OM3M.DE vs. BBTR.DE
OM3M.DE (iShares USD Treasury Bond 3-7 UCITS ETF USD Dist) and BBTR.DE (JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc)) are both Government Bonds funds - OM3M.DE tracks the ICE US Treasury 3-7 Year Bond Index while BBTR.DE tracks the J.P. Morgan Government Bond US Index. Both are passively managed. Over the past 5 years, OM3M.DE returned 1.05%/yr vs 0.35%/yr for BBTR.DE. Their correlation of 0.84 suggests significant overlap in exposure. Both charge a 0.07% expense ratio.
Performance
OM3M.DE vs. BBTR.DE - Performance Comparison
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Returns By Period
In the year-to-date period, OM3M.DE achieves a 0.54% return, which is significantly lower than BBTR.DE's 1.03% return.
OM3M.DE
- 1D
- 0.06%
- 1M
- 0.59%
- YTD
- 0.54%
- 6M
- -0.08%
- 1Y
- 0.83%
- 3Y*
- 0.55%
- 5Y*
- 1.05%
- 10Y*
- —
BBTR.DE
- 1D
- 0.12%
- 1M
- 0.84%
- YTD
- 1.03%
- 6M
- 0.24%
- 1Y
- 1.67%
- 3Y*
- -0.04%
- 5Y*
- 0.35%
- 10Y*
- —
OM3M.DE vs. BBTR.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
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% | 3.74% |
BBTR.DE JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) | 1.03% | -5.45% | 6.15% | 0.23% | -7.48% | 5.70% | -3.71% | 7.39% |
Correlation
The correlation between OM3M.DE and BBTR.DE is 0.96 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.96 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.95 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.95 |
Correlation (All Time) Calculated using the full available price history since May 7, 2019 | 0.84 |
The correlation between OM3M.DE and BBTR.DE shifts across timeframes, from 0.84 (all time) to 0.96 (1 year), reflecting how their relationship changes across market environments.
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Return for Risk
OM3M.DE vs. BBTR.DE — Risk / Return Rank
OM3M.DE
BBTR.DE
OM3M.DE vs. BBTR.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares USD Treasury Bond 3-7 UCITS ETF USD Dist (OM3M.DE) and JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBTR.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.
| OM3M.DE | BBTR.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.14 | ||
| Sortino ratioReturn per unit of downside risk | -0.21 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.06 | -0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.20 | 0.41 | -0.21 |
| Martin ratioReturn relative to average drawdown | 0.51 | 1.02 | -0.51 |
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
| OM3M.DE | BBTR.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.30 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.04 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.05 | +0.20 |
Drawdowns
OM3M.DE vs. BBTR.DE - Drawdown Comparison
The maximum OM3M.DE drawdown since its inception was -13.79%, smaller than the maximum BBTR.DE drawdown of -17.63%. Use the drawdown chart below to compare losses from any high point for OM3M.DE and BBTR.DE.
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Drawdown Indicators
| OM3M.DE | BBTR.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.79% | -17.63% | +3.84% |
Max Drawdown (1Y)Largest decline over 1 year | -4.06% | -4.05% | -0.01% |
Max Drawdown (3Y)Largest decline over 3 years | -9.94% | -11.14% | +1.20% |
Max Drawdown (5Y)Largest decline over 5 years | -12.25% | -13.20% | +0.95% |
Current DrawdownCurrent decline from peak | -7.74% | -13.35% | +5.61% |
Average DrawdownAverage peak-to-trough decline | -6.62% | -10.31% | +3.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.63% | 1.63% | 0.00% |
Volatility
OM3M.DE vs. BBTR.DE - Volatility Comparison
The current volatility for iShares USD Treasury Bond 3-7 UCITS ETF USD Dist (OM3M.DE) is 0.81%, while JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) (BBTR.DE) has a volatility of 0.94%. This indicates that OM3M.DE experiences smaller price fluctuations and is considered to be less risky than BBTR.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OM3M.DE | BBTR.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.81% | 0.94% | -0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 3.63% | 3.82% | -0.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.25% | 5.52% | -0.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.56% | 8.19% | -0.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.18% | 8.07% | -0.89% |
OM3M.DE vs. BBTR.DE - Expense Ratio Comparison
Both OM3M.DE and BBTR.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
OM3M.DE vs. BBTR.DE - Dividend Comparison
OM3M.DE's dividend yield for the trailing twelve months is around 3.38%, while BBTR.DE has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
BBTR.DE JPMorgan BetaBuilders US Treasury Bond UCITS ETF USD (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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% |
Frequently Asked Questions
With a correlation of 0.96, OM3M.DE and BBTR.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.
OM3M.DE and BBTR.DE have the same expense ratio: 0.07% per year.
OM3M.DE tracks ICE US Treasury 3-7 Year Bond Index, while BBTR.DE tracks J.P. Morgan Government Bond US Index. They also come from different issuers: iShares and JPMorgan.
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