OM3F.DE vs. CBUP.DE
OM3F.DE (iShares € Corp Bond ESG SRI UCITS ETF EUR (Dist)) and CBUP.DE (iShares € Green Bond UCITS ETF EUR (Acc)) are both Corporate Bonds funds from iShares - OM3F.DE tracks the Bloomberg MSCI Euro Corporate Sustainable SRI Index while CBUP.DE tracks the Bloomberg MSCI Euro Green Bond SRI (including Nuclear Power) Index. Both are passively managed. Over the past 3 years, OM3F.DE returned 4.41%/yr vs 2.94%/yr for CBUP.DE. Their correlation of 0.81 suggests significant overlap in exposure. OM3F.DE charges 0.15%/yr vs 0.20%/yr for CBUP.DE.
Performance
OM3F.DE vs. CBUP.DE - Performance Comparison
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Returns By Period
In the year-to-date period, OM3F.DE achieves a 0.56% return, which is significantly higher than CBUP.DE's 0.05% return.
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
- 1D
- 0.00%
- 1M
- -0.47%
- 6M
- -0.37%
- YTD
- 0.05%
- 1Y
- 0.83%
- 3Y*
- 2.94%
- 5Y*
- —
- 10Y*
- —
OM3F.DE vs. CBUP.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
OM3F.DE iShares € Corp Bond ESG SRI UCITS ETF EUR (Dist) | 0.56% | 3.04% | 4.13% | 7.20% | -6.29% |
CBUP.DE iShares € Green Bond UCITS ETF EUR (Acc) | 0.05% | 0.99% | 2.05% | 7.83% | -11.21% |
Correlation
The correlation between OM3F.DE and CBUP.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 OM3F.DE and CBUP.DE has been stable across timeframes, ranging from 0.77 to 0.81 - a consistent structural relationship.
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Return for Risk
OM3F.DE vs. CBUP.DE — Risk / Return Rank
OM3F.DE
CBUP.DE
OM3F.DE vs. CBUP.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares € Corp Bond ESG SRI UCITS ETF EUR (Dist) (OM3F.DE) and iShares € Green Bond UCITS ETF EUR (Acc) (CBUP.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.
| OM3F.DE | CBUP.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 | 1.08 | 1.04 | +0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.49 | 0.26 | +0.24 |
| Martin ratioReturn relative to average drawdown | 1.62 | 0.66 | +0.95 |
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Drawdowns
OM3F.DE vs. CBUP.DE - Drawdown Comparison
The maximum OM3F.DE drawdown since its inception was -16.89%, which is greater than CBUP.DE's maximum drawdown of -12.62%. Use the drawdown chart below to compare losses from any high point for OM3F.DE and CBUP.DE.
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Drawdown Indicators
| OM3F.DE | CBUP.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.89% | -12.62% | -4.27% |
Max Drawdown (1Y)Largest decline over 1 year | -2.71% | -3.19% | +0.48% |
Max Drawdown (3Y)Largest decline over 3 years | -2.71% | -3.58% | +0.87% |
Max Drawdown (5Y)Largest decline over 5 years | -16.89% | — | — |
Current DrawdownCurrent decline from peak | -1.13% | -1.80% | +0.67% |
Average DrawdownAverage peak-to-trough decline | -4.72% | -5.07% | +0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.83% | 1.25% | -0.42% |
Volatility
OM3F.DE vs. CBUP.DE - Volatility Comparison
The current volatility for iShares € Corp Bond ESG SRI UCITS ETF EUR (Dist) (OM3F.DE) is 0.81%, while iShares € Green Bond UCITS ETF EUR (Acc) (CBUP.DE) has a volatility of 1.25%. This indicates that OM3F.DE experiences smaller price fluctuations and is considered to be less risky than CBUP.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OM3F.DE | CBUP.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.81% | 1.25% | -0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 3.13% | 3.65% | -0.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.64% | 4.18% | -0.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.82% | 5.88% | -1.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.39% | 5.88% | -0.49% |
OM3F.DE vs. CBUP.DE - Expense Ratio Comparison
OM3F.DE has a 0.15% expense ratio, which is lower than CBUP.DE's 0.20% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
OM3F.DE vs. CBUP.DE - Dividend Comparison
OM3F.DE's dividend yield for the trailing twelve months is around 3.28%, while CBUP.DE has not paid dividends to shareholders.
| 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
OM3F.DE and CBUP.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.
OM3F.DE tracks Bloomberg MSCI Euro Corporate Sustainable SRI Index, while CBUP.DE tracks Bloomberg MSCI Euro Green Bond SRI (including Nuclear Power) Index. Their fees differ too: 0.15% for OM3F.DE and 0.20% for CBUP.DE.
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