HEFA vs JNK
Comparison between ISHARES CURRENCY HEDGED MSCI EAFE ETF (HEFA, ETF) and STATE STREET(R) SPDR(R) BLOOMBERG HIGH YIELD BOND ETF (JNK, ETF).
5-Year PerformanceHEFA has outperformed JNK, delivering a return of +14.1% compared to +3.6%
HEFA vs JNK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HEFA vs JNK - Historical Returns
Returns include dividend reinvestment.
HEFA vs JNK - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | HEFA | JNK |
|---|---|---|
| 2026 | +11.22% | +2.02% |
| 2025 | +24.11% | +8.44% |
| 2024 | +13.79% | +8.04% |
| 2023 | +18.27% | +12.19% |
| 2022 | -5.86% | -12.15% |
| 2021 | +19.07% | +4.25% |
| 2020 | +0.72% | +4.53% |
| 2019 | +27.05% | +15.02% |
| 2018 | -9.58% | -3.38% |
| 2017 | +15.19% | +5.96% |
| 2016 | +8.06% | +15.00% |
| 2015 | +3.94% | -6.94% |
| 2014 | +6.13% | +0.85% |
| 2013 | N/A | +5.04% |
| 2012 | N/A | +12.84% |
| 2011 | N/A | +4.70% |
| 2010 | N/A | +12.72% |
| 2009 | N/A | +39.70% |
| 2008 | N/A | -24.89% |
| 2007 | N/A | +0.69% |
HEFA vs JNK Drawdown Comparison
The maximum drawdown for HEFA was -32.39%, occurring on Mar 16, 2020. Recovery took 226 trading sessions.
The maximum drawdown for JNK was -38.51%, occurring on Nov 21, 2008. Recovery took 456 trading sessions.
The current HEFA drawdown is -1.96%. The current JNK drawdown is -0.18%.
| Rank | HEFA | JNK |
|---|---|---|
| #1 | -32.39% Feb 12, 2020 - Jan 5, 2021 | -38.51% Jan 2, 2008 - Oct 22, 2009 |
| #2 | -23.14% May 27, 2015 - Mar 1, 2017 | -22.90% Feb 20, 2020 - Nov 4, 2020 |
| #3 | -15.43% Jan 23, 2018 - Apr 12, 2019 | -16.95% Sep 2, 2014 - Aug 29, 2016 |
| #4 | -14.77% Jan 4, 2022 - Jan 23, 2023 | -16.68% Dec 27, 2021 - Mar 20, 2024 |
| #5 | -14.28% Feb 18, 2025 - May 12, 2025 | -10.93% Jul 21, 2011 - Jan 18, 2012 |
| #6 | -9.79% Jul 12, 2024 - Oct 14, 2024 | -8.74% May 3, 2010 - Jul 23, 2010 |
| #7 | -9.52% Feb 25, 2026 - May 21, 2026 | -7.26% May 8, 2013 - Nov 29, 2013 |
| #8 | -9.48% Sep 4, 2014 - Nov 18, 2014 | -7.10% Oct 1, 2018 - Feb 5, 2019 |
| #9 | -7.49% Dec 5, 2014 - Jan 26, 2015 | -6.48% Jan 8, 2010 - Mar 9, 2010 |
| #10 | -6.87% Jul 3, 2019 - Sep 12, 2019 | -5.02% Feb 28, 2025 - May 12, 2025 |
| #11 | -6.78% Jul 31, 2023 - Nov 24, 2023 | -4.60% May 2, 2012 - Jun 29, 2012 |
| #12 | -5.83% Mar 3, 2023 - Apr 10, 2023 | -4.55% May 31, 2011 - Jul 7, 2011 |
| #13 | -5.59% Nov 16, 2021 - Jan 3, 2022 | -4.23% Oct 24, 2016 - Dec 13, 2016 |
| #14 | -4.97% Apr 29, 2019 - Jul 1, 2019 | -3.90% Nov 4, 2010 - Jan 5, 2011 |
| #15 | -4.84% Jun 19, 2014 - Sep 4, 2014 | -3.22% Jan 5, 2018 - Aug 6, 2018 |
Correlation
Correlation between HEFA and JNK is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
HEFA vs JNK dividend yield comparison.
| Year | HEFA | JNK |
|---|---|---|
| 2026 | 1.51% | 3.32% |
| 2025 | 4.40% | 6.54% |
| 2024 | 3.09% | 6.63% |
| 2023 | 3.02% | 6.38% |
| 2022 | 25.14% | 6.06% |
| 2021 | 3.06% | 4.27% |
| 2020 | 2.10% | 5.12% |
| 2019 | 7.56% | 5.44% |
| 2018 | 4.58% | 5.90% |
| 2017 | 2.55% | 5.60% |
| 2016 | 3.17% | 6.06% |
| 2015 | 3.54% | 6.59% |
| 2014 | 3.40% | 5.99% |
| 2013 | 0.00% | 6.05% |
| 2012 | 0.00% | 6.75% |
| 2011 | 0.00% | 8.39% |
| 2010 | 0.00% | 10.89% |
| 2009 | 0.00% | 12.15% |
| 2008 | 0.00% | 12.89% |
| 2007 | 0.00% | 0.74% |
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