LUXX vs. MAGS
Compare and contrast key facts about Listed Funds Trust - Roundhill S&P Global Luxury ETF (LUXX) and Roundhill Magnificent Seven ETF (MAGS).
LUXX and MAGS 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. MAGS is an actively managed fund by Roundhill. It was launched on Apr 10, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LUXX or MAGS.
Key characteristics
| LUXX | MAGS | |
|---|---|---|
| YTD Return | -4.39% | 56.44% |
| 1Y Return | 6.83% | 65.43% |
| Sharpe Ratio | 0.30 | 2.79 |
| Sortino Ratio | 0.56 | 3.43 |
| Omega Ratio | 1.07 | 1.47 |
| Calmar Ratio | 0.31 | 3.84 |
| Martin Ratio | 0.64 | 12.48 |
| Ulcer Index | 8.80% | 5.57% |
| Daily Std Dev | 18.97% | 24.90% |
| Max Drawdown | -17.90% | -18.10% |
| Current Drawdown | -11.75% | 0.00% |
Correlation
The correlation between LUXX and MAGS is 0.50, 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
LUXX vs. MAGS - Performance Comparison
In the year-to-date period, LUXX achieves a -4.39% return, which is significantly lower than MAGS's 56.44% 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.
LUXX vs. MAGS - Expense Ratio Comparison
LUXX has a 0.45% expense ratio, which is higher than MAGS's 0.29% expense ratio.
Risk-Adjusted Performance
LUXX vs. MAGS - 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 Roundhill Magnificent Seven ETF (MAGS). 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. MAGS - Dividend Comparison
LUXX's dividend yield for the trailing twelve months is around 0.36%, more than MAGS's 0.28% yield.
| TTM | 2023 | |
|---|---|---|
LUXX Listed Funds Trust - Roundhill S&P Global Luxury ETF | 0.36% | 0.34% |
MAGS Roundhill Magnificent Seven ETF | 0.28% | 0.44% |
Drawdowns
LUXX vs. MAGS - Drawdown Comparison
The maximum LUXX drawdown since its inception was -17.90%, roughly equal to the maximum MAGS drawdown of -18.10%. Use the drawdown chart below to compare losses from any high point for LUXX and MAGS. For additional features, visit the drawdowns tool.
Volatility
LUXX vs. MAGS - Volatility Comparison
The current volatility for Listed Funds Trust - Roundhill S&P Global Luxury ETF (LUXX) is 5.72%, while Roundhill Magnificent Seven ETF (MAGS) has a volatility of 7.69%. This indicates that LUXX experiences smaller price fluctuations and is considered to be less risky than MAGS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.