LUXG.L vs. SOXQ
Compare and contrast key facts about Amundi ETF S&P Global Luxury UCITS ETF USD (LUXG.L) and Invesco PHLX Semiconductor ETF (SOXQ).
LUXG.L and SOXQ 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. SOXQ is a passively managed fund by Invesco that tracks the performance of the PHLX / Semiconductor. It was launched on Jun 11, 2021. Both LUXG.L and SOXQ 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 SOXQ.
Key characteristics
| LUXG.L | SOXQ | |
|---|---|---|
| YTD Return | -6.40% | 24.05% |
| 1Y Return | 2.02% | 44.27% |
| 3Y Return (Ann) | -5.20% | 11.87% |
| Sharpe Ratio | 0.11 | 1.43 |
| Sortino Ratio | 0.28 | 1.93 |
| Omega Ratio | 1.03 | 1.25 |
| Calmar Ratio | 0.08 | 1.99 |
| Martin Ratio | 0.19 | 5.35 |
| Ulcer Index | 9.44% | 9.33% |
| Daily Std Dev | 16.10% | 34.79% |
| Max Drawdown | -36.58% | -46.01% |
| Current Drawdown | -16.65% | -12.70% |
Correlation
The correlation between LUXG.L and SOXQ is 0.48, 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
LUXG.L vs. SOXQ - Performance Comparison
In the year-to-date period, LUXG.L achieves a -6.40% return, which is significantly lower than SOXQ's 24.05% 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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LUXG.L vs. SOXQ - Expense Ratio Comparison
LUXG.L has a 0.25% expense ratio, which is higher than SOXQ's 0.00% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
LUXG.L vs. SOXQ - 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 Invesco PHLX Semiconductor ETF (SOXQ). 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. SOXQ - Dividend Comparison
LUXG.L has not paid dividends to shareholders, while SOXQ's dividend yield for the trailing twelve months is around 0.68%.
| TTM | 2023 | 2022 | 2021 | |
|---|---|---|---|---|
LUXG.L Amundi ETF S&P Global Luxury UCITS ETF USD | 0.00% | 0.00% | 0.00% | 0.00% |
SOXQ Invesco PHLX Semiconductor ETF | 0.68% | 0.87% | 1.36% | 0.73% |
Drawdowns
LUXG.L vs. SOXQ - Drawdown Comparison
The maximum LUXG.L drawdown since its inception was -36.58%, smaller than the maximum SOXQ drawdown of -46.01%. Use the drawdown chart below to compare losses from any high point for LUXG.L and SOXQ. For additional features, visit the drawdowns tool.
Volatility
LUXG.L vs. SOXQ - Volatility Comparison
The current volatility for Amundi ETF S&P Global Luxury UCITS ETF USD (LUXG.L) is 5.20%, while Invesco PHLX Semiconductor ETF (SOXQ) has a volatility of 10.18%. This indicates that LUXG.L experiences smaller price fluctuations and is considered to be less risky than SOXQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.