SECU vs. SOXX

Last updated Jun 5, 2026

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 0.21 correlation, their price movements are largely independent. SECU charges 0.40%/yr vs 0.34%/yr for SOXX.

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.

Returns By Period

SECU

• 1D: 0.03%
• 1M: 0.36%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SOXX

• 1D: -2.10%
• 1M: 24.86%
• YTD: 100.26%
• 6M: 97.20%
• 1Y: 179.78%
• 3Y*: 57.09%
• 5Y*: 33.93%
• 10Y*: 35.54%

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

SECU vs. SOXX - Yearly Performance Comparison

	2026 (YTD)
SECU iShares Securitized Income Active ETF	1.36%
SOXX iShares Semiconductor ETF	75.79%

Correlation

The correlation between SECU and SOXX is 0.21, 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 27, 2026	0.21

SECU vs. SOXX - Sectors Allocation Comparison

Sectors	SECU	SOXX
Financial Services	0.0%	-
Basic Materials	-	-
Communication Services	-	-
Consumer Cyclical	-	-
Consumer Defensive	-	-
Energy	-	-
Healthcare	-	-
Industrials	-	-
Real Estate	-	-
Technology	-	100.0%
Utilities	-	-

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: 96
SOXX Sharpe Ratio Rank: 98
SOXX Sortino Ratio Rank: 95
SOXX Omega Ratio Rank: 95
SOXX Calmar Ratio Rank: 97
SOXX Martin Ratio Rank: 97

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	—	5.29	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.94	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	1.07	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.17	0.44	+0.72

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	—	-15.77%	—
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 Drawdown Current decline from peak	-0.07%	-2.10%	+2.03%
Average Drawdown Average peak-to-trough decline	-0.55%	-19.97%	+19.42%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.11%	—

Volatility

Volatility by Period

	SECU	SOXX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	14.08%	—
Volatility (6M) Calculated over the trailing 6-month period	—	27.45%	—
Volatility (1Y) Calculated over the trailing 1-year period	3.32%	34.20%	-30.88%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	3.32%	36.11%	-32.79%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	3.32%	33.43%	-30.11%

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 2.10%, 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	2.10%	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

Can I hold both SECU and SOXX in my portfolio?

SECU and SOXX have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SECU or SOXX?

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.

Which ETF is cheaper, SECU or SOXX?

SOXX is cheaper with a 0.34% expense ratio, compared with 0.40% for SECU.

Which ETF pays a higher dividend yield, SECU or SOXX?

SECU has the higher dividend yield at 2.10%, compared with 0.28% for SOXX.

What is the main difference between SECU and 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.