StockComparison Logo
vs

SJNK vs IYR

Comparison between STATE STREET(R) SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF (SJNK, ETF) and ISHARES U.S. REAL ESTATE ETF (IYR, ETF).

5-Year PerformanceSJNK has outperformed IYR, delivering a return of +4.9% compared to +2.1%

SJNK vs IYR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SJNK
$4.70B
IYR
$4.70B
Expense Ratio
SJNK
0.40%
Winner
IYR
0.38%
Max Drawdown
Winner
SJNK
30.59%
IYR
76.51%
Sharpe Ratio
SJNK
0.36
Winner
IYR
0.64
5Y Beta
Winner
SJNK
0.22
IYR
0.47
P/E Ratio
SJNK
N/A
IYR
32.28
Forward P/E
SJNK
N/A
IYR
30.86
PEG Ratio
SJNK
N/A
IYR
0.29
5Y Dividends CAGR
Winner
SJNK
5.26%
IYR
1.32%
5Y EPS CAGR
SJNK
N/A
IYR
7.26%
Debt to Equity
SJNK
N/A
IYR
38.73%
P/S Ratio
SJNK
N/A
IYR
5.94
P/B Ratio
SJNK
N/A
IYR
2.73

SJNK vs IYR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SJNK
+0.25%
IYR
+0.17%
3M
SJNK
+1.14%
Winner
IYR
+2.58%
6M
SJNK
+1.74%
Winner
IYR
+8.03%
1Y
SJNK
+5.11%
Winner
IYR
+12.04%
5Y(CAGR)
Winner
SJNK
+4.93%
IYR
+2.13%
10Y(CAGR)
Winner
SJNK
+5.27%
IYR
+5.26%
Max(CAGR)
SJNK
+4.66%
Winner
IYR
+8.48%

SJNK vs IYR - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearSJNKIYR
2026+2.26%+12.25%
2025+7.46%+4.26%
2024+8.41%+3.50%
2023+11.44%+11.73%
2022-5.43%-24.93%
2021+5.29%+43.60%
2020+5.55%-4.21%
2019+9.62%+31.02%
2018-0.41%-3.81%
2017+4.89%+8.90%
2016+14.71%+8.08%
2015-6.64%+0.39%
2014-1.25%+26.89%
2013+6.17%-0.46%
2012+6.47%+17.48%
2011N/A+3.90%
2010N/A+26.88%
2009N/A+34.13%
2008N/A-39.37%
2007N/A-18.62%
2006N/A+31.33%
2005N/A+10.31%
2004N/A+30.53%
2003N/A+35.37%
2002N/A+2.87%
2001N/A+11.51%
2000N/A+12.29%

SJNK vs IYR Drawdown Comparison

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

The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.

The current IYR drawdown is -2.40%.

RankSJNKIYR
#1-19.74%
Feb 20, 2020 - Oct 9, 2020
-74.11%
Feb 7, 2007 - Apr 10, 2013
#2-15.03%
Jul 7, 2014 - Aug 29, 2016
-42.32%
Feb 14, 2020 - Apr 20, 2021
#3-10.18%
Dec 27, 2021 - Jul 13, 2023
-33.72%
Dec 31, 2021 - Jun 12, 2026
#4-5.36%
Oct 1, 2018 - Feb 5, 2019
-18.84%
Apr 1, 2004 - Aug 31, 2004
#5-4.92%
May 21, 2013 - Sep 19, 2013
-18.54%
May 21, 2013 - Jun 5, 2014
#6-4.77%
Feb 28, 2025 - May 12, 2025
-18.38%
Apr 12, 2002 - May 20, 2003
#7-3.04%
May 3, 2012 - Jun 29, 2012
-17.09%
Jan 26, 2015 - May 6, 2016
#8-2.79%
Oct 24, 2016 - Dec 6, 2016
-14.25%
Aug 1, 2016 - Sep 11, 2017
#9-2.47%
Sep 14, 2023 - Nov 3, 2023
-13.93%
Aug 21, 2001 - Mar 4, 2002
#10-1.90%
Jan 23, 2018 - Apr 12, 2018
-12.64%
Dec 6, 2018 - Jan 30, 2019
#11-1.73%
Jan 22, 2026 - Apr 8, 2026
-12.50%
Aug 2, 2005 - Jan 6, 2006
#12-1.68%
Mar 20, 2024 - May 3, 2024
-12.49%
Dec 18, 2017 - Jun 29, 2018
#13-1.60%
Oct 12, 2020 - Nov 4, 2020
-9.61%
Mar 17, 2006 - Jul 19, 2006
#14-1.59%
Nov 5, 2021 - Dec 27, 2021
-9.01%
Dec 30, 2004 - May 18, 2005
#15-1.57%
Mar 1, 2017 - Apr 20, 2017
-8.39%
Aug 20, 2018 - Dec 6, 2018

Correlation

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

0.93
-101

Dividend Comparison (2000 - 2026)

SJNK vs IYR dividend yield comparison.

YearSJNKIYR
20264.06%0.75%
20257.12%2.48%
20247.47%2.57%
20237.20%2.75%
20225.85%2.92%
20214.21%2.06%
20205.34%2.58%
20195.64%3.05%
20185.69%3.53%
20175.64%3.73%
20165.65%4.41%
20155.81%3.92%
20145.46%3.66%
20135.34%3.78%
20125.00%3.71%
20110.00%3.83%
20100.00%3.52%
20090.00%4.21%
20080.00%8.26%
20070.00%4.40%
20060.00%3.46%
20050.00%4.38%
20040.00%4.23%
20030.00%4.70%
20020.00%6.95%
20010.00%5.01%
20000.00%3.37%

Select Stocks to Compare