SECU vs. IYE
SECU (iShares Securitized Income Active ETF) and IYE (iShares U.S. Energy ETF) are both exchange-traded funds - SECU is a Mortgage Backed Securities fund actively managed by iShares, while IYE is a Energy Equities fund tracking the Dow Jones U.S. Oil & Gas Index. SECU is actively managed, while IYE is passively managed. At a correlation of -0.28, they often move in opposite directions. SECU charges 0.40%/yr vs 0.42%/yr for IYE.
Performance
SECU vs. IYE - Performance Comparison
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Returns By Period
SECU
- 1D
- 0.22%
- 1M
- 0.83%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IYE
- 1D
- -1.64%
- 1M
- -9.18%
- YTD
- 20.95%
- 6M
- 21.80%
- 1Y
- 29.09%
- 3Y*
- 14.72%
- 5Y*
- 17.30%
- 10Y*
- 8.00%
SECU vs. IYE - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
SECU iShares Securitized Income Active ETF | 1.73% |
IYE iShares U.S. Energy ETF | 10.43% |
Correlation
The correlation between SECU and IYE is -0.28, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jan 26, 2026 | -0.28 |
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Return for Risk
SECU vs. IYE — Risk / Return Rank
SECU
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IYE
SECU vs. IYE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Securitized Income Active ETF (SECU) and iShares U.S. Energy ETF (IYE). 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.
| SECU | IYE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.24 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.12 | — |
| Martin ratioReturn relative to average drawdown | — | 6.26 | — |
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Drawdowns
SECU vs. IYE - Drawdown Comparison
The maximum SECU drawdown since its inception was -1.76%, smaller than the maximum IYE drawdown of -73.74%. Use the drawdown chart below to compare losses from any high point for SECU and IYE.
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Drawdown Indicators
| SECU | IYE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.76% | -73.74% | +71.98% |
Max Drawdown (1Y)Largest decline over 1 year | — | -13.81% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -20.37% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.61% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -68.59% | — |
Current DrawdownCurrent decline from peak | -0.18% | -13.60% | +13.42% |
Average DrawdownAverage peak-to-trough decline | -0.51% | -19.34% | +18.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 4.66% | — |
Volatility
SECU vs. IYE - Volatility Comparison
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Volatility by Period
| SECU | IYE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 7.00% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 16.51% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.30% | 20.30% | -17.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.30% | 25.67% | -22.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.30% | 29.52% | -26.22% |
SECU vs. IYE - Expense Ratio Comparison
SECU has a 0.40% expense ratio, which is lower than IYE's 0.42% expense ratio.
Dividends
SECU vs. IYE - Dividend Comparison
SECU's dividend yield for the trailing twelve months is around 2.09%, less than IYE's 2.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYE iShares U.S. Energy ETF | 2.35% | 2.85% | 2.75% | 2.99% | 3.37% | 2.98% | 4.75% | 6.60% | 3.16% | 2.66% | 2.11% | 3.39% |
SECU iShares Securitized Income Active ETF | 2.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SECU and IYE have a correlation of -0.28, 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 0.42% for IYE.
IYE has the higher dividend yield at 2.35%, compared with 2.09% for SECU.
SECU is categorized as Mortgage Backed Securities, while IYE is Energy Equities. Their fees differ too: 0.40% for SECU and 0.42% for IYE.
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