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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 XLF: how they differ

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

Janus Henderson AAA CLO ETF and State Street(R) Financial Select Sector SPDR(R) ETF.

What they hold in common

By the books each fund has filed, JAAA and XLF 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 XLF
KKR CLO 35 Ltd. 0.96%Berkshire Hathaway Inc 12.10%
AB BSL CLO 1 Ltd. 0.88%JPMorgan Chase & Co 11.57%
Anchorage Capital CLO 16 Ltd. 0.82%Visa Inc 7.51%
Anchorage Capital CLO 17 Ltd. 0.80%Mastercard Inc 5.47%
Carlyle US CLO Ltd. 0.70%Bank of America Corp 4.91%
Carlyle US CLO Ltd. 0.67%Goldman Sachs Group Inc/The 3.94%
Regatta XIX Funding Ltd. 0.67%Wells Fargo & Co 3.34%
Magnetite XXXII Ltd. 0.67%Morgan Stanley 3.31%

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 XLF on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
JAAA
Janus Henderson AAA CLO ETF
XLF
State Street(R) Financial Select Sector SPDR(R) ETF
Where it sitsCore index fundCore index fund
IssuerJanusState Street
What it isHenderson AAA CLOFinancials
Total return, 1 year+4.9%+7.6%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−12.6 pts−9.9 pts
Expense ratio0.20%0.08%
Already in the S&P 5000.0%100.0%
Holdings60076

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%.

XLF in plain words

XLF is an index equity fund tracking the Financials. Over the year to Sep 11, 2026 it returned +7.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.08% 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 76 positions, with the top ten at 57.7%.

Questions people ask

Which returned more over the last year, JAAA or XLF?
In the year to Sep 12, 2026, with distributions reinvested, JAAA returned +4.9% and XLF returned +7.6%, so XLF returned more. One year is one year; the longer windows are in the table.
Which is cheaper, JAAA or XLF?
JAAA charges 0.20% a year and XLF charges 0.08%, so XLF is cheaper. Fees come from each fund's prospectus.
How much do JAAA and XLF overlap with the S&P 500?
By their latest filed holdings, 0% of JAAA and 100% of XLF 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 XLF, 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 XLF, data as of Sep 12, 2026. https://etfiq.com/compare/any/JAAA-XLF Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources