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.
Correlation
The correlation between LUX and LUXX is 0.88, 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
Key characteristics
Returns By Period
LUX
-0.73%
-3.84%
-4.67%
-1.87%
N/A
N/A
LUXX
N/A
N/A
N/A
N/A
N/A
N/A
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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 Rank
LUX
LUXX
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 2.85%, while LUXX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | |
|---|---|---|---|
LUX Tema ETF Trust - Tema Luxury ETF | 2.85% | 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
Volatility
LUX vs. LUXX - Volatility Comparison
Tema ETF Trust - Tema Luxury ETF (LUX) has a higher volatility of 4.38% compared to Listed Funds Trust - Roundhill S&P Global Luxury ETF (LUXX) at 0.00%. This indicates that LUX's price experiences larger fluctuations and is considered to be riskier than LUXX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.