LUXE vs. IVV
LUXE (LuxExperience B.V.) is a stock, while IVV (iShares Core S&P 500 ETF) is S&P 500 fund tracking the S&P 500 Index. Over the past 5 years, LUXE returned -23.63%/yr vs 13.13%/yr for IVV. At a 0.34 correlation, their price movements are largely independent.
Performance
LUXE vs. IVV - Performance Comparison
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Returns By Period
In the year-to-date period, LUXE achieves a -8.62% return, which is significantly lower than IVV's 8.20% return.
LUXE
- 1D
- 1.73%
- 1M
- 9.31%
- YTD
- -8.62%
- 6M
- -10.86%
- 1Y
- -0.39%
- 3Y*
- 28.33%
- 5Y*
- -23.63%
- 10Y*
- —
IVV
- 1D
- -1.42%
- 1M
- -1.34%
- YTD
- 8.20%
- 6M
- 7.25%
- 1Y
- 23.72%
- 3Y*
- 20.79%
- 5Y*
- 13.13%
- 10Y*
- 15.58%
LUXE vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
LUXE LuxExperience B.V. | -8.62% | 17.61% | 122.57% | -64.20% | -57.30% | -38.58% |
IVV iShares Core S&P 500 ETF | 8.20% | 17.85% | 24.93% | 26.31% | -18.16% | 25.45% |
Correlation
The correlation between LUXE and IVV is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.27 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (All Time) Calculated using the full available price history since Jan 21, 2021 | 0.34 |
The correlation between LUXE and IVV shifts across timeframes, from 0.27 (3 years) to 0.43 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
LUXE vs. IVV — Risk / Return Rank
LUXE
IVV
LUXE vs. IVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LuxExperience B.V. (LUXE) and iShares Core S&P 500 ETF (IVV). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| LUXE | IVV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.92 | ||
| Sortino ratioReturn per unit of downside risk | -2.18 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.35 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | -0.01 | 2.68 | -2.69 |
| Martin ratioReturn relative to average drawdown | -0.02 | 11.98 | -12.00 |
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Drawdowns
LUXE vs. IVV - Drawdown Comparison
The maximum LUXE drawdown since its inception was -93.97%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for LUXE and IVV.
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Drawdown Indicators
| LUXE | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -93.97% | -55.25% | -38.72% |
Max Drawdown (1Y)Largest decline over 1 year | -34.73% | -8.89% | -25.84% |
Max Drawdown (3Y)Largest decline over 3 years | -52.33% | -18.75% | -33.58% |
Max Drawdown (5Y)Largest decline over 5 years | -93.20% | -24.53% | -68.67% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.90% | — |
Current DrawdownCurrent decline from peak | -77.54% | -3.14% | -74.40% |
Average DrawdownAverage peak-to-trough decline | -67.03% | -10.76% | -56.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.13% | 1.99% | +14.14% |
Volatility
LUXE vs. IVV - Volatility Comparison
LuxExperience B.V. (LUXE) has a higher volatility of 13.93% compared to iShares Core S&P 500 ETF (IVV) at 4.88%. This indicates that LUXE's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LUXE | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.93% | 4.88% | +9.05% |
Volatility (6M)Calculated over the trailing 6-month period | 39.23% | 9.85% | +29.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 54.19% | 12.48% | +41.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 71.43% | 16.98% | +54.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 70.85% | 18.07% | +52.78% |
Dividends
LUXE vs. IVV - Dividend Comparison
LUXE has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.11%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | 1.11% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
LUXE LuxExperience B.V. | 0.00% | 0.00% | 0.00% | 0.00% | 2.03% | 3.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
LUXE and IVV have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LUXE has higher volatility (13.93%) compared to IVV (4.88%). In terms of maximum drawdown, LUXE dropped -93.97% vs IVV's -55.25%.
IVV currently has the higher Sharpe Ratio (1.91 vs -0.01), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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