Compare · 2 funds side by side · dividends reinvested

IBHG and JNK

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,964IBHG · best of the two

02 / 04

IBHG and JNK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares iBonds 2027 Term High Yield and Income ETFBonds & Cash · High yield0.35%5.84%+1.9%+3.1%+7.7%+3.7%−0.7%1.9%$531M1.3

State Street SPDR Bloomberg High Yield Bond ETFBonds & Cash · High yield0.40%6.84%+0.9%+2.7%+8.6%+3.3%−3.0%3.9%$6.2B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: IBHG 2021 · JNK 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares iBonds 2027 Term High Yield and Income ETF · $531M$11,964

IBHG

JNK

State Street SPDR Bloomberg High Yield Bond ETF · $6.2B$11,767

$10,000 five years ago, dividends reinvested

IBHGMeasureJNK

+1.9%Year to dateJan 1 → Nov 5+0.9%

+3.1%1 yearTotal return+2.7%

+7.7%3 years · per year$10,000 became $12,480 · $12,806+8.6%

+3.7%5 years · per year$10,000 became $11,964 · $11,767+3.3%

0.35%Expense ratio$35 · $40 a year on $10k · lower is better0.40%

5.84%Trailing 12-mo yield$584 · $684 a year on $10k6.84%

−0.7%Worst dropSmaller is better−3.0%

1.9%VolatilityLower is calmer3.9%

IBHGJNK Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2IBHG wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IBHG vs JNK: Top 5 Holdings

Today

IBHG

[…]in top 5

JNK

in top 50.0%

IBHGStockJNK

not top 5DBD0.0%

not top 5GPOR0.0%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

IBHG vs JNK Returns, Every Period

iSharesIBHG

+3.7%

5 years, per year

JNKSPDR

+3.3%

5 years, per year

IBHGJNKFaded: behind in that period

3–1IBHG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IBHG vs JNK

YTD

iSharesIBHG

+1.9%

JNKSPDR

+0.9%

+1.9%Year to date+0.9%

−0.7%Worst drop · 1Y−3.0%

1.9%Volatility · 1Y3.9%

5.8%Yield6.8%

$531MAssets$6.2B

3–1IBHG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IBHG, JNK

Today

0.35%lowest, IBHG

FundExpense ratioFee$10k

IBHG0.35%$35

JNK0.40%$40

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IBHG, JNK

6.84%highest, JNK

FundTrailing yieldYield$10k

JNK6.84%$684

IBHG5.84%$584

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$644most kept, JNK

JNK$684 − $40 = $644

IBHG$584 − $35 = $549

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IBHG, JNK

Today

[…]holdings […]

IBHGJNK

IBHG—[…]

JNK[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+3.1%IBHG, at 1.9% volatility

IBHGWorst drop−0.7%1.9% vol

JNKWorst drop−3.0%3.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

JNKIBHG

+0.9%Year to date+1.9%

6.8%Yield5.8%

+2.7%Past year+3.1%

0.40%Fee0.35%

3–1IBHG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026