EUPA.DE vs. VGT

Last updated Apr 2, 2026

Compare and contrast key facts about Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD) (EUPA.DE) and Vanguard Information Technology ETF (VGT).

EUPA.DE and VGT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EUPA.DE is a passively managed fund by Franklin Templeton that tracks the performance of the Shiller Barclays CAPE® Global Sector. It was launched on Dec 21, 2022. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Mar 25, 2004. Both EUPA.DE and VGT are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.

Performance

EUPA.DE vs. VGT - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD) (EUPA.DE) and Vanguard Information Technology ETF (VGT). The values are adjusted to include any dividend payments, if applicable.

EUPA.DE vs. VGT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
EUPA.DE Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD)	6.41%	18.38%	13.54%	11.13%
VGT Vanguard Information Technology ETF	-4.71%	7.32%	37.84%	31.07%

Different Trading Currencies

EUPA.DE is traded in EUR, while VGT is traded in USD. To make them comparable, the VGT values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, EUPA.DE achieves a 6.41% return, which is significantly higher than VGT's -5.87% return.

EUPA.DE

• 1D: 2.09%
• 1M: -3.79%
• YTD: 6.41%
• 6M: 10.20%
• 1Y: 19.84%
• 3Y*: 18.52%
• 5Y*: —
• 10Y*: —

VGT

• 1D: 0.00%
• 1M: -3.78%
• YTD: -5.87%
• 6M: -5.73%
• 1Y: 19.59%
• 3Y*: 19.98%
• 5Y*: 14.96%
• 10Y*: 21.18%

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

EUPA.DE vs. VGT - Expense Ratio Comparison

EUPA.DE has a 0.65% expense ratio, which is higher than VGT's 0.09% expense ratio.

EUPA.DE

Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD)

VGT

Vanguard Information Technology ETF

Return for Risk

EUPA.DE vs. VGT — Risk / Return Rank

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

EUPA.DE

EUPA.DE Risk / Return Rank: 74
EUPA.DE Sharpe Ratio Rank: 77
EUPA.DE Sortino Ratio Rank: 77
EUPA.DE Omega Ratio Rank: 77
EUPA.DE Calmar Ratio Rank: 69
EUPA.DE Martin Ratio Rank: 72

VGT

VGT Risk / Return Rank: 62
VGT Sharpe Ratio Rank: 60
VGT Sortino Ratio Rank: 63
VGT Omega Ratio Rank: 61
VGT Calmar Ratio Rank: 71
VGT Martin Ratio Rank: 57

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.

EUPA.DE vs. VGT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD) (EUPA.DE) and Vanguard Information Technology ETF (VGT). 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.

	EUPA.DE	VGT	Difference
Sharpe ratio Return per unit of total volatility	1.50	0.67	+0.83
Sortino ratio Return per unit of downside risk	2.10	1.11	+0.99
Omega ratio Gain probability vs. loss probability	1.31	1.16	+0.15
Calmar ratio Return relative to maximum drawdown	2.00	1.30	+0.71
Martin ratio Return relative to average drawdown	8.44	3.43	+5.00
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EUPA.DE vs. VGT - Sharpe Ratio Comparison

The current EUPA.DE Sharpe Ratio is 1.50, which is higher than the VGT Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of EUPA.DE and VGT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	EUPA.DE	VGT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.50	0.67	+0.83
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.61	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.86	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.33	0.68	+0.65

Correlation

The correlation between EUPA.DE and VGT is 0.15, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

EUPA.DE vs. VGT - Dividend Comparison

EUPA.DE has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.43%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EUPA.DE Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD)	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VGT Vanguard Information Technology ETF	0.43%	0.40%	0.60%	0.65%	0.91%	0.64%	0.82%	1.11%	1.29%	0.99%	1.31%	1.28%

Drawdowns

EUPA.DE vs. VGT - Drawdown Comparison

The maximum EUPA.DE drawdown since its inception was -10.28%, smaller than the maximum VGT drawdown of -47.24%. Use the drawdown chart below to compare losses from any high point for EUPA.DE and VGT.

Drawdown Indicators

	EUPA.DE	VGT	Difference
Max Drawdown Largest peak-to-trough decline	-10.28%	-54.63%	+44.35%
Max Drawdown (1Y) Largest decline over 1 year	-9.92%	-16.40%	+6.48%
Max Drawdown (5Y) Largest decline over 5 years	—	-35.07%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.07%	—
Current Drawdown Current decline from peak	-4.52%	-11.66%	+7.14%
Average Drawdown Average peak-to-trough decline	-1.86%	-8.00%	+6.14%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.35%	5.35%	-3.00%

Volatility

EUPA.DE vs. VGT - Volatility Comparison

The current volatility for Ossiam Shiller Barclays CAPE® Global Sector Value UCITS ETF (USD) (EUPA.DE) is 4.85%, while Vanguard Information Technology ETF (VGT) has a volatility of 6.79%. This indicates that EUPA.DE experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EUPA.DE	VGT	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.85%	6.79%	-1.94%
Volatility (6M) Calculated over the trailing 6-month period	8.04%	16.39%	-8.35%
Volatility (1Y) Calculated over the trailing 1-year period	13.26%	29.23%	-15.97%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.34%	24.66%	-12.32%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.34%	24.78%	-12.44%