RUSG.L vs. RLVSX
Compare and contrast key facts about Lyxor Russell 1000 Growth UCITS ETF (RUSG.L) and Russell Investments Tax-Exempt Bond Fund (RLVSX).
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. RLVSX is managed by Russell. It was launched on Sep 4, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RUSG.L or RLVSX.
Key characteristics
| RUSG.L | RLVSX |
|---|
Correlation
The correlation between RUSG.L and RLVSX 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
RUSG.L vs. RLVSX - 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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RUSG.L vs. RLVSX - Expense Ratio Comparison
RUSG.L has a 0.19% expense ratio, which is lower than RLVSX's 0.53% expense ratio.
Risk-Adjusted Performance
RUSG.L vs. RLVSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lyxor Russell 1000 Growth UCITS ETF (RUSG.L) and Russell Investments Tax-Exempt Bond Fund (RLVSX). 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
RUSG.L vs. RLVSX - Dividend Comparison
RUSG.L has not paid dividends to shareholders, while RLVSX's dividend yield for the trailing twelve months is around 3.07%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
RLVSX Russell Investments Tax-Exempt Bond Fund | 3.07% | 3.21% | 2.73% | 2.21% | 2.58% | 2.82% | 2.89% | 2.65% | 2.63% | 2.80% | 2.41% | 2.24% |
Drawdowns
RUSG.L vs. RLVSX - Drawdown Comparison
Volatility
RUSG.L vs. RLVSX - Volatility Comparison
The current volatility for Lyxor Russell 1000 Growth UCITS ETF (RUSG.L) is 0.00%, while Russell Investments Tax-Exempt Bond Fund (RLVSX) has a volatility of 1.27%. This indicates that RUSG.L experiences smaller price fluctuations and is considered to be less risky than RLVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.