Both FALN and JNK are ETFs. FALN has a higher 5-year return than JNK (3.89% vs 1.96%). FALN has a lower expense ratio than JNK (0.25% vs 0.4%). Below is the comparison between FALN and JNK.
| FALN | JNK | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | N/A | 75 |
| Category | High Yield Bond | High Yield Bond |
| Family | BlackRock | State Street Global Advisors |
| Net Assets | N/A | N/A |
| Expense Ratio | 0.25% | 0.40% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 5.40% | 6.52% |
| Underlying Index | Bloomberg Barclays US High Yield Fallen Angel 3% Capped Index | Bloomberg Barclays High Yield Very Liquid Index |
| YTD Return | 5.27% | 5.15% |
| 1-Year Return | 7.37% | 6.85% |
| 3-Year Return | 1.54% | 0.77% |
| 5-Year Return | 3.89% | 1.96% |
| 10-Year Return | 0.00% | 2.84% |
FALN
FALN description
iShares Trust - iShares Fallen Angels USD Bond ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in the fixed income markets of developed countries across the globe. The fund invests in U.S. dollar-denominated high yield corporate bonds which were previously rated investment grade and are now rated lower than BBB- by S&P and Fitch or lower than Baa3 by Moody’s and have at least one year to maturity. It seeks to replicate the performance of the Bloomberg Barclays US High Yield Fallen Angel 3% Capped Index, by using representative sampling technique. iShares Trust - iShares Fallen Angels USD Bond ETF was formed on June 14, 2016 and is domiciled in the United States.
FALN performance & returns
| YTD Return | 5.27% |
| 1-Month Return | 0.22% |
| 3-Month Return | 0.80% |
| 1-Year Return | 7.37% |
| 3-Year Return | 1.54% |
| 5-Year Return | 3.89% |
| 10-Year Return | 0.00% |
FALN holdings
Top 10 Holdings (1.25% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| BlackRock Cash Funds Treasury SL Agency | XTSLA | 1.25% |
FALN cons
The following are FALN weaknesses from our perspective:
- FALN net assets are $0.00 million. This fund is not a popular choice with retail investors.
Other relevant FALN comparisons
You may also want to check out the following FALN comparisons that investors often look for on Finny
- FALN vs ANGL
- FALN vs HYG
- FALN vs HYGH
- FALN vs HYHG
- FALN vs HYIH
- FALN vs HYLB
- FALN vs HYLD
- FALN vs HYXE
- FALN vs JNK
- FALN vs PHB
JNK
JNK description
SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF is an exchange traded fund launched by State Street Global Advisors, Inc. The fund is managed by SSGA Funds Management, Inc. It invests in the fixed income markets of the United States. The fund invests in fixed-rate U.S. dollar denominated corporate bonds issued by industrial, utility, and financial companies and have a remaining maturity of at least one year but not more than 15 years. It invests in the high yield securities that are rated as BB+ or below by S&P or Fitch Inc., or Ba1 or below by Moody’s. The fund seeks to track the performance of the Bloomberg High Yield Very Liquid Index, by using representative sampling technique. SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF was formed on November 28, 2007 and is domiciled in the United States.
JNK performance & returns
| YTD Return | 5.15% |
| 1-Month Return | 0.28% |
| 3-Month Return | 0.75% |
| 1-Year Return | 6.85% |
| 3-Year Return | 0.77% |
| 5-Year Return | 1.96% |
| 10-Year Return | 2.84% |
JNK holdings
Top 10 Holdings (3.60% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| TransDigm, Inc. 6.25% | N/A | 0.49% |
| Mozart Debt Merger Subordinated Inc. 3.875% | N/A | 0.42% |
| Caesars Entertainment Inc New 6.25% | N/A | 0.37% |
| Directv Financing LLC/Directv Financing Co-Obligor Inc. 5.875% | N/A | 0.37% |
| Centene Corporation 4.625% | N/A | 0.36% |
| AAdvantage Loyalty IP Ltd/ American Airlines Inc 5.5% | N/A | 0.35% |
| Centene Corporation 4.62% | N/A | 0.34% |
| AAdvantage Loyalty IP Ltd/ American Airlines Inc 5.75% | N/A | 0.30% |
| Carnival Corporation 5.75% | N/A | 0.30% |
| Intelsat Jackson Holdings, Ltd. 6.5% | N/A | 0.30% |
JNK pros
The following are JNK strengths from our perspective:
- JNK 3-year return is 0.77%, which is higher than the 3-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), -1.07%.
- JNK 5-year return is 1.96%, which is higher than the 5-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 0.54%.
- JNK 10-year return is 2.84%, which is higher than the 10-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 1.41%.
JNK cons
The following are JNK weaknesses from our perspective:
- JNK net assets are $0.00 million. This fund is not a popular choice with retail investors.
Other relevant JNK comparisons
You may also want to check out the following JNK comparisons that investors often look for on Finny
- JNK vs HYG
- JNK vs SPHY
- JNK vs ANGL
- JNK vs FALN
- JNK vs HYGH
- JNK vs HYHG
- JNK vs HYIH
- JNK vs HYLB
- JNK vs HYLD
- JNK vs HYXE
- JNK vs PHB