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

ETFIQetfiq.com · independent ETF data

IJR vs JAAA: how they differ

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

iShares Core S&P Small-Cap ETF and Janus Henderson AAA CLO ETF.

What they hold in common

By the books each fund has filed, IJR and JAAA 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 IJROnly in JAAA
FORMFACTOR INC 0.69%KKR CLO 35 Ltd. 0.96%
VIASAT INC 0.68%AB BSL CLO 1 Ltd. 0.88%
MOLINA HEALTHCARE INC 0.66%Anchorage Capital CLO 16 Ltd. 0.82%
ARGAN INC 0.62%Anchorage Capital CLO 17 Ltd. 0.80%
BRIGHTSPRING HEALTH SERVICES INC 0.61%Carlyle US CLO Ltd. 0.70%
ELEMENT SOLUTIONS INC 0.61%Carlyle US CLO Ltd. 0.67%
MAXLINEAR INC 0.60%Regatta XIX Funding Ltd. 0.67%
KRYSTAL BIOTECH INC 0.54%Magnetite XXXII Ltd. 0.67%

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 Apr 30, 2026 and Jun 30, 2026.

IJR and JAAA on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
IJR
iShares Core S&P Small-Cap ETF
JAAA
Janus Henderson AAA CLO ETF
Where it sitsCore index fundCore index fund
IssueriSharesJanus
What it isS&P SmallCap 600Henderson AAA CLO
Total return, 1 year+19.9%+4.9%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+2.4 pts−12.6 pts
Expense ratio0.06%0.20%
Already in the S&P 5000.0%0.0%
Holdings603600

IJR in plain words

IJR is an index equity fund tracking the S&P SmallCap 600. Over the year to Sep 11, 2026 it returned +19.9% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.06% a year. By its holdings filed for Jun 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 603 positions, with the top ten at 6.0%. It sat 5.5% below its high of Aug 14, 2026 on Sep 11, 2026.

JAAA in plain words

JAAA is an index equity fund tracking the Henderson AAA CLO. Over the year to Sep 11, 2026 it returned +4.9% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.20% a year. By its holdings filed for Apr 30, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 600 positions, with the top ten at 7.5%.

Questions people ask

Which returned more over the last year, IJR or JAAA?
In the year to Sep 12, 2026, with distributions reinvested, IJR returned +19.9% and JAAA returned +4.9%, so IJR returned more. One year is one year; the longer windows are in the table.
Which is cheaper, IJR or JAAA?
IJR charges 0.06% a year and JAAA charges 0.20%, so IJR is cheaper. Fees come from each fund's prospectus.
How much do IJR and JAAA overlap with the S&P 500?
By their latest filed holdings, 0% of IJR and 0% of JAAA by weight is stocks the S&P 500 already holds. Between the two funds, 0% of their books are the same securities at the same weight.

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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.

IJR against JAAA, 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, IJR against JAAA, data as of Sep 12, 2026. https://etfiq.com/compare/any/IJR-JAAA Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources