SHLD vs JNK
Comparison between GLOBAL X DEFENSE TECH ETF (SHLD, ETF) and STATE STREET(R) SPDR(R) BLOOMBERG HIGH YIELD BOND ETF (JNK, ETF).
SHLD vs JNK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SHLD
$7B
JNK
$7B
Expense Ratio
SHLD
0.50%
Winner
JNK
0.40%
Max Drawdown
Winner
SHLD
25.40%
JNK
46.21%
Sharpe Ratio
SHLD
0.32
Winner
JNK
0.48
5Y Beta
SHLD
0.68
Winner
JNK
0.24
P/E Ratio
SHLD
32.58
JNK
N/A
Forward P/E
SHLD
24.81
JNK
N/A
PEG Ratio
SHLD
0.95
JNK
N/A
5Y Dividends CAGR
SHLD
N/A
JNK
3.33%
5Y EPS CAGR
SHLD
5.04%
JNK
N/A
Debt to Equity
SHLD
60.56%
JNK
N/A
P/S Ratio
SHLD
2.35
JNK
N/A
P/B Ratio
SHLD
4.71
JNK
N/A
SHLD vs JNK - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SHLD
+8.23%
JNK
+0.30%
3M
Winner
SHLD
+5.08%
JNK
+1.25%
6M
SHLD
-4.94%
Winner
JNK
+1.65%
1Y
Winner
SHLD
+11.20%
JNK
+5.78%
5Y(CAGR)
SHLD
N/A
JNK
+3.70%
10Y(CAGR)
SHLD
N/A
JNK
+4.67%
Max(CAGR)
Winner
SHLD
+43.30%
JNK
+4.96%
SHLD vs JNK - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SHLD | JNK |
|---|---|---|
| 2026 | +4.26% | +2.40% |
| 2025 | +74.68% | +8.44% |
| 2024 | +35.09% | +8.04% |
| 2023 | +12.89% | +12.19% |
| 2022 | N/A | -12.15% |
| 2021 | N/A | +4.25% |
| 2020 | N/A | +4.53% |
| 2019 | N/A | +15.02% |
| 2018 | N/A | -3.38% |
| 2017 | N/A | +5.96% |
| 2016 | N/A | +15.00% |
| 2015 | N/A | -6.94% |
| 2014 | N/A | +0.85% |
| 2013 | N/A | +5.04% |
| 2012 | N/A | +12.84% |
| 2011 | N/A | +4.70% |
| 2010 | N/A | +12.72% |
| 2009 | N/A | +39.70% |
| 2008 | N/A | -24.89% |
| 2007 | N/A | +0.69% |
SHLD vs JNK Drawdown Comparison
The maximum drawdown for SHLD was -25.40%, occurring on Jun 25, 2026. This drawdown has not yet recovered.
The maximum drawdown for JNK was -38.51%, occurring on Nov 21, 2008. Recovery took 456 trading sessions.
The current SHLD drawdown is -11.23%.
| Rank | SHLD | JNK |
|---|---|---|
| #1 | -25.40% Mar 9, 2026 - Jun 25, 2026 | -38.51% Jan 2, 2008 - Oct 22, 2009 |
| #2 | -15.06% Oct 8, 2025 - Jan 8, 2026 | -22.90% Feb 20, 2020 - Nov 4, 2020 |
| #3 | -10.92% Nov 11, 2024 - Feb 18, 2025 | -16.95% Sep 2, 2014 - Aug 29, 2016 |
| #4 | -10.53% Mar 18, 2025 - Apr 11, 2025 | -16.68% Dec 27, 2021 - Mar 20, 2024 |
| #5 | -8.91% Jan 16, 2026 - Mar 9, 2026 | -10.93% Jul 21, 2011 - Jan 18, 2012 |
| #6 | -5.42% Sep 18, 2023 - Oct 9, 2023 | -8.74% May 3, 2010 - Jul 23, 2010 |
| #7 | -5.39% Aug 6, 2025 - Sep 10, 2025 | -7.26% May 8, 2013 - Nov 29, 2013 |
| #8 | -4.96% Apr 8, 2024 - May 9, 2024 | -7.10% Oct 1, 2018 - Feb 5, 2019 |
| #9 | -4.52% Aug 30, 2024 - Oct 1, 2024 | -6.48% Jan 8, 2010 - Mar 9, 2010 |
| #10 | -4.49% Oct 18, 2024 - Nov 6, 2024 | -5.02% Feb 28, 2025 - May 12, 2025 |
| #11 | -4.17% May 31, 2024 - Jul 15, 2024 | -4.60% May 2, 2012 - Jun 29, 2012 |
| #12 | -3.79% Feb 18, 2025 - Mar 3, 2025 | -4.55% May 31, 2011 - Jul 7, 2011 |
| #13 | -3.62% May 8, 2025 - May 16, 2025 | -4.23% Oct 24, 2016 - Dec 13, 2016 |
| #14 | -3.55% Jul 31, 2024 - Aug 9, 2024 | -3.90% Nov 4, 2010 - Jan 5, 2011 |
| #15 | -3.15% Oct 16, 2023 - Nov 2, 2023 | -3.22% Jan 5, 2018 - Aug 6, 2018 |
Correlation
Correlation between SHLD and JNK is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2007 - 2026)
SHLD vs JNK dividend yield comparison.
| Year | SHLD | JNK |
|---|---|---|
| 2026 | 0.27% | 3.88% |
| 2025 | 0.55% | 6.54% |
| 2024 | 0.53% | 6.63% |
| 2023 | 0.26% | 6.38% |
| 2022 | 0.00% | 6.06% |
| 2021 | 0.00% | 4.27% |
| 2020 | 0.00% | 5.12% |
| 2019 | 0.00% | 5.44% |
| 2018 | 0.00% | 5.90% |
| 2017 | 0.00% | 5.60% |
| 2016 | 0.00% | 6.06% |
| 2015 | 0.00% | 6.59% |
| 2014 | 0.00% | 5.99% |
| 2013 | 0.00% | 6.05% |
| 2012 | 0.00% | 6.75% |
| 2011 | 0.00% | 8.39% |
| 2010 | 0.00% | 10.89% |
| 2009 | 0.00% | 12.15% |
| 2008 | 0.00% | 12.89% |
| 2007 | 0.00% | 0.74% |
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