JNK vs SHLD
Comparison between STATE STREET(R) SPDR(R) BLOOMBERG HIGH YIELD BOND ETF (JNK, ETF) and GLOBAL X DEFENSE TECH ETF (SHLD, ETF).
JNK vs SHLD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JNK
$7B
SHLD
$7B
Expense Ratio
Winner
JNK
0.40%
SHLD
0.50%
Max Drawdown
JNK
46.21%
Winner
SHLD
25.40%
Sharpe Ratio
Winner
JNK
0.48
SHLD
0.32
5Y Beta
Winner
JNK
0.24
SHLD
0.68
P/E Ratio
JNK
N/A
SHLD
32.58
Forward P/E
JNK
N/A
SHLD
24.81
PEG Ratio
JNK
N/A
SHLD
0.95
5Y Dividends CAGR
JNK
3.33%
SHLD
N/A
5Y EPS CAGR
JNK
N/A
SHLD
5.04%
Debt to Equity
JNK
N/A
SHLD
60.56%
P/S Ratio
JNK
N/A
SHLD
2.35
P/B Ratio
JNK
N/A
SHLD
4.71
JNK vs SHLD - Historical Returns
Returns include dividend reinvestment.
1M
JNK
+0.30%
Winner
SHLD
+8.23%
3M
JNK
+1.25%
Winner
SHLD
+5.08%
6M
Winner
JNK
+1.65%
SHLD
-4.94%
1Y
JNK
+5.78%
Winner
SHLD
+11.20%
5Y(CAGR)
JNK
+3.70%
SHLD
N/A
10Y(CAGR)
JNK
+4.67%
SHLD
N/A
Max(CAGR)
JNK
+4.96%
Winner
SHLD
+43.30%
JNK vs SHLD - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | JNK | SHLD |
|---|---|---|
| 2026 | +2.40% | +4.26% |
| 2025 | +8.44% | +74.68% |
| 2024 | +8.04% | +35.09% |
| 2023 | +12.19% | +12.89% |
| 2022 | -12.15% | N/A |
| 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 SHLD Drawdown Comparison
The maximum drawdown for JNK was -38.51%, occurring on Nov 21, 2008. Recovery took 456 trading sessions.
The maximum drawdown for SHLD was -25.40%, occurring on Jun 25, 2026. This drawdown has not yet recovered.
The current SHLD drawdown is -11.23%.
| Rank | JNK | SHLD |
|---|---|---|
| #1 | -38.51% Jan 2, 2008 - Oct 22, 2009 | -25.40% Mar 9, 2026 - Jun 25, 2026 |
| #2 | -22.90% Feb 20, 2020 - Nov 4, 2020 | -15.06% Oct 8, 2025 - Jan 8, 2026 |
| #3 | -16.95% Sep 2, 2014 - Aug 29, 2016 | -10.92% Nov 11, 2024 - Feb 18, 2025 |
| #4 | -16.68% Dec 27, 2021 - Mar 20, 2024 | -10.53% Mar 18, 2025 - Apr 11, 2025 |
| #5 | -10.93% Jul 21, 2011 - Jan 18, 2012 | -8.91% Jan 16, 2026 - Mar 9, 2026 |
| #6 | -8.74% May 3, 2010 - Jul 23, 2010 | -5.42% Sep 18, 2023 - Oct 9, 2023 |
| #7 | -7.26% May 8, 2013 - Nov 29, 2013 | -5.39% Aug 6, 2025 - Sep 10, 2025 |
| #8 | -7.10% Oct 1, 2018 - Feb 5, 2019 | -4.96% Apr 8, 2024 - May 9, 2024 |
| #9 | -6.48% Jan 8, 2010 - Mar 9, 2010 | -4.52% Aug 30, 2024 - Oct 1, 2024 |
| #10 | -5.02% Feb 28, 2025 - May 12, 2025 | -4.49% Oct 18, 2024 - Nov 6, 2024 |
| #11 | -4.60% May 2, 2012 - Jun 29, 2012 | -4.17% May 31, 2024 - Jul 15, 2024 |
| #12 | -4.55% May 31, 2011 - Jul 7, 2011 | -3.79% Feb 18, 2025 - Mar 3, 2025 |
| #13 | -4.23% Oct 24, 2016 - Dec 13, 2016 | -3.62% May 8, 2025 - May 16, 2025 |
| #14 | -3.90% Nov 4, 2010 - Jan 5, 2011 | -3.55% Jul 31, 2024 - Aug 9, 2024 |
| #15 | -3.22% Jan 5, 2018 - Aug 6, 2018 | -3.15% Oct 16, 2023 - Nov 2, 2023 |
Correlation
Correlation between JNK and SHLD is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2007 - 2026)
JNK vs SHLD dividend yield comparison.
| Year | JNK | SHLD |
|---|---|---|
| 2026 | 3.88% | 0.27% |
| 2025 | 6.54% | 0.55% |
| 2024 | 6.63% | 0.53% |
| 2023 | 6.38% | 0.26% |
| 2022 | 6.06% | 0.00% |
| 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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