IJK vs SPHY
Comparison between ISHARES S&P MID-CAP 400 GROWTH ETF (IJK, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF (SPHY, ETF).
5-Year PerformanceIJK has outperformed SPHY, delivering a return of +8.2% compared to +4.3%
IJK vs SPHY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IJK vs SPHY - Historical Returns
Returns include dividend reinvestment.
IJK vs SPHY - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IJK | SPHY |
|---|---|---|
| 2026 | +16.94% | +1.76% |
| 2025 | +7.13% | +8.31% |
| 2024 | +16.51% | +8.81% |
| 2023 | +18.34% | +12.80% |
| 2022 | -18.96% | -10.48% |
| 2021 | +20.35% | +5.74% |
| 2020 | +21.93% | +6.44% |
| 2019 | +27.10% | +13.55% |
| 2018 | -11.46% | -2.69% |
| 2017 | +19.22% | +6.73% |
| 2016 | +16.58% | +11.15% |
| 2015 | +1.78% | -3.64% |
| 2014 | +8.56% | +6.53% |
| 2013 | +28.90% | -1.34% |
| 2012 | +16.30% | +7.21% |
| 2011 | -2.55% | N/A |
| 2010 | +28.48% | N/A |
| 2009 | +37.16% | N/A |
| 2008 | -36.84% | N/A |
| 2007 | +12.52% | N/A |
| 2006 | +4.12% | N/A |
| 2005 | +15.12% | N/A |
| 2004 | +13.84% | N/A |
| 2003 | +27.15% | N/A |
| 2002 | -18.87% | N/A |
| 2001 | -2.29% | N/A |
| 2000 | -2.70% | N/A |
IJK vs SPHY Drawdown Comparison
The maximum drawdown for IJK was -54.47%, occurring on Nov 20, 2008. Recovery took 610 trading sessions.
The maximum drawdown for SPHY was -21.97%, occurring on Mar 23, 2020. Recovery took 164 trading sessions.
The current IJK drawdown is -0.55%.
| Rank | IJK | SPHY |
|---|---|---|
| #1 | -54.47% Jun 5, 2008 - Nov 4, 2010 | -21.97% Feb 14, 2020 - Oct 8, 2020 |
| #2 | -46.34% Sep 1, 2000 - Nov 17, 2005 | -15.29% Dec 28, 2021 - Dec 14, 2023 |
| #3 | -39.25% Feb 20, 2020 - Aug 12, 2020 | -8.30% Apr 16, 2015 - Apr 25, 2016 |
| #4 | -29.23% Nov 16, 2021 - Feb 29, 2024 | -7.23% May 2, 2013 - Feb 24, 2014 |
| #5 | -25.75% Jul 7, 2011 - Sep 13, 2012 | -4.86% Feb 26, 2025 - May 12, 2025 |
| #6 | -25.63% Nov 25, 2024 - Dec 11, 2025 | -4.21% Dec 29, 2017 - Feb 15, 2019 |
| #7 | -23.95% Sep 14, 2018 - Nov 27, 2019 | -4.17% Oct 24, 2016 - Jan 18, 2017 |
| #8 | -18.46% Aug 17, 2015 - Jul 11, 2016 | -2.48% Aug 21, 2014 - Jan 14, 2015 |
| #9 | -17.20% Oct 9, 2007 - Jun 5, 2008 | -2.41% Feb 20, 2026 - Apr 8, 2026 |
| #10 | -13.98% May 8, 2006 - Jan 24, 2007 | -2.36% Nov 9, 2021 - Dec 23, 2021 |
| #11 | -10.81% Jul 3, 2014 - Nov 10, 2014 | -2.29% Mar 27, 2024 - May 3, 2024 |
| #12 | -10.36% Jul 13, 2007 - Oct 5, 2007 | -2.28% Jan 29, 2013 - Apr 16, 2013 |
| #13 | -9.92% Mar 2, 2026 - Apr 17, 2026 | -2.07% Sep 17, 2012 - Oct 11, 2012 |
| #14 | -9.77% Jan 26, 2018 - Jun 6, 2018 | -1.99% Mar 1, 2017 - Apr 10, 2017 |
| #15 | -9.33% Jul 16, 2024 - Oct 14, 2024 | -1.84% Feb 27, 2015 - Apr 15, 2015 |
Correlation
Correlation between IJK and SPHY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2000 - 2026)
IJK vs SPHY dividend yield comparison.
| Year | IJK | SPHY |
|---|---|---|
| 2026 | 0.09% | 2.95% |
| 2025 | 0.66% | 7.38% |
| 2024 | 0.79% | 7.80% |
| 2023 | 1.13% | 7.30% |
| 2022 | 1.08% | 6.47% |
| 2021 | 0.50% | 5.13% |
| 2020 | 0.70% | 5.63% |
| 2019 | 1.09% | 5.73% |
| 2018 | 1.13% | 4.09% |
| 2017 | 0.93% | 4.41% |
| 2016 | 1.15% | 4.27% |
| 2015 | 1.12% | 4.29% |
| 2014 | 0.91% | 3.98% |
| 2013 | 0.88% | 4.41% |
| 2012 | 0.99% | 2.17% |
| 2011 | 0.66% | 0.00% |
| 2010 | 0.57% | 0.00% |
| 2009 | 0.61% | 0.00% |
| 2008 | 0.80% | 0.00% |
| 2007 | 0.80% | 0.00% |
| 2006 | 0.38% | 0.00% |
| 2005 | 0.58% | 0.00% |
| 2004 | 0.43% | 0.00% |
| 2003 | 0.35% | 0.00% |
| 2002 | 0.26% | 0.00% |
| 2001 | 0.10% | 0.00% |
| 2000 | 0.38% | 0.00% |
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