JNK vs FDL
Comparison between STATE STREET(R) SPDR(R) BLOOMBERG HIGH YIELD BOND ETF (JNK, ETF) and FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND (FDL, ETF).
5-Year PerformanceFDL has outperformed JNK, delivering a return of +14.0% compared to +3.6%
JNK vs FDL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
JNK vs FDL - Historical Returns
Returns include dividend reinvestment.
JNK vs FDL - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | JNK | FDL |
|---|---|---|
| 2026 | +2.02% | +16.23% |
| 2025 | +8.44% | +14.75% |
| 2024 | +8.04% | +16.15% |
| 2023 | +12.19% | +3.12% |
| 2022 | -12.15% | +6.12% |
| 2021 | +4.25% | +27.30% |
| 2020 | +4.53% | -4.69% |
| 2019 | +15.02% | +23.95% |
| 2018 | -3.38% | -6.43% |
| 2017 | +5.96% | +11.08% |
| 2016 | +15.00% | +21.68% |
| 2015 | -6.94% | +2.54% |
| 2014 | +0.85% | +14.35% |
| 2013 | +5.04% | +20.24% |
| 2012 | +12.84% | +9.29% |
| 2011 | +4.70% | +13.63% |
| 2010 | +12.72% | +15.25% |
| 2009 | +39.70% | +11.95% |
| 2008 | -24.89% | -29.98% |
| 2007 | +0.69% | -11.29% |
| 2006 | N/A | +18.40% |
JNK vs FDL Drawdown Comparison
The maximum drawdown for JNK was -38.51%, occurring on Nov 21, 2008. Recovery took 456 trading sessions.
The maximum drawdown for FDL was -65.91%, occurring on Mar 5, 2009. Recovery took 1446 trading sessions.
The current JNK drawdown is -0.18%. The current FDL drawdown is -0.25%.
| Rank | JNK | FDL |
|---|---|---|
| #1 | -38.51% Jan 2, 2008 - Oct 22, 2009 | -65.91% May 22, 2007 - Feb 19, 2013 |
| #2 | -22.90% Feb 20, 2020 - Nov 4, 2020 | -41.40% Dec 23, 2019 - Feb 22, 2021 |
| #3 | -16.95% Sep 2, 2014 - Aug 29, 2016 | -16.45% May 27, 2022 - Feb 1, 2023 |
| #4 | -16.68% Dec 27, 2021 - Mar 20, 2024 | -14.67% Feb 13, 2023 - Jan 5, 2024 |
| #5 | -10.93% Jul 21, 2011 - Jan 18, 2012 | -13.30% Jan 26, 2018 - Mar 13, 2019 |
| #6 | -8.74% May 3, 2010 - Jul 23, 2010 | -12.24% Feb 28, 2025 - Jul 2, 2025 |
| #7 | -7.26% May 8, 2013 - Nov 29, 2013 | -11.18% Jan 22, 2015 - Oct 22, 2015 |
| #8 | -7.10% Oct 1, 2018 - Feb 5, 2019 | -8.90% Nov 29, 2024 - Feb 20, 2025 |
| #9 | -6.48% Jan 8, 2010 - Mar 9, 2010 | -7.05% Jul 26, 2019 - Sep 11, 2019 |
| #10 | -5.02% Feb 28, 2025 - May 12, 2025 | -6.20% May 10, 2021 - Dec 15, 2021 |
| #11 | -4.60% May 2, 2012 - Jun 29, 2012 | -6.06% May 15, 2013 - Jul 23, 2013 |
| #12 | -4.55% May 31, 2011 - Jul 7, 2011 | -5.82% Dec 29, 2015 - Feb 16, 2016 |
| #13 | -4.23% Oct 24, 2016 - Dec 13, 2016 | -5.82% Apr 20, 2022 - May 26, 2022 |
| #14 | -3.90% Nov 4, 2010 - Jan 5, 2011 | -5.55% Feb 20, 2007 - Apr 16, 2007 |
| #15 | -3.22% Jan 5, 2018 - Aug 6, 2018 | -5.46% Mar 28, 2024 - May 13, 2024 |
Correlation
Correlation between JNK and FDL is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2006 - 2026)
JNK vs FDL dividend yield comparison.
| Year | JNK | FDL |
|---|---|---|
| 2026 | 3.32% | 1.71% |
| 2025 | 6.54% | 4.04% |
| 2024 | 6.63% | 4.96% |
| 2023 | 6.38% | 4.58% |
| 2022 | 6.06% | 3.58% |
| 2021 | 4.27% | 4.59% |
| 2020 | 5.12% | 4.48% |
| 2019 | 5.44% | 3.75% |
| 2018 | 5.90% | 3.97% |
| 2017 | 5.60% | 3.18% |
| 2016 | 6.06% | 2.93% |
| 2015 | 6.59% | 3.65% |
| 2014 | 5.99% | 3.35% |
| 2013 | 6.05% | 3.13% |
| 2012 | 6.75% | 3.84% |
| 2011 | 8.39% | 3.47% |
| 2010 | 10.89% | 3.62% |
| 2009 | 12.15% | 4.01% |
| 2008 | 12.89% | 6.10% |
| 2007 | 0.74% | 4.38% |
| 2006 | 0.00% | 2.55% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks