OM3F.DE vs. SXRF.DE
OM3F.DE (iShares € Corp Bond ESG SRI UCITS ETF EUR (Dist)) and SXRF.DE (iShares $ Intermediate Credit Bond UCITS ETF USD (Dist)) are both Corporate Bonds funds from iShares - OM3F.DE tracks the Bloomberg MSCI Euro Corporate Sustainable SRI Index while SXRF.DE tracks the Bloomberg US Intermediate Credit Index. Both are passively managed. Over the past 5 years, OM3F.DE returned -0.12%/yr vs 2.26%/yr for SXRF.DE. At a 0.15 correlation, their price movements are largely independent. Both charge a 0.15% expense ratio.
Performance
OM3F.DE vs. SXRF.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 SXRF.DE's 3.37% 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*
- —
SXRF.DE
- 1D
- 0.24%
- 1M
- 1.19%
- 6M
- 2.17%
- YTD
- 3.37%
- 1Y
- 5.67%
- 3Y*
- 4.74%
- 5Y*
- 2.26%
- 10Y*
- —
OM3F.DE vs. SXRF.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% |
SXRF.DE iShares $ Intermediate Credit Bond UCITS ETF USD (Dist) | 3.37% | -4.30% | 10.07% | 2.89% | -3.43% | 7.01% | -2.85% | 12.53% | 2.85% |
Correlation
The correlation between OM3F.DE and SXRF.DE is -0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Jun 27, 2018 | 0.15 |
The correlation between OM3F.DE and SXRF.DE shifts across timeframes, from -0.03 (1 year) to 0.15 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
OM3F.DE vs. SXRF.DE — Risk / Return Rank
OM3F.DE
SXRF.DE
OM3F.DE vs. SXRF.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 $ Intermediate Credit Bond UCITS ETF USD (Dist) (SXRF.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 | SXRF.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.65 | ||
| Sortino ratioReturn per unit of downside risk | -1.01 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.19 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.49 | 1.78 | -1.29 |
| Martin ratioReturn relative to average drawdown | 1.62 | 4.68 | -3.07 |
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Drawdowns
OM3F.DE vs. SXRF.DE - Drawdown Comparison
The maximum OM3F.DE drawdown since its inception was -16.89%, smaller than the maximum SXRF.DE drawdown of -20.60%. Use the drawdown chart below to compare losses from any high point for OM3F.DE and SXRF.DE.
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Drawdown Indicators
| OM3F.DE | SXRF.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.89% | -20.60% | +3.71% |
Max Drawdown (1Y)Largest decline over 1 year | -2.71% | -3.17% | +0.46% |
Max Drawdown (3Y)Largest decline over 3 years | -2.71% | -9.48% | +6.77% |
Max Drawdown (5Y)Largest decline over 5 years | -16.89% | -10.49% | -6.40% |
Current DrawdownCurrent decline from peak | -1.13% | -3.21% | +2.08% |
Average DrawdownAverage peak-to-trough decline | -4.72% | -6.47% | +1.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.83% | 1.21% | -0.38% |
Volatility
OM3F.DE vs. SXRF.DE - Volatility Comparison
The current volatility for iShares € Corp Bond ESG SRI UCITS ETF EUR (Dist) (OM3F.DE) is 0.81%, while iShares $ Intermediate Credit Bond UCITS ETF USD (Dist) (SXRF.DE) has a volatility of 1.60%. This indicates that OM3F.DE experiences smaller price fluctuations and is considered to be less risky than SXRF.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 | SXRF.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.81% | 1.60% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 3.13% | 3.68% | -0.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.64% | 5.60% | -1.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.82% | 7.11% | -2.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.39% | 9.04% | -3.65% |
OM3F.DE vs. SXRF.DE - Expense Ratio Comparison
Both OM3F.DE and SXRF.DE have an expense ratio of 0.15%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Dividends
OM3F.DE vs. SXRF.DE - Dividend Comparison
OM3F.DE's dividend yield for the trailing twelve months is around 3.28%, less than SXRF.DE's 5.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
SXRF.DE iShares $ Intermediate Credit Bond UCITS ETF USD (Dist) | 5.45% | 4.55% | 3.62% | 2.79% | 1.94% | 1.82% | 3.03% | 2.91% | 2.57% | 0.47% |
Frequently Asked Questions
OM3F.DE and SXRF.DE have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.15% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
OM3F.DE and SXRF.DE have the same expense ratio: 0.15% per year.
OM3F.DE tracks Bloomberg MSCI Euro Corporate Sustainable SRI Index, while SXRF.DE tracks Bloomberg US Intermediate Credit Index.
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