PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
CPXJ.L vs. VOO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

CPXJ.L vs. VOO

Last updated Jun 5, 2026

CPXJ.L (iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc) and VOO (Vanguard S&P 500 ETF) are both exchange-traded funds - CPXJ.L is a Asia Pacific Equities fund tracking the MSCI Pacific Ex Japan NR USD, while VOO is a S&P 500 fund tracking the S&P 500 Index. Both are passively managed. Over the past 10 years, CPXJ.L returned 7.73%/yr vs 15.55%/yr for VOO. At a 0.41 correlation, their price movements are largely independent. CPXJ.L charges 0.20%/yr vs 0.03%/yr for VOO.

Performance

CPXJ.L vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc (CPXJ.L) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, CPXJ.L achieves a 8.57% return, which is significantly lower than VOO's 11.34% return. Over the past 10 years, CPXJ.L has underperformed VOO with an annualized return of 7.73%, while VOO has yielded a comparatively higher 15.55% annualized return.

CPXJ.L

1D
-0.72%
1M
-0.61%
YTD
8.57%
6M
10.28%
1Y
16.16%
3Y*
13.47%
5Y*
4.86%
10Y*
7.73%

VOO

1D
0.39%
1M
4.62%
YTD
11.34%
6M
11.27%
1Y
28.62%
3Y*
22.68%
5Y*
13.98%
10Y*
15.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CPXJ.L vs. VOO - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
CPXJ.L
iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc		8.57%20.05%5.35%5.87%-5.98%4.27%6.80%18.07%-10.71%26.08%
VOO
Vanguard S&P 500 ETF		11.34%17.82%24.98%26.32%-18.17%28.79%18.32%31.37%-4.50%21.77%

Correlation

The correlation between CPXJ.L and VOO is 0.53, 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

0.53

Correlation (3Y)
Calculated over the trailing 3-year period

0.43

Correlation (5Y)
Calculated over the trailing 5-year period

0.44

Correlation (10Y)
Calculated over the trailing 10-year period

0.47

Correlation (All Time)
Calculated using the full available price history since Sep 29, 2010

0.41

The correlation between CPXJ.L and VOO shifts across timeframes, from 0.41 (all time) to 0.53 (1 year), reflecting how their relationship changes across market environments.

CPXJ.L vs. VOO - Sectors Allocation Comparison

Sectors
CPXJ.L
VOO

Financial Services

45.5%
11.6%

Basic Materials

15.5%
1.8%

Industrials

8.6%
8.3%

Real Estate

7.9%
1.9%

Consumer Cyclical

6.1%
10.2%

Utilities

3.6%
2.4%

Healthcare

3.2%
8.5%

Consumer Defensive

2.9%
4.9%

Communication Services

2.9%
11.3%

Energy

2.8%
3.5%

Technology

1.1%
35.7%

Financial Services

CPXJ.L
45.5%
VOO
11.6%

Basic Materials

CPXJ.L
15.5%
VOO
1.8%

Industrials

CPXJ.L
8.6%
VOO
8.3%

Real Estate

CPXJ.L
7.9%
VOO
1.9%

Consumer Cyclical

CPXJ.L
6.1%
VOO
10.2%

Utilities

CPXJ.L
3.6%
VOO
2.4%

Healthcare

CPXJ.L
3.2%
VOO
8.5%

Consumer Defensive

CPXJ.L
2.9%
VOO
4.9%

Communication Services

CPXJ.L
2.9%
VOO
11.3%

Energy

CPXJ.L
2.8%
VOO
3.5%

Technology

CPXJ.L
1.1%
VOO
35.7%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc

Vanguard S&P 500 ETF

Often compared with CPXJ.L:
CPXJ.L vs. CEMAT.COCPXJ.L vs. VFEA.DECPXJ.L vs. IWDA.LCPXJ.L vs. VUAA.LCPXJ.L vs. QTOPCPXJ.L vs. IJPN.LCPXJ.L vs. DRIV
Often compared with VOO:
VOO vs. VTIVOO vs. QQQVOO vs. SCHDVOO vs. VTVOO vs. SPYVOO vs. FXAIXVOO vs. IVV

