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DFSB vs SECU

Comparison between DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF (DFSB, ETF) and iShares Securitized Income Active ETF (SECU, ETF).

DFSB vs SECU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
DFSB
$702M
SECU
$699M
Expense Ratio
Winner
DFSB
0.24%
SECU
0.40%
Max Drawdown
DFSB
7.77%
Winner
SECU
2.47%
Sharpe Ratio
Winner
DFSB
0.22
SECU
-0.01
5Y Beta
Winner
DFSB
0.06
SECU
0.07

DFSB vs SECU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DFSB
+1.71%
SECU
+0.85%
3M
Winner
DFSB
+1.58%
SECU
+1.04%
6M
DFSB
+1.40%
SECU
N/A
1Y
DFSB
+4.42%
SECU
N/A
Max(CAGR)
Winner
DFSB
+4.89%
SECU
+3.76%

DFSB vs SECU - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

YearDFSBSECU
2026+1.60%+1.45%
2025+5.19%N/A
2024+2.90%N/A
2023+8.70%N/A
2022-0.77%N/A

DFSB vs SECU Drawdown Comparison

The maximum drawdown for DFSB was -5.15%, occurring on Oct 19, 2023. Recovery took 207 trading sessions.

The maximum drawdown for SECU was -1.76%, occurring on Mar 23, 2026. Recovery took 65 trading sessions.

The current DFSB drawdown is -0.51%. The current SECU drawdown is -0.32%.

RankDFSBSECU
#1-5.15%
Feb 2, 2023 - Nov 29, 2023
-1.76%
Feb 27, 2026 - Jun 2, 2026
#2-3.65%
Sep 16, 2024 - Jun 12, 2025
-0.46%
Jun 16, 2026 - Jun 17, 2026
#3-3.29%
Dec 7, 2022 - Jan 12, 2023
-0.42%
Jun 2, 2026 - Jun 12, 2026
#4-3.04%
Feb 27, 2026 - Mar 27, 2026
-0.33%
Feb 6, 2026 - Feb 11, 2026
#5-2.94%
Dec 27, 2023 - Jun 14, 2024
-0.29%
Jan 27, 2026 - Jan 30, 2026
#6-1.67%
Jun 18, 2024 - Jul 16, 2024
-0.20%
Jan 30, 2026 - Feb 5, 2026
#7-1.22%
Jul 1, 2025 - Aug 1, 2025
-0.18%
Feb 18, 2026 - Feb 26, 2026
#8-1.15%
Oct 27, 2025 - Feb 10, 2026
-0.13%
Feb 11, 2026 - Feb 13, 2026
#9-1.14%
Jan 18, 2023 - Feb 2, 2023
-0.09%
Feb 13, 2026 - Feb 18, 2026
#10-0.99%
Aug 2, 2024 - Aug 14, 2024
-0.04%
Jun 12, 2026 - Jun 16, 2026
#11-0.80%
Jul 17, 2024 - Jul 30, 2024
N/A
#12-0.61%
Dec 2, 2022 - Dec 7, 2022
N/A
#13-0.60%
Aug 13, 2025 - Sep 4, 2025
N/A
#14-0.55%
Aug 23, 2024 - Sep 4, 2024
N/A
#15-0.54%
Sep 11, 2025 - Oct 13, 2025
N/A

Correlation

Correlation between DFSB and SECU is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2022 - 2026)

DFSB vs SECU dividend yield comparison.

YearDFSBSECU
20260.33%2.10%
20253.46%0.00%
20244.35%0.00%
20235.27%0.00%
20220.41%0.00%

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