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

SHTE Euronext / Paris Broad Market & Indices United States LU3046618446

109.42 €

0.52 %

US equity ETF applying a factor-based approach built around CAPE valuation, with sector overweighting according to the Shiller Barclays CAPE US Sector Tilted index.

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

Performance & Momentum

6 Months 5.36 %

1 Year 6.63 %

3 Years 6.63 %

5 Years –

Momentum

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Strategic Analysis

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

OSSIAM SHILLER BARCLAYS CAPE US is a U.S. equity ETF built around a CAPE valuation filter, with a sector rotation logic rather than simple pure market replication. It aims to capture the U.S. equity market by favoring segments deemed more attractive on a relative valuation basis, making it a tactical and factor-based vehicle for exposure to U.S. equities.

Strengths

Valuation-focused factor approach, useful for avoiding blind exposure to the most expensive market leaders
Active sector allocation that makes it possible to adjust exposure to valuation gaps across U.S. sectors
Simple, diversified exposure to U.S. equities through a transparent investment rule

Weaknesses

The valuation strategy can underperform for long periods when the market mainly rewards growth and momentum
The sector bias may move the fund away from the benchmark composition of the U.S. market and create significant performance gaps depending on the cycle

Momentum

Momentum appears moderately favorable, with a decent recent trend but no clear acceleration. The trajectory suggests stable execution rather than a true regime of outperformance, making it mainly a consistent vehicle for an investor seeking disciplined U.S. exposure guided by valuation, but not a strong speculative momentum play.

Analysis performed 1 week ago