SECU vs. SOXX

Last updated Apr 2, 2026

Compare and contrast key facts about iShares Securitized Income Active ETF (SECU) and iShares Semiconductor ETF (SOXX).

SECU and SOXX 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. SOXX is a passively managed fund by iShares that tracks the performance of the PHLX Semiconductor Sector Index. It was launched on Jul 10, 2001.

Performance

SECU vs. SOXX - Performance Comparison

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

SECU vs. SOXX - Yearly Performance Comparison

	2026 (YTD)
SECU iShares Securitized Income Active ETF	0.31%
SOXX iShares Semiconductor ETF	-1.26%

Returns By Period

SECU

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

SOXX

• 1D: 3.01%
• 1M: -3.78%
• YTD: 12.48%
• 6M: 22.76%
• 1Y: 80.97%
• 3Y*: 32.61%
• 5Y*: 19.19%
• 10Y*: 28.39%

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

SECU vs. SOXX - Expense Ratio Comparison

SECU has a 0.40% expense ratio, which is higher than SOXX's 0.34% expense ratio.

SECU

iShares Securitized Income Active ETF

SOXX

iShares Semiconductor ETF

Return for Risk

SECU vs. SOXX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SOXX

SOXX Risk / Return Rank: 92
SOXX Sharpe Ratio Rank: 90
SOXX Sortino Ratio Rank: 90
SOXX Omega Ratio Rank: 89
SOXX Calmar Ratio Rank: 96
SOXX Martin Ratio Rank: 95

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SECU vs. SOXX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Securitized Income Active ETF (SECU) and iShares Semiconductor ETF (SOXX). 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	SOXX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.03	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.54	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.86	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.47	0.37	+0.10

Correlation

The correlation between SECU and SOXX is 0.10, 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. SOXX - Dividend Comparison

SECU's dividend yield for the trailing twelve months is around 1.23%, more than SOXX's 0.49% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SECU iShares Securitized Income Active ETF	1.23%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SOXX iShares Semiconductor ETF	0.49%	0.57%	0.67%	0.78%	1.26%	0.64%	0.81%	1.23%	1.37%	0.90%	1.08%	1.29%

Drawdowns

SECU vs. SOXX - Drawdown Comparison

The maximum SECU drawdown since its inception was -1.76%, smaller than the maximum SOXX drawdown of -70.21%. Use the drawdown chart below to compare losses from any high point for SECU and SOXX.

Drawdown Indicators

	SECU	SOXX	Difference
Max Drawdown Largest peak-to-trough decline	-1.76%	-70.21%	+68.45%
Max Drawdown (1Y) Largest decline over 1 year	—	-18.27%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-45.75%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-45.75%	—
Current Drawdown Current decline from peak	-1.10%	-7.95%	+6.85%
Average Drawdown Average peak-to-trough decline	-0.63%	-20.10%	+19.47%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.92%	—

Volatility

Volatility by Period

	SECU	SOXX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	12.83%	—
Volatility (6M) Calculated over the trailing 6-month period	—	26.41%	—
Volatility (1Y) Calculated over the trailing 1-year period	3.64%	40.12%	-36.48%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.64%	35.48%	-31.84%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.64%	32.98%	-29.34%