OM3F.DE vs. IS0Y.DE
OM3F.DE (iShares € Corp Bond ESG SRI UCITS ETF EUR (Dist)) and IS0Y.DE (iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist)) are both Corporate Bonds funds from iShares - OM3F.DE tracks the Bloomberg MSCI Euro Corporate Sustainable SRI Index while IS0Y.DE tracks the Bloomberg MSCI EUR Corporate Interest Rate Hedged ESG SRI Index. Both are passively managed. Over the past 5 years, OM3F.DE returned -0.12%/yr vs 2.73%/yr for IS0Y.DE. At a 0.27 correlation, their price movements are largely independent. OM3F.DE charges 0.15%/yr vs 0.25%/yr for IS0Y.DE.
Performance
OM3F.DE vs. IS0Y.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 lower than IS0Y.DE's 1.40% 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*
- —
IS0Y.DE
- 1D
- -0.03%
- 1M
- 0.10%
- 6M
- 1.43%
- YTD
- 1.40%
- 1Y
- 3.01%
- 3Y*
- 5.12%
- 5Y*
- 2.73%
- 10Y*
- 1.59%
OM3F.DE vs. IS0Y.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
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% |
IS0Y.DE iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) | 1.40% | 4.15% | 6.61% | 5.08% | -2.70% | -0.25% | 0.80% | 4.09% | -1.64% |
Correlation
The correlation between OM3F.DE and IS0Y.DE is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.16 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (All Time) Calculated using the full available price history since Jun 27, 2018 | 0.27 |
The correlation between OM3F.DE and IS0Y.DE shifts across timeframes, from 0.16 (1 year) to 0.27 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
OM3F.DE vs. IS0Y.DE — Risk / Return Rank
OM3F.DE
IS0Y.DE
OM3F.DE vs. IS0Y.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 € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) (IS0Y.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 | IS0Y.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.00 | ||
| Sortino ratioReturn per unit of downside risk | -1.45 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.25 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 0.49 | 2.95 | -2.46 |
| Martin ratioReturn relative to average drawdown | 1.62 | 11.20 | -9.58 |
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Drawdowns
OM3F.DE vs. IS0Y.DE - Drawdown Comparison
The maximum OM3F.DE drawdown since its inception was -16.89%, which is greater than IS0Y.DE's maximum drawdown of -13.95%. Use the drawdown chart below to compare losses from any high point for OM3F.DE and IS0Y.DE.
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Drawdown Indicators
| OM3F.DE | IS0Y.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.89% | -13.95% | -2.94% |
Max Drawdown (1Y)Largest decline over 1 year | -2.71% | -1.02% | -1.69% |
Max Drawdown (3Y)Largest decline over 3 years | -2.71% | -2.07% | -0.64% |
Max Drawdown (5Y)Largest decline over 5 years | -16.89% | -7.01% | -9.88% |
Max Drawdown (10Y)Largest decline over 10 years | — | -13.95% | — |
Current DrawdownCurrent decline from peak | -1.13% | -0.13% | -1.00% |
Average DrawdownAverage peak-to-trough decline | -4.72% | -1.32% | -3.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.83% | 0.27% | +0.56% |
Volatility
OM3F.DE vs. IS0Y.DE - Volatility Comparison
iShares € Corp Bond ESG SRI UCITS ETF EUR (Dist) (OM3F.DE) has a higher volatility of 0.81% compared to iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) (IS0Y.DE) at 0.54%. This indicates that OM3F.DE's price experiences larger fluctuations and is considered to be riskier than IS0Y.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 | IS0Y.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.81% | 0.54% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 3.13% | 1.73% | +1.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.64% | 2.20% | +1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.82% | 2.85% | +1.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.39% | 3.69% | +1.70% |
OM3F.DE vs. IS0Y.DE - Expense Ratio Comparison
OM3F.DE has a 0.15% expense ratio, which is lower than IS0Y.DE's 0.25% 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. IS0Y.DE - Dividend Comparison
OM3F.DE's dividend yield for the trailing twelve months is around 3.28%, more than IS0Y.DE's 2.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS0Y.DE iShares € Corp Bond Interest Rate Hedged ESG SRI UCITS ETF EUR (Dist) | 2.58% | 2.91% | 3.70% | 2.52% | 0.43% | 0.70% | 0.82% | 0.92% | 0.58% | 0.71% | 1.35% | 1.47% |
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
OM3F.DE and IS0Y.DE have a correlation of 0.16, 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 IS0Y.DE.
OM3F.DE tracks Bloomberg MSCI Euro Corporate Sustainable SRI Index, while IS0Y.DE tracks Bloomberg MSCI EUR Corporate Interest Rate Hedged ESG SRI Index. Their fees differ too: 0.15% for OM3F.DE and 0.25% for IS0Y.DE.
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