MOAT.L vs. CAPU.L
MOAT.L (VanEck Morningstar US Sustainable Wide Moat UCITS ETF) 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 VanEck and Natixis respectively. Both are passively managed. Over the past 10 years, MOAT.L returned 10.55%/yr vs 13.47%/yr for CAPU.L. A 0.80 correlation means they provide meaningful diversification when combined. MOAT.L charges 0.49%/yr vs 0.65%/yr for CAPU.L.
Performance
MOAT.L vs. CAPU.L - Performance Comparison
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Different Trading Currencies
MOAT.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, MOAT.L achieves a -2.67% return, which is significantly lower than CAPU.L's -0.07% return. Over the past 10 years, MOAT.L has underperformed CAPU.L with an annualized return of 10.55%, while CAPU.L has yielded a comparatively higher 13.47% annualized return.
MOAT.L
- 1D
- 1.08%
- 1M
- 1.82%
- YTD
- -2.67%
- 6M
- -3.13%
- 1Y
- 8.27%
- 3Y*
- 8.16%
- 5Y*
- 3.18%
- 10Y*
- 10.55%
CAPU.L
- 1D
- 1.41%
- 1M
- -0.15%
- YTD
- -0.07%
- 6M
- 1.75%
- 1Y
- 6.94%
- 3Y*
- 12.22%
- 5Y*
- 8.69%
- 10Y*
- 13.47%
MOAT.L vs. CAPU.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MOAT.L VanEck Morningstar US Sustainable Wide Moat UCITS ETF | -2.67% | 7.34% | 11.12% | 18.37% | -18.70% | 25.53% | 13.62% | 33.80% | -2.10% | 23.05% |
CAPU.L Ossiam Lux - Ossiam Shiller Barclays CAPE US Sector Value Trust | -0.06% | 9.41% | 15.93% | 28.24% | -15.37% | 28.44% | 17.74% | 31.11% | -4.42% | 19.79% |
Correlation
The correlation between MOAT.L and CAPU.L is 0.66, 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 | 0.66 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.76 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.82 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.81 |
Correlation (All Time) Calculated using the full available price history since Oct 29, 2015 | 0.80 |
The correlation between MOAT.L and CAPU.L shifts across timeframes, from 0.66 (1 year) to 0.82 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
MOAT.L vs. CAPU.L — Risk / Return Rank
MOAT.L
CAPU.L
MOAT.L vs. CAPU.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Morningstar US Sustainable Wide Moat UCITS ETF (MOAT.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.
| MOAT.L | CAPU.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.07 | ||
| Sortino ratioReturn per unit of downside risk | -0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.12 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.70 | 0.76 | -0.06 |
| Martin ratioReturn relative to average drawdown | 1.89 | 2.37 | -0.48 |
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
| MOAT.L | CAPU.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.67 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.57 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.83 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.66 | 0.78 | -0.12 |
Drawdowns
MOAT.L vs. CAPU.L - Drawdown Comparison
The maximum MOAT.L drawdown since its inception was -32.78%, roughly equal to the maximum CAPU.L drawdown of -34.23%. Use the drawdown chart below to compare losses from any high point for MOAT.L and CAPU.L.
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Drawdown Indicators
| MOAT.L | CAPU.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.78% | -34.23% | +1.45% |
Max Drawdown (1Y)Largest decline over 1 year | -11.86% | -9.12% | -2.74% |
Max Drawdown (3Y)Largest decline over 3 years | -21.84% | -13.99% | -7.85% |
Max Drawdown (5Y)Largest decline over 5 years | -27.06% | -21.13% | -5.93% |
Max Drawdown (10Y)Largest decline over 10 years | -32.78% | -34.23% | +1.45% |
Current DrawdownCurrent decline from peak | -5.02% | -4.34% | -0.68% |
Average DrawdownAverage peak-to-trough decline | -5.58% | -3.80% | -1.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.42% | 2.93% | +1.49% |
Volatility
MOAT.L vs. CAPU.L - Volatility Comparison
VanEck Morningstar US Sustainable Wide Moat UCITS ETF (MOAT.L) has a higher volatility of 3.79% compared to Ossiam Lux - Ossiam Shiller Barclays CAPE US Sector Value Trust (CAPU.L) at 3.59%. This indicates that MOAT.L's price experiences larger fluctuations and is considered to be riskier 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
| MOAT.L | CAPU.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.79% | 3.59% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 9.62% | 7.93% | +1.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.79% | 10.27% | +3.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.32% | 15.24% | +1.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.93% | 16.24% | +0.69% |
MOAT.L vs. CAPU.L - Expense Ratio Comparison
MOAT.L has a 0.49% expense ratio, which is lower than CAPU.L's 0.65% expense ratio.
Dividends
MOAT.L vs. CAPU.L - Dividend Comparison
Neither MOAT.L nor CAPU.L has paid dividends to shareholders.
Frequently Asked Questions
MOAT.L and CAPU.L have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, MOAT.L is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.
MOAT.L is cheaper with a 0.49% expense ratio, compared with 0.65% for CAPU.L.
Both ETFs track Russell 1000 TR USD. They also come from different issuers: VanEck and Natixis. Their fees differ too: 0.49% for MOAT.L and 0.65% for CAPU.L.
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