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SJNK vs FTSL

Comparison between STATE STREET(R) SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF (SJNK, ETF) and FIRST TRUST SENIOR LOAN FUND (FTSL, ETF).

5-Year PerformanceFTSL has outperformed SJNK, delivering a return of +5.0% compared to +4.8%

SJNK vs FTSL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
SJNK
$4.80B
FTSL
$2.30B
Expense Ratio
Winner
SJNK
0.40%
FTSL
0.70%
Max Drawdown
SJNK
30.59%
Winner
FTSL
26.38%
Sharpe Ratio
Winner
SJNK
0.73
FTSL
0.35
5Y Beta
SJNK
0.22
Winner
FTSL
0.09
5Y Dividends CAGR
SJNK
6.21%
Winner
FTSL
14.01%

SJNK vs FTSL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SJNK
-0.03%
FTSL
-0.17%
3M
SJNK
+1.27%
Winner
FTSL
+1.38%
6M
Winner
SJNK
+2.03%
FTSL
+0.70%
1Y
Winner
SJNK
+6.32%
FTSL
+4.30%
5Y(CAGR)
SJNK
+4.80%
Winner
FTSL
+4.96%
10Y(CAGR)
Winner
SJNK
+5.43%
FTSL
+4.41%
Max(CAGR)
Winner
SJNK
+4.65%
FTSL
+3.98%

SJNK vs FTSL - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearSJNKFTSL
2026+1.37%+0.42%
2025+7.46%+6.00%
2024+8.41%+8.32%
2023+11.44%+10.96%
2022-5.43%-2.44%
2021+5.29%+4.05%
2020+5.55%+2.82%
2019+9.62%+10.16%
2018-0.41%-1.40%
2017+4.89%+2.64%
2016+14.71%+7.28%
2015-6.64%+0.16%
2014-1.25%+1.32%
2013+6.17%+1.79%
2012+6.47%N/A

SJNK vs FTSL Drawdown Comparison

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

The maximum drawdown for FTSL was -22.67%, occurring on Mar 23, 2020. Recovery took 198 trading sessions.

The current SJNK drawdown is -0.23%. The current FTSL drawdown is -0.17%.

RankSJNKFTSL
#1-19.74%
Feb 20, 2020 - Oct 9, 2020
-22.67%
Jan 29, 2020 - Nov 9, 2020
#2-15.03%
Jul 7, 2014 - Aug 29, 2016
-6.96%
Jan 24, 2022 - Feb 1, 2023
#3-10.18%
Dec 27, 2021 - Jul 13, 2023
-4.61%
Oct 22, 2018 - Feb 20, 2019
#4-5.36%
Oct 1, 2018 - Feb 5, 2019
-4.29%
Jul 21, 2015 - Apr 21, 2016
#5-4.92%
May 21, 2013 - Sep 19, 2013
-2.66%
Mar 25, 2025 - Apr 28, 2025
#6-4.77%
Feb 28, 2025 - May 12, 2025
-2.54%
Dec 2, 2014 - Feb 5, 2015
#7-3.04%
May 3, 2012 - Jun 29, 2012
-2.33%
Jan 16, 2026 - May 5, 2026
#8-2.79%
Oct 24, 2016 - Dec 6, 2016
-2.06%
Jul 28, 2014 - Nov 24, 2014
#9-2.47%
Sep 14, 2023 - Nov 3, 2023
-1.83%
May 31, 2013 - Oct 22, 2013
#10-1.90%
Jan 23, 2018 - Apr 12, 2018
-1.54%
Feb 7, 2023 - Apr 3, 2023
#11-1.73%
Jan 22, 2026 - Apr 8, 2026
-1.21%
Sep 17, 2019 - Nov 11, 2019
#12-1.68%
Mar 20, 2024 - May 3, 2024
-1.09%
Jul 31, 2024 - Aug 19, 2024
#13-1.60%
Oct 12, 2020 - Nov 4, 2020
-0.98%
Jun 9, 2016 - Jul 8, 2016
#14-1.59%
Nov 5, 2021 - Dec 27, 2021
-0.97%
Jul 30, 2019 - Sep 10, 2019
#15-1.57%
Mar 1, 2017 - Apr 20, 2017
-0.93%
Oct 24, 2016 - Dec 7, 2016

Correlation

Correlation between SJNK and FTSL is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (2012 - 2026)

SJNK vs FTSL dividend yield comparison.

YearSJNKFTSL
20262.89%2.64%
20257.12%6.59%
20247.47%7.56%
20237.20%7.59%
20225.85%4.77%
20214.21%3.17%
20205.34%3.48%
20195.64%4.44%
20185.69%4.29%
20175.64%3.64%
20165.65%3.70%
20155.81%3.95%
20145.46%3.75%
20135.34%2.64%
20125.00%0.00%

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