CBUP.DE vs. OM3F.DE
CBUP.DE (iShares € Green Bond UCITS ETF EUR (Acc)) and OM3F.DE (iShares € Corp Bond ESG SRI UCITS ETF EUR (Dist)) are both Corporate Bonds funds from iShares - CBUP.DE tracks the Bloomberg MSCI Euro Green Bond SRI (including Nuclear Power) Index while OM3F.DE tracks the Bloomberg MSCI Euro Corporate Sustainable SRI Index. Both are passively managed. Over the past 3 years, CBUP.DE returned 2.94%/yr vs 4.41%/yr for OM3F.DE. Their correlation of 0.81 suggests significant overlap in exposure. CBUP.DE charges 0.20%/yr vs 0.15%/yr for OM3F.DE.
Performance
CBUP.DE vs. OM3F.DE - Performance Comparison
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Returns By Period
In the year-to-date period, CBUP.DE achieves a 0.05% return, which is significantly lower than OM3F.DE's 0.56% return.
CBUP.DE
- 1D
- 0.00%
- 1M
- -0.47%
- 6M
- -0.37%
- YTD
- 0.05%
- 1Y
- 0.83%
- 3Y*
- 2.94%
- 5Y*
- —
- 10Y*
- —
OM3F.DE
- 1D
- 0.00%
- 1M
- -0.42%
- 6M
- 0.13%
- YTD
- 0.56%
- 1Y
- 1.34%
- 3Y*
- 4.41%
- 5Y*
- -0.12%
- 10Y*
- —
CBUP.DE vs. OM3F.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
CBUP.DE iShares € Green Bond UCITS ETF EUR (Acc) | 0.05% | 0.99% | 2.05% | 7.83% | -11.21% |
OM3F.DE iShares € Corp Bond ESG SRI UCITS ETF EUR (Dist) | 0.56% | 3.04% | 4.13% | 7.20% | -6.29% |
Correlation
The correlation between CBUP.DE and OM3F.DE is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.77 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Aug 3, 2022 | 0.81 |
The correlation between CBUP.DE and OM3F.DE has been stable across timeframes, ranging from 0.77 to 0.81 - a consistent structural relationship.
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Return for Risk
CBUP.DE vs. OM3F.DE — Risk / Return Rank
CBUP.DE
OM3F.DE
CBUP.DE vs. OM3F.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares € Green Bond UCITS ETF EUR (Acc) (CBUP.DE) and iShares € Corp Bond ESG SRI UCITS ETF EUR (Dist) (OM3F.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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CBUP.DE | OM3F.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.17 | ||
| Sortino ratioReturn per unit of downside risk | -0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.08 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.26 | 0.49 | -0.24 |
| Martin ratioReturn relative to average drawdown | 0.66 | 1.62 | -0.95 |
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Drawdowns
CBUP.DE vs. OM3F.DE - Drawdown Comparison
The maximum CBUP.DE drawdown since its inception was -12.62%, smaller than the maximum OM3F.DE drawdown of -16.89%. Use the drawdown chart below to compare losses from any high point for CBUP.DE and OM3F.DE.
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Drawdown Indicators
| CBUP.DE | OM3F.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.62% | -16.89% | +4.27% |
Max Drawdown (1Y)Largest decline over 1 year | -3.19% | -2.71% | -0.48% |
Max Drawdown (3Y)Largest decline over 3 years | -3.58% | -2.71% | -0.87% |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.89% | — |
Current DrawdownCurrent decline from peak | -1.80% | -1.13% | -0.67% |
Average DrawdownAverage peak-to-trough decline | -5.07% | -4.72% | -0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.25% | 0.83% | +0.42% |
Volatility
CBUP.DE vs. OM3F.DE - Volatility Comparison
iShares € Green Bond UCITS ETF EUR (Acc) (CBUP.DE) has a higher volatility of 1.25% compared to iShares € Corp Bond ESG SRI UCITS ETF EUR (Dist) (OM3F.DE) at 0.81%. This indicates that CBUP.DE's price experiences larger fluctuations and is considered to be riskier than OM3F.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CBUP.DE | OM3F.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.25% | 0.81% | +0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 3.65% | 3.13% | +0.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.18% | 3.64% | +0.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.88% | 4.82% | +1.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.88% | 5.39% | +0.49% |
CBUP.DE vs. OM3F.DE - Expense Ratio Comparison
CBUP.DE has a 0.20% expense ratio, which is higher than OM3F.DE's 0.15% 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
CBUP.DE vs. OM3F.DE - Dividend Comparison
CBUP.DE has not paid dividends to shareholders, while OM3F.DE's dividend yield for the trailing twelve months is around 3.28%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
CBUP.DE iShares € Green Bond UCITS ETF EUR (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
OM3F.DE iShares € Corp Bond ESG SRI UCITS ETF EUR (Dist) | 3.28% | 3.23% | 3.19% | 2.52% | 0.82% | 0.47% | 0.57% | 0.77% | 0.30% |
Frequently Asked Questions
CBUP.DE and OM3F.DE have a correlation of 0.77, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, OM3F.DE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.
OM3F.DE is cheaper with a 0.15% expense ratio, compared with 0.20% for CBUP.DE.
CBUP.DE tracks Bloomberg MSCI Euro Green Bond SRI (including Nuclear Power) Index, while OM3F.DE tracks Bloomberg MSCI Euro Corporate Sustainable SRI Index. Their fees differ too: 0.20% for CBUP.DE and 0.15% for OM3F.DE.
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