IS06.DE vs. OM3F.DE
IS06.DE (iShares € Corp Bond BBB-BB UCITS ETF EUR (Dist)) and OM3F.DE (iShares € Corp Bond ESG SRI UCITS ETF EUR (Dist)) are both Corporate Bonds funds from iShares - IS06.DE tracks the Markit iBoxx EUR Corporates BBB-BB (5% Issuer Cap) Index while OM3F.DE tracks the Bloomberg MSCI Euro Corporate Sustainable SRI Index. Both are passively managed. Over the past 5 years, IS06.DE returned 0.37%/yr vs -0.12%/yr for OM3F.DE. A 0.72 correlation means they provide meaningful diversification when combined. IS06.DE charges 0.25%/yr vs 0.15%/yr for OM3F.DE.
Performance
IS06.DE vs. OM3F.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS06.DE achieves a 0.48% return, which is significantly lower than OM3F.DE's 0.56% return.
IS06.DE
- 1D
- -0.21%
- 1M
- -0.41%
- 6M
- -0.12%
- YTD
- 0.48%
- 1Y
- 1.78%
- 3Y*
- 4.75%
- 5Y*
- 0.37%
- 10Y*
- 1.34%
OM3F.DE
- 1D
- 0.00%
- 1M
- -0.42%
- 6M
- 0.13%
- YTD
- 0.56%
- 1Y
- 1.34%
- 3Y*
- 4.41%
- 5Y*
- -0.12%
- 10Y*
- —
IS06.DE vs. OM3F.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IS06.DE iShares € Corp Bond BBB-BB UCITS ETF EUR (Dist) | 0.48% | 3.44% | 4.81% | 8.31% | -12.83% | -0.30% | 2.42% | 7.46% | -1.03% |
OM3F.DE iShares € Corp Bond ESG SRI UCITS ETF EUR (Dist) | 0.56% | 3.04% | 4.13% | 7.20% | -13.24% | -1.05% | 2.51% | 6.06% | -0.50% |
Correlation
The correlation between IS06.DE and OM3F.DE is 0.63, 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 | 0.63 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.69 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.77 |
Correlation (All Time) Calculated using the full available price history since Jun 27, 2018 | 0.72 |
The correlation between IS06.DE and OM3F.DE shifts across timeframes, from 0.63 (1 year) to 0.77 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
IS06.DE vs. OM3F.DE — Risk / Return Rank
IS06.DE
OM3F.DE
IS06.DE vs. OM3F.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares € Corp Bond BBB-BB UCITS ETF EUR (Dist) (IS06.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.
| IS06.DE | OM3F.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.18 | ||
| Sortino ratioReturn per unit of downside risk | +0.27 | ||
| Omega ratioGain probability vs. loss probability | 1.11 | 1.08 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.67 | 0.49 | +0.17 |
| Martin ratioReturn relative to average drawdown | 2.43 | 1.62 | +0.81 |
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Drawdowns
IS06.DE vs. OM3F.DE - Drawdown Comparison
The maximum IS06.DE drawdown since its inception was -16.80%, roughly equal to the maximum OM3F.DE drawdown of -16.89%. Use the drawdown chart below to compare losses from any high point for IS06.DE and OM3F.DE.
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Drawdown Indicators
| IS06.DE | OM3F.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.80% | -16.89% | +0.09% |
Max Drawdown (1Y)Largest decline over 1 year | -2.65% | -2.71% | +0.06% |
Max Drawdown (3Y)Largest decline over 3 years | -2.65% | -2.71% | +0.06% |
Max Drawdown (5Y)Largest decline over 5 years | -16.80% | -16.89% | +0.09% |
Max Drawdown (10Y)Largest decline over 10 years | -16.80% | — | — |
Current DrawdownCurrent decline from peak | -0.82% | -1.13% | +0.31% |
Average DrawdownAverage peak-to-trough decline | -3.38% | -4.72% | +1.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.73% | 0.83% | -0.10% |
Volatility
IS06.DE vs. OM3F.DE - Volatility Comparison
iShares € Corp Bond BBB-BB UCITS ETF EUR (Dist) (IS06.DE) has a higher volatility of 1.11% compared to iShares € Corp Bond ESG SRI UCITS ETF EUR (Dist) (OM3F.DE) at 0.81%. This indicates that IS06.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
| IS06.DE | OM3F.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.11% | 0.81% | +0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 2.70% | 3.13% | -0.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.21% | 3.64% | -0.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.27% | 4.82% | -0.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.68% | 5.39% | -0.71% |
IS06.DE vs. OM3F.DE - Expense Ratio Comparison
IS06.DE has a 0.25% 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
IS06.DE vs. OM3F.DE - Dividend Comparison
IS06.DE's dividend yield for the trailing twelve months is around 3.86%, more than OM3F.DE's 3.28% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS06.DE iShares € Corp Bond BBB-BB UCITS ETF EUR (Dist) | 3.86% | 2.95% | 2.55% | 1.87% | 1.34% | 1.23% | 1.22% | 1.48% | 1.53% | 1.48% | 1.56% | 0.54% |
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% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IS06.DE and OM3F.DE have a correlation of 0.63, 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 0.25% for IS06.DE.
IS06.DE tracks Markit iBoxx EUR Corporates BBB-BB (5% Issuer Cap) Index, while OM3F.DE tracks Bloomberg MSCI Euro Corporate Sustainable SRI Index. Their fees differ too: 0.25% for IS06.DE and 0.15% for OM3F.DE.
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