RUSG.L vs. RLVSX

Last updated Jun 5, 2026

RUSG.L (Lyxor Russell 1000 Growth UCITS ETF) and RLVSX (Russell Investments Tax-Exempt Bond Fund) are both funds - RUSG.L is a Large Cap Growth Equities fund tracking the Russell 1000 Growth Net Index, while RLVSX is a Municipal Bonds fund managed by Russell. At a correlation of -0.01, they often move in opposite directions. RUSG.L charges 0.19%/yr vs 0.53%/yr for RLVSX.

Performance

RUSG.L vs. RLVSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lyxor Russell 1000 Growth UCITS ETF (RUSG.L) and Russell Investments Tax-Exempt Bond Fund (RLVSX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

RUSG.L

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

RLVSX

• 1D: 0.00%
• 1M: 0.56%
• YTD: 1.53%
• 6M: 1.83%
• 1Y: 6.11%
• 3Y*: 3.85%
• 5Y*: 1.22%
• 10Y*: 2.25%

*Multi-year figures are annualized to reflect compound growth (CAGR)

RUSG.L vs. RLVSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RUSG.L Lyxor Russell 1000 Growth UCITS ETF	0.00%	0.00%	24.09%	43.28%	-30.45%	29.15%	38.14%	35.28%	-2.66%	30.31%
RLVSX Russell Investments Tax-Exempt Bond Fund	1.53%	4.26%	1.76%	6.11%	-7.58%	2.03%	4.05%	7.38%	1.45%	4.69%

Correlation

The correlation between RUSG.L and RLVSX is -0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (3Y) Calculated over the trailing 3-year period	0.12
Correlation (5Y) Calculated over the trailing 5-year period	0.10
Correlation (10Y) Calculated over the trailing 10-year period	0.03
Correlation (All Time) Calculated using the full available price history since Jul 2, 2014	-0.01

The correlation between RUSG.L and RLVSX shifts across timeframes, from -0.01 (all time) to 0.12 (3 years), reflecting how their relationship changes across market environments.

Return for Risk

RUSG.L vs. RLVSX — Risk / Return Rank

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

RLVSX

RLVSX Risk / Return Rank: 79
RLVSX Sharpe Ratio Rank: 96
RLVSX Sortino Ratio Rank: 96
RLVSX Omega Ratio Rank: 97
RLVSX Calmar Ratio Rank: 57
RLVSX Martin Ratio Rank: 50

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

RUSG.L vs. RLVSX - Risk-Adjusted Trends 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	RUSG.L	RLVSX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	3.50	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.40	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.68	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.97	—

Drawdowns

Drawdown Indicators

	RUSG.L	RLVSX	Difference
Max Drawdown Largest peak-to-trough decline	—	-11.77%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-2.17%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-4.22%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-11.77%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-11.77%	—
Current Drawdown Current decline from peak	—	-0.44%	—
Average Drawdown Average peak-to-trough decline	—	-1.53%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.61%	—

Volatility

Volatility by Period

	RUSG.L	RLVSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.70%	—
Volatility (6M) Calculated over the trailing 6-month period	—	1.38%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	1.77%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	3.10%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	3.33%	—

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.

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 3.52%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RLVSX Russell Investments Tax-Exempt Bond Fund	3.52%	3.18%	3.57%	3.20%	2.73%	2.06%	2.58%	3.08%	2.89%	2.65%	2.64%	2.80%
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%

Frequently Asked Questions

Can I hold both RUSG.L and RLVSX in my portfolio?

RUSG.L and RLVSX have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.