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SECU vs. VMBS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

SECU vs. VMBS - Performance Comparison

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

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Returns By Period


SECU

1D
-0.06%
1M
0.63%
YTD
6M
1Y
3Y*
5Y*
10Y*

VMBS

1D
0.09%
1M
0.63%
YTD
0.92%
6M
1.02%
1Y
6.00%
3Y*
4.52%
5Y*
0.57%
10Y*
1.35%
*Multi-year figures are annualized to reflect compound growth (CAGR)

SECU vs. VMBS - Yearly Performance Comparison


Correlation

The correlation between SECU and VMBS is 0.39, 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

0.39

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Return for Risk

SECU vs. VMBS — 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.


VMBS
VMBS Risk / Return Rank: 4343
Overall Rank
VMBS Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
VMBS Sortino Ratio Rank: 4343
Sortino Ratio Rank
VMBS Omega Ratio Rank: 4040
Omega Ratio Rank
VMBS Calmar Ratio Rank: 4747
Calmar Ratio Rank
VMBS Martin Ratio Rank: 4545
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. VMBS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Securitized Income Active ETF (SECU) and Vanguard Mortgage-Backed Securities ETF (VMBS). 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.


SECUVMBSDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.25

Calmar ratioReturn relative to maximum drawdown

2.24

Martin ratioReturn relative to average drawdown

7.12

SECU vs. VMBS - Sharpe Ratio Comparison


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Drawdowns

SECU vs. VMBS - Drawdown Comparison

The maximum SECU drawdown since its inception was -1.76%, smaller than the maximum VMBS drawdown of -17.47%. Use the drawdown chart below to compare losses from any high point for SECU and VMBS.


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Drawdown Indicators


SECUVMBSDifference

Max Drawdown

Largest peak-to-trough decline

-1.76%

-17.47%

+15.71%

Max Drawdown (1Y)

Largest decline over 1 year

-2.68%

Max Drawdown (3Y)

Largest decline over 3 years

-7.65%

Max Drawdown (5Y)

Largest decline over 5 years

-17.12%

Max Drawdown (10Y)

Largest decline over 10 years

-17.47%

Current Drawdown

Current decline from peak

-0.38%

-1.07%

+0.69%

Average Drawdown

Average peak-to-trough decline

-0.51%

-2.49%

+1.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.84%

Volatility

SECU vs. VMBS - Volatility Comparison


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Volatility by Period


SECUVMBSDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.19%

Volatility (6M)

Calculated over the trailing 6-month period

3.27%

Volatility (1Y)

Calculated over the trailing 1-year period

3.32%

4.30%

-0.98%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.32%

6.78%

-3.46%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.32%

5.41%

-2.09%

SECU vs. VMBS - Expense Ratio Comparison

SECU has a 0.40% expense ratio, which is higher than VMBS's 0.04% expense ratio.


Dividends

SECU vs. VMBS - Dividend Comparison

SECU's dividend yield for the trailing twelve months is around 2.10%, less than VMBS's 4.17% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
VMBS
Vanguard Mortgage-Backed Securities ETF
4.17%4.20%3.94%3.31%2.35%1.02%2.01%2.77%2.72%2.16%2.10%2.12%

Frequently Asked Questions


SECU and VMBS have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VMBS is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VMBS is cheaper with a 0.04% expense ratio, compared with 0.40% for SECU.

VMBS has the higher dividend yield at 4.17%, compared with 2.10% for SECU.

They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.40% for SECU and 0.04% for VMBS.

Portfolio Optimizer

Find the right allocation for SECU and VMBS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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