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SECU vs DFSE

Comparison between iShares Securitized Income Active ETF (SECU, ETF) and DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF (DFSE, ETF).

SECU vs DFSE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SECU
$592M
DFSE
$590M
Expense Ratio
Winner
SECU
0.40%
DFSE
0.41%
Max Drawdown
Winner
SECU
2.45%
DFSE
20.35%
Sharpe Ratio
SECU
-0.07
Winner
DFSE
1.34
5Y Beta
Winner
SECU
0.08
DFSE
0.80

SECU vs DFSE - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SECU
+0.21%
DFSE
-2.13%
3M
SECU
+0.59%
Winner
DFSE
+9.39%
6M
SECU
N/A
DFSE
+15.00%
1Y
SECU
N/A
DFSE
+31.72%
Max(CAGR)
SECU
+3.44%
Winner
DFSE
+21.26%

SECU vs DFSE - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

YearSECUDFSE
2026+1.21%+11.41%
2025N/A+28.68%
2024N/A+8.43%
2023N/A+13.80%
2022N/A+11.62%

SECU vs DFSE Drawdown Comparison

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

The maximum drawdown for DFSE was -19.77%, occurring on Apr 8, 2025. Recovery took 168 trading sessions.

The current SECU drawdown is -0.22%. The current DFSE drawdown is -7.46%.

RankSECUDFSE
#1-1.76%
Feb 27, 2026 - Jun 2, 2026
-19.77%
Oct 4, 2024 - Jun 9, 2025
#2-0.33%
Feb 6, 2026 - Feb 11, 2026
-12.87%
Feb 25, 2026 - Apr 17, 2026
#3-0.29%
Jan 27, 2026 - Jan 30, 2026
-11.93%
Jul 31, 2023 - Feb 23, 2024
#4-0.22%
Jun 2, 2026 - Jun 5, 2026
-9.46%
Jan 26, 2023 - Jun 15, 2023
#5-0.20%
Jan 30, 2026 - Feb 5, 2026
-9.08%
Jul 12, 2024 - Aug 19, 2024
#6-0.18%
Feb 18, 2026 - Feb 26, 2026
-7.46%
Jun 2, 2026 - Jun 5, 2026
#7-0.13%
Feb 11, 2026 - Feb 13, 2026
-6.10%
Aug 19, 2024 - Sep 24, 2024
#8-0.09%
Feb 13, 2026 - Feb 18, 2026
-5.67%
May 11, 2026 - May 26, 2026
#9N/A-5.34%
Oct 29, 2025 - Jan 2, 2026
#10N/A-4.70%
Apr 9, 2024 - May 2, 2024
#11N/A-4.57%
Oct 8, 2025 - Oct 24, 2025
#12N/A-4.40%
May 17, 2024 - Jul 5, 2024
#13N/A-4.25%
Jun 15, 2023 - Jul 13, 2023
#14N/A-3.29%
Nov 15, 2022 - Nov 30, 2022
#15N/A-3.29%
Jul 23, 2025 - Aug 12, 2025

Correlation

Correlation between SECU and DFSE is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (2022 - 2026)

SECU vs DFSE dividend yield comparison.

YearSECUDFSE
20262.10%0.12%
20250.00%2.26%
20240.00%2.06%
20230.00%2.06%
20220.00%0.36%

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