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LUXX vs. VOO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between LUXX and VOO is 0.53, 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. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Listed Funds Trust - Roundhill S&P Global Luxury ETF (LUXX) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period


LUXX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VOO

YTD

1.08%

1M

9.85%

6M

0.15%

1Y

12.97%

5Y*

17.43%

10Y*

12.77%

*Annualized

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LUXX vs. VOO - Expense Ratio Comparison

LUXX has a 0.45% expense ratio, which is higher than VOO's 0.03% expense ratio.


Risk-Adjusted Performance

LUXX vs. VOO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LUXX
The Risk-Adjusted Performance Rank of LUXX is 4848
Overall Rank
The Sharpe Ratio Rank of LUXX is 1313
Sharpe Ratio Rank
The Sortino Ratio Rank of LUXX is 100100
Sortino Ratio Rank
The Omega Ratio Rank of LUXX is 100100
Omega Ratio Rank
The Calmar Ratio Rank of LUXX is 1414
Calmar Ratio Rank
The Martin Ratio Rank of LUXX is 1414
Martin Ratio Rank

VOO
The Risk-Adjusted Performance Rank of VOO is 7272
Overall Rank
The Sharpe Ratio Rank of VOO is 6565
Sharpe Ratio Rank
The Sortino Ratio Rank of VOO is 7272
Sortino Ratio Rank
The Omega Ratio Rank of VOO is 7474
Omega Ratio Rank
The Calmar Ratio Rank of VOO is 7474
Calmar Ratio Rank
The Martin Ratio Rank of VOO is 7373
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

LUXX vs. VOO - 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 Vanguard S&P 500 ETF (VOO). 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.



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Dividends

LUXX vs. VOO - Dividend Comparison

LUXX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.28%.


TTM20242023202220212020201920182017201620152014
LUXX
Listed Funds Trust - Roundhill S&P Global Luxury ETF
0.00%0.00%0.34%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VOO
Vanguard S&P 500 ETF
1.28%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%

Drawdowns

LUXX vs. VOO - Drawdown Comparison


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Volatility

LUXX vs. VOO - Volatility Comparison


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