OM3M.DE vs. UEFI.DE
OM3M.DE (iShares USD Treasury Bond 3-7 UCITS ETF USD Dist) and UEFI.DE (UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis) are both Government Bonds funds - OM3M.DE tracks the ICE US Treasury 3-7 Year Bond Index while UEFI.DE tracks the Bloomberg US 7-10 Year Treasury Bond Index. Both are passively managed. Over the past 5 years, OM3M.DE returned 1.05%/yr vs -0.43%/yr for UEFI.DE. Their correlation of 0.86 suggests significant overlap in exposure. OM3M.DE charges 0.07%/yr vs 0.05%/yr for UEFI.DE.
Performance
OM3M.DE vs. UEFI.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 UEFI.DE's 1.01% return.
OM3M.DE
- 1D
- 0.06%
- 1M
- 0.70%
- YTD
- 0.54%
- 6M
- -0.18%
- 1Y
- 1.18%
- 3Y*
- 0.55%
- 5Y*
- 1.05%
- 10Y*
- —
UEFI.DE
- 1D
- 0.03%
- 1M
- 0.75%
- YTD
- 1.01%
- 6M
- 0.40%
- 1Y
- 0.89%
- 3Y*
- -0.59%
- 5Y*
- -0.43%
- 10Y*
- 0.15%
OM3M.DE vs. UEFI.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% | 4.00% |
UEFI.DE UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | 1.01% | -5.01% | 4.87% | -0.30% | -9.82% | 4.88% | -0.27% | 10.89% | 4.65% |
Correlation
The correlation between OM3M.DE and UEFI.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 | 0.90 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2018 | 0.86 |
The correlation between OM3M.DE and UEFI.DE shifts across timeframes, from 0.86 (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. UEFI.DE — Risk / Return Rank
OM3M.DE
UEFI.DE
OM3M.DE vs. UEFI.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) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UEFI.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 | UEFI.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.12 | ||
| Sortino ratioReturn per unit of downside risk | +0.04 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.07 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 0.20 | 0.05 | +0.15 |
| Martin ratioReturn relative to average drawdown | 0.51 | 0.08 | +0.43 |
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 | UEFI.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 0.04 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.14 | -0.03 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.01 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.25 | -0.00 | +0.25 |
Drawdowns
OM3M.DE vs. UEFI.DE - Drawdown Comparison
The maximum OM3M.DE drawdown since its inception was -13.79%, smaller than the maximum UEFI.DE drawdown of -32.63%. Use the drawdown chart below to compare losses from any high point for OM3M.DE and UEFI.DE.
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Drawdown Indicators
| OM3M.DE | UEFI.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.79% | -32.63% | +18.84% |
Max Drawdown (1Y)Largest decline over 1 year | -4.06% | -16.26% | +12.20% |
Max Drawdown (3Y)Largest decline over 3 years | -9.94% | -16.26% | +6.32% |
Max Drawdown (5Y)Largest decline over 5 years | -12.25% | -16.26% | +4.01% |
Max Drawdown (10Y)Largest decline over 10 years | — | -22.99% | — |
Current DrawdownCurrent decline from peak | -7.74% | -17.90% | +10.16% |
Average DrawdownAverage peak-to-trough decline | -6.62% | -14.47% | +7.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.63% | 10.93% | -9.30% |
Volatility
OM3M.DE vs. UEFI.DE - Volatility Comparison
iShares USD Treasury Bond 3-7 UCITS ETF USD Dist (OM3M.DE) has a higher volatility of 0.81% compared to UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis (UEFI.DE) at 0.74%. This indicates that OM3M.DE's price experiences larger fluctuations and is considered to be riskier than UEFI.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 | UEFI.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.81% | 0.74% | +0.07% |
Volatility (6M)Calculated over the trailing 6-month period | 3.63% | 3.69% | -0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 5.25% | 21.96% | -16.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.56% | 13.03% | -5.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.18% | 16.60% | -9.42% |
OM3M.DE vs. UEFI.DE - Expense Ratio Comparison
OM3M.DE has a 0.07% expense ratio, which is higher than UEFI.DE's 0.05% expense ratio. However, 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. UEFI.DE - Dividend Comparison
OM3M.DE's dividend yield for the trailing twelve months is around 3.38%, more than UEFI.DE's 2.64% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% | 0.00% | 0.00% |
UEFI.DE UBS ETF (LU) Bloomberg US 7-10 Year Treasury Bond UCITS ETF (USD) A-dis | 2.64% | 1.93% | 2.25% | 2.54% | 1.33% | 0.82% | 1.66% | 1.68% | 2.29% | 1.74% | 0.76% | 0.80% |
Frequently Asked Questions
With a correlation of 0.96, OM3M.DE and UEFI.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, UEFI.DE is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UEFI.DE is cheaper with a 0.05% expense ratio, compared with 0.07% for OM3M.DE.
OM3M.DE tracks ICE US Treasury 3-7 Year Bond Index, while UEFI.DE tracks Bloomberg US 7-10 Year Treasury Bond Index. They also come from different issuers: iShares and UBS. Their fees differ too: 0.07% for OM3M.DE and 0.05% for UEFI.DE.
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