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USCP.DE vs. OP5E.DE
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

USCP.DE vs. OP5E.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Ossiam Shiller Barclays CAPE® US Sector Value TR UCITS ETF (EUR) (USCP.DE) and Ossiam Bloomberg Japan PAB NR UCITS ETF (EUR) (OP5E.DE). The values are adjusted to include any dividend payments, if applicable.

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USCP.DE vs. OP5E.DE - Yearly Performance Comparison


2026 (YTD)2025202420232022
USCP.DE
Ossiam Shiller Barclays CAPE® US Sector Value TR UCITS ETF (EUR)
-1.49%-3.26%22.70%25.56%-16.32%
OP5E.DE
Ossiam Bloomberg Japan PAB NR UCITS ETF (EUR)
7.51%8.90%10.84%14.78%-8.63%

Returns By Period

In the year-to-date period, USCP.DE achieves a -1.49% return, which is significantly lower than OP5E.DE's 7.51% return.


USCP.DE

1D
0.88%
1M
-5.66%
YTD
-1.49%
6M
-0.46%
1Y
-1.75%
3Y*
10.66%
5Y*
9.82%
10Y*
13.09%

OP5E.DE

1D
4.68%
1M
-1.69%
YTD
7.51%
6M
11.47%
1Y
19.31%
3Y*
12.14%
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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USCP.DE vs. OP5E.DE - Expense Ratio Comparison

USCP.DE has a 0.65% expense ratio, which is higher than OP5E.DE's 0.19% expense ratio.


Return for Risk

USCP.DE vs. OP5E.DE — Risk / Return Rank

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

USCP.DE
USCP.DE Risk / Return Rank: 99
Overall Rank
USCP.DE Sharpe Ratio Rank: 99
Sharpe Ratio Rank
USCP.DE Sortino Ratio Rank: 88
Sortino Ratio Rank
USCP.DE Omega Ratio Rank: 88
Omega Ratio Rank
USCP.DE Calmar Ratio Rank: 99
Calmar Ratio Rank
USCP.DE Martin Ratio Rank: 88
Martin Ratio Rank

OP5E.DE
OP5E.DE Risk / Return Rank: 5555
Overall Rank
OP5E.DE Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
OP5E.DE Sortino Ratio Rank: 5252
Sortino Ratio Rank
OP5E.DE Omega Ratio Rank: 4646
Omega Ratio Rank
OP5E.DE Calmar Ratio Rank: 6868
Calmar Ratio Rank
OP5E.DE Martin Ratio Rank: 6060
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.

USCP.DE vs. OP5E.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Ossiam Shiller Barclays CAPE® US Sector Value TR UCITS ETF (EUR) (USCP.DE) and Ossiam Bloomberg Japan PAB NR UCITS ETF (EUR) (OP5E.DE). 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.


USCP.DEOP5E.DEDifference

Sharpe ratio

Return per unit of total volatility

-0.12

0.97

-1.10

Sortino ratio

Return per unit of downside risk

-0.07

1.48

-1.55

Omega ratio

Gain probability vs. loss probability

0.99

1.19

-0.20

Calmar ratio

Return relative to maximum drawdown

-0.16

2.01

-2.17

Martin ratio

Return relative to average drawdown

-0.57

6.81

-7.38

USCP.DE vs. OP5E.DE - Sharpe Ratio Comparison

The current USCP.DE Sharpe Ratio is -0.12, which is lower than the OP5E.DE Sharpe Ratio of 0.97. The chart below compares the historical Sharpe Ratios of USCP.DE and OP5E.DE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


USCP.DEOP5E.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.12

0.97

-1.10

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.67

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.80

Sharpe Ratio (All Time)

Calculated using the full available price history

0.73

0.53

+0.20

Correlation

The correlation between USCP.DE and OP5E.DE is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

USCP.DE vs. OP5E.DE - Dividend Comparison

Neither USCP.DE nor OP5E.DE has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

USCP.DE vs. OP5E.DE - Drawdown Comparison

The maximum USCP.DE drawdown since its inception was -34.80%, which is greater than OP5E.DE's maximum drawdown of -16.97%. Use the drawdown chart below to compare losses from any high point for USCP.DE and OP5E.DE.


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Drawdown Indicators


USCP.DEOP5E.DEDifference

Max Drawdown

Largest peak-to-trough decline

-34.80%

-16.97%

-17.83%

Max Drawdown (1Y)

Largest decline over 1 year

-11.63%

-10.35%

-1.28%

Max Drawdown (5Y)

Largest decline over 5 years

-19.22%

Max Drawdown (10Y)

Largest decline over 10 years

-34.80%

Current Drawdown

Current decline from peak

-9.83%

-5.01%

-4.82%

Average Drawdown

Average peak-to-trough decline

-4.85%

-4.18%

-0.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.36%

3.05%

-0.69%

Volatility

USCP.DE vs. OP5E.DE - Volatility Comparison

The current volatility for Ossiam Shiller Barclays CAPE® US Sector Value TR UCITS ETF (EUR) (USCP.DE) is 3.48%, while Ossiam Bloomberg Japan PAB NR UCITS ETF (EUR) (OP5E.DE) has a volatility of 8.04%. This indicates that USCP.DE experiences smaller price fluctuations and is considered to be less risky than OP5E.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


USCP.DEOP5E.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.48%

8.04%

-4.56%

Volatility (6M)

Calculated over the trailing 6-month period

6.87%

13.81%

-6.94%

Volatility (1Y)

Calculated over the trailing 1-year period

14.09%

19.76%

-5.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.48%

16.55%

-2.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.15%

16.55%

-0.40%