Which returned more over the last year, IWD or JNK?

In the year to Sep 12, 2026, with distributions reinvested, IWD returned +27.4% and JNK returned +3.3%, so IWD returned more. One year is one year; the longer windows are in the table.

Which is cheaper, IWD or JNK?

IWD charges 0.18% a year and JNK charges 0.40%, so IWD is cheaper. Fees come from each fund's prospectus.

Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

IWD vs JNK: how they differ

IWD and JNK hold 0% of their weight in the same names, and IWD returned more over the year.

iShares Russell 1000 Value ETF and State Street(R) SPDR(R) Bloomberg High Yield Bond ETF.

What they hold in common

By the books each fund has filed, IWD and JNK hold 0% of their money in the same securities at the same weight.

Largest positions each one holds and the other does not
Only in IWD	Only in JNK
AMAZON.COM, INC. 5.95%	1261229 BC LTD 0.64%
APPLE INC. 5.38%	MERIDIAN ARC HOLDCO LLC 0.58%
MICROSOFT CORPORATION 3.89%	ECHOSTAR CORP 0.52%
BERKSHIRE HATHAWAY INC. 2.62%	PR RNO PROPERTY OWNER 1 0.49%
JPMORGAN CHASE & CO. 2.46%	CLOUD SOFTWARE GRP INC 0.42%
INTEL CORPORATION 1.72%	QUIKRETE HOLDINGS INC 0.41%
JOHNSON & JOHNSON 1.72%	DISH NETWORK CORP 0.41%
EXXON MOBIL CORPORATION 1.60%	SV RNO PROPERTY OWNER 1 0.40%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026.

IWD and JNK on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
	IWD iShares Russell 1000 Value ETF	JNK State Street(R) SPDR(R) Bloomberg High Yield Bond ETF
Where it sits	Core index fund	Core index fund
Issuer	iShares	State Street
What it is	Russell 1000 value	SPDR Bloomberg High Yield Bond
Total return, 1 year	+27.4%	+3.3%
S&P 500 over the same days	+17.5%	+17.5%
Gap to the S&P 500	+9.9 pts	−14.2 pts
Expense ratio	0.18%	0.40%
Holdings	870	1198

IWD in plain words

IWD is an index equity fund tracking the Russell 1000 value. Over the year to Sep 11, 2026 it returned +27.4% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.18% a year. By its holdings filed for Jun 30, 2026, 90% of the fund by weight is stocks the S&P 500 also holds, across 870 positions, with the top ten at 27.9%.

JNK in plain words

JNK is a bond fund tracking the SPDR Bloomberg High Yield Bond. Over the year to Sep 11, 2026 it returned +3.3% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.40% a year.

Questions people ask

Which returned more over the last year, IWD or JNK?: In the year to Sep 12, 2026, with distributions reinvested, IWD returned +27.4% and JNK returned +3.3%, so IWD returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IWD or JNK?: IWD charges 0.18% a year and JNK charges 0.40%, so IWD is cheaper. Fees come from each fund's prospectus.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

IWD against JNK, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, IWD against JNK, data as of Sep 12, 2026. https://etfiq.com/compare/any/IWD-JNK Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources