JNK vs XLB

Comparison between SPDR(R) BLOOMBERG HIGH YIELD BOND ETF (JNK, ETF) and THE MATERIALS SELECT SECTOR SPDR FUND (XLB, ETF).

5-Year PerformanceXLB has outperformed JNK, delivering a return of +5.8% compared to +3.8%

JNK vs XLB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JNK(ETF)	XLB(ETF)
Net Assets	$7.30B	$7.30B
Expense Ratio	0.40%	0.08%
Max Drawdown	46.21%	60.72%
Sharpe Ratio	0.93	1.10
5Y Beta	0.24	0.79
P/E Ratio	N/A	35.65
Forward P/E	N/A	18.81
PEG Ratio	N/A	0.35
5Y Dividends CAGR	5.24%	6.53%
5Y EPS CAGR	N/A	16.41%
Debt to Equity	N/A	43.08%
P/S Ratio	N/A	2.11
P/B Ratio	N/A	2.91

Net Assets

JNK

$7.30B

XLB

$7.30B

Expense Ratio

JNK

0.40%

Winner

XLB

0.08%

Max Drawdown

Winner

JNK

46.21%

XLB

60.72%

Sharpe Ratio

JNK

0.93

Winner

XLB

1.10

5Y Beta

Winner

JNK

0.24

XLB

0.79

P/E Ratio

JNK

N/A

XLB

35.65

Forward P/E

JNK

N/A

XLB

18.81

PEG Ratio

JNK

N/A

XLB

0.35

5Y Dividends CAGR

JNK

5.24%

Winner

XLB

6.53%

5Y EPS CAGR

JNK

N/A

XLB

16.41%

Debt to Equity

JNK

N/A

XLB

43.08%

P/S Ratio

JNK

N/A

XLB

2.11

P/B Ratio

JNK

N/A

XLB

2.91

JNK vs XLB - Historical Returns

Returns include dividend reinvestment.

Period	JNK	XLB
1 month	+0.13%	-0.25%
3 months	+0.29%	-1.92%
6 months	+2.86%	+20.03%
1 year	+7.22%	+23.29%
5 years(CAGR)	+3.78%	+5.77%
10 years(CAGR)	+5.12%	+10.73%
Max(CAGR)	+4.96%	+8.12%

Winner

JNK

+0.13%

XLB

-0.25%

Winner

JNK

+0.29%

XLB

-1.92%

JNK

+2.86%

Winner

XLB

+20.03%

JNK

+7.22%

Winner

XLB

+23.29%

5Y(CAGR)

JNK

+3.78%

Winner

XLB

+5.77%

10Y(CAGR)

JNK

+5.12%

Winner

XLB

+10.73%

Max(CAGR)

JNK

+4.96%

Winner

XLB

+8.12%

JNK vs XLB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JNK	XLB
2026	+1.12%	+13.37%
2025	+8.44%	+11.15%
2024	+8.04%	+0.32%
2023	+12.19%	+12.57%
2022	-12.15%	-11.15%
2021	+4.25%	+28.67%
2020	+4.53%	+21.95%
2019	+15.02%	+23.50%
2018	-3.38%	-16.06%
2017	+5.96%	+23.29%
2016	+15.00%	+18.66%
2015	-6.94%	-8.81%
2014	+0.85%	+8.04%
2013	+5.04%	+22.92%
2012	+12.84%	+11.60%
2011	+4.70%	-11.64%
2010	+12.72%	+16.90%
2009	+39.70%	+42.96%
2008	-24.89%	-43.51%
2007	+0.69%	+22.87%
2006	N/A	+16.78%
2005	N/A	+5.14%
2004	N/A	+14.04%
2003	N/A	+33.88%
2002	N/A	-6.05%
2001	N/A	+4.21%
2000	N/A	-13.76%
1999	N/A	+11.31%

JNK vs XLB Drawdown Comparison

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

The maximum drawdown for XLB was -59.83%, occurring on Mar 2, 2009. Recovery took 1250 trading sessions.

The current JNK drawdown is -0.39%. The current XLB drawdown is -2.48%.

Rank	JNK	XLB
#1	-38.51% Jan 2, 2008 - Oct 22, 2009	-59.83% May 20, 2008 - May 8, 2013
#2	-22.90% Feb 20, 2020 - Nov 4, 2020	-37.25% Jan 26, 2018 - Jul 17, 2020
#3	-16.95% Sep 2, 2014 - Aug 29, 2016	-36.56% Jan 6, 2000 - Dec 1, 2003
#4	-16.68% Dec 27, 2021 - Mar 20, 2024	-26.87% Feb 24, 2015 - Dec 5, 2016
#5	-10.93% Jul 21, 2011 - Jan 18, 2012	-24.73% Apr 20, 2022 - Feb 29, 2024
#6	-8.74% May 3, 2010 - Jul 23, 2010	-23.17% Oct 18, 2024 - Jan 9, 2026
#7	-7.26% May 8, 2013 - Nov 29, 2013	-16.84% Mar 4, 2005 - Jan 6, 2006
#8	-7.10% Oct 1, 2018 - Feb 5, 2019	-15.78% Jul 19, 2007 - Oct 9, 2007
#9	-6.48% Jan 8, 2010 - Mar 9, 2010	-15.48% May 10, 2006 - Nov 20, 2006
#10	-5.02% Feb 28, 2025 - May 12, 2025	-15.02% Oct 31, 2007 - Apr 16, 2008
#11	-4.60% May 2, 2012 - Jun 29, 2012	-12.38% Feb 11, 2026 - Mar 20, 2026
#12	-4.55% May 31, 2011 - Jul 7, 2011	-12.19% Mar 1, 2004 - Sep 2, 2004
#13	-4.23% Oct 24, 2016 - Dec 13, 2016	-11.96% Dec 31, 2021 - Apr 20, 2022
#14	-3.90% Nov 4, 2010 - Jan 5, 2011	-10.99% Sep 24, 2014 - Feb 12, 2015
#15	-3.22% Jan 5, 2018 - Aug 6, 2018	-10.14% May 17, 2021 - Nov 8, 2021

Correlation

Correlation between JNK and XLB is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (1999 - 2026)

JNK vs XLB dividend yield comparison.

Year	JNK	XLB
2026	2.22%	0.40%
2025	6.54%	1.92%
2024	6.63%	1.92%
2023	6.38%	2.00%
2022	6.06%	2.26%
2021	4.27%	1.62%
2020	5.12%	1.72%
2019	5.44%	1.98%
2018	5.90%	2.20%
2017	5.60%	1.66%
2016	6.06%	1.95%
2015	6.59%	2.24%
2014	5.99%	1.97%
2013	6.05%	2.08%
2012	6.75%	2.27%
2011	8.39%	2.20%
2010	10.89%	3.07%
2009	12.15%	1.76%
2008	12.89%	3.60%
2007	0.74%	1.95%
2006	0.00%	3.25%
2005	0.00%	2.10%
2004	0.00%	1.70%
2003	0.00%	1.79%
2002	0.00%	2.29%
2001	0.00%	2.03%
2000	0.00%	4.22%
1999	0.00%	0.62%