LUXG.L vs. XDWS.L
LUXG.L (Amundi ETF S&P Global Luxury UCITS ETF USD) and XDWS.L (Xtrackers MSCI World Consumer Staples UCITS ETF 1C) are both Consumer Staples Equities funds tracking the Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR, from Amundi and Xtrackers respectively. Both are passively managed. Over the past 10 years, LUXG.L returned 10.54%/yr vs 6.38%/yr for XDWS.L. At a 0.45 correlation, their price movements are largely independent. Both charge a 0.25% expense ratio.
Performance
LUXG.L vs. XDWS.L - Performance Comparison
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Different Trading Currencies
LUXG.L is traded in GBp, while XDWS.L is traded in USD. To make them comparable, the XDWS.L values have been converted to GBp using the latest available exchange rates.
Returns By Period
In the year-to-date period, LUXG.L achieves a -7.30% return, which is significantly lower than XDWS.L's 3.85% return. Over the past 10 years, LUXG.L has outperformed XDWS.L with an annualized return of 10.54%, while XDWS.L has yielded a comparatively lower 6.38% annualized return.
LUXG.L
- 1D
- 0.22%
- 1M
- 5.50%
- YTD
- -7.30%
- 6M
- -6.56%
- 1Y
- 5.65%
- 3Y*
- -0.76%
- 5Y*
- 0.46%
- 10Y*
- 10.54%
XDWS.L
- 1D
- 0.00%
- 1M
- -1.71%
- YTD
- 3.85%
- 6M
- 3.28%
- 1Y
- 1.92%
- 3Y*
- 3.55%
- 5Y*
- 5.12%
- 10Y*
- 6.38%
LUXG.L vs. XDWS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LUXG.L Amundi ETF S&P Global Luxury UCITS ETF USD | -7.30% | 6.94% | -0.12% | 9.77% | -14.46% | 23.84% | 31.63% | 24.83% | -7.67% | 26.63% |
XDWS.L Xtrackers MSCI World Consumer Staples UCITS ETF 1C | 3.70% | 1.52% | 7.53% | -3.13% | 6.03% | 13.91% | 4.58% | 17.66% | -4.77% | 6.95% |
Correlation
The correlation between LUXG.L and XDWS.L is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.33 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.45 |
Correlation (All Time) Calculated using the full available price history since Mar 29, 2016 | 0.45 |
Over the past year, the correlation between LUXG.L and XDWS.L has dropped to 0.23 - well below their long-term average of 0.45, suggesting their price drivers have been diverging.
LUXG.L vs. XDWS.L - Sectors Allocation Comparison
Sectors
LUXG.L
XDWS.L
Technology
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Consumer Cyclical
Communication Services
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Healthcare
Financial Services
Utilities
-
Energy
-
Consumer Defensive
Industrials
-
Basic Materials
-
-
Real Estate
-
-
Technology
LUXG.L
XDWS.L
-
Consumer Cyclical
LUXG.L
XDWS.L
Communication Services
LUXG.L
XDWS.L
-
Healthcare
LUXG.L
XDWS.L
Financial Services
LUXG.L
XDWS.L
Utilities
LUXG.L
XDWS.L
-
Energy
LUXG.L
XDWS.L
-
Consumer Defensive
LUXG.L
XDWS.L
Industrials
LUXG.L
XDWS.L
-
Basic Materials
LUXG.L
-
XDWS.L
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Real Estate
LUXG.L
-
XDWS.L
-
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Return for Risk
LUXG.L vs. XDWS.L — Risk / Return Rank
LUXG.L
XDWS.L
LUXG.L vs. XDWS.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Amundi ETF S&P Global Luxury UCITS ETF USD (LUXG.L) and Xtrackers MSCI World Consumer Staples UCITS ETF 1C (XDWS.L). 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.
| LUXG.L | XDWS.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.15 | ||
| Sortino ratioReturn per unit of downside risk | +0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.03 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.35 | 0.20 | +0.15 |
| Martin ratioReturn relative to average drawdown | 0.87 | 0.47 | +0.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LUXG.L | XDWS.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 0.15 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.43 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.48 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.48 | +0.02 |
Drawdowns
LUXG.L vs. XDWS.L - Drawdown Comparison
The maximum LUXG.L drawdown since its inception was -36.58%, which is greater than XDWS.L's maximum drawdown of -18.64%. Use the drawdown chart below to compare losses from any high point for LUXG.L and XDWS.L.
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Drawdown Indicators
| LUXG.L | XDWS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.58% | -18.64% | -17.94% |
Max Drawdown (1Y)Largest decline over 1 year | -15.95% | -9.40% | -6.55% |
Max Drawdown (3Y)Largest decline over 3 years | -25.30% | -9.40% | -15.90% |
Max Drawdown (5Y)Largest decline over 5 years | -29.20% | -11.29% | -17.91% |
Max Drawdown (10Y)Largest decline over 10 years | -36.58% | -18.64% | -17.94% |
Current DrawdownCurrent decline from peak | -11.83% | -8.37% | -3.46% |
Average DrawdownAverage peak-to-trough decline | -8.19% | -4.12% | -4.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.48% | 4.03% | +2.45% |
Volatility
LUXG.L vs. XDWS.L - Volatility Comparison
Amundi ETF S&P Global Luxury UCITS ETF USD (LUXG.L) has a higher volatility of 6.60% compared to Xtrackers MSCI World Consumer Staples UCITS ETF 1C (XDWS.L) at 5.02%. This indicates that LUXG.L's price experiences larger fluctuations and is considered to be riskier than XDWS.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LUXG.L | XDWS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.60% | 5.02% | +1.58% |
Volatility (6M)Calculated over the trailing 6-month period | 15.18% | 10.86% | +4.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.83% | 12.89% | +5.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.57% | 12.05% | +8.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.37% | 13.38% | +6.99% |
LUXG.L vs. XDWS.L - Expense Ratio Comparison
Both LUXG.L and XDWS.L have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
LUXG.L vs. XDWS.L - Dividend Comparison
Neither LUXG.L nor XDWS.L has paid dividends to shareholders.
Frequently Asked Questions
LUXG.L and XDWS.L have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.25% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
LUXG.L and XDWS.L have the same expense ratio: 0.25% per year.
Both ETFs track Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR. They also come from different issuers: Amundi and Xtrackers.
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