to compare losses from any high point for LUX and LUXX. For additional features, visit the drawdowns tool.
Volatility
LUX vs. LUXX - Volatility Comparison
The current volatility for Tema ETF Trust - Tema Luxury ETF (LUX) is 4.75%, while Listed Funds Trust - Roundhill S&P Global Luxury ETF (LUXX) has a volatility of 6.16%. This indicates that LUX experiences smaller price fluctuations and is considered to be less risky than LUXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.