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CBU0.DE vs. OM3M.DE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CBU0.DE vs. OM3M.DE - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in iShares Core GBP Corporate Bond UCITS ETF (EUR Hedged) Acc (CBU0.DE) and iShares USD Treasury Bond 3-7 UCITS ETF USD Dist (OM3M.DE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CBU0.DE achieves a -0.89% return, which is significantly lower than OM3M.DE's 0.54% return.


CBU0.DE

1D
0.17%
1M
0.91%
YTD
-0.89%
6M
-0.71%
1Y
2.45%
3Y*
3.94%
5Y*
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*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CBU0.DE vs. OM3M.DE - Yearly Performance Comparison


2026 (YTD)202520242023
CBU0.DE
iShares Core GBP Corporate Bond UCITS ETF (EUR Hedged) Acc
-0.89%4.58%-0.25%5.06%
OM3M.DE
iShares USD Treasury Bond 3-7 UCITS ETF USD Dist
0.54%-4.89%7.50%-1.99%

Correlation

The correlation between CBU0.DE and OM3M.DE is -0.11, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.11

Correlation (3Y)
Calculated over the trailing 3-year period

0.13

Correlation (All Time)
Calculated using the full available price history since Mar 27, 2023

0.16

The correlation between CBU0.DE and OM3M.DE shifts across timeframes, from -0.11 (1 year) to 0.16 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

CBU0.DE vs. OM3M.DE — Risk / Return Rank

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

CBU0.DE
CBU0.DE Risk / Return Rank: 1616
Overall Rank
CBU0.DE Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
CBU0.DE Sortino Ratio Rank: 1616
Sortino Ratio Rank
CBU0.DE Omega Ratio Rank: 1616
Omega Ratio Rank
CBU0.DE Calmar Ratio Rank: 1616
Calmar Ratio Rank
CBU0.DE Martin Ratio Rank: 1717
Martin Ratio Rank

OM3M.DE
OM3M.DE Risk / Return Rank: 1111
Overall Rank
OM3M.DE Sharpe Ratio Rank: 1111
Sharpe Ratio Rank
OM3M.DE Sortino Ratio Rank: 1010
Sortino Ratio Rank
OM3M.DE Omega Ratio Rank: 1010
Omega Ratio Rank
OM3M.DE Calmar Ratio Rank: 1111
Calmar Ratio Rank
OM3M.DE Martin Ratio Rank: 1111
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.

CBU0.DE vs. OM3M.DE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core GBP Corporate Bond UCITS ETF (EUR Hedged) Acc (CBU0.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.


CBU0.DEOM3M.DEDifference
Sharpe ratioReturn per unit of total volatility

+0.32

Sortino ratioReturn per unit of downside risk

+0.46

Omega ratioGain probability vs. loss probability

1.09

1.03

+0.06

Calmar ratioReturn relative to maximum drawdown

0.58

0.20

+0.38

Martin ratioReturn relative to average drawdown

1.62

0.51

+1.11

CBU0.DE vs. OM3M.DE - Sharpe Ratio Comparison

The current CBU0.DE Sharpe Ratio is 0.48, which is higher than the OM3M.DE Sharpe Ratio of 0.16. The chart below compares the historical Sharpe Ratios of CBU0.DE and OM3M.DE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


CBU0.DEOM3M.DEDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.48

0.16

+0.32

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.25

+0.20

Drawdowns

CBU0.DE vs. OM3M.DE - Drawdown Comparison

The maximum CBU0.DE drawdown since its inception was -6.02%, smaller than the maximum OM3M.DE drawdown of -13.79%. Use the drawdown chart below to compare losses from any high point for CBU0.DE and OM3M.DE.


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Drawdown Indicators


CBU0.DEOM3M.DEDifference

Max Drawdown

Largest peak-to-trough decline

-6.02%

-13.79%

+7.77%

Max Drawdown (1Y)

Largest decline over 1 year

-4.20%

-4.06%

-0.14%

Max Drawdown (3Y)

Largest decline over 3 years

-4.20%

-9.94%

+5.74%

Max Drawdown (5Y)

Largest decline over 5 years

-12.25%

Current Drawdown

Current decline from peak

-2.03%

-7.74%

+5.71%

Average Drawdown

Average peak-to-trough decline

-1.65%

-6.62%

+4.97%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.52%

1.63%

-0.11%

Volatility

CBU0.DE vs. OM3M.DE - Volatility Comparison

iShares Core GBP Corporate Bond UCITS ETF (EUR Hedged) Acc (CBU0.DE) has a higher volatility of 2.00% compared to iShares USD Treasury Bond 3-7 UCITS ETF USD Dist (OM3M.DE) at 0.81%. This indicates that CBU0.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


CBU0.DEOM3M.DEDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.00%

0.81%

+1.19%

Volatility (6M)

Calculated over the trailing 6-month period

4.39%

3.63%

+0.76%

Volatility (1Y)

Calculated over the trailing 1-year period

5.11%

5.25%

-0.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.81%

7.56%

-1.75%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.81%

7.18%

-1.37%

CBU0.DE vs. OM3M.DE - Expense Ratio Comparison

CBU0.DE has a 0.25% expense ratio, which is higher than OM3M.DE's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

CBU0.DE vs. OM3M.DE - Dividend Comparison

CBU0.DE has not paid dividends to shareholders, while OM3M.DE's dividend yield for the trailing twelve months is around 3.38%.


PositionTTM2025202420232022202120202019
CBU0.DE
iShares Core GBP Corporate Bond UCITS ETF (EUR Hedged) 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


CBU0.DE and OM3M.DE have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, OM3M.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.

OM3M.DE is cheaper with a 0.07% expense ratio, compared with 0.25% for CBU0.DE.

CBU0.DE is categorized as Corporate Bonds, while OM3M.DE is Government Bonds. CBU0.DE tracks iBoxx® GBP Liquid Corporates Large Cap (EUR Hedged), while OM3M.DE tracks ICE US Treasury 3-7 Year Bond Index. Their fees differ too: 0.25% for CBU0.DE and 0.07% for OM3M.DE.

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