OM3M.DE vs. MDBU.DE
OM3M.DE (iShares USD Treasury Bond 3-7 UCITS ETF USD Dist) and MDBU.DE (UBS ETF (LU) Sustainable Development Bank Bonds UCITS ETF (USD) A-dis) are both Government Bonds funds - OM3M.DE tracks the ICE US Treasury 3-7 Year Bond Index while MDBU.DE tracks the Solactive Global Multilateral Development Bank Bond USD 25% Issuer Capped Index. Both are passively managed. Over the past 5 years, OM3M.DE returned 1.05%/yr vs 1.69%/yr for MDBU.DE. Their correlation of 0.94 suggests significant overlap in exposure. OM3M.DE charges 0.07%/yr vs 0.18%/yr for MDBU.DE.
Performance
OM3M.DE vs. MDBU.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 MDBU.DE's 1.02% 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*
- —
MDBU.DE
- 1D
- 0.09%
- 1M
- 0.78%
- YTD
- 1.02%
- 6M
- 0.39%
- 1Y
- 1.13%
- 3Y*
- 0.83%
- 5Y*
- 1.69%
- 10Y*
- —
OM3M.DE vs. MDBU.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
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% | 0.83% |
MDBU.DE UBS ETF (LU) Sustainable Development Bank Bonds UCITS ETF (USD) A-dis | 1.02% | -5.52% | 8.42% | 0.69% | -1.90% | 6.58% | -4.66% | 7.40% | 0.42% |
Correlation
The correlation between OM3M.DE and MDBU.DE is 0.97 - 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 | 0.97 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.96 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.95 |
Correlation (All Time) Calculated using the full available price history since Nov 15, 2018 | 0.94 |
The correlation between OM3M.DE and MDBU.DE has been stable across timeframes, ranging from 0.94 to 0.97 - a consistent structural relationship.
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Return for Risk
OM3M.DE vs. MDBU.DE — Risk / Return Rank
OM3M.DE
MDBU.DE
OM3M.DE vs. MDBU.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 UBS ETF (LU) Sustainable Development Bank Bonds UCITS ETF (USD) A-dis (MDBU.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 | MDBU.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.04 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.20 | 0.30 | -0.09 |
| Martin ratioReturn relative to average drawdown | 0.51 | 0.72 | -0.21 |
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 | MDBU.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.21 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | 0.23 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | 0.22 | +0.03 |
Drawdowns
OM3M.DE vs. MDBU.DE - Drawdown Comparison
The maximum OM3M.DE drawdown since its inception was -13.79%, which is greater than MDBU.DE's maximum drawdown of -12.38%. Use the drawdown chart below to compare losses from any high point for OM3M.DE and MDBU.DE.
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Drawdown Indicators
| OM3M.DE | MDBU.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.79% | -12.38% | -1.41% |
Max Drawdown (1Y)Largest decline over 1 year | -4.06% | -3.81% | -0.25% |
Max Drawdown (3Y)Largest decline over 3 years | -9.94% | -10.06% | +0.12% |
Max Drawdown (5Y)Largest decline over 5 years | -12.25% | -12.09% | -0.16% |
Current DrawdownCurrent decline from peak | -7.74% | -6.60% | -1.14% |
Average DrawdownAverage peak-to-trough decline | -6.62% | -5.71% | -0.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.63% | 1.57% | +0.06% |
Volatility
OM3M.DE vs. MDBU.DE - Volatility Comparison
The current volatility for iShares USD Treasury Bond 3-7 UCITS ETF USD Dist (OM3M.DE) is 0.81%, while UBS ETF (LU) Sustainable Development Bank Bonds UCITS ETF (USD) A-dis (MDBU.DE) has a volatility of 0.90%. This indicates that OM3M.DE experiences smaller price fluctuations and is considered to be less risky than MDBU.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 | MDBU.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.81% | 0.90% | -0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 3.63% | 3.83% | -0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.25% | 5.40% | -0.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.56% | 7.21% | +0.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.18% | 6.88% | +0.30% |
OM3M.DE vs. MDBU.DE - Expense Ratio Comparison
OM3M.DE has a 0.07% expense ratio, which is lower than MDBU.DE's 0.18% 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
OM3M.DE vs. MDBU.DE - Dividend Comparison
OM3M.DE's dividend yield for the trailing twelve months is around 3.38%, more than MDBU.DE's 2.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
MDBU.DE UBS ETF (LU) Sustainable Development Bank Bonds UCITS ETF (USD) A-dis | 2.66% | 3.79% | 1.92% | 1.75% | 0.75% | 0.59% | 1.58% | 1.40% |
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 0.97, OM3M.DE and MDBU.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.
On fees, OM3M.DE is cheaper at 0.07% per year. The better choice depends on whether you care most about return, fees, risk, or income.
OM3M.DE is cheaper with a 0.07% expense ratio, compared with 0.18% for MDBU.DE.
OM3M.DE tracks ICE US Treasury 3-7 Year Bond Index, while MDBU.DE tracks Solactive Global Multilateral Development Bank Bond USD 25% Issuer Capped Index. They also come from different issuers: iShares and UBS. Their fees differ too: 0.07% for OM3M.DE and 0.18% for MDBU.DE.
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