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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

JAAA vs SPHD: how they differ

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

Janus Henderson AAA CLO ETF and Invesco S&P 500 High Dividend Low Volatility ETF.

What they hold in common

By the books each fund has filed, JAAA and SPHD 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 JAAAOnly in SPHD
KKR CLO 35 Ltd. 0.96%Verizon Communications Inc. 3.49%
AB BSL CLO 1 Ltd. 0.88%Altria Group, Inc. 3.45%
Anchorage Capital CLO 16 Ltd. 0.82%Healthpeak Properties, Inc. 3.24%
Anchorage Capital CLO 17 Ltd. 0.80%Kraft Heinz Co. (The) 3.03%
Carlyle US CLO Ltd. 0.70%Pfizer Inc. 2.99%
Carlyle US CLO Ltd. 0.67%Franklin Resources, Inc. 2.82%
Regatta XIX Funding Ltd. 0.67%VICI Properties Inc. 2.68%
Magnetite XXXII Ltd. 0.67%ONEOK, Inc. 2.66%

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 May 31, 2026.

JAAA and SPHD on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
JAAA
Janus Henderson AAA CLO ETF
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
Where it sitsCore index fundCore index fund
IssuerJanusInvesco
What it isHenderson AAA CLOS&P 500 High Dividend Low Volatility
Total return, 1 year+4.9%+8.6%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−12.6 pts−8.9 pts
Expense ratio0.20%0.30%
Already in the S&P 5000.0%95.7%
Holdings60049

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%.

SPHD in plain words

SPHD is an index equity fund tracking the S&P 500 High Dividend Low Volatility. Over the year to Sep 11, 2026 it returned +8.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.30% a year. By its holdings filed for May 31, 2026, 96% of the fund by weight is stocks the S&P 500 also holds, across 49 positions, with the top ten at 29.3%. It sat 4.1% below its high of Aug 24, 2026 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, JAAA or SPHD?
In the year to Sep 12, 2026, with distributions reinvested, JAAA returned +4.9% and SPHD returned +8.6%, so SPHD returned more. One year is one year; the longer windows are in the table.
Which is cheaper, JAAA or SPHD?
JAAA charges 0.20% a year and SPHD charges 0.30%, so JAAA is cheaper. Fees come from each fund's prospectus.
How much do JAAA and SPHD overlap with the S&P 500?
By their latest filed holdings, 0% of JAAA and 96% of SPHD 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.

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

A comparison is not a recommendation. Standards and sources