CIND.L vs. CAPU.L
CIND.L (iShares VII plc - iShares Dow Jones Indust Avg ETF USD Acc) and CAPU.L (Ossiam Lux - Ossiam Shiller Barclays CAPE US Sector Value Trust) are both Large Cap Blend Equities funds tracking the Russell 1000 TR USD, from iShares and Natixis respectively. Both are passively managed. Over the past 10 years, CIND.L returned 12.77%/yr vs 13.39%/yr for CAPU.L. Their correlation of 0.80 suggests significant overlap in exposure. CIND.L charges 0.33%/yr vs 0.65%/yr for CAPU.L.
Performance
CIND.L vs. CAPU.L - Performance Comparison
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Different Trading Currencies
CIND.L is traded in USD, while CAPU.L is traded in GBp. To make them comparable, the CAPU.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 CAPU.L's -1.40% return. Both investments have delivered pretty close results over the past 10 years, with CIND.L having a 12.77% annualized return and CAPU.L not far ahead at 13.39%.
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%
CAPU.L
- 1D
- -0.29%
- 1M
- -1.99%
- YTD
- -1.40%
- 6M
- -0.41%
- 1Y
- 5.79%
- 3Y*
- 11.98%
- 5Y*
- 8.40%
- 10Y*
- 13.39%
CIND.L vs. CAPU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIND.L iShares VII plc - iShares Dow Jones Indust Avg ETF USD Acc | 5.75% | 14.46% | 14.71% | 15.66% | -7.56% | 20.97% | 8.76% | 24.22% | -4.90% | 27.62% |
CAPU.L Ossiam Lux - Ossiam Shiller Barclays CAPE US Sector Value Trust | -1.40% | 9.41% | 15.93% | 28.24% | -15.37% | 28.44% | 17.74% | 31.11% | -4.42% | 19.79% |
Correlation
The correlation between CIND.L and CAPU.L is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.65 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.74 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.79 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.80 |
Correlation (All Time) Calculated using the full available price history since Jul 22, 2015 | 0.80 |
The correlation between CIND.L and CAPU.L shifts across timeframes, from 0.65 (1 year) to 0.80 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
CIND.L vs. CAPU.L — Risk / Return Rank
CIND.L
CAPU.L
CIND.L vs. CAPU.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 Ossiam Lux - Ossiam Shiller Barclays CAPE US Sector Value Trust (CAPU.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 | CAPU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.18 | ||
| Sortino ratioReturn per unit of downside risk | +1.86 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.10 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 2.24 | 0.63 | +1.61 |
| Martin ratioReturn relative to average drawdown | 8.13 | 1.98 | +6.15 |
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 | CAPU.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.75 | 0.56 | +1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.55 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.83 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.77 | +0.05 |
Drawdowns
CIND.L vs. CAPU.L - Drawdown Comparison
The maximum CIND.L drawdown since its inception was -36.68%, which is greater than CAPU.L's maximum drawdown of -34.23%. Use the drawdown chart below to compare losses from any high point for CIND.L and CAPU.L.
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Drawdown Indicators
| CIND.L | CAPU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.68% | -34.23% | -2.45% |
Max Drawdown (1Y)Largest decline over 1 year | -9.44% | -9.12% | -0.32% |
Max Drawdown (3Y)Largest decline over 3 years | -16.44% | -13.99% | -2.45% |
Max Drawdown (5Y)Largest decline over 5 years | -19.90% | -21.13% | +1.23% |
Max Drawdown (10Y)Largest decline over 10 years | -36.68% | -34.23% | -2.45% |
Current DrawdownCurrent decline from peak | -0.61% | -5.61% | +5.00% |
Average DrawdownAverage peak-to-trough decline | -3.67% | -3.80% | +0.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 2.91% | -0.30% |
Volatility
CIND.L vs. CAPU.L - Volatility Comparison
The current volatility for iShares VII plc - iShares Dow Jones Indust Avg ETF USD Acc (CIND.L) is 3.18%, while Ossiam Lux - Ossiam Shiller Barclays CAPE US Sector Value Trust (CAPU.L) has a volatility of 3.42%. This indicates that CIND.L experiences smaller price fluctuations and is considered to be less risky than CAPU.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIND.L | CAPU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.18% | 3.42% | -0.24% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 7.86% | +1.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.13% | 10.23% | +1.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.37% | 15.24% | -0.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.98% | 16.24% | -0.26% |
CIND.L vs. CAPU.L - Expense Ratio Comparison
CIND.L has a 0.33% expense ratio, which is lower than CAPU.L's 0.65% expense ratio.
Dividends
CIND.L vs. CAPU.L - Dividend Comparison
Neither CIND.L nor CAPU.L has paid dividends to shareholders.
Frequently Asked Questions
CIND.L and CAPU.L have a correlation of 0.65, 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 0.65% for CAPU.L.
Both ETFs track Russell 1000 TR USD. They also come from different issuers: iShares and Natixis. Their fees differ too: 0.33% for CIND.L and 0.65% for CAPU.L.
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