CIND.L vs. CAPS.L
CIND.L (iShares VII plc - iShares Dow Jones Indust Avg ETF USD Acc) and CAPS.L (First Trust Capital Strength UCITS ETF Acc) are both Large Cap Blend Equities funds tracking the Russell 1000 TR USD, from iShares and First Trust respectively. Both are passively managed. Over the past 5 years, CIND.L returned 9.37%/yr vs 5.15%/yr for CAPS.L. A 0.71 correlation means they provide meaningful diversification when combined. CIND.L charges 0.33%/yr vs 0.60%/yr for CAPS.L.
Performance
CIND.L vs. CAPS.L - Performance Comparison
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Different Trading Currencies
CIND.L is traded in USD, while CAPS.L is traded in GBp. To make them comparable, the CAPS.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, CIND.L achieves a 5.75% return, which is significantly higher than CAPS.L's -0.78% return.
CIND.L
- 1D
- -0.61%
- 1M
- 2.56%
- YTD
- 5.75%
- 6M
- 7.17%
- 1Y
- 21.24%
- 3Y*
- 16.20%
- 5Y*
- 9.37%
- 10Y*
- 12.77%
CAPS.L
- 1D
- 0.45%
- 1M
- -1.35%
- YTD
- -0.78%
- 6M
- 0.15%
- 1Y
- 2.51%
- 3Y*
- 9.27%
- 5Y*
- 5.15%
- 10Y*
- —
CIND.L vs. CAPS.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CIND.L iShares VII plc - iShares Dow Jones Indust Avg ETF USD Acc | 5.75% | 14.46% | 14.71% | 15.66% | -7.56% | 5.43% |
CAPS.L First Trust Capital Strength UCITS ETF Acc | -0.78% | 6.85% | 11.11% | 7.62% | -10.39% | 13.75% |
Correlation
The correlation between CIND.L and CAPS.L is 0.47, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.47 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.63 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.71 |
Correlation (All Time) Calculated using the full available price history since Jun 3, 2021 | 0.71 |
Over the past year, the correlation between CIND.L and CAPS.L has dropped to 0.47 - well below their long-term average of 0.71, suggesting their price drivers have been diverging.
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Return for Risk
CIND.L vs. CAPS.L — Risk / Return Rank
CIND.L
CAPS.L
CIND.L vs. CAPS.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares VII plc - iShares Dow Jones Indust Avg ETF USD Acc (CIND.L) and First Trust Capital Strength UCITS ETF Acc (CAPS.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.
| CIND.L | CAPS.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.48 | ||
| Sortino ratioReturn per unit of downside risk | +2.29 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.05 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 2.24 | 0.33 | +1.91 |
| Martin ratioReturn relative to average drawdown | 8.13 | 0.82 | +7.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CIND.L | CAPS.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.75 | 0.27 | +1.48 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.26 | +0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.27 | +0.56 |
Drawdowns
CIND.L vs. CAPS.L - Drawdown Comparison
The maximum CIND.L drawdown since its inception was -36.68%, which is greater than CAPS.L's maximum drawdown of -23.32%. Use the drawdown chart below to compare losses from any high point for CIND.L and CAPS.L.
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Drawdown Indicators
| CIND.L | CAPS.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.68% | -23.32% | -13.36% |
Max Drawdown (1Y)Largest decline over 1 year | -9.44% | -7.56% | -1.88% |
Max Drawdown (3Y)Largest decline over 3 years | -16.44% | -23.32% | +6.88% |
Max Drawdown (5Y)Largest decline over 5 years | -19.90% | -23.32% | +3.42% |
Max Drawdown (10Y)Largest decline over 10 years | -36.68% | — | — |
Current DrawdownCurrent decline from peak | -0.61% | -11.45% | +10.84% |
Average DrawdownAverage peak-to-trough decline | -3.67% | -11.11% | +7.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 3.06% | -0.45% |
Volatility
CIND.L vs. CAPS.L - Volatility Comparison
iShares VII plc - iShares Dow Jones Indust Avg ETF USD Acc (CIND.L) and First Trust Capital Strength UCITS ETF Acc (CAPS.L) have volatilities of 3.18% and 3.11%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIND.L | CAPS.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.18% | 3.11% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 6.63% | +2.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.13% | 9.39% | +2.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.37% | 19.81% | -5.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.98% | 19.80% | -3.82% |
CIND.L vs. CAPS.L - Expense Ratio Comparison
CIND.L has a 0.33% expense ratio, which is lower than CAPS.L's 0.60% expense ratio.
Dividends
CIND.L vs. CAPS.L - Dividend Comparison
Neither CIND.L nor CAPS.L has paid dividends to shareholders.
Frequently Asked Questions
CIND.L and CAPS.L have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, CIND.L is cheaper at 0.33% per year. The better choice depends on whether you care most about return, fees, risk, or income.
CIND.L is cheaper with a 0.33% expense ratio, compared with 0.60% for CAPS.L.
Both ETFs track Russell 1000 TR USD. They also come from different issuers: iShares and First Trust. Their fees differ too: 0.33% for CIND.L and 0.60% for CAPS.L.
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