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CMBS vs. ASEC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CMBS vs. ASEC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares CMBS ETF (CMBS) and American Century Securitized Credit ETF (ASEC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


CMBS

1D
-0.08%
1M
0.04%
6M
0.24%
YTD
0.28%
1Y
3.99%
3Y*
5.15%
5Y*
0.69%
10Y*
1.97%

ASEC

1D
-0.08%
1M
0.01%
6M
YTD
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CMBS vs. ASEC - Yearly Performance Comparison


Correlation

The correlation between CMBS and ASEC is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since May 28, 2026

0.30

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Return for Risk

CMBS vs. ASEC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CMBS
CMBS Risk / Return Rank: 3737
Overall Rank
CMBS Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
CMBS Sortino Ratio Rank: 4040
Sortino Ratio Rank
CMBS Omega Ratio Rank: 3434
Omega Ratio Rank
CMBS Calmar Ratio Rank: 4040
Calmar Ratio Rank
CMBS Martin Ratio Rank: 3434
Martin Ratio Rank

ASEC

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CMBS vs. ASEC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares CMBS ETF (CMBS) and American Century Securitized Credit ETF (ASEC). 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.


CMBSASECDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.19

Calmar ratioReturn relative to maximum drawdown

1.64

Martin ratioReturn relative to average drawdown

4.06

CMBS vs. ASEC - Sharpe Ratio Comparison


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Drawdowns

CMBS vs. ASEC - Drawdown Comparison

The maximum CMBS drawdown since its inception was -15.87%, which is greater than ASEC's maximum drawdown of -0.46%. Use the drawdown chart below to compare losses from any high point for CMBS and ASEC.


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Drawdown Indicators


CMBSASECDifference

Max Drawdown

Largest peak-to-trough decline

-15.87%

-0.46%

-15.41%

Max Drawdown (1Y)

Largest decline over 1 year

-2.44%

Max Drawdown (3Y)

Largest decline over 3 years

-3.25%

Max Drawdown (5Y)

Largest decline over 5 years

-15.87%

Max Drawdown (10Y)

Largest decline over 10 years

-15.87%

Current Drawdown

Current decline from peak

-1.63%

-0.27%

-1.36%

Average Drawdown

Average peak-to-trough decline

-2.94%

-0.19%

-2.75%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.98%

Volatility

CMBS vs. ASEC - Volatility Comparison


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Volatility by Period


CMBSASECDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.97%

Volatility (6M)

Calculated over the trailing 6-month period

2.82%

Volatility (1Y)

Calculated over the trailing 1-year period

3.64%

1.43%

+2.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.32%

1.43%

+3.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.76%

1.43%

+4.33%

CMBS vs. ASEC - Expense Ratio Comparison

CMBS has a 0.25% expense ratio, which is lower than ASEC's 0.29% expense ratio.


Dividends

CMBS vs. ASEC - Dividend Comparison

CMBS's dividend yield for the trailing twelve months is around 3.61%, more than ASEC's 0.46% yield.


PositionTTM20252024202320222021202020192018201720162015
ASEC
American Century Securitized Credit ETF
0.46%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CMBS
iShares CMBS ETF
3.61%3.45%3.31%2.97%2.65%2.46%2.83%2.74%2.70%2.50%2.29%2.31%

Frequently Asked Questions


CMBS and ASEC have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, CMBS is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CMBS is cheaper with a 0.25% expense ratio, compared with 0.29% for ASEC.

CMBS has the higher dividend yield at 3.61%, compared with 0.46% for ASEC.

They also come from different issuers: iShares and American Century. Their fees differ too: 0.25% for CMBS and 0.29% for ASEC.

Portfolio Optimizer

Find the right allocation for CMBS and ASEC

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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