Ossiam Shiller Barclays CAPE® US Sector Value TR UCITS ETF 1C (EUR)

CAPU Euronext / Paris Broad Market & Indices United States LU1079841273

1415.80 €

0.27 %

US equities ETF applying a sector-based value strategy based on Shiller's CAPE.

Price history of Ossiam Shiller Barclays CAPE® US Sector Value TR UCITS ETF 1C (EUR)

Performance & Momentum

6 Months 3.87 %

1 Year 3.49 %

3 Years 35.25 %

5 Years –

Momentum

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Strategic Analysis

Ossiam Shiller Barclays CAPE® US Sector Value TR UCITS ETF 1C (EUR) • 2026

This ETF tracks a sector-based value approach to U.S. equities, relying on Shiller’s CAPE methodology to identify the segments considered most attractive on valuation. It aims to combine sector diversification with valuation discipline, with systematic exposure to the U.S. market rather than discretionary stock selection.

Strengths

A recognized and robust value methodology, focused on the relative valuation of sectors
Broad exposure to U.S. equities while avoiding excessive concentration in a single theme
A solid medium- to long-term performance track record, suggesting a strategy capable of capturing value catch-up phases

Weaknesses

A strategy that is dependent on style cycles, with possible periods of underperformance versus growth segments
The sector framework may lead to late rotations or to an exposure that is less intuitive for retail investors

Momentum

Momentum appears decent without being euphoric, with a recently stable trend and a medium-term profile consistent with a disciplined value strategy. The strategic implication is favorable for a patient investor seeking a valuation bias in the United States, but less suitable for an expectation of rapid or consistent outperformance.

Analysis performed 1 week ago