MTGP vs. SECU
MTGP (WisdomTree Mortgage Plus Bond Fund) and SECU (iShares Securitized Income Active ETF) are both Mortgage Backed Securities funds. Both are actively managed. At a 0.40 correlation, their price movements are largely independent. MTGP charges 0.45%/yr vs 0.40%/yr for SECU.
Performance
MTGP vs. SECU - Performance Comparison
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Returns By Period
MTGP
- 1D
- 0.16%
- 1M
- 0.22%
- YTD
- 0.37%
- 6M
- 0.65%
- 1Y
- 5.62%
- 3Y*
- 4.36%
- 5Y*
- 0.33%
- 10Y*
- —
SECU
- 1D
- 0.03%
- 1M
- 0.36%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MTGP vs. SECU - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
MTGP WisdomTree Mortgage Plus Bond Fund | -0.05% |
SECU iShares Securitized Income Active ETF | 1.36% |
Correlation
The correlation between MTGP and SECU is 0.40, 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 27, 2026 | 0.40 |
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Return for Risk
MTGP vs. SECU — Risk / Return Rank
MTGP
SECU
MTGP vs. SECU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree Mortgage Plus Bond Fund (MTGP) 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.
| MTGP | SECU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.22 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.24 | — | — |
| Martin ratioReturn relative to average drawdown | 5.93 | — | — |
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
| MTGP | SECU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 1.17 | -0.98 |
Drawdowns
MTGP vs. SECU - Drawdown Comparison
The maximum MTGP drawdown since its inception was -16.63%, which is greater than SECU's maximum drawdown of -1.76%. Use the drawdown chart below to compare losses from any high point for MTGP and SECU.
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Drawdown Indicators
| MTGP | SECU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.63% | -1.76% | -14.87% |
Max Drawdown (1Y)Largest decline over 1 year | -2.53% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -6.46% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -16.63% | — | — |
Current DrawdownCurrent decline from peak | -1.37% | -0.07% | -1.30% |
Average DrawdownAverage peak-to-trough decline | -5.11% | -0.55% | -4.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | — | — |
Volatility
MTGP vs. SECU - Volatility Comparison
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Volatility by Period
| MTGP | SECU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.31% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 3.09% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 4.77% | 3.32% | +1.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.79% | 3.32% | +2.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.25% | 3.32% | +1.93% |
MTGP vs. SECU - Expense Ratio Comparison
MTGP has a 0.45% expense ratio, which is higher than SECU's 0.40% expense ratio.
Dividends
MTGP vs. SECU - Dividend Comparison
MTGP's dividend yield for the trailing twelve months is around 4.32%, more than SECU's 2.10% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
MTGP WisdomTree Mortgage Plus Bond Fund | 4.32% | 4.19% | 4.05% | 3.02% | 2.47% | 1.64% | 2.61% |
SECU iShares Securitized Income Active ETF | 2.10% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MTGP and SECU have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SECU is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SECU is cheaper with a 0.40% expense ratio, compared with 0.45% for MTGP.
MTGP has the higher dividend yield at 4.32%, compared with 2.10% for SECU.
They also come from different issuers: WisdomTree and iShares. Their fees differ too: 0.45% for MTGP and 0.40% for SECU.
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