Data as of Oct 28, 2026.
IJH vs JNK: Differences, Returns & Fees
Over the year to Oct 28, 2026, IJH returned +13.2% to JNK's +1.7%; 0% of their weight is in the same names.
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Net assets on Oct 27, 2026: $122.8bn for iShares Core S&P Mid-Cap ETF and $5.9bn for State Street SPDR Bloomberg High Yield Bond ETF.
Pair scorecard
IJH costs 0.35 points a year less; their one-year returns differ by 11.5 points; IJH is far larger, $122.8bn against $5.9bn.
| Measure | IJH | JNK |
|---|---|---|
| Return | ||
| Total return, 1 year | +13.2% | +1.7% |
| Drawdown | ||
| Below its high | 6.5%, high on Aug 14, 2026 | |
| Benchmark | ||
| What it tracks | S&P MidCap 400 | Bloomberg High Yield Very Liquid Index |
| Cost and size | ||
| Expense ratio | 0.05% | 0.40% |
| Net assets, as of Oct 27, 2026 | $122.8bn | $5.9bn |
| Holdings | ||
| Holdings in common | 0% | |
| In the S&P 500, by weight | 0% | |
| Top ten holdings, share of the fund | 7.2% | |
Holdings in common uses holdings dated Oct 27, 2026. Method
Risk and return
Dec 14, 2007 to Oct 23, 2026 · 984 weekly returnsEach against its own benchmark: IJH against MDY, Jun 2, 2000 to Oct 23, 2026; JNK against AGG, Dec 14, 2007 to Oct 23, 2026.
IJH returned more: +459.5% to +141.3%. JNK swung less: 12.7% to 21.5%. JNK fell less at its worst: −38.4% to −53.0%.
Full scorecard
19 measures, with how each is measured Open ↓
| Measure | IJH | JNK | Edge | How it is measured |
|---|---|---|---|---|
| Return | ||||
| Total return | +459.5% | +141.3% | IJH | Price change plus distributions, reinvested. |
| Annualized | +9.5% | +4.8% | IJH | Total return as a yearly rate. |
| Price return | +324.5% | −35.6% | IJH | Price change alone, distributions left out. |
| Risk | ||||
| Volatility | 21.5% | 12.7% | JNK | Spread of weekly returns, annualized. Lower is steadier. |
| Downside deviation | 15.1% | 9.4% | JNK | Like volatility, counting only weeks below the Treasury bill rate. |
| Max drawdown | −53.0% | −38.4% | JNK | Deepest fall from a high to the low after it. |
| Upside capture | 99.6% | 54.4% | Share of its benchmark's rise caught in the weeks it rose. | |
| Downside capture | 99.6% | 35.8% | Share of its benchmark's fall taken in the weeks it fell. Lower is better. | |
| Beta | 0.99 | 1.16 | Not an edge | How far it moves for each 1% its benchmark moves. |
| R squared | 0.99 | 0.24 | Not an edge | Share of its weekly moves its benchmark explains. |
| Risk-adjusted | ||||
| Sharpe | 0.46 | 0.32 | IJH | Return above Treasury bills per unit of volatility. |
| Sortino | 0.66 | 0.43 | IJH | Return above Treasury bills per unit of downside deviation. |
| Treynor | 0.092 | 0.035 | Return above Treasury bills per unit of beta. | |
| Calmar | 0.18 | 0.12 | IJH | Annualized return divided by the max drawdown. |
| Against the benchmark | ||||
| Benchmark | MDY | AGG | The ETF each fund is measured against. | |
| Alpha | +0.3% a year | +2.4% a year | Not significant | Yearly return beyond what its beta to the benchmark predicts. |
| Alpha t-stat | 0.82 | 0.94 | Not an edge | How sure the alpha is. Below 2, it could be chance. |
| Alpha range | −0.4% to +0.9% | −2.6% to +7.4% | Includes zero | The 95% range for the yearly alpha. |
| Information ratio | 0.11 | 0.24 | Return against its benchmark per unit of tracking error. | |
| Tracking error | 1.7% | 11.1% | Not an edge | How far weekly returns stray from the benchmark, annualized. |
Computed by ETFIQ from Tiingo daily prices and ETFIQ's distribution records, 984 weekly returns. Cash rate: the 13-week Treasury bill.
What they share
By the books each fund has filed, IJH and JNK hold 0% of their money in the same securities at the same weight. Holdings dated Oct 27, 2026.
half
0% in common
Only in one fund ↓
Side by side
IJH and JNK on the fields both publish, as of Oct 28, 2026. Source: ETFIQ.
IJH and JNK do different jobs. What does each one do in a portfolio?
- What each follows. IJH follows S&P MidCap 400 and JNK follows Bloomberg High Yield Very Liquid Index.
- Holdings in common. 0% of the weight is in the same securities (holdings dated Oct 27, 2026).
- One-year total return. Over 1 year to Oct 28, 2026 IJH returned +13.2% and JNK +1.7% with distributions reinvested, a gap of 11.5 points.
Data as of Oct 28, 2026.
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IJH
IJH tracks the S&P MidCap 400. Over the year to Oct 28, 2026 it returned +13.2% with distributions reinvested, against +12.8% for its benchmark, the S&P MidCap 400. The prospectus expense ratio is 0.05% a year. By its holdings published by its issuer for Oct 27, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 409 positions, with the top ten at 7.2%. It sat 6.5% below its high of Aug 14, 2026 on Oct 28, 2026.
JNK
JNK tracks the Bloomberg High Yield Bond. Over the year to Oct 28, 2026 it returned +1.7% with distributions reinvested, against −1.4% for its benchmark, the Bloomberg U.S. Aggregate Bond Index. The prospectus expense ratio is 0.40% a year.
Questions people ask
- Which returned more over the last year, IJH or JNK?
- In the year to Oct 28, 2026, with distributions reinvested, IJH returned +13.2% and JNK +1.7%.
- Which is cheaper, IJH or JNK?
- IJH is cheaper, by 0.35 percentage points a year. That is about $35 on $10,000 held for a year. Fees come from each fund's prospectus.
Links are sources, not endorsements. A comparison is not a recommendation.
How this is computed
Overlap adds up the smaller of the two weights for each security both funds hold.
Cite this pageCitation, APA and Markdown
ETFIQ, IJH against JNK, data as of Oct 28, 2026. https://etfiq.com/compare/any/ijh-vs-jnk
ETFIQ. (Oct 28, 2026). IJH against JNK. Retrieved from https://etfiq.com/compare/any/ijh-vs-jnk
[IJH against JNK (ETFIQ, Oct 28, 2026)](https://etfiq.com/compare/any/ijh-vs-jnk)
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