JKF vs. SPY
Compare and contrast key facts about iShares Morningstar Large-Cap Value ETF (JKF) and SPDR S&P 500 ETF (SPY).
JKF and SPY are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. JKF is a passively managed fund by iShares that tracks the performance of the Morningstar Large Value Index. It was launched on Jun 28, 2004. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993. Both JKF and SPY are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JKF or SPY.
Correlation
The correlation between JKF and SPY is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
JKF vs. SPY - Performance Comparison
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Key characteristics
JKF:
7.09%
SPY:
20.02%
JKF:
-0.61%
SPY:
-55.19%
JKF:
0.00%
SPY:
-7.65%
Returns By Period
JKF
N/A
N/A
N/A
N/A
N/A
N/A
SPY
-3.42%
5.69%
-5.06%
9.73%
16.26%
12.24%
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JKF vs. SPY - Expense Ratio Comparison
JKF has a 0.25% expense ratio, which is higher than SPY's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
JKF vs. SPY — Risk-Adjusted Performance Rank
JKF
SPY
JKF vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Large-Cap Value ETF (JKF) and SPDR S&P 500 ETF (SPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
JKF vs. SPY - Dividend Comparison
JKF's dividend yield for the trailing twelve months is around 2.08%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JKF iShares Morningstar Large-Cap Value ETF | 2.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
JKF vs. SPY - Drawdown Comparison
The maximum JKF drawdown since its inception was -0.61%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for JKF and SPY. For additional features, visit the drawdowns tool.
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Volatility
JKF vs. SPY - Volatility Comparison
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