JMTG vs. SECU

Last updated Apr 2, 2026

Compare and contrast key facts about JPMorgan Mortgage-Backed Securities ETF (JMTG) and iShares Securitized Income Active ETF (SECU).

JMTG and SECU are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JMTG is an actively managed fund by JPMorgan. It was launched on Aug 18, 2000. SECU is an actively managed fund by iShares. It was launched on Jan 26, 2026.

Performance

JMTG vs. SECU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Mortgage-Backed Securities ETF (JMTG) and iShares Securitized Income Active ETF (SECU). The values are adjusted to include any dividend payments, if applicable.

JMTG vs. SECU - Yearly Performance Comparison

	2026 (YTD)
JMTG JPMorgan Mortgage-Backed Securities ETF	0.25%
SECU iShares Securitized Income Active ETF	0.31%

Returns By Period

JMTG

• 1D: 0.01%
• 1M: -1.21%
• YTD: 0.60%
• 6M: 1.93%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SECU

• 1D: 0.05%
• 1M: -0.70%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

JMTG vs. SECU - Expense Ratio Comparison

JMTG has a 0.24% expense ratio, which is lower than SECU's 0.40% expense ratio.

SECU

iShares Securitized Income Active ETF

JMTG

JPMorgan Mortgage-Backed Securities ETF

Return for Risk

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.

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

Sharpe Ratios by Period

	JMTG	SECU	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	1.65	0.47	+1.18

Correlation

The correlation between JMTG and SECU is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

JMTG vs. SECU - Dividend Comparison

JMTG's dividend yield for the trailing twelve months is around 3.16%, more than SECU's 1.23% yield.

	TTM	2025
JMTG JPMorgan Mortgage-Backed Securities ETF	3.16%	2.10%
SECU iShares Securitized Income Active ETF	1.23%	0.00%

Drawdowns

JMTG vs. SECU - Drawdown Comparison

The maximum JMTG drawdown since its inception was -2.64%, 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.

Drawdown Indicators

	JMTG	SECU	Difference
Max Drawdown Largest peak-to-trough decline	-2.64%	-1.76%	-0.88%
Current Drawdown Current decline from peak	-1.65%	-1.10%	-0.55%
Average Drawdown Average peak-to-trough decline	-0.46%	-0.63%	+0.17%

Volatility

Volatility by Period

	JMTG	SECU	Difference
Volatility (1Y) Calculated over the trailing 1-year period	3.67%	3.64%	+0.03%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.67%	3.64%	+0.03%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.67%	3.64%	+0.03%