USRT vs SJNK
Comparison between ISHARES CORE U.S. REIT ETF (USRT, ETF) and STATE STREET(R) SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF (SJNK, ETF).
5-Year PerformanceUSRT has outperformed SJNK, delivering a return of +5.0% compared to +4.9%
USRT vs SJNK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
USRT vs SJNK - Historical Returns
Returns include dividend reinvestment.
USRT vs SJNK - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | USRT | SJNK |
|---|---|---|
| 2026 | +19.14% | +2.26% |
| 2025 | +3.39% | +7.46% |
| 2024 | +7.56% | +8.41% |
| 2023 | +14.00% | +11.44% |
| 2022 | -24.01% | -5.43% |
| 2021 | +48.36% | +5.29% |
| 2020 | -6.52% | +5.55% |
| 2019 | +28.98% | +9.62% |
| 2018 | -4.39% | -0.41% |
| 2017 | +4.73% | +4.89% |
| 2016 | +9.79% | +14.71% |
| 2015 | +3.17% | -6.64% |
| 2014 | +29.43% | -1.25% |
| 2013 | -2.53% | +6.17% |
| 2012 | +16.51% | +6.47% |
| 2011 | +7.48% | N/A |
| 2010 | +27.25% | N/A |
| 2009 | +30.21% | N/A |
| 2008 | -37.20% | N/A |
| 2007 | -18.58% | N/A |
USRT vs SJNK Drawdown Comparison
The maximum drawdown for USRT was -69.91%, occurring on Mar 6, 2009. Recovery took 1253 trading sessions.
The maximum drawdown for SJNK was -19.74%, occurring on Mar 23, 2020. Recovery took 162 trading sessions.
The current USRT drawdown is -3.49%.
| Rank | USRT | SJNK |
|---|---|---|
| #1 | -69.91% May 11, 2007 - May 1, 2012 | -19.74% Feb 20, 2020 - Oct 9, 2020 |
| #2 | -44.38% Feb 21, 2020 - Apr 21, 2021 | -15.03% Jul 7, 2014 - Aug 29, 2016 |
| #3 | -31.00% Dec 31, 2021 - Sep 16, 2024 | -10.18% Dec 27, 2021 - Jul 13, 2023 |
| #4 | -18.70% Nov 27, 2024 - Feb 6, 2026 | -5.36% Oct 1, 2018 - Feb 5, 2019 |
| #5 | -18.52% May 21, 2013 - Jul 18, 2014 | -4.92% May 21, 2013 - Sep 19, 2013 |
| #6 | -15.79% Jan 26, 2015 - Mar 29, 2016 | -4.77% Feb 28, 2025 - May 12, 2025 |
| #7 | -14.95% Aug 1, 2016 - Jul 6, 2018 | -3.04% May 3, 2012 - Jun 29, 2012 |
| #8 | -13.10% Dec 6, 2018 - Jan 30, 2019 | -2.79% Oct 24, 2016 - Dec 6, 2016 |
| #9 | -9.02% Sep 14, 2012 - Jan 15, 2013 | -2.47% Sep 14, 2023 - Nov 3, 2023 |
| #10 | -8.19% Aug 28, 2018 - Dec 6, 2018 | -1.90% Jan 23, 2018 - Apr 12, 2018 |
| #11 | -8.04% Mar 2, 2026 - Apr 16, 2026 | -1.73% Jan 22, 2026 - Apr 8, 2026 |
| #12 | -7.40% May 1, 2012 - Jun 29, 2012 | -1.68% Mar 20, 2024 - May 3, 2024 |
| #13 | -7.23% Sep 2, 2021 - Oct 26, 2021 | -1.60% Oct 12, 2020 - Nov 4, 2020 |
| #14 | -6.81% Sep 5, 2014 - Oct 23, 2014 | -1.59% Nov 5, 2021 - Dec 27, 2021 |
| #15 | -6.13% Oct 23, 2019 - Jan 21, 2020 | -1.57% Mar 1, 2017 - Apr 20, 2017 |
Correlation
Correlation between USRT and SJNK is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
USRT vs SJNK dividend yield comparison.
| Year | USRT | SJNK |
|---|---|---|
| 2026 | 0.87% | 4.06% |
| 2025 | 3.07% | 7.12% |
| 2024 | 2.85% | 7.47% |
| 2023 | 3.18% | 7.20% |
| 2022 | 3.46% | 5.85% |
| 2021 | 2.27% | 4.21% |
| 2020 | 3.12% | 5.34% |
| 2019 | 3.34% | 5.64% |
| 2018 | 5.66% | 5.69% |
| 2017 | 3.43% | 5.64% |
| 2016 | 3.98% | 5.65% |
| 2015 | 3.59% | 5.81% |
| 2014 | 3.46% | 5.46% |
| 2013 | 3.84% | 5.34% |
| 2012 | 3.48% | 5.00% |
| 2011 | 3.95% | 0.00% |
| 2010 | 3.56% | 0.00% |
| 2009 | 3.52% | 0.00% |
| 2008 | 9.54% | 0.00% |
| 2007 | 3.51% | 0.00% |
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