SPHY vs IJK

Comparison between SPDR PORTFOLIO HIGH YIELD BOND ETF (SPHY, ETF) and ISHARES S&P MID-CAP 400 GROWTH ETF (IJK, ETF).

5-Year PerformanceIJK has outperformed SPHY, delivering a return of +8.7% compared to +4.5%

SPHY vs IJK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPHY(ETF)	IJK(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.05%	0.17%
Max Drawdown	23.35%	54.57%
Sharpe Ratio	1.19	1.44
5Y Beta	0.23	1.07
P/E Ratio	N/A	30.24
Forward P/E	N/A	20.24
5Y Dividends CAGR	4.66%	7.90%
5Y EPS CAGR	N/A	18.26%
Debt to Equity	N/A	49.04%
P/S Ratio	N/A	3.05
P/B Ratio	N/A	4.54

Net Assets

SPHY

$11B

Winner

IJK

$11B

Expense Ratio

Winner

SPHY

0.05%

IJK

0.17%

Max Drawdown

Winner

SPHY

23.35%

IJK

54.57%

Sharpe Ratio

SPHY

1.19

Winner

IJK

1.44

5Y Beta

Winner

SPHY

0.23

IJK

1.07

P/E Ratio

SPHY

N/A

IJK

30.24

Forward P/E

SPHY

N/A

IJK

20.24

5Y Dividends CAGR

SPHY

4.66%

Winner

IJK

7.90%

5Y EPS CAGR

SPHY

N/A

IJK

18.26%

Debt to Equity

SPHY

N/A

IJK

49.04%

P/S Ratio

SPHY

N/A

IJK

3.05

P/B Ratio

SPHY

N/A

IJK

4.54

SPHY vs IJK - Historical Returns

Returns include dividend reinvestment.

Period	SPHY	IJK
1 month	+0.07%	+4.92%
3 months	+0.45%	+8.65%
6 months	+2.28%	+16.10%
1 year	+7.34%	+26.56%
5 years(CAGR)	+4.54%	+8.70%
10 years(CAGR)	+5.17%	+11.57%
Max(CAGR)	+4.94%	+8.67%

SPHY

+0.07%

Winner

IJK

+4.92%

SPHY

+0.45%

Winner

IJK

+8.65%

SPHY

+2.28%

Winner

IJK

+16.10%

SPHY

+7.34%

Winner

IJK

+26.56%

5Y(CAGR)

SPHY

+4.54%

Winner

IJK

+8.70%

10Y(CAGR)

SPHY

+5.17%

Winner

IJK

+11.57%

Max(CAGR)

SPHY

+4.94%

Winner

IJK

+8.67%

SPHY vs IJK - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	SPHY	IJK
2026	+1.08%	+13.98%
2025	+8.31%	+7.13%
2024	+8.81%	+16.51%
2023	+12.80%	+18.34%
2022	-10.48%	-18.96%
2021	+5.74%	+20.35%
2020	+6.44%	+21.93%
2019	+13.55%	+27.10%
2018	-2.69%	-11.46%
2017	+6.73%	+19.22%
2016	+11.15%	+16.58%
2015	-3.64%	+1.78%
2014	+6.53%	+8.56%
2013	-1.34%	+28.90%
2012	+7.21%	+16.30%
2011	N/A	-2.55%
2010	N/A	+28.48%
2009	N/A	+37.16%
2008	N/A	-36.84%
2007	N/A	+12.52%
2006	N/A	+4.12%
2005	N/A	+15.12%
2004	N/A	+13.84%
2003	N/A	+27.15%
2002	N/A	-18.87%
2001	N/A	-2.29%
2000	N/A	-2.70%

SPHY vs IJK Drawdown Comparison

The maximum drawdown for SPHY was -21.97%, occurring on Mar 23, 2020. Recovery took 164 trading sessions.

The maximum drawdown for IJK was -54.47%, occurring on Nov 20, 2008. Recovery took 610 trading sessions.

The current SPHY drawdown is -0.40%. The current IJK drawdown is -1.30%.

Rank	SPHY	IJK
#1	-21.97% Feb 14, 2020 - Oct 8, 2020	-54.47% Jun 5, 2008 - Nov 4, 2010
#2	-15.29% Dec 28, 2021 - Dec 14, 2023	-46.34% Sep 1, 2000 - Nov 17, 2005
#3	-8.30% Apr 16, 2015 - Apr 25, 2016	-39.25% Feb 20, 2020 - Aug 12, 2020
#4	-7.23% May 2, 2013 - Feb 24, 2014	-29.23% Nov 16, 2021 - Feb 29, 2024
#5	-4.86% Feb 26, 2025 - May 12, 2025	-25.75% Jul 7, 2011 - Sep 13, 2012
#6	-4.21% Dec 29, 2017 - Feb 15, 2019	-25.63% Nov 25, 2024 - Dec 11, 2025
#7	-4.17% Oct 24, 2016 - Jan 18, 2017	-23.95% Sep 14, 2018 - Nov 27, 2019
#8	-2.48% Aug 21, 2014 - Jan 14, 2015	-18.46% Aug 17, 2015 - Jul 11, 2016
#9	-2.41% Feb 20, 2026 - Apr 8, 2026	-17.20% Oct 9, 2007 - Jun 5, 2008
#10	-2.36% Nov 9, 2021 - Dec 23, 2021	-13.98% May 8, 2006 - Jan 24, 2007
#11	-2.29% Mar 27, 2024 - May 3, 2024	-10.81% Jul 3, 2014 - Nov 10, 2014
#12	-2.28% Jan 29, 2013 - Apr 16, 2013	-10.36% Jul 13, 2007 - Oct 5, 2007
#13	-2.07% Sep 17, 2012 - Oct 11, 2012	-9.92% Mar 2, 2026 - Apr 17, 2026
#14	-1.99% Mar 1, 2017 - Apr 10, 2017	-9.77% Jan 26, 2018 - Jun 6, 2018
#15	-1.84% Feb 27, 2015 - Apr 15, 2015	-9.33% Jul 16, 2024 - Oct 14, 2024

Correlation

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

0.99

-101

Dividend Comparison (2000 - 2026)

SPHY vs IJK dividend yield comparison.

Year	SPHY	IJK
2026	2.36%	0.09%
2025	7.38%	0.66%
2024	7.80%	0.79%
2023	7.30%	1.13%
2022	6.47%	1.08%
2021	5.13%	0.50%
2020	5.63%	0.70%
2019	5.73%	1.09%
2018	4.09%	1.13%
2017	4.41%	0.93%
2016	4.27%	1.15%
2015	4.29%	1.12%
2014	3.98%	0.91%
2013	4.41%	0.88%
2012	2.17%	0.99%
2011	0.00%	0.66%
2010	0.00%	0.57%
2009	0.00%	0.61%
2008	0.00%	0.80%
2007	0.00%	0.80%
2006	0.00%	0.38%
2005	0.00%	0.58%
2004	0.00%	0.43%
2003	0.00%	0.35%
2002	0.00%	0.26%
2001	0.00%	0.10%
2000	0.00%	0.38%