LUXX vs. QDTE
Compare and contrast key facts about Listed Funds Trust - Roundhill S&P Global Luxury ETF (LUXX) and Roundhill ETF Trust - Roundhill N-100 0DTE Covered Call Strategy ETF (QDTE).
LUXX and QDTE 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. QDTE is an actively managed fund by Roundhill. It was launched on Mar 6, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LUXX or QDTE.
Key characteristics
| LUXX | QDTE | |
|---|---|---|
| Daily Std Dev | 18.97% | 17.22% |
| Max Drawdown | -17.90% | -10.74% |
| Current Drawdown | -11.75% | -0.02% |
Correlation
The correlation between LUXX and QDTE is 0.55, 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. QDTE - Performance Comparison
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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LUXX vs. QDTE - Expense Ratio Comparison
LUXX has a 0.45% expense ratio, which is lower than QDTE's 0.95% expense ratio.
Risk-Adjusted Performance
LUXX vs. QDTE - 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 ETF Trust - Roundhill N-100 0DTE Covered Call Strategy ETF (QDTE). 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.
Not enough dataDividends
LUXX vs. QDTE - Dividend Comparison
LUXX's dividend yield for the trailing twelve months is around 0.36%, less than QDTE's 23.01% yield.
| TTM | 2023 | |
|---|---|---|
LUXX Listed Funds Trust - Roundhill S&P Global Luxury ETF | 0.36% | 0.34% |
QDTE Roundhill ETF Trust - Roundhill N-100 0DTE Covered Call Strategy ETF | 23.01% | 0.00% |
Drawdowns
LUXX vs. QDTE - Drawdown Comparison
The maximum LUXX drawdown since its inception was -17.90%, which is greater than QDTE's maximum drawdown of -10.74%. Use the drawdown chart below to compare losses from any high point for LUXX and QDTE. For additional features, visit the drawdowns tool.
Volatility
LUXX vs. QDTE - Volatility Comparison
Listed Funds Trust - Roundhill S&P Global Luxury ETF (LUXX) has a higher volatility of 5.72% compared to Roundhill ETF Trust - Roundhill N-100 0DTE Covered Call Strategy ETF (QDTE) at 4.81%. This indicates that LUXX's price experiences larger fluctuations and is considered to be riskier than QDTE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.