EAGG vs SJNK

Comparison between ISHARES ESG AWARE U.S. AGGREGATE BOND ETF (EAGG, ETF) and SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF (SJNK, ETF).

5-Year PerformanceSJNK has outperformed EAGG, delivering a return of +4.9% compared to +0.1%

EAGG vs SJNK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EAGG(ETF)	SJNK(ETF)
Net Assets	$4.70B	$4.70B
Expense Ratio	0.10%	0.40%
Max Drawdown	22.96%	30.59%
Sharpe Ratio	0.35	1.24
5Y Beta	0.04	0.22
5Y Dividends CAGR	18.21%	7.08%

Net Assets

EAGG

$4.70B

SJNK

$4.70B

Expense Ratio

Winner

EAGG

0.10%

SJNK

0.40%

Max Drawdown

Winner

EAGG

22.96%

SJNK

30.59%

Sharpe Ratio

EAGG

0.35

Winner

SJNK

1.24

5Y Beta

Winner

EAGG

0.04

SJNK

0.22

5Y Dividends CAGR

Winner

EAGG

18.21%

SJNK

7.08%

EAGG vs SJNK - Historical Returns

Returns include dividend reinvestment.

Period	EAGG	SJNK
1 month	+0.10%	+0.53%
3 months	+0.04%	+0.80%
6 months	+0.91%	+2.72%
1 year	+5.59%	+8.08%
5 years(CAGR)	+0.12%	+4.93%
10 years(CAGR)	N/A	+5.70%
Max(CAGR)	+2.13%	+4.68%

EAGG

+0.10%

Winner

SJNK

+0.53%

EAGG

+0.04%

Winner

SJNK

+0.80%

EAGG

+0.91%

Winner

SJNK

+2.72%

EAGG

+5.59%

Winner

SJNK

+8.08%

5Y(CAGR)

EAGG

+0.12%

Winner

SJNK

+4.93%

10Y(CAGR)

EAGG

N/A

SJNK

+5.70%

Max(CAGR)

EAGG

+2.13%

Winner

SJNK

+4.68%

EAGG vs SJNK - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	EAGG	SJNK
2026	+0.64%	+1.40%
2025	+7.09%	+7.46%
2024	+1.63%	+8.41%
2023	+4.92%	+11.44%
2022	-12.52%	-5.43%
2021	-1.26%	+5.29%
2020	+7.20%	+5.55%
2019	+8.51%	+9.62%
2018	+2.35%	-0.41%
2017	N/A	+4.89%
2016	N/A	+14.71%
2015	N/A	-6.64%
2014	N/A	-1.25%
2013	N/A	+6.17%
2012	N/A	+6.47%

EAGG vs SJNK Drawdown Comparison

The maximum drawdown for EAGG was -18.75%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for SJNK was -19.74%, occurring on Mar 23, 2020. Recovery took 162 trading sessions.

The current EAGG drawdown is -2.47%.

Rank	EAGG	SJNK
#1	-18.75% Aug 4, 2020 - Oct 20, 2022	-19.74% Feb 20, 2020 - Oct 9, 2020
#2	-6.98% Mar 9, 2020 - Apr 23, 2020	-15.03% Jul 7, 2014 - Aug 29, 2016
#3	-2.12% Sep 4, 2019 - Jan 21, 2020	-10.18% Dec 27, 2021 - Jul 13, 2023
#4	-0.95% Apr 23, 2020 - May 20, 2020	-5.36% Oct 1, 2018 - Feb 5, 2019
#5	-0.80% Jul 3, 2019 - Aug 1, 2019	-4.92% May 21, 2013 - Sep 19, 2013
#6	-0.71% Mar 27, 2019 - May 7, 2019	-4.77% Feb 28, 2025 - May 12, 2025
#7	-0.61% Jan 3, 2019 - Jan 30, 2019	-3.04% May 3, 2012 - Jun 29, 2012
#8	-0.59% Feb 26, 2019 - Mar 7, 2019	-2.79% Oct 24, 2016 - Dec 6, 2016
#9	-0.55% Jan 31, 2020 - Feb 18, 2020	-2.47% Sep 14, 2023 - Nov 3, 2023
#10	-0.53% Jun 2, 2020 - Jun 10, 2020	-1.90% Jan 23, 2018 - Apr 12, 2018
#11	-0.48% Oct 29, 2018 - Nov 19, 2018	-1.73% Jan 22, 2026 - Apr 8, 2026
#12	-0.44% Aug 15, 2019 - Aug 23, 2019	-1.68% Mar 20, 2024 - May 3, 2024
#13	-0.41% Jan 31, 2019 - Feb 8, 2019	-1.60% Oct 12, 2020 - Nov 4, 2020
#14	-0.29% Feb 8, 2019 - Feb 19, 2019	-1.59% Nov 5, 2021 - Dec 27, 2021
#15	-0.29% May 15, 2019 - May 23, 2019	-1.57% Mar 1, 2017 - Apr 20, 2017

Correlation

Correlation between EAGG and SJNK is 0.22 which considered as a very weak or no correlation - the stocks move independently of each other.

0.22

-101

Dividend Comparison (2012 - 2026)

EAGG vs SJNK dividend yield comparison.

Year	EAGG	SJNK
2026	1.32%	2.30%
2025	3.91%	7.12%
2024	3.93%	7.47%
2023	3.24%	7.20%
2022	2.07%	5.85%
2021	1.09%	4.21%
2020	1.82%	5.34%
2019	3.17%	5.64%
2018	0.61%	5.69%
2017	0.00%	5.64%
2016	0.00%	5.65%
2015	0.00%	5.81%
2014	0.00%	5.46%
2013	0.00%	5.34%
2012	0.00%	5.00%