JNK vs BKLN
Comparison between STATE STREET(R) SPDR(R) BLOOMBERG HIGH YIELD BOND ETF (JNK, ETF) and INVESCO SENIOR LOAN ETF (BKLN, ETF).
5-Year PerformanceBKLN has outperformed JNK, delivering a return of +5.5% compared to +3.7%
JNK vs BKLN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JNK
$7B
Winner
BKLN
$7.10B
Expense Ratio
Winner
JNK
0.40%
BKLN
0.65%
Max Drawdown
JNK
46.21%
Winner
BKLN
32.19%
Sharpe Ratio
Winner
JNK
0.48
BKLN
0.18
5Y Beta
JNK
0.24
Winner
BKLN
0.14
5Y Dividends CAGR
JNK
3.33%
Winner
BKLN
13.72%
JNK vs BKLN - Historical Returns
Returns include dividend reinvestment.
1M
JNK
+0.30%
Winner
BKLN
+0.93%
3M
Winner
JNK
+1.25%
BKLN
+0.75%
6M
JNK
+1.65%
Winner
BKLN
+2.23%
1Y
Winner
JNK
+5.78%
BKLN
+4.29%
5Y(CAGR)
JNK
+3.70%
Winner
BKLN
+5.48%
10Y(CAGR)
Winner
JNK
+4.67%
BKLN
+4.23%
Max(CAGR)
Winner
JNK
+4.96%
BKLN
+3.75%
JNK vs BKLN - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | JNK | BKLN |
|---|---|---|
| 2026 | +2.40% | +1.15% |
| 2025 | +8.44% | +6.88% |
| 2024 | +8.04% | +8.25% |
| 2023 | +12.19% | +12.04% |
| 2022 | -12.15% | -2.47% |
| 2021 | +4.25% | +2.50% |
| 2020 | +4.53% | +1.11% |
| 2019 | +15.02% | +9.72% |
| 2018 | -3.38% | -1.53% |
| 2017 | +5.96% | +1.99% |
| 2016 | +15.00% | +9.18% |
| 2015 | -6.94% | -2.90% |
| 2014 | +0.85% | +0.55% |
| 2013 | +5.04% | +3.82% |
| 2012 | +12.84% | +9.61% |
| 2011 | +4.70% | -2.04% |
| 2010 | +12.72% | N/A |
| 2009 | +39.70% | N/A |
| 2008 | -24.89% | N/A |
| 2007 | +0.69% | N/A |
JNK vs BKLN Drawdown Comparison
The maximum drawdown for JNK was -38.51%, occurring on Nov 21, 2008. Recovery took 456 trading sessions.
The maximum drawdown for BKLN was -24.16%, occurring on Mar 23, 2020. Recovery took 228 trading sessions.
| Rank | JNK | BKLN |
|---|---|---|
| #1 | -38.51% Jan 2, 2008 - Oct 22, 2009 | -24.16% Jan 8, 2020 - Dec 2, 2020 |
| #2 | -22.90% Feb 20, 2020 - Nov 4, 2020 | -8.75% May 13, 2011 - Feb 2, 2012 |
| #3 | -16.95% Sep 2, 2014 - Aug 29, 2016 | -7.31% Jan 14, 2022 - Jan 23, 2023 |
| #4 | -16.68% Dec 27, 2021 - Mar 20, 2024 | -7.07% May 4, 2015 - Jul 8, 2016 |
| #5 | -10.93% Jul 21, 2011 - Jan 18, 2012 | -5.69% Oct 2, 2018 - Feb 22, 2019 |
| #6 | -8.74% May 3, 2010 - Jul 23, 2010 | -3.73% Jul 2, 2014 - Apr 7, 2015 |
| #7 | -7.26% May 8, 2013 - Nov 29, 2013 | -3.71% May 4, 2012 - Jul 13, 2012 |
| #8 | -7.10% Oct 1, 2018 - Feb 5, 2019 | -3.55% Feb 18, 2025 - May 2, 2025 |
| #9 | -6.48% Jan 8, 2010 - Mar 9, 2010 | -3.07% Jan 9, 2026 - May 5, 2026 |
| #10 | -5.02% Feb 28, 2025 - May 12, 2025 | -2.66% Mar 3, 2023 - Apr 11, 2023 |
| #11 | -4.60% May 2, 2012 - Jun 29, 2012 | -2.39% Mar 3, 2011 - Apr 4, 2011 |
| #12 | -4.55% May 31, 2011 - Jul 7, 2011 | -2.04% May 22, 2013 - Oct 28, 2013 |
| #13 | -4.23% Oct 24, 2016 - Dec 13, 2016 | -1.66% Jul 22, 2024 - Aug 16, 2024 |
| #14 | -3.90% Nov 4, 2010 - Jan 5, 2011 | -1.57% Sep 17, 2019 - Dec 4, 2019 |
| #15 | -3.22% Jan 5, 2018 - Aug 6, 2018 | -1.52% Oct 17, 2012 - Dec 6, 2012 |
Correlation
Correlation between JNK and BKLN is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2007 - 2026)
JNK vs BKLN dividend yield comparison.
| Year | JNK | BKLN |
|---|---|---|
| 2026 | 3.88% | 3.61% |
| 2025 | 6.54% | 6.95% |
| 2024 | 6.63% | 8.41% |
| 2023 | 6.38% | 8.59% |
| 2022 | 6.06% | 4.94% |
| 2021 | 4.27% | 3.11% |
| 2020 | 5.12% | 3.56% |
| 2019 | 5.44% | 4.86% |
| 2018 | 5.90% | 4.51% |
| 2017 | 5.60% | 3.50% |
| 2016 | 6.06% | 4.54% |
| 2015 | 6.59% | 4.12% |
| 2014 | 5.99% | 4.12% |
| 2013 | 6.05% | 4.40% |
| 2012 | 6.75% | 4.81% |
| 2011 | 8.39% | 3.39% |
| 2010 | 10.89% | 0.00% |
| 2009 | 12.15% | 0.00% |
| 2008 | 12.89% | 0.00% |
| 2007 | 0.74% | 0.00% |
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