SECU vs. LMBS
SECU (iShares Securitized Income Active ETF) and LMBS (First Trust Low Duration Mortgage Opportunities ETF) are both Mortgage Backed Securities funds. Both are actively managed. Their 0.51 correlation means they have sometimes moved together and sometimes differently. SECU charges 0.40%/yr vs 0.68%/yr for LMBS.
Performance
SECU vs. LMBS - Performance Comparison
Loading charts...
Returns By Period
SECU
- 1D
- 0.08%
- 1M
- -0.09%
- 6M
- 1.21%
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
LMBS
- 1D
- -0.08%
- 1M
- -0.15%
- 6M
- 0.68%
- YTD
- 1.39%
- 1Y
- 4.45%
- 3Y*
- 5.75%
- 5Y*
- 3.07%
- 10Y*
- 2.59%
- ALL TIME*
- 2.97%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $21.63M | $26.61M | $25.51M | |
| $7.12M | $5.13M | $8.58M |
SECU vs. LMBS - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
SECU iShares Securitized Income Active ETF | 1.86% |
LMBS First Trust Low Duration Mortgage Opportunities ETF | 0.96% |
Correlation
The correlation between SECU and LMBS is 0.51, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jan 26, 2026 | 0.51 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SECU vs. LMBS — Risk / Return Rank
SECU
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
LMBS
SECU vs. LMBS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Securitized Income Active ETF (SECU) and First Trust Low Duration Mortgage Opportunities ETF (LMBS). 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 | LMBS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.49 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.41 | — |
| Martin ratioReturn relative to average drawdown | — | 13.82 | — |
Loading charts...
Drawdowns
SECU vs. LMBS - Drawdown Comparison
The maximum SECU drawdown since its inception was -1.76%, smaller than the maximum LMBS drawdown of -6.49%. Use the drawdown chart below to compare losses from any high point for SECU and LMBS.
Loading charts...
Drawdown Indicators
| SECU | LMBS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.76% | -6.49% | +4.73% |
Max Drawdown (1Y)Largest decline over 1 year | — | -1.43% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -1.72% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -5.99% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -6.49% | — |
Current DrawdownCurrent decline from peak | -0.22% | -0.36% | +0.14% |
Average DrawdownAverage peak-to-trough decline | -0.45% | -0.80% | +0.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.35% | — |
Volatility
SECU vs. LMBS - Volatility Comparison
Loading charts...
Volatility by Period
| SECU | LMBS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 0.73% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 1.54% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.08% | 1.97% | +1.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.08% | 2.58% | +0.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.08% | 2.35% | +0.73% |
SECU vs. LMBS - Expense Ratio Comparison
SECU has a 0.40% expense ratio, which is lower than LMBS's 0.68% expense ratio.
Dividends
SECU vs. LMBS - Dividend Comparison
SECU's dividend yield for the trailing twelve months is around 2.52%, less than LMBS's 4.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LMBS First Trust Low Duration Mortgage Opportunities ETF | 4.12% | 4.08% | 4.28% | 3.96% | 2.22% | 2.04% | 2.27% | 2.55% | 2.76% | 2.73% | 2.84% | 3.03% |
SECU iShares Securitized Income Active ETF | 2.52% | 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 LMBS have a correlation of 0.51, 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 0.68% for LMBS.
LMBS has the higher dividend yield at 4.12%, compared with 2.52% for SECU.
They also come from different issuers: iShares and First Trust. Their fees differ too: 0.40% for SECU and 0.68% for LMBS.
Find the right allocation for SECU and LMBS
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer