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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 SPY: how they differ

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

Janus Henderson AAA CLO ETF and SPDR S&P 500 ETF Trust.

What they hold in common

By the books each fund has filed, JAAA and SPY 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 SPY
KKR CLO 35 Ltd. 0.96%NVIDIA Corp. 7.52%
AB BSL CLO 1 Ltd. 0.88%Apple, Inc. 6.59%
Anchorage Capital CLO 16 Ltd. 0.82%Microsoft Corp. 4.30%
Anchorage Capital CLO 17 Ltd. 0.80%Amazon.com, Inc. 3.62%
Carlyle US CLO Ltd. 0.70%Alphabet, Inc. 3.25%
Carlyle US CLO Ltd. 0.67%Broadcom, Inc. 2.77%
Regatta XIX Funding Ltd. 0.67%Alphabet, Inc. 2.59%
Magnetite XXXII Ltd. 0.67%Micron Technology, Inc. 2.02%

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.

JAAA and SPY on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
JAAA
Janus Henderson AAA CLO ETF
SPY
SPDR S&P 500 ETF Trust
Where it sitsCore index fundCore index fund
IssuerJanusState Street
What it isHenderson AAA CLOS&P 500, book from IVV
Total return, 1 year+4.9%+17.5%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−12.6 pts0.0 pts
Expense ratio0.20%0.09%
Already in the S&P 5000.0%100.0%
Holdings600504

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%.

SPY in plain words

SPY is an index equity fund tracking the S&P 500. Over the year to Sep 11, 2026 it returned +17.5% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.09% a year. By its holdings filed for Jun 30, 2026, 100% of the fund by weight is stocks the S&P 500 also holds, across 504 positions, with the top ten at 36.4%.

Questions people ask

Which returned more over the last year, JAAA or SPY?
In the year to Sep 12, 2026, with distributions reinvested, JAAA returned +4.9% and SPY returned +17.5%, so SPY returned more. One year is one year; the longer windows are in the table.
Which is cheaper, JAAA or SPY?
JAAA charges 0.20% a year and SPY charges 0.09%, so SPY is cheaper. Fees come from each fund's prospectus.
How much do JAAA and SPY overlap with the S&P 500?
By their latest filed holdings, 0% of JAAA and 100% of SPY 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 SPY, 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 SPY, data as of Sep 12, 2026. https://etfiq.com/compare/any/JAAA-SPY Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources