JMTG vs. SECU
JMTG (JPMorgan Mortgage-Backed Securities ETF) and SECU (iShares Securitized Income Active ETF) are both Mortgage Backed Securities funds. Both are actively managed. At a 0.47 correlation, their price movements are largely independent. JMTG charges 0.24%/yr vs 0.40%/yr for SECU.
Performance
JMTG vs. SECU - Performance Comparison
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Returns By Period
JMTG
- 1D
- -0.46%
- 1M
- 0.57%
- 6M
- 0.62%
- YTD
- 0.66%
- 1Y
- 5.25%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SECU
- 1D
- -0.12%
- 1M
- 0.56%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
JMTG vs. SECU - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
JMTG JPMorgan Mortgage-Backed Securities ETF | 0.50% |
SECU iShares Securitized Income Active ETF | 1.92% |
Correlation
The correlation between JMTG and SECU is 0.47, 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 Jan 26, 2026 | 0.47 |
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Return for Risk
JMTG vs. SECU — Risk / Return Rank
JMTG
SECU
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
JMTG vs. SECU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Mortgage-Backed Securities ETF (JMTG) and iShares Securitized Income Active ETF (SECU). 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.
| JMTG | SECU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.26 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.90 | — | — |
| Martin ratioReturn relative to average drawdown | 5.34 | — | — |
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Drawdowns
JMTG vs. SECU - Drawdown Comparison
The maximum JMTG drawdown since its inception was -2.78%, which is greater than SECU's maximum drawdown of -1.76%. Use the drawdown chart below to compare losses from any high point for JMTG and SECU.
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Drawdown Indicators
| JMTG | SECU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.78% | -1.76% | -1.02% |
Max Drawdown (1Y)Largest decline over 1 year | -2.78% | — | — |
Current DrawdownCurrent decline from peak | -1.59% | -0.12% | -1.47% |
Average DrawdownAverage peak-to-trough decline | -0.73% | -0.48% | -0.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | — | — |
Volatility
JMTG vs. SECU - Volatility Comparison
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Volatility by Period
| JMTG | SECU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.25% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 2.88% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.68% | 3.22% | +0.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.71% | 3.22% | +0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.71% | 3.22% | +0.49% |
JMTG vs. SECU - Expense Ratio Comparison
JMTG has a 0.24% expense ratio, which is lower than SECU's 0.40% expense ratio.
Dividends
JMTG vs. SECU - Dividend Comparison
JMTG's dividend yield for the trailing twelve months is around 4.31%, more than SECU's 2.52% yield.
| Position | TTM | 2025 |
|---|---|---|
JMTG JPMorgan Mortgage-Backed Securities ETF | 4.31% | 2.10% |
SECU iShares Securitized Income Active ETF | 2.52% | 0.00% |
Frequently Asked Questions
JMTG and SECU have a correlation of 0.47, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, JMTG is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.
JMTG is cheaper with a 0.24% expense ratio, compared with 0.40% for SECU.
JMTG has the higher dividend yield at 4.31%, compared with 2.52% for SECU.
They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.24% for JMTG and 0.40% for SECU.
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