JNK vs DFSV
Comparison between STATE STREET(R) SPDR(R) BLOOMBERG HIGH YIELD BOND ETF (JNK, ETF) and DIMENSIONAL US SMALL CAP VALUE ETF (DFSV, ETF).
JNK vs DFSV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JNK
$7.70B
DFSV
$7.60B
Expense Ratio
JNK
0.40%
Winner
DFSV
0.30%
Max Drawdown
JNK
46.21%
Winner
DFSV
28.52%
Sharpe Ratio
JNK
0.87
Winner
DFSV
1.61
5Y Beta
Winner
JNK
0.24
DFSV
0.99
P/E Ratio
JNK
N/A
DFSV
27.84
Forward P/E
JNK
N/A
DFSV
11.68
5Y Dividends CAGR
JNK
4.26%
DFSV
N/A
5Y EPS CAGR
JNK
N/A
DFSV
3.77%
P/S Ratio
JNK
N/A
DFSV
0.87
P/B Ratio
JNK
N/A
DFSV
1.32
JNK vs DFSV - Historical Returns
Returns include dividend reinvestment.
1M
JNK
+1.31%
Winner
DFSV
+5.92%
3M
JNK
+2.50%
Winner
DFSV
+13.43%
6M
JNK
+2.54%
Winner
DFSV
+15.33%
1Y
JNK
+7.37%
Winner
DFSV
+35.45%
5Y(CAGR)
JNK
+3.69%
Winner
DFSV
+12.26%
10Y(CAGR)
JNK
+5.12%
DFSV
N/A
Max(CAGR)
JNK
+4.98%
Winner
DFSV
+12.26%
JNK vs DFSV - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | JNK | DFSV |
|---|---|---|
| 2026 | +1.95% | +16.67% |
| 2025 | +8.44% | +8.99% |
| 2024 | +8.04% | +7.50% |
| 2023 | +12.19% | +19.82% |
| 2022 | -12.15% | +0.61% |
| 2021 | +4.25% | N/A |
| 2020 | +4.53% | N/A |
| 2019 | +15.02% | N/A |
| 2018 | -3.38% | N/A |
| 2017 | +5.96% | N/A |
| 2016 | +15.00% | N/A |
| 2015 | -6.94% | N/A |
| 2014 | +0.85% | N/A |
| 2013 | +5.04% | N/A |
| 2012 | +12.84% | N/A |
| 2011 | +4.70% | N/A |
| 2010 | +12.72% | N/A |
| 2009 | +39.70% | N/A |
| 2008 | -24.89% | N/A |
| 2007 | +0.69% | N/A |
JNK vs DFSV Drawdown Comparison
The maximum drawdown for JNK was -38.51%, occurring on Nov 21, 2008. Recovery took 456 trading sessions.
The maximum drawdown for DFSV was -28.01%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.
The current DFSV drawdown is -0.92%.
| Rank | JNK | DFSV |
|---|---|---|
| #1 | -38.51% Jan 2, 2008 - Oct 22, 2009 | -28.01% Nov 25, 2024 - Dec 10, 2025 |
| #2 | -22.90% Feb 20, 2020 - Nov 4, 2020 | -17.96% Feb 2, 2023 - Dec 14, 2023 |
| #3 | -16.95% Sep 2, 2014 - Aug 29, 2016 | -17.61% Mar 29, 2022 - Dec 2, 2022 |
| #4 | -16.68% Dec 27, 2021 - Mar 20, 2024 | -9.94% Jul 31, 2024 - Nov 6, 2024 |
| #5 | -10.93% Jul 21, 2011 - Jan 18, 2012 | -9.39% Feb 11, 2026 - Apr 20, 2026 |
| #6 | -8.74% May 3, 2010 - Jul 23, 2010 | -7.81% Dec 2, 2022 - Jan 12, 2023 |
| #7 | -7.26% May 8, 2013 - Nov 29, 2013 | -7.61% Mar 28, 2024 - May 15, 2024 |
| #8 | -7.10% Oct 1, 2018 - Feb 5, 2019 | -7.04% Dec 27, 2023 - Mar 21, 2024 |
| #9 | -6.48% Jan 8, 2010 - Mar 9, 2010 | -6.60% May 15, 2024 - Jul 15, 2024 |
| #10 | -5.02% Feb 28, 2025 - May 12, 2025 | -4.28% Mar 2, 2022 - Mar 16, 2022 |
| #11 | -4.60% May 2, 2012 - Jun 29, 2012 | -3.65% May 6, 2026 - May 28, 2026 |
| #12 | -4.55% May 31, 2011 - Jul 7, 2011 | -3.36% Nov 11, 2024 - Nov 25, 2024 |
| #13 | -4.23% Oct 24, 2016 - Dec 13, 2016 | -3.13% Dec 11, 2025 - Jan 6, 2026 |
| #14 | -3.90% Nov 4, 2010 - Jan 5, 2011 | -2.60% Jan 13, 2023 - Jan 23, 2023 |
| #15 | -3.22% Jan 5, 2018 - Aug 6, 2018 | -2.53% Jul 16, 2024 - Jul 26, 2024 |
Correlation
Correlation between JNK and DFSV is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2007 - 2026)
JNK vs DFSV dividend yield comparison.
| Year | JNK | DFSV |
|---|---|---|
| 2026 | 2.76% | 0.30% |
| 2025 | 6.54% | 1.53% |
| 2024 | 6.63% | 1.31% |
| 2023 | 6.38% | 1.29% |
| 2022 | 6.06% | 0.90% |
| 2021 | 4.27% | 0.00% |
| 2020 | 5.12% | 0.00% |
| 2019 | 5.44% | 0.00% |
| 2018 | 5.90% | 0.00% |
| 2017 | 5.60% | 0.00% |
| 2016 | 6.06% | 0.00% |
| 2015 | 6.59% | 0.00% |
| 2014 | 5.99% | 0.00% |
| 2013 | 6.05% | 0.00% |
| 2012 | 6.75% | 0.00% |
| 2011 | 8.39% | 0.00% |
| 2010 | 10.89% | 0.00% |
| 2009 | 12.15% | 0.00% |
| 2008 | 12.89% | 0.00% |
| 2007 | 0.74% | 0.00% |
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