LUXG.L vs. XS3R.L
LUXG.L (Amundi ETF S&P Global Luxury UCITS ETF USD) and XS3R.L (Xtrackers MSCI Europe Consumer Staples ESG Screened 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 2.67%/yr for XS3R.L. A 0.58 correlation means they provide meaningful diversification when combined. LUXG.L charges 0.25%/yr vs 0.20%/yr for XS3R.L.
Performance
LUXG.L vs. XS3R.L - Performance Comparison
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Returns By Period
In the year-to-date period, LUXG.L achieves a -7.30% return, which is significantly lower than XS3R.L's -2.91% return. Over the past 10 years, LUXG.L has outperformed XS3R.L with an annualized return of 10.54%, while XS3R.L has yielded a comparatively lower 2.67% annualized return.
LUXG.L
- 1D
- 0.22%
- 1M
- 1.64%
- YTD
- -7.30%
- 6M
- -7.02%
- 1Y
- 6.84%
- 3Y*
- -0.76%
- 5Y*
- 0.46%
- 10Y*
- 10.54%
XS3R.L
- 1D
- -0.16%
- 1M
- -2.97%
- YTD
- -2.91%
- 6M
- -2.87%
- 1Y
- -6.01%
- 3Y*
- -5.12%
- 5Y*
- -2.72%
- 10Y*
- 2.67%
LUXG.L vs. XS3R.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% |
XS3R.L Xtrackers MSCI Europe Consumer Staples ESG Screened UCITS ETF 1C | -2.91% | 3.47% | -13.00% | -0.64% | -5.40% | 12.99% | -0.56% | 21.42% | -5.95% | 16.94% |
Correlation
The correlation between LUXG.L and XS3R.L is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.57 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.58 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.56 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.58 |
Correlation (All Time) Calculated using the full available price history since Feb 24, 2016 | 0.58 |
The correlation between LUXG.L and XS3R.L has been stable across timeframes, ranging from 0.56 to 0.58 - a consistent structural relationship.
LUXG.L vs. XS3R.L - Sectors Allocation Comparison
Sectors
LUXG.L
XS3R.L
Technology
-
Consumer Cyclical
Communication Services
-
Healthcare
-
Financial Services
-
Utilities
-
Energy
-
Consumer Defensive
Industrials
-
Basic Materials
-
-
Real Estate
-
-
Technology
LUXG.L
XS3R.L
-
Consumer Cyclical
LUXG.L
XS3R.L
Communication Services
LUXG.L
XS3R.L
-
Healthcare
LUXG.L
XS3R.L
-
Financial Services
LUXG.L
XS3R.L
-
Utilities
LUXG.L
XS3R.L
-
Energy
LUXG.L
XS3R.L
-
Consumer Defensive
LUXG.L
XS3R.L
Industrials
LUXG.L
XS3R.L
-
Basic Materials
LUXG.L
-
XS3R.L
-
Real Estate
LUXG.L
-
XS3R.L
-
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Return for Risk
LUXG.L vs. XS3R.L — Risk / Return Rank
LUXG.L
XS3R.L
LUXG.L vs. XS3R.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 Europe Consumer Staples ESG Screened UCITS ETF 1C (XS3R.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 | XS3R.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.75 | ||
| Sortino ratioReturn per unit of downside risk | +1.11 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 0.94 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 0.35 | -0.40 | +0.76 |
| Martin ratioReturn relative to average drawdown | 0.87 | -0.92 | +1.79 |
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 | XS3R.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | -0.45 | +0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | -0.19 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.18 | +0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.63 | -0.13 |
Drawdowns
LUXG.L vs. XS3R.L - Drawdown Comparison
The maximum LUXG.L drawdown since its inception was -36.58%, which is greater than XS3R.L's maximum drawdown of -30.38%. Use the drawdown chart below to compare losses from any high point for LUXG.L and XS3R.L.
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Drawdown Indicators
| LUXG.L | XS3R.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.58% | -30.38% | -6.20% |
Max Drawdown (1Y)Largest decline over 1 year | -15.95% | -17.25% | +1.30% |
Max Drawdown (3Y)Largest decline over 3 years | -25.30% | -18.65% | -6.65% |
Max Drawdown (5Y)Largest decline over 5 years | -29.20% | -24.57% | -4.63% |
Max Drawdown (10Y)Largest decline over 10 years | -36.58% | -30.38% | -6.20% |
Current DrawdownCurrent decline from peak | -11.83% | -22.02% | +10.19% |
Average DrawdownAverage peak-to-trough decline | -8.19% | -8.11% | -0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.48% | 7.61% | -1.13% |
Volatility
LUXG.L vs. XS3R.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 Europe Consumer Staples ESG Screened UCITS ETF 1C (XS3R.L) at 6.13%. This indicates that LUXG.L's price experiences larger fluctuations and is considered to be riskier than XS3R.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 | XS3R.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.60% | 6.13% | +0.47% |
Volatility (6M)Calculated over the trailing 6-month period | 15.18% | 12.89% | +2.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.83% | 15.65% | +3.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.57% | 14.02% | +6.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.37% | 14.69% | +5.68% |
LUXG.L vs. XS3R.L - Expense Ratio Comparison
LUXG.L has a 0.25% expense ratio, which is higher than XS3R.L's 0.20% 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%.
Dividends
LUXG.L vs. XS3R.L - Dividend Comparison
Neither LUXG.L nor XS3R.L has paid dividends to shareholders.
Frequently Asked Questions
LUXG.L and XS3R.L have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, XS3R.L is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
XS3R.L is cheaper with a 0.20% expense ratio, compared with 0.25% for LUXG.L.
Both ETFs track Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR. They also come from different issuers: Amundi and Xtrackers. Their fees differ too: 0.25% for LUXG.L and 0.20% for XS3R.L.
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