REET vs SJNK

Comparison between ISHARES GLOBAL REIT ETF (REET, ETF) and SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF (SJNK, ETF).

5-Year PerformanceSJNK has outperformed REET, delivering a return of +4.9% compared to +4.1%

REET vs SJNK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	REET(ETF)	SJNK(ETF)
Net Assets	$4.80B	$4.80B
Expense Ratio	0.14%	0.40%
Max Drawdown	44.61%	30.59%
Sharpe Ratio	0.98	1.10
5Y Beta	0.53	0.22
P/E Ratio	34.37	N/A
Forward P/E	41.04	N/A
5Y Dividends CAGR	10.55%	7.08%
5Y EPS CAGR	10.39%	N/A
Debt to Equity	39.20%	N/A
P/S Ratio	8.34	N/A
P/B Ratio	2.58	N/A

Net Assets

REET

$4.80B

SJNK

$4.80B

Expense Ratio

Winner

REET

0.14%

SJNK

0.40%

Max Drawdown

REET

44.61%

Winner

SJNK

30.59%

Sharpe Ratio

REET

0.98

Winner

SJNK

1.10

5Y Beta

REET

0.53

Winner

SJNK

0.22

P/E Ratio

REET

34.37

SJNK

N/A

Forward P/E

REET

41.04

SJNK

N/A

5Y Dividends CAGR

Winner

REET

10.55%

SJNK

7.08%

5Y EPS CAGR

REET

10.39%

SJNK

N/A

Debt to Equity

REET

39.20%

SJNK

N/A

P/S Ratio

REET

8.34

SJNK

N/A

P/B Ratio

REET

2.58

SJNK

N/A

REET vs SJNK - Historical Returns

Returns include dividend reinvestment.

Period	REET	SJNK
1 month	+3.28%	+0.13%
3 months	+3.05%	+0.60%
6 months	+9.58%	+2.15%
1 year	+15.51%	+6.45%
5 years(CAGR)	+4.07%	+4.93%
10 years(CAGR)	+4.16%	+5.60%
Max(CAGR)	+4.65%	+4.65%

Winner

REET

+3.28%

SJNK

+0.13%

Winner

REET

+3.05%

SJNK

+0.60%

Winner

REET

+9.58%

SJNK

+2.15%

Winner

REET

+15.51%

SJNK

+6.45%

5Y(CAGR)

REET

+4.07%

Winner

SJNK

+4.93%

10Y(CAGR)

REET

+4.16%

Winner

SJNK

+5.60%

Max(CAGR)

Winner

REET

+4.65%

SJNK

+4.65%

REET vs SJNK - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	REET	SJNK
2026	+10.01%	+1.03%
2025	+8.74%	+7.46%
2024	+2.06%	+8.41%
2023	+10.56%	+11.44%
2022	-23.62%	-5.43%
2021	+36.24%	+5.29%
2020	-9.57%	+5.55%
2019	+25.90%	+9.62%
2018	-5.11%	-0.41%
2017	+7.49%	+4.89%
2016	+7.10%	+14.71%
2015	+0.19%	-6.64%
2014	+5.22%	-1.25%
2013	N/A	+6.17%
2012	N/A	+6.47%

REET vs SJNK Drawdown Comparison

The maximum drawdown for REET was -44.59%, occurring on Mar 23, 2020. Recovery took 325 trading sessions.

The maximum drawdown for SJNK was -19.74%, occurring on Mar 23, 2020. Recovery took 162 trading sessions.

The current REET drawdown is -0.69%. The current SJNK drawdown is -0.36%.

Rank	REET	SJNK
#1	-44.59% Feb 14, 2020 - Jun 1, 2021	-19.74% Feb 20, 2020 - Oct 9, 2020
#2	-32.06% Dec 31, 2021 - Feb 13, 2026	-15.03% Jul 7, 2014 - Aug 29, 2016
#3	-15.78% Jan 26, 2015 - Apr 19, 2016	-10.18% Dec 27, 2021 - Jul 13, 2023
#4	-14.35% Jul 29, 2016 - Aug 3, 2018	-5.36% Oct 1, 2018 - Feb 5, 2019
#5	-10.88% Aug 29, 2018 - Jan 29, 2019	-4.92% May 21, 2013 - Sep 19, 2013
#6	-9.05% Feb 26, 2026 - Apr 17, 2026	-4.77% Feb 28, 2025 - May 12, 2025
#7	-7.38% Sep 3, 2021 - Nov 3, 2021	-3.04% May 3, 2012 - Jun 29, 2012
#8	-7.32% Sep 5, 2014 - Nov 3, 2014	-2.79% Oct 24, 2016 - Dec 6, 2016
#9	-5.26% May 10, 2016 - Jun 23, 2016	-2.47% Sep 14, 2023 - Nov 3, 2023
#10	-5.13% Oct 24, 2019 - Jan 21, 2020	-1.90% Jan 23, 2018 - Apr 12, 2018
#11	-5.13% Nov 24, 2021 - Dec 8, 2021	-1.73% Jan 22, 2026 - Apr 8, 2026
#12	-4.06% Jun 14, 2021 - Jul 12, 2021	-1.68% Mar 20, 2024 - May 3, 2024
#13	-4.00% Jul 10, 2019 - Sep 3, 2019	-1.60% Oct 12, 2020 - Nov 4, 2020
#14	-3.61% Jun 23, 2016 - Jun 29, 2016	-1.59% Nov 5, 2021 - Dec 27, 2021
#15	-3.47% Jul 23, 2014 - Aug 18, 2014	-1.57% Mar 1, 2017 - Apr 20, 2017

Correlation

Correlation between REET and SJNK is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2012 - 2026)

REET vs SJNK dividend yield comparison.

Year	REET	SJNK
2026	0.47%	2.31%
2025	3.67%	7.12%
2024	3.64%	7.47%
2023	3.27%	7.20%
2022	2.43%	5.85%
2021	3.18%	4.21%
2020	2.65%	5.34%
2019	5.25%	5.64%
2018	5.73%	5.69%
2017	3.84%	5.64%
2016	5.37%	5.65%
2015	3.56%	5.81%
2014	1.71%	5.46%
2013	0.00%	5.34%
2012	0.00%	5.00%