IMVU.L vs. LCPE.L
IMVU.L (iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Acc)) and LCPE.L (Ossiam Shiller Barclays Cape Europe Sector Value TR UCITS) are both Europe Equities funds - IMVU.L tracks the iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Acc) while LCPE.L tracks the MSCI Europe NR EUR. Both are passively managed. Over the past 3 years, IMVU.L returned 12.66%/yr vs 12.13%/yr for LCPE.L. Their correlation of 0.82 suggests significant overlap in exposure. IMVU.L charges 0.25%/yr vs 0.65%/yr for LCPE.L.
Performance
IMVU.L vs. LCPE.L - Performance Comparison
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Different Trading Currencies
IMVU.L is traded in USD, while LCPE.L is traded in GBp. To make them comparable, the LCPE.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, IMVU.L achieves a 6.00% return, which is significantly lower than LCPE.L's 12.91% return.
IMVU.L
- 1D
- 0.29%
- 1M
- 0.33%
- 6M
- 4.76%
- YTD
- 6.00%
- 1Y
- 10.14%
- 3Y*
- 12.66%
- 5Y*
- —
- 10Y*
- —
LCPE.L
- 1D
- 0.36%
- 1M
- -0.68%
- 6M
- 11.14%
- YTD
- 12.91%
- 1Y
- 26.65%
- 3Y*
- 12.13%
- 5Y*
- 7.97%
- 10Y*
- 9.16%
IMVU.L vs. LCPE.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
IMVU.L iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Acc) | 6.00% | 26.03% | 5.02% | 7.89% |
LCPE.L Ossiam Shiller Barclays Cape Europe Sector Value TR UCITS | 12.91% | 27.20% | -3.96% | 10.05% |
Correlation
The correlation between IMVU.L and LCPE.L is 0.74, 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 | 0.74 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.81 |
Correlation (All Time) Calculated using the full available price history since Mar 23, 2023 | 0.82 |
The correlation between IMVU.L and LCPE.L has been stable across timeframes, ranging from 0.74 to 0.82 - a consistent structural relationship.
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Return for Risk
IMVU.L vs. LCPE.L — Risk / Return Rank
IMVU.L
LCPE.L
IMVU.L vs. LCPE.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Acc) (IMVU.L) and Ossiam Shiller Barclays Cape Europe Sector Value TR UCITS (LCPE.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IMVU.L | LCPE.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.01 | ||
| Sortino ratioReturn per unit of downside risk | -1.38 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.32 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.05 | 3.47 | -2.43 |
| Martin ratioReturn relative to average drawdown | 2.80 | 9.90 | -7.10 |
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Drawdowns
IMVU.L vs. LCPE.L - Drawdown Comparison
The maximum IMVU.L drawdown since its inception was -10.74%, smaller than the maximum LCPE.L drawdown of -33.20%. Use the drawdown chart below to compare losses from any high point for IMVU.L and LCPE.L.
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Drawdown Indicators
| IMVU.L | LCPE.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.74% | -33.20% | +22.46% |
Max Drawdown (1Y)Largest decline over 1 year | -9.02% | -7.05% | -1.97% |
Max Drawdown (3Y)Largest decline over 3 years | -10.42% | -16.59% | +6.17% |
Max Drawdown (5Y)Largest decline over 5 years | — | -27.10% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.20% | — |
Current DrawdownCurrent decline from peak | -3.61% | -3.60% | -0.01% |
Average DrawdownAverage peak-to-trough decline | -2.83% | -6.75% | +3.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.38% | 2.48% | +0.90% |
Volatility
IMVU.L vs. LCPE.L - Volatility Comparison
The current volatility for iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Acc) (IMVU.L) is 3.52%, while Ossiam Shiller Barclays Cape Europe Sector Value TR UCITS (LCPE.L) has a volatility of 4.15%. This indicates that IMVU.L experiences smaller price fluctuations and is considered to be less risky than LCPE.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IMVU.L | LCPE.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.52% | 4.15% | -0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 9.47% | 10.21% | -0.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.27% | 13.28% | -2.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.14% | 16.43% | -4.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.14% | 16.46% | -4.32% |
IMVU.L vs. LCPE.L - Expense Ratio Comparison
IMVU.L has a 0.25% expense ratio, which is lower than LCPE.L's 0.65% expense ratio.
Dividends
IMVU.L vs. LCPE.L - Dividend Comparison
Neither IMVU.L nor LCPE.L has paid dividends to shareholders.
Frequently Asked Questions
IMVU.L and LCPE.L have a correlation of 0.74, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IMVU.L is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IMVU.L is cheaper with a 0.25% expense ratio, compared with 0.65% for LCPE.L.
IMVU.L tracks iShares Edge MSCI Europe Minimum Volatility UCITS ETF EUR (Acc), while LCPE.L tracks MSCI Europe NR EUR. They also come from different issuers: iShares and Natixis. Their fees differ too: 0.25% for IMVU.L and 0.65% for LCPE.L.
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