LUX vs. SPY
Compare and contrast key facts about Tema ETF Trust - Tema Luxury ETF (LUX) and SPDR S&P 500 ETF (SPY).
LUX and SPY 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. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LUX or SPY.
Correlation
The correlation between LUX and SPY is 0.60, 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. SPY - Performance Comparison
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Key characteristics
LUX:
-0.34
SPY:
0.69
LUX:
-0.33
SPY:
1.17
LUX:
0.96
SPY:
1.18
LUX:
-0.23
SPY:
0.80
LUX:
-0.66
SPY:
3.08
LUX:
9.46%
SPY:
4.88%
LUX:
20.36%
SPY:
20.26%
LUX:
-26.81%
SPY:
-55.19%
LUX:
-11.74%
SPY:
-2.76%
Returns By Period
In the year-to-date period, LUX achieves a 2.71% return, which is significantly higher than SPY's 1.69% return.
LUX
2.71%
12.49%
6.07%
-6.89%
N/A
N/A
SPY
1.69%
13.04%
2.09%
13.82%
17.47%
12.77%
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LUX vs. SPY - Expense Ratio Comparison
LUX has a 0.75% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
LUX vs. SPY — Risk-Adjusted Performance Rank
LUX
SPY
LUX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tema ETF Trust - Tema Luxury ETF (LUX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
LUX's dividend yield for the trailing twelve months is around 2.75%, more than SPY's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LUX Tema ETF Trust - Tema Luxury ETF | 2.75% | 2.83% | 0.71% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.21% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
LUX vs. SPY - Drawdown Comparison
The maximum LUX drawdown since its inception was -26.81%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for LUX and SPY. For additional features, visit the drawdowns tool.
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Volatility
LUX vs. SPY - Volatility Comparison
Tema ETF Trust - Tema Luxury ETF (LUX) and SPDR S&P 500 ETF (SPY) have volatilities of 5.60% and 5.51%, 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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