SECU vs. JMTG

Last updated Apr 2, 2026

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

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

Performance

SECU vs. JMTG - Performance Comparison

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

SECU vs. JMTG - Yearly Performance Comparison

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

Returns By Period

SECU

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

JMTG

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

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

SECU vs. JMTG - Expense Ratio Comparison

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

SECU

iShares Securitized Income Active ETF

JMTG

JPMorgan Mortgage-Backed Securities ETF

Return for Risk

SECU vs. JMTG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Securitized Income Active ETF (SECU) and JPMorgan Mortgage-Backed Securities ETF (JMTG). 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

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

Correlation

The correlation between SECU and JMTG 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

SECU vs. JMTG - Dividend Comparison

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

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

Drawdowns

SECU vs. JMTG - Drawdown Comparison

The maximum SECU drawdown since its inception was -1.76%, smaller than the maximum JMTG drawdown of -2.64%. Use the drawdown chart below to compare losses from any high point for SECU and JMTG.

Drawdown Indicators

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

Volatility

Volatility by Period

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