SECR vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricSECRVXUSWinner
Expense Ratio0.28%0.05%
AUM$165M$156.5B
Dividend Yield6.81%2.60%
Holdings4528,747
YTD Return-0.02%+11.13%
1Y Return+3.25%+27.13%
3Y Return (annualized)-+17.24%
5Y Return (annualized)-+8.71%
Volatility (annualized)4.5%15.1%
Max Drawdown-4.7%-39.9%
Fund FamilyNew York Life Investment Management LLCVanguard (US)
CategoryFixed IncomeEquity
InceptionMay 31, 2024Jan 26, 2011

SECR vs VXUS Performance

NYLI MacKay Securitized Income ETF (SECR) is a ETF from New York Life Investment Management LLC and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year SECR returned +3.25% while VXUS returned +27.13%. Year to date, SECR is down 0.02% versus a gain of 11.13% for VXUS.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 4.5% for SECR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -4.7% for SECR and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

SECR charges 0.28% per year while VXUS charges 0.05%. On a $10,000 position that is $28 vs $5 annually, a gap of $23 per year that compounds over a long holding period. On income, SECR currently yields 6.81% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

SECR and VXUS share 0 holdings out of 7960 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, SECR or VXUS?

SECR has an expense ratio of 0.28% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $23 per year of difference.

Which performed better, SECR or VXUS?

Over the past year SECR returned +3.25% vs +27.13% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), SECR annualized +5.32% vs +4.66% for VXUS. Past performance does not guarantee future results.

Which is riskier, SECR or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 4.5% for SECR. Worst drawdown: SECR -4.7% vs VXUS -39.9%.

Should I hold both SECR and VXUS?

SECR and VXUS have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SECR and VXUS?

SECR and VXUS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 7960 unique securities.

Which pays a higher dividend, SECR or VXUS?

SECR yields 6.81% while VXUS yields 2.60%, so SECR currently pays the higher dividend yield.

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