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SECU vs IMTB

iShares Securitized Income Active ETF vs iShares Core 5-10 Year USD Bond ETF

SECU

iShares Securitized Income Active ETF

iShares

Annual cost

0.40%

Fund size

$592M

IMTB

iShares Core 5-10 Year USD Bond ETF

iShares

Annual cost

0.06%

Fund size

$280M

Key differences

  • IMTB costs 0.34% less per year.
  • SECU is classified as alternative, while IMTB is fixed income — different risk/return profiles.
  • SECU follows a multi strategy strategy; IMTB uses index tracking.
  • SECU has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SECUIMTB
Annual cost (TER)0.40%0.06%
Fund size (AUM)$592M$280M
Since20052016
Dividend yield4.99%4.46%
Asset classalternativefixed income
Regionnorth americanorth america
Strategymulti strategyindex tracking
CAGR 1YN/A+6.6%
CAGR 3YN/A+4.5%
CAGR 5YN/A+0.5%
Sharpe 3YN/A0.17
Volatility 1Y4.06%
Max drawdown-1.76%-18.15%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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