IUSM.DE vs. OM3M.DE
IUSM.DE (iShares USD Treasury Bond 7-10yr UCITS ETF (Dist)) and OM3M.DE (iShares USD Treasury Bond 3-7 UCITS ETF USD Dist) are both Government Bonds funds from iShares - IUSM.DE tracks the ICE US Treasury 7-10 Year while OM3M.DE tracks the ICE US Treasury 3-7 Year Bond Index. Both are passively managed. Over the past 5 years, IUSM.DE returned -0.31%/yr vs 1.05%/yr for OM3M.DE. Their correlation of 0.92 suggests significant overlap in exposure. Both charge a 0.07% expense ratio.
Performance
IUSM.DE vs. OM3M.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IUSM.DE achieves a 0.22% return, which is significantly lower than OM3M.DE's 0.54% return.
IUSM.DE
- 1D
- 0.13%
- 1M
- 0.34%
- YTD
- 0.22%
- 6M
- -0.62%
- 1Y
- 1.33%
- 3Y*
- -0.48%
- 5Y*
- -0.31%
- 10Y*
- 0.29%
OM3M.DE
- 1D
- 0.06%
- 1M
- 0.59%
- YTD
- 0.54%
- 6M
- -0.08%
- 1Y
- 0.83%
- 3Y*
- 0.55%
- 5Y*
- 1.05%
- 10Y*
- —
IUSM.DE vs. OM3M.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
IUSM.DE iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) | 0.22% | -4.06% | 5.00% | -0.24% | -9.67% | 4.92% | -0.18% | 11.27% | 4.10% |
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% | 8.28% | 4.00% |
Correlation
The correlation between IUSM.DE and OM3M.DE is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.90 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2018 | 0.92 |
The correlation between IUSM.DE and OM3M.DE has been stable across timeframes, ranging from 0.90 to 0.92 - a consistent structural relationship.
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Return for Risk
IUSM.DE vs. OM3M.DE — Risk / Return Rank
IUSM.DE
OM3M.DE
IUSM.DE vs. OM3M.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) (IUSM.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.
| IUSM.DE | OM3M.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.07 | ||
| Sortino ratioReturn per unit of downside risk | +0.11 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.03 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.30 | 0.20 | +0.09 |
| Martin ratioReturn relative to average drawdown | 0.74 | 0.51 | +0.23 |
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
| IUSM.DE | OM3M.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | 0.16 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | 0.14 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.03 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.25 | +0.02 |
Drawdowns
IUSM.DE vs. OM3M.DE - Drawdown Comparison
The maximum IUSM.DE drawdown since its inception was -21.40%, 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 IUSM.DE and OM3M.DE.
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Drawdown Indicators
| IUSM.DE | OM3M.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.40% | -13.79% | -7.61% |
Max Drawdown (1Y)Largest decline over 1 year | -4.45% | -4.06% | -0.39% |
Max Drawdown (3Y)Largest decline over 3 years | -10.86% | -9.94% | -0.92% |
Max Drawdown (5Y)Largest decline over 5 years | -15.69% | -12.25% | -3.44% |
Max Drawdown (10Y)Largest decline over 10 years | -21.40% | — | — |
Current DrawdownCurrent decline from peak | -17.38% | -7.74% | -9.64% |
Average DrawdownAverage peak-to-trough decline | -10.30% | -6.62% | -3.68% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.79% | 1.63% | +0.16% |
Volatility
IUSM.DE vs. OM3M.DE - Volatility Comparison
iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) (IUSM.DE) has a higher volatility of 1.14% compared to iShares USD Treasury Bond 3-7 UCITS ETF USD Dist (OM3M.DE) at 0.81%. This indicates that IUSM.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
| IUSM.DE | OM3M.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.14% | 0.81% | +0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 4.00% | 3.63% | +0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.78% | 5.25% | +0.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 8.96% | 7.56% | +1.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.33% | 7.18% | +1.15% |
IUSM.DE vs. OM3M.DE - Expense Ratio Comparison
Both IUSM.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
IUSM.DE vs. OM3M.DE - Dividend Comparison
IUSM.DE's dividend yield for the trailing twelve months is around 3.72%, more than OM3M.DE's 3.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSM.DE iShares USD Treasury Bond 7-10yr UCITS ETF (Dist) | 3.72% | 3.73% | 3.65% | 2.91% | 1.93% | 0.96% | 1.53% | 2.24% | 2.07% | 1.83% | 1.66% | 1.84% |
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% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.92, IUSM.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.
IUSM.DE and OM3M.DE have the same expense ratio: 0.07% per year.
IUSM.DE tracks ICE US Treasury 7-10 Year, while OM3M.DE tracks ICE US Treasury 3-7 Year Bond Index.
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