StockComparison Logo
vs

JNK vs HEFA

Comparison between STATE STREET(R) SPDR(R) BLOOMBERG HIGH YIELD BOND ETF (JNK, ETF) and ISHARES CURRENCY HEDGED MSCI EAFE ETF (HEFA, ETF).

5-Year PerformanceHEFA has outperformed JNK, delivering a return of +14.1% compared to +3.6%

JNK vs HEFA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JNK
$7.30B
HEFA
$7.30B
Expense Ratio
JNK
0.40%
Winner
HEFA
0.35%
Max Drawdown
JNK
46.21%
Winner
HEFA
32.39%
Sharpe Ratio
JNK
0.71
Winner
HEFA
1.69
5Y Beta
Winner
JNK
0.24
HEFA
0.74
5Y Dividends CAGR
JNK
4.58%
Winner
HEFA
17.50%

JNK vs HEFA - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JNK
+0.47%
HEFA
+0.19%
3M
JNK
+0.50%
Winner
HEFA
+3.38%
6M
JNK
+1.41%
Winner
HEFA
+7.80%
1Y
JNK
+6.13%
Winner
HEFA
+26.88%
5Y(CAGR)
JNK
+3.61%
Winner
HEFA
+14.10%
10Y(CAGR)
JNK
+4.68%
Winner
HEFA
+12.66%
Max(CAGR)
JNK
+4.96%
Winner
HEFA
+10.73%

JNK vs HEFA - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearJNKHEFA
2026+2.02%+11.22%
2025+8.44%+24.11%
2024+8.04%+13.79%
2023+12.19%+18.27%
2022-12.15%-5.86%
2021+4.25%+19.07%
2020+4.53%+0.72%
2019+15.02%+27.05%
2018-3.38%-9.58%
2017+5.96%+15.19%
2016+15.00%+8.06%
2015-6.94%+3.94%
2014+0.85%+6.13%
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 HEFA Drawdown Comparison

The maximum drawdown for JNK was -38.51%, occurring on Nov 21, 2008. Recovery took 456 trading sessions.

The maximum drawdown for HEFA was -32.39%, occurring on Mar 16, 2020. Recovery took 226 trading sessions.

The current JNK drawdown is -0.18%. The current HEFA drawdown is -1.96%.

RankJNKHEFA
#1-38.51%
Jan 2, 2008 - Oct 22, 2009
-32.39%
Feb 12, 2020 - Jan 5, 2021
#2-22.90%
Feb 20, 2020 - Nov 4, 2020
-23.14%
May 27, 2015 - Mar 1, 2017
#3-16.95%
Sep 2, 2014 - Aug 29, 2016
-15.43%
Jan 23, 2018 - Apr 12, 2019
#4-16.68%
Dec 27, 2021 - Mar 20, 2024
-14.77%
Jan 4, 2022 - Jan 23, 2023
#5-10.93%
Jul 21, 2011 - Jan 18, 2012
-14.28%
Feb 18, 2025 - May 12, 2025
#6-8.74%
May 3, 2010 - Jul 23, 2010
-9.79%
Jul 12, 2024 - Oct 14, 2024
#7-7.26%
May 8, 2013 - Nov 29, 2013
-9.52%
Feb 25, 2026 - May 21, 2026
#8-7.10%
Oct 1, 2018 - Feb 5, 2019
-9.48%
Sep 4, 2014 - Nov 18, 2014
#9-6.48%
Jan 8, 2010 - Mar 9, 2010
-7.49%
Dec 5, 2014 - Jan 26, 2015
#10-5.02%
Feb 28, 2025 - May 12, 2025
-6.87%
Jul 3, 2019 - Sep 12, 2019
#11-4.60%
May 2, 2012 - Jun 29, 2012
-6.78%
Jul 31, 2023 - Nov 24, 2023
#12-4.55%
May 31, 2011 - Jul 7, 2011
-5.83%
Mar 3, 2023 - Apr 10, 2023
#13-4.23%
Oct 24, 2016 - Dec 13, 2016
-5.59%
Nov 16, 2021 - Jan 3, 2022
#14-3.90%
Nov 4, 2010 - Jan 5, 2011
-4.97%
Apr 29, 2019 - Jul 1, 2019
#15-3.22%
Jan 5, 2018 - Aug 6, 2018
-4.84%
Jun 19, 2014 - Sep 4, 2014

Correlation

Correlation between JNK and HEFA is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2007 - 2026)

JNK vs HEFA dividend yield comparison.

YearJNKHEFA
20263.32%1.51%
20256.54%4.40%
20246.63%3.09%
20236.38%3.02%
20226.06%25.14%
20214.27%3.06%
20205.12%2.10%
20195.44%7.56%
20185.90%4.58%
20175.60%2.55%
20166.06%3.17%
20156.59%3.54%
20145.99%3.40%
20136.05%0.00%
20126.75%0.00%
20118.39%0.00%
201010.89%0.00%
200912.15%0.00%
200812.89%0.00%
20070.74%0.00%

Select Stocks to Compare