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Data as of Sep 13, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

GARP vs JAAA: how they differ

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

iShares MSCI USA Quality GARP ETF and Janus Henderson AAA CLO ETF.

What they hold in common

By the books each fund has filed, GARP 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 GARPOnly in JAAA
APPLE 5.23%KKR CLO 35 Ltd. 0.96%
MICROSOFT 5.16%AB BSL CLO 1 Ltd. 0.88%
NVIDIA 5.09%Anchorage Capital CLO 16 Ltd. 0.82%
META PLATFORMS CLASS A 4.81%Anchorage Capital CLO 17 Ltd. 0.80%
MICRON TECHNOLOGY 4.76%Carlyle US CLO Ltd. 0.70%
VISA CLASS A 4.60%Carlyle US CLO Ltd. 0.67%
LAM RESEARCH 4.02%Regatta XIX Funding Ltd. 0.67%
CATERPILLAR INC 3.65%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 Sep 10, 2026.

GARP and JAAA on the fields both publish, as of Sep 13, 2026. Source: ETFIQ.
GARP
iShares MSCI USA Quality GARP ETF
JAAA
Janus Henderson AAA CLO ETF
Where it sitsCore index fundCore index fund
IssueriSharesJanus Henderson
What it isMSCI USA Quality GARPHenderson AAA CLO
Total return, 1 year+29.5%+4.9%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500+12.0 pts−12.6 pts
Expense ratio0.15%0.20%
Already in the S&P 50094.4%0.0%
Holdings133600

GARP in plain words

GARP is an index equity fund tracking the MSCI USA Quality GARP. Over the year to Sep 11, 2026 it returned +29.5% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.15% a year. By its holdings filed for Sep 10, 2026, 94% of the fund by weight is stocks the S&P 500 also holds, across 133 positions, with the top ten at 43.2%.

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, GARP or JAAA?
In the year to Sep 13, 2026, with distributions reinvested, GARP returned +29.5% and JAAA returned +4.9%, so GARP returned more. One year is one year; the longer windows are in the table.
Which is cheaper, GARP or JAAA?
GARP charges 0.15% a year and JAAA charges 0.20%, so GARP is cheaper. Fees come from each fund's prospectus.
How much do GARP and JAAA overlap with the S&P 500?
By their latest filed holdings, 94% of GARP 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.

GARP against JAAA, ETFIQ, data as of Sep 13, 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, GARP against JAAA, data as of Sep 13, 2026. https://etfiq.com/compare/any/garp-vs-jaaa Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources