SPPX.DE vs. OM3M.DE
SPPX.DE (SPDR Bloomberg 10+ Year US Treasury Bond UCITS ETF) and OM3M.DE (iShares USD Treasury Bond 3-7 UCITS ETF USD Dist) are both Government Bonds funds - SPPX.DE tracks the Bloomberg US 10+ Year Treasury Bond while OM3M.DE tracks the ICE US Treasury 3-7 Year Bond Index. Both are passively managed. Over the past 5 years, SPPX.DE returned -4.30%/yr vs 1.05%/yr for OM3M.DE. A 0.66 correlation means they provide meaningful diversification when combined. SPPX.DE charges 0.15%/yr vs 0.07%/yr for OM3M.DE.
Performance
SPPX.DE vs. OM3M.DE - Performance Comparison
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Returns By Period
In the year-to-date period, SPPX.DE achieves a 0.87% return, which is significantly higher than OM3M.DE's 0.54% return.
SPPX.DE
- 1D
- 0.30%
- 1M
- 1.41%
- YTD
- 0.87%
- 6M
- -0.50%
- 1Y
- 2.52%
- 3Y*
- -3.23%
- 5Y*
- -4.30%
- 10Y*
- -1.29%
OM3M.DE
- 1D
- 0.06%
- 1M
- 0.59%
- YTD
- 0.54%
- 6M
- -0.08%
- 1Y
- 0.83%
- 3Y*
- 0.55%
- 5Y*
- 1.05%
- 10Y*
- —
SPPX.DE vs. OM3M.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SPPX.DE SPDR Bloomberg 10+ Year US Treasury Bond UCITS ETF | 0.87% | -6.01% | -0.89% | -0.77% | -24.28% | 3.04% | 6.14% | 17.91% | 2.17% |
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% |
Correlation
The correlation between SPPX.DE and OM3M.DE is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.60 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.60 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.64 |
Correlation (All Time) Calculated using the full available price history since Jul 13, 2018 | 0.66 |
The correlation between SPPX.DE and OM3M.DE has been stable across timeframes, ranging from 0.60 to 0.66 - a consistent structural relationship.
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Return for Risk
SPPX.DE vs. OM3M.DE — Risk / Return Rank
SPPX.DE
OM3M.DE
SPPX.DE vs. OM3M.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Bloomberg 10+ Year US Treasury Bond UCITS ETF (SPPX.DE) and iShares USD Treasury Bond 3-7 UCITS ETF USD Dist (OM3M.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.
| SPPX.DE | OM3M.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.05 | 1.03 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.40 | 0.20 | +0.20 |
| Martin ratioReturn relative to average drawdown | 0.87 | 0.51 | +0.36 |
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
| SPPX.DE | OM3M.DE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.28 | 0.16 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.30 | 0.14 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.09 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.09 | 0.25 | -0.34 |
Drawdowns
SPPX.DE vs. OM3M.DE - Drawdown Comparison
The maximum SPPX.DE drawdown since its inception was -44.56%, which is greater than OM3M.DE's maximum drawdown of -13.79%. Use the drawdown chart below to compare losses from any high point for SPPX.DE and OM3M.DE.
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Drawdown Indicators
| SPPX.DE | OM3M.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.56% | -13.79% | -30.77% |
Max Drawdown (1Y)Largest decline over 1 year | -6.31% | -4.06% | -2.25% |
Max Drawdown (3Y)Largest decline over 3 years | -16.55% | -9.94% | -6.61% |
Max Drawdown (5Y)Largest decline over 5 years | -36.53% | -12.25% | -24.28% |
Max Drawdown (10Y)Largest decline over 10 years | -44.56% | — | — |
Current DrawdownCurrent decline from peak | -40.79% | -7.74% | -33.05% |
Average DrawdownAverage peak-to-trough decline | -22.39% | -6.62% | -15.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 1.63% | +1.27% |
Volatility
SPPX.DE vs. OM3M.DE - Volatility Comparison
SPDR Bloomberg 10+ Year US Treasury Bond UCITS ETF (SPPX.DE) has a higher volatility of 2.37% compared to iShares USD Treasury Bond 3-7 UCITS ETF USD Dist (OM3M.DE) at 0.81%. This indicates that SPPX.DE's price experiences larger fluctuations and is considered to be riskier than OM3M.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPPX.DE | OM3M.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.37% | 0.81% | +1.56% |
Volatility (6M)Calculated over the trailing 6-month period | 6.11% | 3.63% | +2.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.91% | 5.25% | +3.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.34% | 7.56% | +6.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.51% | 7.18% | +7.33% |
SPPX.DE vs. OM3M.DE - Expense Ratio Comparison
SPPX.DE has a 0.15% expense ratio, which is higher than OM3M.DE's 0.07% 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
SPPX.DE vs. OM3M.DE - Dividend Comparison
SPPX.DE's dividend yield for the trailing twelve months is around 4.60%, more than OM3M.DE's 3.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SPPX.DE SPDR Bloomberg 10+ Year US Treasury Bond UCITS ETF | 4.60% | 4.77% | 4.11% | 3.16% | 2.57% | 1.63% | 2.07% | 2.42% | 2.38% | 2.77% | 1.07% |
Frequently Asked Questions
SPPX.DE and OM3M.DE have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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 0.15% for SPPX.DE.
SPPX.DE tracks Bloomberg US 10+ Year Treasury Bond, while OM3M.DE tracks ICE US Treasury 3-7 Year Bond Index. They also come from different issuers: State Street and iShares. Their fees differ too: 0.15% for SPPX.DE and 0.07% for OM3M.DE.
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