SECU vs. SOXX
SECU (iShares Securitized Income Active ETF) and SOXX (iShares Semiconductor ETF) are both exchange-traded funds - SECU is a Mortgage Backed Securities fund actively managed by iShares, while SOXX is a Semiconductors fund tracking the NYSE Semiconductor Index. SECU is actively managed, while SOXX is passively managed. At a 0.14 correlation, their price movements are largely independent. SECU charges 0.40%/yr vs 0.34%/yr for SOXX.
Performance
SECU vs. SOXX - Performance Comparison
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Returns By Period
SECU
- 1D
- 0.02%
- 1M
- 0.08%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
SOXX
- 1D
- -4.46%
- 1M
- -10.27%
- 6M
- 57.49%
- YTD
- 76.35%
- 1Y
- 117.02%
- 3Y*
- 45.18%
- 5Y*
- 31.15%
- 10Y*
- 33.24%
SECU vs. SOXX - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
SECU iShares Securitized Income Active ETF | 2.00% |
SOXX iShares Semiconductor ETF | 54.07% |
Correlation
The correlation between SECU and SOXX is 0.14, 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 | 0.14 |
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Return for Risk
SECU vs. SOXX — Risk / Return Rank
SECU
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
SOXX
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.
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 | SOXX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.41 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 6.19 | — |
| Martin ratioReturn relative to average drawdown | — | 22.06 | — |
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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.
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Drawdown Indicators
| SECU | SOXX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.76% | -70.21% | +68.45% |
Max Drawdown (1Y)Largest decline over 1 year | — | -19.01% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -41.36% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -45.75% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -45.75% | — |
Current DrawdownCurrent decline from peak | -0.04% | -19.01% | +18.97% |
Average DrawdownAverage peak-to-trough decline | -0.46% | -19.92% | +19.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 5.32% | — |
Volatility
SECU vs. SOXX - Volatility Comparison
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Volatility by Period
| SECU | SOXX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 20.64% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 36.86% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 3.15% | 42.42% | -39.27% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.15% | 37.83% | -34.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.15% | 34.30% | -31.15% |
SECU vs. SOXX - Expense Ratio Comparison
SECU has a 0.40% expense ratio, which is higher than SOXX's 0.34% expense ratio.
Dividends
SECU vs. SOXX - Dividend Comparison
SECU's dividend yield for the trailing twelve months is around 2.52%, more than SOXX's 0.28% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
SOXX iShares Semiconductor ETF | 0.28% | 0.57% | 0.67% | 0.78% | 1.26% | 0.64% | 0.81% | 1.23% | 1.37% | 0.90% | 1.08% | 1.29% |
Frequently Asked Questions
SECU and SOXX have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, SOXX is cheaper at 0.34% per year. The better choice depends on whether you care most about return, fees, risk, or income.
SOXX is cheaper with a 0.34% expense ratio, compared with 0.40% for SECU.
SECU has the higher dividend yield at 2.52%, compared with 0.28% for SOXX.
SECU is categorized as Mortgage Backed Securities, while SOXX is Semiconductors. Their fees differ too: 0.40% for SECU and 0.34% for SOXX.
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