SECU vs. MBSX
SECU (iShares Securitized Income Active ETF) and MBSX (Regan Fixed Rate MBS ETF) are both Mortgage Backed Securities funds. Both are actively managed. At a correlation of -0.04, they often move in opposite directions. Both charge a 0.40% expense ratio.
Performance
SECU vs. MBSX - Performance Comparison
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Returns By Period
SECU
- 1D
- 0.22%
- 1M
- 0.83%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MBSX
- 1D
- -3.79%
- 1M
- 1.90%
- YTD
- 1.42%
- 6M
- 1.52%
- 1Y
- 7.52%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SECU vs. MBSX - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
SECU iShares Securitized Income Active ETF | 1.73% |
MBSX Regan Fixed Rate MBS ETF | 1.04% |
Correlation
The correlation between SECU and MBSX is -0.04, 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 | -0.04 |
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Return for Risk
SECU vs. MBSX — Risk / Return Rank
SECU
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
MBSX
SECU vs. MBSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Securitized Income Active ETF (SECU) and Regan Fixed Rate MBS ETF (MBSX). 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 | MBSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.11 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 0.27 | — |
| Martin ratioReturn relative to average drawdown | — | 0.87 | — |
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Drawdowns
SECU vs. MBSX - Drawdown Comparison
The maximum SECU drawdown since its inception was -1.76%, smaller than the maximum MBSX drawdown of -27.57%. Use the drawdown chart below to compare losses from any high point for SECU and MBSX.
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Drawdown Indicators
| SECU | MBSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.76% | -27.57% | +25.81% |
Max Drawdown (1Y)Largest decline over 1 year | — | -27.57% | — |
Current DrawdownCurrent decline from peak | -0.18% | -24.14% | +23.96% |
Average DrawdownAverage peak-to-trough decline | -0.51% | -6.84% | +6.33% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 8.63% | — |
Volatility
SECU vs. MBSX - Volatility Comparison
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Volatility by Period
| SECU | MBSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 41.49% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 52.16% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.30% | 54.89% | -51.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.30% | 54.62% | -51.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.30% | 54.62% | -51.32% |
SECU vs. MBSX - Expense Ratio Comparison
Both SECU and MBSX have an expense ratio of 0.40%.
Dividends
SECU vs. MBSX - Dividend Comparison
SECU's dividend yield for the trailing twelve months is around 2.09%, less than MBSX's 3.52% yield.
| Position | TTM | 2025 |
|---|---|---|
MBSX Regan Fixed Rate MBS ETF | 3.52% | 2.77% |
SECU iShares Securitized Income Active ETF | 2.09% | 0.00% |
Frequently Asked Questions
SECU and MBSX have a correlation of -0.04, 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.
SECU and MBSX have the same expense ratio: 0.40% per year.
MBSX has the higher dividend yield at 3.52%, compared with 2.09% for SECU.
They also come from different issuers: iShares and Regan.
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