BBTR.DE vs. OM3M.DE
BBTR.DE (JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc)) and OM3M.DE (iShares USD Treasury Bond 3-7 UCITS ETF USD Dist) are both Government Bonds funds - BBTR.DE tracks the J.P. Morgan Government Bond US Index while OM3M.DE tracks the ICE US Treasury 3-7 Year Bond Index. Both are passively managed. Over the past 5 years, BBTR.DE returned 0.35%/yr vs 1.05%/yr for OM3M.DE. Their correlation of 0.84 suggests significant overlap in exposure. Both charge a 0.07% expense ratio.
Performance
BBTR.DE vs. OM3M.DE - Performance Comparison
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Returns By Period
In the year-to-date period, BBTR.DE achieves a 1.03% return, which is significantly higher than OM3M.DE's 0.54% return.
BBTR.DE
- 1D
- 0.12%
- 1M
- 0.84%
- YTD
- 1.03%
- 6M
- 0.24%
- 1Y
- 1.98%
- 3Y*
- -0.04%
- 5Y*
- 0.35%
- 10Y*
- —
OM3M.DE
- 1D
- 0.06%
- 1M
- 0.70%
- YTD
- 0.54%
- 6M
- -0.18%
- 1Y
- 1.18%
- 3Y*
- 0.55%
- 5Y*
- 1.05%
- 10Y*
- —
BBTR.DE vs. OM3M.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BBTR.DE JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) | 1.03% | -5.45% | 6.15% | 0.23% | -7.48% | 5.70% | -3.71% | 7.39% |
OM3M.DE iShares USD Treasury Bond 3-7 UCITS ETF USD Dist | 0.54% | -4.89% | 7.50% | 0.56% | -3.84% | 5.66% | -2.73% | 3.74% |
Correlation
The correlation between BBTR.DE and OM3M.DE is 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.96 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.95 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.95 |
Correlation (All Time) Calculated using the full available price history since May 7, 2019 | 0.84 |
The correlation between BBTR.DE and OM3M.DE shifts across timeframes, from 0.84 (all time) to 0.96 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
BBTR.DE vs. OM3M.DE — Risk / Return Rank
BBTR.DE
OM3M.DE
BBTR.DE vs. OM3M.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBTR.DE) and iShares USD Treasury Bond 3-7 UCITS ETF USD Dist (OM3M.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.
| BBTR.DE | OM3M.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.14 | ||
| Sortino ratioReturn per unit of downside risk | +0.21 | ||
| Omega ratioGain probability vs. loss probability | 1.06 | 1.03 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.41 | 0.20 | +0.21 |
| Martin ratioReturn relative to average drawdown | 1.02 | 0.51 | +0.51 |
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
| BBTR.DE | OM3M.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.30 | 0.16 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.14 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.05 | 0.25 | -0.20 |
Drawdowns
BBTR.DE vs. OM3M.DE - Drawdown Comparison
The maximum BBTR.DE drawdown since its inception was -17.63%, which is greater than OM3M.DE's maximum drawdown of -13.79%. Use the drawdown chart below to compare losses from any high point for BBTR.DE and OM3M.DE.
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Drawdown Indicators
| BBTR.DE | OM3M.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.63% | -13.79% | -3.84% |
Max Drawdown (1Y)Largest decline over 1 year | -4.05% | -4.06% | +0.01% |
Max Drawdown (3Y)Largest decline over 3 years | -11.14% | -9.94% | -1.20% |
Max Drawdown (5Y)Largest decline over 5 years | -13.20% | -12.25% | -0.95% |
Current DrawdownCurrent decline from peak | -13.35% | -7.74% | -5.61% |
Average DrawdownAverage peak-to-trough decline | -10.31% | -6.62% | -3.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.63% | 1.63% | 0.00% |
Volatility
BBTR.DE vs. OM3M.DE - Volatility Comparison
JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBTR.DE) has a higher volatility of 0.94% compared to iShares USD Treasury Bond 3-7 UCITS ETF USD Dist (OM3M.DE) at 0.81%. This indicates that BBTR.DE's price experiences larger fluctuations and is considered to be riskier than OM3M.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BBTR.DE | OM3M.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.94% | 0.81% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 3.82% | 3.63% | +0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.52% | 5.25% | +0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.19% | 7.56% | +0.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.07% | 7.18% | +0.89% |
BBTR.DE vs. OM3M.DE - Expense Ratio Comparison
Both BBTR.DE and OM3M.DE have an expense ratio of 0.07%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
BBTR.DE vs. OM3M.DE - Dividend Comparison
BBTR.DE has not paid dividends to shareholders, while OM3M.DE's dividend yield for the trailing twelve months is around 3.38%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BBTR.DE JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
OM3M.DE iShares USD Treasury Bond 3-7 UCITS ETF USD Dist | 3.38% | 3.78% | 3.19% | 2.59% | 1.31% | 0.83% | 1.81% | 2.08% |
Frequently Asked Questions
With a correlation of 0.96, BBTR.DE and OM3M.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
Both ETFs have the same 0.07% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
BBTR.DE and OM3M.DE have the same expense ratio: 0.07% per year.
BBTR.DE tracks J.P. Morgan Government Bond US Index, while OM3M.DE tracks ICE US Treasury 3-7 Year Bond Index. They also come from different issuers: JPMorgan and iShares.
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