SPHY vs JIRE
Comparison between SPDR PORTFOLIO HIGH YIELD BOND ETF (SPHY, ETF) and JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF (JIRE, ETF).
SPHY vs JIRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPHY
$11B
Winner
JIRE
$11B
Expense Ratio
Winner
SPHY
0.05%
JIRE
0.24%
Max Drawdown
SPHY
23.35%
Winner
JIRE
16.11%
Sharpe Ratio
SPHY
1.19
Winner
JIRE
1.20
5Y Beta
Winner
SPHY
0.23
JIRE
0.73
5Y Dividends CAGR
SPHY
4.66%
JIRE
N/A
SPHY vs JIRE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPHY
+0.07%
JIRE
-0.09%
3M
Winner
SPHY
+0.45%
JIRE
-1.27%
6M
SPHY
+2.28%
Winner
JIRE
+8.31%
1Y
SPHY
+7.34%
Winner
JIRE
+22.95%
5Y(CAGR)
SPHY
+4.54%
JIRE
N/A
10Y(CAGR)
SPHY
+5.17%
JIRE
N/A
Max(CAGR)
SPHY
+4.94%
Winner
JIRE
+16.94%
SPHY vs JIRE - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | SPHY | JIRE |
|---|---|---|
| 2026 | +1.08% | +5.59% |
| 2025 | +8.31% | +32.39% |
| 2024 | +8.81% | +4.20% |
| 2023 | +12.80% | +19.03% |
| 2022 | -10.48% | +5.72% |
| 2021 | +5.74% | N/A |
| 2020 | +6.44% | N/A |
| 2019 | +13.55% | N/A |
| 2018 | -2.69% | N/A |
| 2017 | +6.73% | N/A |
| 2016 | +11.15% | N/A |
| 2015 | -3.64% | N/A |
| 2014 | +6.53% | N/A |
| 2013 | -1.34% | N/A |
| 2012 | +7.21% | N/A |
SPHY vs JIRE Drawdown Comparison
The maximum drawdown for SPHY was -21.97%, occurring on Mar 23, 2020. Recovery took 164 trading sessions.
The maximum drawdown for JIRE was -16.11%, occurring on Sep 27, 2022. Recovery took 76 trading sessions.
The current SPHY drawdown is -0.40%. The current JIRE drawdown is -3.23%.
| Rank | SPHY | JIRE |
|---|---|---|
| #1 | -21.97% Feb 14, 2020 - Oct 8, 2020 | -16.11% Aug 12, 2022 - Nov 30, 2022 |
| #2 | -15.29% Dec 28, 2021 - Dec 14, 2023 | -13.61% Mar 19, 2025 - Apr 28, 2025 |
| #3 | -8.30% Apr 16, 2015 - Apr 25, 2016 | -11.77% Feb 25, 2026 - Mar 20, 2026 |
| #4 | -7.23% May 2, 2013 - Feb 24, 2014 | -11.08% Jul 28, 2023 - Dec 13, 2023 |
| #5 | -4.86% Feb 26, 2025 - May 12, 2025 | -10.57% Sep 26, 2024 - Mar 5, 2025 |
| #6 | -4.21% Dec 29, 2017 - Feb 15, 2019 | -7.63% Jul 12, 2024 - Aug 23, 2024 |
| #7 | -4.17% Oct 24, 2016 - Jan 18, 2017 | -7.02% Feb 1, 2023 - Apr 3, 2023 |
| #8 | -2.48% Aug 21, 2014 - Jan 14, 2015 | -5.67% Nov 12, 2025 - Dec 11, 2025 |
| #9 | -2.41% Feb 20, 2026 - Apr 8, 2026 | -5.18% Jun 24, 2022 - Jul 27, 2022 |
| #10 | -2.36% Nov 9, 2021 - Dec 23, 2021 | -4.79% Mar 27, 2024 - May 9, 2024 |
| #11 | -2.29% Mar 27, 2024 - May 3, 2024 | -4.63% Jul 23, 2025 - Aug 15, 2025 |
| #12 | -2.28% Jan 29, 2013 - Apr 16, 2013 | -4.26% Aug 30, 2024 - Sep 26, 2024 |
| #13 | -2.07% Sep 17, 2012 - Oct 11, 2012 | -4.08% Jun 15, 2023 - Jul 13, 2023 |
| #14 | -1.99% Mar 1, 2017 - Apr 10, 2017 | -3.92% Apr 24, 2023 - Jun 13, 2023 |
| #15 | -1.84% Feb 27, 2015 - Apr 15, 2015 | -3.64% Jun 6, 2024 - Jul 12, 2024 |
Correlation
Correlation between SPHY and JIRE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2012 - 2026)
SPHY vs JIRE dividend yield comparison.
| Year | SPHY | JIRE |
|---|---|---|
| 2026 | 2.36% | 0.00% |
| 2025 | 7.38% | 2.99% |
| 2024 | 7.80% | 3.03% |
| 2023 | 7.30% | 2.74% |
| 2022 | 6.47% | 2.62% |
| 2021 | 5.13% | 0.00% |
| 2020 | 5.63% | 0.00% |
| 2019 | 5.73% | 0.00% |
| 2018 | 4.09% | 0.00% |
| 2017 | 4.41% | 0.00% |
| 2016 | 4.27% | 0.00% |
| 2015 | 4.29% | 0.00% |
| 2014 | 3.98% | 0.00% |
| 2013 | 4.41% | 0.00% |
| 2012 | 2.17% | 0.00% |
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