Return for Risk

CPXJ.L vs. VOO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
CPXJ.L
CPXJ.L Risk / Return Rank: 3636
Overall Rank
CPXJ.L Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
CPXJ.L Sortino Ratio Rank: 3737
Sortino Ratio Rank
CPXJ.L Omega Ratio Rank: 3333
Omega Ratio Rank
CPXJ.L Calmar Ratio Rank: 3939
Calmar Ratio Rank
CPXJ.L Martin Ratio Rank: 3838
Martin Ratio Rank
VOO
VOO Risk / Return Rank: 7474
Overall Rank
VOO Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
VOO Sortino Ratio Rank: 7575
Sortino Ratio Rank
VOO Omega Ratio Rank: 7575
Omega Ratio Rank
VOO Calmar Ratio Rank: 6666
Calmar Ratio Rank
VOO Martin Ratio Rank: 7878
Martin Ratio Rank
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.

CPXJ.L vs. VOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc (CPXJ.L) and Vanguard S&P 500 ETF (VOO). 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.

CPXJ.LVOODifference
Sharpe ratioReturn per unit of total volatility
1.20
2.44

-1.24

Sortino ratioReturn per unit of downside risk
1.87
3.31

-1.44

Omega ratioGain probability vs. loss probability

1.22

1.44

-0.23

Calmar ratioReturn relative to maximum drawdown

1.89

3.23

-1.34

Martin ratioReturn relative to average drawdown

5.93

15.03

-9.10

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CPXJ.L vs. VOO - Sharpe Ratio Comparison

The current CPXJ.L Sharpe Ratio is 1.20, which is lower than the VOO Sharpe Ratio of 2.44. The chart below compares the historical Sharpe Ratios of CPXJ.L and VOO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Loading charts...

Sharpe Ratios by Period

CPXJ.LVOODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.20

2.44

-1.24

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.28

0.84

-0.55

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.43

0.87

-0.44

Sharpe Ratio (All Time)

Calculated using the full available price history

0.34

0.89

-0.55

Drawdowns

CPXJ.L vs. VOO - Drawdown Comparison

The maximum CPXJ.L drawdown since its inception was -38.92%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CPXJ.L and VOO.

Loading charts...

Drawdown Indicators

CPXJ.LVOODifference

Max Drawdown

Largest peak-to-trough decline

-38.92%

-33.99%

-4.93%

Max Drawdown (1Y)

Largest decline over 1 year

-8.50%

-8.90%

+0.40%

Max Drawdown (3Y)

Largest decline over 3 years

-19.25%

-18.69%

-0.56%

Max Drawdown (5Y)

Largest decline over 5 years

-25.36%

-24.52%

-0.84%

Max Drawdown (10Y)

Largest decline over 10 years

-38.92%

-33.99%

-4.93%

Current Drawdown

Current decline from peak

-3.31%

-0.32%

-2.99%

Average Drawdown

Average peak-to-trough decline

-8.34%

-3.69%

-4.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.72%

1.91%

+0.81%

Volatility

CPXJ.L vs. VOO - Volatility Comparison

iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc (CPXJ.L) has a higher volatility of 4.55% compared to Vanguard S&P 500 ETF (VOO) at 2.78%. This indicates that CPXJ.L's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Loading charts...

Volatility by Period

CPXJ.LVOODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.55%

2.78%

+1.77%

Volatility (6M)

Calculated over the trailing 6-month period

10.85%

8.90%

+1.95%

Volatility (1Y)

Calculated over the trailing 1-year period

13.42%

11.80%

+1.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.30%

16.81%

+0.49%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.03%

18.00%

+0.03%

CPXJ.L vs. VOO - Expense Ratio Comparison

CPXJ.L has a 0.20% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

CPXJ.L vs. VOO - Dividend Comparison

CPXJ.L has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.02%.

PositionTTM20252024202320222021202020192018201720162015
CPXJ.L
iShares VII plc - iShares Core MSCI Pac ex-Jpn ETF USD Acc		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VOO
Vanguard S&P 500 ETF		1.02%1.13%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%

Frequently Asked Questions

CPXJ.L and VOO have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VOO is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VOO is cheaper with a 0.03% expense ratio, compared with 0.20% for CPXJ.L.

CPXJ.L is categorized as Asia Pacific Equities, while VOO is S&P 500. CPXJ.L tracks MSCI Pacific Ex Japan NR USD, while VOO tracks S&P 500 Index. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.20% for CPXJ.L and 0.03% for VOO.

Portfolio Optimizer

Find the right allocation for CPXJ.L and VOO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer