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FISR vs SJNK

State Street Fixed Income Sector Rotation ETF vs State Street SPDR Bloomberg Short Term High Yield Bond ETF

FISR

State Street Fixed Income Sector Rotation ETF

State Street Investment Management

Annual cost

0.50%

Fund size

$514M

SJNK

State Street SPDR Bloomberg Short Term High Yield Bond ETF

State Street Investment Management

Annual cost

0.40%

Fund size

$4.8B

Key differences

  • SJNK costs 0.10% less per year.
  • SJNK is significantly larger than FISR — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SJNK has delivered higher annualized returns.
  • SJNK has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

FISRSJNK
Annual cost (TER)0.50%0.40%
Fund size (AUM)$514M$4.8B
Since20192012
Dividend yield4.11%7.06%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+5.3%+7.3%
CAGR 3Y+3.4%+8.5%
CAGR 5Y-0.6%+5.0%
Sharpe 3Y0.001.06
Volatility 1Y4.41%3.23%
Max drawdown-20.27%-19.74%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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