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IYR vs SJNK

Comparison between ISHARES U.S. REAL ESTATE ETF (IYR, ETF) and STATE STREET(R) SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF (SJNK, ETF).

5-Year PerformanceSJNK has outperformed IYR, delivering a return of +4.9% compared to +2.1%

IYR vs SJNK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYR
$4.70B
SJNK
$4.70B
Expense Ratio
Winner
IYR
0.38%
SJNK
0.40%
Max Drawdown
IYR
76.51%
Winner
SJNK
30.59%
Sharpe Ratio
Winner
IYR
0.64
SJNK
0.36
5Y Beta
IYR
0.47
Winner
SJNK
0.22
P/E Ratio
IYR
32.28
SJNK
N/A
Forward P/E
IYR
30.86
SJNK
N/A
PEG Ratio
IYR
0.29
SJNK
N/A
5Y Dividends CAGR
IYR
1.32%
Winner
SJNK
5.26%
5Y EPS CAGR
IYR
7.26%
SJNK
N/A
Debt to Equity
IYR
38.73%
SJNK
N/A
P/S Ratio
IYR
5.94
SJNK
N/A
P/B Ratio
IYR
2.73
SJNK
N/A

IYR vs SJNK - Historical Returns

Returns include dividend reinvestment.

1M
IYR
+0.17%
Winner
SJNK
+0.25%
3M
Winner
IYR
+2.58%
SJNK
+1.14%
6M
Winner
IYR
+8.03%
SJNK
+1.74%
1Y
Winner
IYR
+12.04%
SJNK
+5.11%
5Y(CAGR)
IYR
+2.13%
Winner
SJNK
+4.93%
10Y(CAGR)
IYR
+5.26%
Winner
SJNK
+5.27%
Max(CAGR)
Winner
IYR
+8.48%
SJNK
+4.66%

IYR vs SJNK - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIYRSJNK
2026+12.25%+2.26%
2025+4.26%+7.46%
2024+3.50%+8.41%
2023+11.73%+11.44%
2022-24.93%-5.43%
2021+43.60%+5.29%
2020-4.21%+5.55%
2019+31.02%+9.62%
2018-3.81%-0.41%
2017+8.90%+4.89%
2016+8.08%+14.71%
2015+0.39%-6.64%
2014+26.89%-1.25%
2013-0.46%+6.17%
2012+17.48%+6.47%
2011+3.90%N/A
2010+26.88%N/A
2009+34.13%N/A
2008-39.37%N/A
2007-18.62%N/A
2006+31.33%N/A
2005+10.31%N/A
2004+30.53%N/A
2003+35.37%N/A
2002+2.87%N/A
2001+11.51%N/A
2000+12.29%N/A

IYR vs SJNK Drawdown Comparison

The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.

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

The current IYR drawdown is -2.40%.

RankIYRSJNK
#1-74.11%
Feb 7, 2007 - Apr 10, 2013
-19.74%
Feb 20, 2020 - Oct 9, 2020
#2-42.32%
Feb 14, 2020 - Apr 20, 2021
-15.03%
Jul 7, 2014 - Aug 29, 2016
#3-33.72%
Dec 31, 2021 - Jun 12, 2026
-10.18%
Dec 27, 2021 - Jul 13, 2023
#4-18.84%
Apr 1, 2004 - Aug 31, 2004
-5.36%
Oct 1, 2018 - Feb 5, 2019
#5-18.54%
May 21, 2013 - Jun 5, 2014
-4.92%
May 21, 2013 - Sep 19, 2013
#6-18.38%
Apr 12, 2002 - May 20, 2003
-4.77%
Feb 28, 2025 - May 12, 2025
#7-17.09%
Jan 26, 2015 - May 6, 2016
-3.04%
May 3, 2012 - Jun 29, 2012
#8-14.25%
Aug 1, 2016 - Sep 11, 2017
-2.79%
Oct 24, 2016 - Dec 6, 2016
#9-13.93%
Aug 21, 2001 - Mar 4, 2002
-2.47%
Sep 14, 2023 - Nov 3, 2023
#10-12.64%
Dec 6, 2018 - Jan 30, 2019
-1.90%
Jan 23, 2018 - Apr 12, 2018
#11-12.50%
Aug 2, 2005 - Jan 6, 2006
-1.73%
Jan 22, 2026 - Apr 8, 2026
#12-12.49%
Dec 18, 2017 - Jun 29, 2018
-1.68%
Mar 20, 2024 - May 3, 2024
#13-9.61%
Mar 17, 2006 - Jul 19, 2006
-1.60%
Oct 12, 2020 - Nov 4, 2020
#14-9.01%
Dec 30, 2004 - May 18, 2005
-1.59%
Nov 5, 2021 - Dec 27, 2021
#15-8.39%
Aug 20, 2018 - Dec 6, 2018
-1.57%
Mar 1, 2017 - Apr 20, 2017

Correlation

Correlation between IYR and SJNK is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2000 - 2026)

IYR vs SJNK dividend yield comparison.

YearIYRSJNK
20260.75%4.06%
20252.48%7.12%
20242.57%7.47%
20232.75%7.20%
20222.92%5.85%
20212.06%4.21%
20202.58%5.34%
20193.05%5.64%
20183.53%5.69%
20173.73%5.64%
20164.41%5.65%
20153.92%5.81%
20143.66%5.46%
20133.78%5.34%
20123.71%5.00%
20113.83%0.00%
20103.52%0.00%
20094.21%0.00%
20088.26%0.00%
20074.40%0.00%
20063.46%0.00%
20054.38%0.00%
20044.23%0.00%
20034.70%0.00%
20026.95%0.00%
20015.01%0.00%
20003.37%0.00%

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