DEFR vs SECU

DEFR vs SECU

Which is better, DEFR or SECU?

DEFR has been ahead.

SECU has a lower expense ratio. DEFR led over 1Y.

Lower Fees: SECUHigher Returns (1Y): DEFR

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricDEFRSECU
Expense Ratio0.79%0.41%Best
AUM$150M$823M
Dividend Yield0.00%3.45%
Holdings10946
YTD Return-2.21%Best-2.94%
1Y Return-1.21%Best-2.94%
Volatility (annualized)4.6%-
Max Drawdown-5.0%-
$10,000 over 1.4 years$10,445-
Fund FamilyAptus Capital AdvisorsiShares by BlackRock (US)
CategoryFixed IncomeFixed Income
InceptionMay 13, 2025Jan 23, 2026

Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight, Style.

Volatility and max drawdown, and the $10,000 over 1.4 years row, are measured over the window both funds cover: May 14, 2025 to Oct 14, 2026 (1.4 years).

DEFR vs SECU growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.4 years both funds cover.

Compare DEFR against instead:DEFR vs SPYDEFR vs QQQDEFR vs VOODEFR vs VTISECU against:SECU vs VXUS

DEFR vs SECU Performance

Aptus Deferred Income ETF (DEFR) is an ETF from Aptus Capital Advisors and iShares Securitized Income Active ETF (SECU) is an ETF from iShares by BlackRock (US). Over the past year DEFR returned -1.21% while SECU returned -2.94%. Year to date, DEFR is down 2.21% versus a loss of 2.94% for SECU.

Past performance does not guarantee future results.

Fees and Cost Over Time

DEFR charges 0.79% per year while SECU charges 0.41%. On a $10,000 position that is $79 vs $41 annually, a gap of $38 per year that compounds over a long holding period. On income, DEFR currently yields 0.00% against 3.45% for SECU.

You are not choosing between two funds in isolation.

Whichever of DEFR and SECU you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

DEFRSECU

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Frequently Asked Questions

Which is cheaper, DEFR or SECU?

DEFR has an expense ratio of 0.79% while SECU charges 0.41%. SECU is the cheaper option, by $38 a year on a $10,000 investment.

Which performed better, DEFR or SECU?

Over the past year DEFR returned -1.21% vs -2.94% for SECU, so DEFR leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which pays a higher dividend, DEFR or SECU?

DEFR yields 0.00% while SECU yields 3.45%, so SECU currently pays the higher dividend yield.

Is SECU better than DEFR?

SECU has a lower expense ratio. DEFR led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.