LUXG.L vs. LUXX
Compare and contrast key facts about Amundi ETF S&P Global Luxury UCITS ETF USD (LUXG.L) and Listed Funds Trust - Roundhill S&P Global Luxury ETF (LUXX).
LUXG.L and LUXX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LUXG.L is a passively managed fund by Amundi that tracks the performance of the Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR. It was launched on Jan 31, 2018. 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. Both LUXG.L and LUXX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LUXG.L or LUXX.
Key characteristics
LUXG.L | LUXX | |
---|---|---|
YTD Return | -7.74% | -6.92% |
1Y Return | -2.20% | 0.14% |
Sharpe Ratio | -0.24 | 0.21 |
Sortino Ratio | -0.24 | 0.44 |
Omega Ratio | 0.97 | 1.05 |
Calmar Ratio | -0.17 | 0.22 |
Martin Ratio | -0.40 | 0.45 |
Ulcer Index | 9.52% | 8.88% |
Daily Std Dev | 16.16% | 19.09% |
Max Drawdown | -36.58% | -17.90% |
Current Drawdown | -17.84% | -14.10% |
Correlation
The correlation between LUXG.L and LUXX is 0.85, 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
LUXG.L vs. LUXX - Performance Comparison
In the year-to-date period, LUXG.L achieves a -7.74% return, which is significantly lower than LUXX's -6.92% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LUXG.L vs. LUXX - Expense Ratio Comparison
LUXG.L has a 0.25% expense ratio, which is lower than LUXX's 0.45% expense ratio.
Risk-Adjusted Performance
LUXG.L vs. LUXX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi ETF S&P Global Luxury UCITS ETF USD (LUXG.L) 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
LUXG.L vs. LUXX - Dividend Comparison
LUXG.L has not paid dividends to shareholders, while LUXX's dividend yield for the trailing twelve months is around 0.37%.
TTM | 2023 | |
---|---|---|
Amundi ETF S&P Global Luxury UCITS ETF USD | 0.00% | 0.00% |
Listed Funds Trust - Roundhill S&P Global Luxury ETF | 0.37% | 0.34% |
Drawdowns
LUXG.L vs. LUXX - Drawdown Comparison
The maximum LUXG.L drawdown since its inception was -36.58%, which is greater than LUXX's maximum drawdown of -17.90%. Use the drawdown chart below to compare losses from any high point for LUXG.L and LUXX. For additional features, visit the drawdowns tool.
Volatility
LUXG.L vs. LUXX - Volatility Comparison
Amundi ETF S&P Global Luxury UCITS ETF USD (LUXG.L) and Listed Funds Trust - Roundhill S&P Global Luxury ETF (LUXX) have volatilities of 5.76% and 5.73%, 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.