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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 XBI: how they differ

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

Janus Henderson AAA CLO ETF and State Street(R) SPDR(R) S&P(R) Biotech ETF.

What they hold in common

By the books each fund has filed, JAAA and XBI 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 XBI
KKR CLO 35 Ltd. 0.96%Apogee Therapeutics Inc 1.49%
AB BSL CLO 1 Ltd. 0.88%Moderna Inc 1.41%
Anchorage Capital CLO 16 Ltd. 0.82%Twist Bioscience Corp 1.41%
Anchorage Capital CLO 17 Ltd. 0.80%Oruka Therapeutics Inc 1.38%
Carlyle US CLO Ltd. 0.70%Kymera Therapeutics Inc 1.36%
Carlyle US CLO Ltd. 0.67%Viking Therapeutics Inc 1.31%
Regatta XIX Funding Ltd. 0.67%Praxis Precision Medicines Inc 1.29%
Magnetite XXXII Ltd. 0.67%Erasca Inc 1.27%

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 XBI on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
JAAA
Janus Henderson AAA CLO ETF
XBI
State Street(R) SPDR(R) S&P(R) Biotech ETF
Where it sitsCore index fundCore index fund
IssuerJanusState Street
What it isHenderson AAA CLOSPDR S&P Biotech
Total return, 1 year+4.9%+64.0%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−12.6 pts+46.5 pts
Expense ratio0.20%0.35%
Already in the S&P 5000.0%8.5%
Holdings600150

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%.

XBI in plain words

XBI is an index equity fund tracking the SPDR S&P Biotech. Over the year to Sep 11, 2026 it returned +64.0% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.35% a year. By its holdings filed for Jun 30, 2026, 8% of the fund by weight is stocks the S&P 500 also holds, across 150 positions, with the top ten at 13.3%. It sat 9.6% below its high of Feb 8, 2021 on Sep 11, 2026.

Questions people ask

Which returned more over the last year, JAAA or XBI?
In the year to Sep 12, 2026, with distributions reinvested, JAAA returned +4.9% and XBI returned +64.0%, so XBI returned more. One year is one year; the longer windows are in the table.
Which is cheaper, JAAA or XBI?
JAAA charges 0.20% a year and XBI charges 0.35%, so JAAA is cheaper. Fees come from each fund's prospectus.
How much do JAAA and XBI overlap with the S&P 500?
By their latest filed holdings, 0% of JAAA and 8% of XBI 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 XBI, 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 XBI, data as of Sep 12, 2026. https://etfiq.com/compare/any/JAAA-XBI Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources