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VMBS vs. SECU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

VMBS vs. SECU - Performance Comparison

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

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Returns By Period


VMBS

1D
0.04%
1M
0.18%
YTD
0.70%
6M
1.11%
1Y
6.25%
3Y*
4.63%
5Y*
0.49%
10Y*
1.36%

SECU

1D
0.03%
1M
0.36%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

VMBS vs. SECU - Yearly Performance Comparison


Correlation

The correlation between VMBS and SECU 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 27, 2026

0.36

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Return for Risk

VMBS vs. SECU — Risk / Return Rank

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

VMBS
VMBS Risk / Return Rank: 4545
Overall Rank
VMBS Sharpe Ratio Rank: 4242
Sharpe Ratio Rank
VMBS Sortino Ratio Rank: 4444
Sortino Ratio Rank
VMBS Omega Ratio Rank: 4141
Omega Ratio Rank
VMBS Calmar Ratio Rank: 4848
Calmar Ratio Rank
VMBS Martin Ratio Rank: 4848
Martin Ratio Rank

SECU
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.

VMBS vs. SECU - Risk-Adjusted Trends Comparison

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


VMBSSECUDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.26

Calmar ratioReturn relative to maximum drawdown

2.34

Martin ratioReturn relative to average drawdown

7.83

VMBS vs. SECU - Sharpe Ratio Comparison


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Sharpe Ratios by Period


VMBSSECUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.45

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.25

Sharpe Ratio (All Time)

Calculated using the full available price history

0.46

1.17

-0.71

Drawdowns

VMBS vs. SECU - Drawdown Comparison

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


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Drawdown Indicators


VMBSSECUDifference

Max Drawdown

Largest peak-to-trough decline

-17.47%

-1.76%

-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

-1.29%

-0.07%

-1.22%

Average Drawdown

Average peak-to-trough decline

-2.49%

-0.55%

-1.94%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.80%

Volatility

VMBS vs. SECU - Volatility Comparison


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Volatility by Period


VMBSSECUDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.61%

Volatility (6M)

Calculated over the trailing 6-month period

3.16%

Volatility (1Y)

Calculated over the trailing 1-year period

4.37%

3.32%

+1.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.77%

3.32%

+3.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.40%

3.32%

+2.08%

VMBS vs. SECU - Expense Ratio Comparison

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


Dividends

VMBS vs. SECU - Dividend Comparison

VMBS's dividend yield for the trailing twelve months is around 4.18%, more than SECU's 2.10% 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
4.18%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


VMBS and SECU 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, 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 4.18%, compared with 2.10% for SECU.

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

Portfolio Optimizer

Find the right allocation for VMBS and SECU

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