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JNK vs USHY

Comparison between STATE STREET(R) SPDR(R) BLOOMBERG HIGH YIELD BOND ETF (JNK, ETF) and ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF (USHY, ETF).

5-Year PerformanceUSHY has outperformed JNK, delivering a return of +4.2% compared to +3.6%

JNK vs USHY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
JNK
$7.30B
Winner
USHY
$26B
Expense Ratio
JNK
0.40%
Winner
USHY
0.08%
Max Drawdown
JNK
46.21%
Winner
USHY
23.61%
Sharpe Ratio
Winner
JNK
0.76
USHY
0.75
5Y Beta
JNK
0.24
Winner
USHY
0.23
5Y Dividends CAGR
Winner
JNK
4.26%
USHY
3.44%

JNK vs USHY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
JNK
+0.03%
USHY
+0.02%
3M
Winner
JNK
+0.96%
USHY
+0.93%
6M
Winner
JNK
+1.65%
USHY
+1.55%
1Y
Winner
JNK
+6.91%
USHY
+6.78%
5Y(CAGR)
JNK
+3.62%
Winner
USHY
+4.19%
10Y(CAGR)
Winner
JNK
+4.93%
USHY
+4.73%
Max(CAGR)
Winner
JNK
+4.94%
USHY
+4.73%

JNK vs USHY - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearJNKUSHY
2026+1.19%+1.13%
2025+8.44%+8.61%
2024+8.04%+8.79%
2023+12.19%+12.52%
2022-12.15%-11.13%
2021+4.25%+5.27%
2020+4.53%+5.77%
2019+15.02%+14.58%
2018-3.38%-2.55%
2017+5.96%+0.16%
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 USHY Drawdown Comparison

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

The maximum drawdown for USHY was -22.44%, occurring on Mar 23, 2020. Recovery took 166 trading sessions.

The current JNK drawdown is -0.54%. The current USHY drawdown is -0.49%.

RankJNKUSHY
#1-38.51%
Jan 2, 2008 - Oct 22, 2009
-22.44%
Feb 14, 2020 - Oct 12, 2020
#2-22.90%
Feb 20, 2020 - Nov 4, 2020
-15.57%
Dec 27, 2021 - Dec 21, 2023
#3-16.95%
Sep 2, 2014 - Aug 29, 2016
-6.11%
Oct 1, 2018 - Jan 31, 2019
#4-16.68%
Dec 27, 2021 - Mar 20, 2024
-4.66%
Feb 28, 2025 - May 12, 2025
#5-10.93%
Jul 21, 2011 - Jan 18, 2012
-2.66%
Jan 8, 2018 - Aug 1, 2018
#6-8.74%
May 3, 2010 - Jul 23, 2010
-2.43%
Feb 20, 2026 - Apr 9, 2026
#7-7.26%
May 8, 2013 - Nov 29, 2013
-2.31%
Nov 5, 2021 - Dec 22, 2021
#8-7.10%
Oct 1, 2018 - Feb 5, 2019
-2.31%
Mar 27, 2024 - May 6, 2024
#9-6.48%
Jan 8, 2010 - Mar 9, 2010
-2.06%
Feb 12, 2021 - Apr 6, 2021
#10-5.02%
Feb 28, 2025 - May 12, 2025
-1.92%
Oct 12, 2020 - Nov 4, 2020
#11-4.60%
May 2, 2012 - Jun 29, 2012
-1.82%
May 3, 2019 - Jun 11, 2019
#12-4.55%
May 31, 2011 - Jul 7, 2011
-1.70%
Dec 6, 2024 - Jan 17, 2025
#13-4.23%
Oct 24, 2016 - Dec 13, 2016
-1.61%
Dec 27, 2023 - Feb 1, 2024
#14-3.90%
Nov 4, 2010 - Jan 5, 2011
-1.48%
Sep 16, 2021 - Nov 5, 2021
#15-3.22%
Jan 5, 2018 - Aug 6, 2018
-1.36%
Nov 3, 2017 - Dec 1, 2017

Correlation

Correlation between JNK and USHY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (2007 - 2026)

JNK vs USHY dividend yield comparison.

YearJNKUSHY
20262.78%2.88%
20256.54%6.79%
20246.63%6.89%
20236.38%6.63%
20226.06%6.08%
20214.27%5.07%
20205.12%5.30%
20195.44%5.92%
20185.90%6.30%
20175.60%0.72%
20166.06%0.00%
20156.59%0.00%
20145.99%0.00%
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%

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