LUXX vs. LUX
Compare and contrast key facts about Listed Funds Trust - Roundhill S&P Global Luxury ETF (LUXX) and Tema ETF Trust - Tema Luxury ETF (LUX).
LUXX and LUX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. LUX is an actively managed fund by Tema. It was launched on May 10, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LUXX or LUX.
Correlation
The correlation between LUXX and LUX is 0.88, 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
LUXX vs. LUX - Performance Comparison
Key characteristics
Returns By Period
LUXX
N/A
N/A
N/A
N/A
N/A
N/A
LUX
-0.73%
-3.84%
-4.67%
-1.87%
N/A
N/A
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LUXX vs. LUX - Expense Ratio Comparison
LUXX has a 0.45% expense ratio, which is lower than LUX's 0.75% expense ratio.
Risk-Adjusted Performance
LUXX vs. LUX — Risk-Adjusted Performance Rank
LUXX
LUX
LUXX vs. LUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Listed Funds Trust - Roundhill S&P Global Luxury ETF (LUXX) and Tema ETF Trust - Tema Luxury ETF (LUX). 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
LUXX vs. LUX - Dividend Comparison
LUXX has not paid dividends to shareholders, while LUX's dividend yield for the trailing twelve months is around 2.85%.
TTM | 2024 | 2023 | |
---|---|---|---|
Listed Funds Trust - Roundhill S&P Global Luxury ETF | 0.00% | 0.00% | 0.34% |
Tema ETF Trust - Tema Luxury ETF | 2.85% | 2.83% | 0.71% |
Drawdowns
LUXX vs. LUX - Drawdown Comparison
Volatility
LUXX vs. LUX - Volatility Comparison
The current volatility for Listed Funds Trust - Roundhill S&P Global Luxury ETF (LUXX) is 0.00%, while Tema ETF Trust - Tema Luxury ETF (LUX) has a volatility of 4.38%. This indicates that LUXX experiences smaller price fluctuations and is considered to be less risky than LUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.