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SECU vs. VETZ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

SECU vs. VETZ

Last updated Jun 25, 2026

SECU (iShares Securitized Income Active ETF) and VETZ (Academy Veteran Bond ETF) are both Mortgage Backed Securities funds. Both are actively managed. At a 0.36 correlation, their price movements are largely independent. SECU charges 0.40%/yr vs 0.35%/yr for VETZ.

Performance

SECU vs. VETZ - Performance Comparison

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

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Returns By Period

SECU

1D
0.22%
1M
0.83%
YTD
—
6M
—
1Y
—
3Y*
—
5Y*
—
10Y*
—

VETZ

1D
0.48%
1M
1.56%
YTD
1.57%
6M
1.66%
1Y
6.05%
3Y*
—
5Y*
—
10Y*
—
*Multi-year figures are annualized to reflect compound growth (CAGR)

SECU vs. VETZ - Yearly Performance Comparison

2026 (YTD)
SECU
iShares Securitized Income Active ETF		1.73%
VETZ
Academy Veteran Bond ETF		1.09%

Correlation

The correlation between SECU and VETZ is 0.36, 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

0.36

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

iShares Securitized Income Active ETF

Academy Veteran Bond ETF

Often compared with SECU:
SECU vs. PMBSSECU vs. DEEDSECU vs. LMBSSECU vs. JSISECU vs. MBSDSECU vs. VMBSSECU vs. LGOV
Often compared with VETZ:
VETZ vs. SCHDVETZ vs. FLRTVETZ vs. SPTSVETZ vs. VGSHVETZ vs. BILVETZ vs. TLTVETZ vs. SPAXX

Return for Risk

SECU vs. VETZ — Risk / Return Rank

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

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

VETZ
VETZ Risk / Return Rank: 4444
Overall Rank
VETZ Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
VETZ Sortino Ratio Rank: 4242
Sortino Ratio Rank
VETZ Omega Ratio Rank: 3838
Omega Ratio Rank
VETZ Calmar Ratio Rank: 5151
Calmar Ratio Rank
VETZ Martin Ratio Rank: 4949
Martin Ratio Rank
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. VETZ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Securitized Income Active ETF (SECU) and Academy Veteran Bond ETF (VETZ). 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.

SECUVETZDifference
Sharpe ratioReturn per unit of total volatility

—

1.28

—

Sortino ratioReturn per unit of downside risk

—

1.92

—

Omega ratioGain probability vs. loss probability

—

1.23

—

Calmar ratioReturn relative to maximum drawdown

—

2.22

—

Martin ratioReturn relative to average drawdown

—

7.32

—

SECU vs. VETZ - Sharpe Ratio Comparison

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Drawdowns

SECU vs. VETZ - Drawdown Comparison

The maximum SECU drawdown since its inception was -1.76%, smaller than the maximum VETZ drawdown of -5.16%. Use the drawdown chart below to compare losses from any high point for SECU and VETZ.

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Drawdown Indicators

SECUVETZDifference

Max Drawdown

Largest peak-to-trough decline

-1.76%

-5.16%

+3.40%

Max Drawdown (1Y)

Largest decline over 1 year

—

-2.73%

—

Current Drawdown

Current decline from peak

-0.18%

-0.46%

+0.28%

Average Drawdown

Average peak-to-trough decline

-0.51%

-1.30%

+0.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

0.83%

—

Volatility

SECU vs. VETZ - Volatility Comparison

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Volatility by Period

SECUVETZDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

1.29%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

3.39%

—

Volatility (1Y)

Calculated over the trailing 1-year period

3.30%

4.75%

-1.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.30%

6.13%

-2.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.30%

6.13%

-2.83%

SECU vs. VETZ - Expense Ratio Comparison

SECU has a 0.40% expense ratio, which is higher than VETZ's 0.35% expense ratio.

Dividends

SECU vs. VETZ - Dividend Comparison

SECU's dividend yield for the trailing twelve months is around 2.09%, less than VETZ's 6.11% yield.

PositionTTM202520242023
SECU
iShares Securitized Income Active ETF		2.09%0.00%0.00%0.00%
VETZ
Academy Veteran Bond ETF		6.11%6.14%5.89%1.88%

Frequently Asked Questions

SECU and VETZ have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VETZ is cheaper at 0.35% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VETZ is cheaper with a 0.35% expense ratio, compared with 0.40% for SECU.

VETZ has the higher dividend yield at 6.11%, compared with 2.09% for SECU.

They also come from different issuers: iShares and Academy. Their fees differ too: 0.40% for SECU and 0.35% for VETZ.

Portfolio Optimizer

Find the right allocation for SECU and VETZ

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