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JNK vs DFSD

Comparison between STATE STREET(R) SPDR(R) BLOOMBERG HIGH YIELD BOND ETF (JNK, ETF) and DIMENSIONAL SHORT-DURATION FIXED INCOME ETF (DFSD, ETF).

5-Year PerformanceJNK has outperformed DFSD, delivering a return of +3.7% compared to +2.6%

JNK vs DFSD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JNK
$7B
Winner
DFSD
$7.10B
Expense Ratio
JNK
0.40%
Winner
DFSD
0.16%
Max Drawdown
JNK
46.21%
Winner
DFSD
9.85%
Sharpe Ratio
Winner
JNK
0.41
DFSD
-0.46
5Y Beta
JNK
0.24
Winner
DFSD
0.04
5Y Dividends CAGR
JNK
3.33%
DFSD
N/A

JNK vs DFSD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JNK
+1.41%
DFSD
+0.73%
3M
Winner
JNK
+1.28%
DFSD
+0.74%
6M
Winner
JNK
+1.89%
DFSD
+0.30%
1Y
Winner
JNK
+5.55%
DFSD
+3.04%
5Y(CAGR)
Winner
JNK
+3.69%
DFSD
+2.55%
10Y(CAGR)
JNK
+3.55%
DFSD
N/A
Max(CAGR)
JNK
+1.73%
Winner
DFSD
+2.55%

JNK vs DFSD - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearJNKDFSD
2026+2.82%+1.27%
2025+8.44%+6.52%
2024+8.04%+4.53%
2023+12.19%+6.02%
2022-12.15%-5.69%
2021+4.25%-0.02%
2020+4.53%N/A
2019+13.57%N/A
2018-6.91%N/A
2017+2.12%N/A
2016+10.31%N/A
2015-10.57%N/A
2014-2.91%N/A
2013+0.88%N/A
2012+7.76%N/A
2011-0.88%N/A
2010+4.77%N/A
2009+27.45%N/A
2008-30.03%N/A
2007+0.20%N/A

JNK vs DFSD Drawdown Comparison

The maximum drawdown for JNK was -43.66%, occurring on Mar 9, 2009. Recovery took 1242 trading sessions.

The maximum drawdown for DFSD was -8.45%, occurring on Oct 20, 2022. Recovery took 552 trading sessions.

RankJNKDFSD
#1-43.66%
Jan 2, 2008 - Dec 6, 2012
-8.45%
Nov 18, 2021 - Feb 1, 2024
#2-22.90%
Feb 20, 2020 - Nov 4, 2020
-1.47%
Feb 27, 2026 - Jun 26, 2026
#3-22.16%
Jun 24, 2014 - Jan 2, 2020
-1.34%
Apr 3, 2025 - Apr 28, 2025
#4-16.68%
Dec 27, 2021 - Mar 20, 2024
-0.67%
Oct 1, 2024 - Nov 29, 2024
#5-7.57%
May 8, 2013 - Feb 26, 2014
-0.67%
Dec 6, 2024 - Jan 27, 2025
#6-5.02%
Feb 28, 2025 - May 12, 2025
-0.62%
Jun 26, 2026 - Aug 13, 2026
#7-2.51%
Feb 20, 2026 - Apr 9, 2026
-0.52%
Apr 30, 2025 - May 27, 2025
#8-2.45%
Sep 15, 2021 - Dec 23, 2021
-0.50%
Mar 27, 2024 - May 3, 2024
#9-2.39%
Mar 27, 2024 - May 6, 2024
-0.42%
Feb 1, 2024 - Mar 5, 2024
#10-2.10%
Jan 28, 2013 - Apr 10, 2013
-0.42%
Feb 5, 2025 - Feb 21, 2025
#11-1.99%
Feb 12, 2021 - Apr 6, 2021
-0.40%
Jun 4, 2025 - Jun 12, 2025
#12-1.87%
Dec 6, 2024 - Jan 21, 2025
-0.37%
Oct 22, 2025 - Nov 21, 2025
#13-1.61%
Jan 16, 2020 - Feb 11, 2020
-0.35%
Nov 26, 2025 - Dec 16, 2025
#14-1.34%
Sep 22, 2025 - Oct 24, 2025
-0.34%
Mar 3, 2025 - Mar 19, 2025
#15-1.18%
Jul 31, 2024 - Aug 13, 2024
-0.29%
Jun 30, 2025 - Jul 21, 2025

Correlation

Correlation between JNK and DFSD is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2007 - 2026)

JNK vs DFSD dividend yield comparison.

YearJNKDFSD
20263.86%2.44%
20256.54%4.12%
20246.63%4.81%
20236.38%3.89%
20226.06%2.12%
20214.27%0.11%
20205.12%0.00%
20194.20%0.00%
20181.97%0.00%
20171.87%0.00%
20162.02%0.00%
20152.20%0.00%
20142.00%0.00%
20132.02%0.00%
20122.25%0.00%
20112.80%0.00%
20103.63%0.00%
20094.05%0.00%
20084.30%0.00%
20070.25%0.00%

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