VWEHX vs. JNK
Compare and contrast key facts about Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) and SPDR Barclays High Yield Bond ETF (JNK).
VWEHX is managed by Vanguard. It was launched on Dec 27, 1978. JNK is a passively managed fund by State Street that tracks the performance of the Barclays Capital High Yield Very Liquid Index. It was launched on Nov 28, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VWEHX or JNK.
Correlation
The correlation between VWEHX and JNK is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
VWEHX vs. JNK - Performance Comparison
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Key characteristics
VWEHX:
2.13
JNK:
1.25
VWEHX:
3.15
JNK:
1.79
VWEHX:
1.50
JNK:
1.26
VWEHX:
2.69
JNK:
1.40
VWEHX:
10.88
JNK:
7.12
VWEHX:
0.64%
JNK:
0.99%
VWEHX:
3.41%
JNK:
5.78%
VWEHX:
-30.17%
JNK:
-38.48%
VWEHX:
-0.40%
JNK:
-1.01%
Returns By Period
In the year-to-date period, VWEHX achieves a 1.54% return, which is significantly higher than JNK's 1.26% return. Over the past 10 years, VWEHX has outperformed JNK with an annualized return of 4.40%, while JNK has yielded a comparatively lower 3.66% annualized return.
VWEHX
1.54%
2.07%
1.47%
7.21%
5.16%
4.40%
JNK
1.26%
1.48%
0.68%
7.21%
5.13%
3.66%
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VWEHX vs. JNK - Expense Ratio Comparison
VWEHX has a 0.23% expense ratio, which is lower than JNK's 0.40% expense ratio.
Risk-Adjusted Performance
VWEHX vs. JNK — Risk-Adjusted Performance Rank
VWEHX
JNK
VWEHX vs. JNK - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard High-Yield Corporate Fund Investor Shares (VWEHX) and SPDR Barclays High Yield Bond ETF (JNK). 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
VWEHX vs. JNK - Dividend Comparison
VWEHX's dividend yield for the trailing twelve months is around 5.66%, less than JNK's 6.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VWEHX Vanguard High-Yield Corporate Fund Investor Shares | 5.66% | 6.09% | 5.69% | 5.11% | 4.13% | 4.62% | 5.24% | 5.93% | 5.28% | 5.43% | 5.91% | 5.59% |
JNK SPDR Barclays High Yield Bond ETF | 6.71% | 6.63% | 6.38% | 6.06% | 4.27% | 5.11% | 5.44% | 5.90% | 5.60% | 6.06% | 6.59% | 5.99% |
Drawdowns
VWEHX vs. JNK - Drawdown Comparison
The maximum VWEHX drawdown since its inception was -30.17%, smaller than the maximum JNK drawdown of -38.48%. Use the drawdown chart below to compare losses from any high point for VWEHX and JNK. For additional features, visit the drawdowns tool.
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Volatility
VWEHX vs. JNK - Volatility Comparison
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