MBSX vs. SECU
MBSX (Regan Fixed Rate MBS ETF) and SECU (iShares Securitized Income Active ETF) are both Mortgage Backed Securities funds. Both are actively managed. At a correlation of -0.02, they often move in opposite directions. Both charge a 0.40% expense ratio.
Performance
MBSX vs. SECU - Performance Comparison
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Returns By Period
MBSX
- 1D
- 0.00%
- 1M
- 5.91%
- YTD
- 5.41%
- 6M
- 5.11%
- 1Y
- 9.78%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SECU
- 1D
- -0.02%
- 1M
- 0.60%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MBSX vs. SECU - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
MBSX Regan Fixed Rate MBS ETF | 5.02% |
SECU iShares Securitized Income Active ETF | 1.51% |
Correlation
The correlation between MBSX and SECU is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jan 26, 2026 | -0.02 |
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Return for Risk
MBSX vs. SECU — Risk / Return Rank
MBSX
SECU
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
MBSX vs. SECU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Regan Fixed Rate MBS ETF (MBSX) 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.
| MBSX | SECU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.12 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 0.36 | — | — |
| Martin ratioReturn relative to average drawdown | 1.15 | — | — |
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Drawdowns
MBSX vs. SECU - Drawdown Comparison
The maximum MBSX drawdown since its inception was -27.57%, which is greater than SECU's maximum drawdown of -1.76%. Use the drawdown chart below to compare losses from any high point for MBSX and SECU.
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Drawdown Indicators
| MBSX | SECU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -27.57% | -1.76% | -25.81% |
Max Drawdown (1Y)Largest decline over 1 year | -27.57% | — | — |
Current DrawdownCurrent decline from peak | -21.16% | -0.40% | -20.76% |
Average DrawdownAverage peak-to-trough decline | -6.78% | -0.51% | -6.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.50% | — | — |
Volatility
MBSX vs. SECU - Volatility Comparison
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Volatility by Period
| MBSX | SECU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 41.28% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 52.02% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 54.80% | 3.30% | +51.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 54.59% | 3.30% | +51.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 54.59% | 3.30% | +51.29% |
MBSX vs. SECU - Expense Ratio Comparison
Both MBSX and SECU have an expense ratio of 0.40%.
Dividends
MBSX vs. SECU - Dividend Comparison
MBSX's dividend yield for the trailing twelve months is around 3.38%, more than SECU's 2.10% yield.
| Position | TTM | 2025 |
|---|---|---|
MBSX Regan Fixed Rate MBS ETF | 3.38% | 2.77% |
SECU iShares Securitized Income Active ETF | 2.10% | 0.00% |
Frequently Asked Questions
MBSX and SECU have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Both ETFs have the same 0.40% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
MBSX and SECU have the same expense ratio: 0.40% per year.
MBSX has the higher dividend yield at 3.38%, compared with 2.10% for SECU.
They also come from different issuers: Regan and iShares.
Find the right allocation for MBSX and SECU
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