HELO vs SJNK
Comparison between JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF (HELO, ETF) and STATE STREET(R) SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF (SJNK, ETF).
HELO vs SJNK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HELO vs SJNK - Historical Returns
Returns include dividend reinvestment.
HELO vs SJNK - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | HELO | SJNK |
|---|---|---|
| 2026 | +4.75% | +2.26% |
| 2025 | +8.10% | +7.46% |
| 2024 | +18.31% | +8.41% |
| 2023 | +6.30% | +11.44% |
| 2022 | N/A | -5.43% |
| 2021 | N/A | +5.29% |
| 2020 | N/A | +5.55% |
| 2019 | N/A | +9.62% |
| 2018 | N/A | -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% |
HELO vs SJNK Drawdown Comparison
The maximum drawdown for HELO was -10.89%, occurring on Apr 8, 2025. Recovery took 120 trading sessions.
The maximum drawdown for SJNK was -19.74%, occurring on Mar 23, 2020. Recovery took 162 trading sessions.
The current HELO drawdown is -1.05%. The current SJNK drawdown is -0.16%.
| Rank | HELO | SJNK |
|---|---|---|
| #1 | -10.89% Feb 19, 2025 - Aug 12, 2025 | -19.74% Feb 20, 2020 - Oct 9, 2020 |
| #2 | -5.76% Feb 9, 2026 - Apr 22, 2026 | -15.03% Jul 7, 2014 - Aug 29, 2016 |
| #3 | -4.16% Jul 16, 2024 - Aug 16, 2024 | -10.18% Dec 27, 2021 - Jul 13, 2023 |
| #4 | -3.60% Oct 17, 2023 - Nov 3, 2023 | -5.36% Oct 1, 2018 - Feb 5, 2019 |
| #5 | -2.93% Mar 28, 2024 - May 6, 2024 | -4.92% May 21, 2013 - Sep 19, 2013 |
| #6 | -2.71% Aug 30, 2024 - Sep 19, 2024 | -4.77% Feb 28, 2025 - May 12, 2025 |
| #7 | -2.56% Dec 26, 2024 - Jan 23, 2025 | -3.04% May 3, 2012 - Jun 29, 2012 |
| #8 | -2.38% Nov 12, 2025 - Nov 25, 2025 | -2.79% Oct 24, 2016 - Dec 6, 2016 |
| #9 | -2.21% Dec 5, 2024 - Dec 26, 2024 | -2.47% Sep 14, 2023 - Nov 3, 2023 |
| #10 | -2.09% Jan 12, 2026 - Jan 27, 2026 | -1.90% Jan 23, 2018 - Apr 12, 2018 |
| #11 | -1.89% Jul 15, 2026 - Jul 31, 2026 | -1.73% Jan 22, 2026 - Apr 8, 2026 |
| #12 | -1.81% Dec 11, 2025 - Dec 22, 2025 | -1.68% Mar 20, 2024 - May 3, 2024 |
| #13 | -1.72% Jun 1, 2026 - Jul 6, 2026 | -1.60% Oct 12, 2020 - Nov 4, 2020 |
| #14 | -1.50% Oct 29, 2024 - Nov 6, 2024 | -1.59% Nov 5, 2021 - Dec 27, 2021 |
| #15 | -1.45% Jan 23, 2025 - Feb 19, 2025 | -1.57% Mar 1, 2017 - Apr 20, 2017 |
Correlation
Correlation between HELO and SJNK is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2012 - 2026)
HELO vs SJNK dividend yield comparison.
| Year | HELO | SJNK |
|---|---|---|
| 2026 | 0.25% | 4.06% |
| 2025 | 0.67% | 7.12% |
| 2024 | 0.60% | 7.47% |
| 2023 | 0.19% | 7.20% |
| 2022 | 0.00% | 5.85% |
| 2021 | 0.00% | 4.21% |
| 2020 | 0.00% | 5.34% |
| 2019 | 0.00% | 5.64% |
| 2018 | 0.00% | 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% |
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