SECU vs. MTGP
SECU (iShares Securitized Income Active ETF) and MTGP (WisdomTree Mortgage Plus Bond Fund) are both Mortgage Backed Securities funds. Both are actively managed. At a 0.45 correlation, their price movements are largely independent. SECU charges 0.40%/yr vs 0.45%/yr for MTGP.
Performance
SECU vs. MTGP - Performance Comparison
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Returns By Period
SECU
- 1D
- 0.22%
- 1M
- 0.83%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
MTGP
- 1D
- 0.37%
- 1M
- 1.23%
- YTD
- 1.09%
- 6M
- 0.94%
- 1Y
- 5.21%
- 3Y*
- 4.55%
- 5Y*
- 0.47%
- 10Y*
- —
SECU vs. MTGP - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
SECU iShares Securitized Income Active ETF | 1.73% |
MTGP WisdomTree Mortgage Plus Bond Fund | 1.01% |
Correlation
The correlation between SECU and MTGP is 0.45, 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 26, 2026 | 0.45 |
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Return for Risk
SECU vs. MTGP — Risk / Return Rank
SECU
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
MTGP
SECU vs. MTGP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Securitized Income Active ETF (SECU) and WisdomTree Mortgage Plus Bond Fund (MTGP). 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 | MTGP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.21 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.07 | — |
| Martin ratioReturn relative to average drawdown | — | 5.29 | — |
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Drawdowns
SECU vs. MTGP - Drawdown Comparison
The maximum SECU drawdown since its inception was -1.76%, smaller than the maximum MTGP drawdown of -16.63%. Use the drawdown chart below to compare losses from any high point for SECU and MTGP.
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Drawdown Indicators
| SECU | MTGP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.76% | -16.63% | +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 | -0.18% | -0.67% | +0.49% |
Average DrawdownAverage peak-to-trough decline | -0.51% | -5.07% | +4.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 0.99% | — |
Volatility
SECU vs. MTGP - Volatility Comparison
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Volatility by Period
| SECU | MTGP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.02% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 3.11% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.30% | 4.74% | -1.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.30% | 5.80% | -2.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.30% | 5.24% | -1.94% |
SECU vs. MTGP - Expense Ratio Comparison
SECU has a 0.40% expense ratio, which is lower than MTGP's 0.45% expense ratio.
Dividends
SECU vs. MTGP - Dividend Comparison
SECU's dividend yield for the trailing twelve months is around 2.09%, less than MTGP's 4.29% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
MTGP WisdomTree Mortgage Plus Bond Fund | 4.29% | 4.19% | 4.05% | 3.02% | 2.47% | 1.64% | 2.61% |
SECU iShares Securitized Income Active ETF | 2.09% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SECU and MTGP have a correlation of 0.45, 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 4.29%, compared with 2.09% for SECU.
They also come from different issuers: iShares and WisdomTree. Their fees differ too: 0.40% for SECU and 0.45% for MTGP.
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