RLVSX vs. RUSG.L
Compare and contrast key facts about Russell Investments Tax-Exempt Bond Fund (RLVSX) and Lyxor Russell 1000 Growth UCITS ETF (RUSG.L).
RLVSX is managed by Russell. It was launched on Sep 4, 1985. RUSG.L is a passively managed fund by Amundi that tracks the performance of the Russell 1000 Growth Net Index. It was launched on Oct 27, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RLVSX or RUSG.L.
Key characteristics
| RLVSX | RUSG.L |
|---|
Correlation
The correlation between RLVSX and RUSG.L is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
RLVSX vs. RUSG.L - 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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RLVSX vs. RUSG.L - Expense Ratio Comparison
RLVSX has a 0.53% expense ratio, which is higher than RUSG.L's 0.19% expense ratio.
Risk-Adjusted Performance
RLVSX vs. RUSG.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Russell Investments Tax-Exempt Bond Fund (RLVSX) and Lyxor Russell 1000 Growth UCITS ETF (RUSG.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.
Dividends
RLVSX vs. RUSG.L - Dividend Comparison
RLVSX's dividend yield for the trailing twelve months is around 3.31%, while RUSG.L has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RLVSX Russell Investments Tax-Exempt Bond Fund | 3.31% | 3.21% | 2.73% | 2.21% | 2.58% | 2.82% | 2.89% | 2.65% | 2.64% | 2.80% | 2.41% | 2.24% |
RUSG.L Lyxor Russell 1000 Growth UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
RLVSX vs. RUSG.L - Drawdown Comparison
Volatility
RLVSX vs. RUSG.L - Volatility Comparison
Russell Investments Tax-Exempt Bond Fund (RLVSX) has a higher volatility of 0.28% compared to Lyxor Russell 1000 Growth UCITS ETF (RUSG.L) at 0.00%. This indicates that RLVSX's price experiences larger fluctuations and is considered to be riskier than RUSG.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.