Both JNK and PHB are ETFs. JNK has a lower 5-year return than PHB (1.96% vs 2.4%). JNK has a lower expense ratio than PHB (0.4% vs 0.5%). Below is the comparison between JNK and PHB.
| JNK | PHB | |
|---|---|---|
| Security Type | ETF | ETF |
| Finny Score | 75 | 75 |
| Category | High Yield Bond | High Yield Bond |
| Family | State Street Global Advisors | Invesco PowerShares |
| Net Assets | N/A | N/A |
| Expense Ratio | 0.40% | 0.50% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 6.52% | 4.12% |
| Underlying Index | Bloomberg Barclays High Yield Very Liquid Index | RAFI Bonds US High Yield 1-10 Index |
| YTD Return | 5.15% | 3.45% |
| 1-Year Return | 6.85% | 6.15% |
| 3-Year Return | 0.77% | 0.93% |
| 5-Year Return | 1.96% | 2.40% |
| 10-Year Return | 2.84% | 3.19% |
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
PHB
PHB description
Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF is an exchange traded fund launched and managed by Invesco Capital Management LLC. The fund invests in fixed income markets of the United States. It primarily invests in U.S. dollar-denominated fixed coupon high yield corporate bonds that are rated Ba1/BB+ or lower by Moody’s or S&P, but not below B3/B- by Moody’s or S&P. It seeks to invest in fixed income securities with maturities between 1 to 10 years. The fund seeks to track the performance of the RAFI Bonds U.S. High Yield 1-10 Index, by using representative sampling technique. Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF was formed on November 15, 2007 and is domiciled in the United States.
PHB performance & returns
| YTD Return | 3.45% |
| 1-Month Return | 0.05% |
| 3-Month Return | -0.08% |
| 1-Year Return | 6.15% |
| 3-Year Return | 0.93% |
| 5-Year Return | 2.40% |
| 10-Year Return | 3.19% |
PHB holdings
Top 10 Holdings (1.44% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Invesco Shrt-Trm Inv Gov&Agcy Instl | AGPXX | 1.44% |
PHB pros
The following are PHB strengths from our perspective:
- PHB 3-year return is 0.93%, which is higher than the 3-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), -1.07%.
- PHB 5-year return is 2.4%, which is higher than the 5-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 0.54%.
- PHB 10-year return is 3.19%, which is higher than the 10-year return of the benchmark index (Bloomberg US Aggregate Bond TR USD), 1.41%.
PHB cons
The following are PHB weaknesses from our perspective:
- PHB net assets are $0.00 million. This fund is not a popular choice with retail investors.
Other relevant PHB comparisons
You may also want to check out the following PHB comparisons that investors often look for on Finny
- PHB vs ANGL
- PHB vs FALN
- PHB vs HYG
- PHB vs HYGH
- PHB vs HYHG
- PHB vs HYIH
- PHB vs HYLB
- PHB vs HYLD
- PHB vs HYXE
- PHB vs JNK