JELH vs SPY

JELH vs SPY
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Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 505 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricJELHSPYWinner
Expense Ratio0.59%0.09%
AUM-$821.1B
Dividend Yield2.10%1.01%
Holdings0505
YTD Return+1.83%+12.68%
1Y Return-+21.82%
3Y Return (annualized)-+21.98%
5Y Return (annualized)-+12.89%
Volatility (annualized)-15.3%
Max Drawdown-1.7%-56.5%
Fund FamilyJanus Henderson InvestorsState Street Investment Management
CategoryAlternativeEquity
InceptionApr 21, 2026Jan 22, 1993

JELH vs SPY Performance

Janus Henderson Equity Linked High Income ETF (JELH) is a ETF from Janus Henderson Investors and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, JELH is up 1.83% versus a gain of 12.68% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -1.7% for JELH and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

JELH charges 0.59% per year while SPY charges 0.09%. On a $10,000 position that is $59 vs $9 annually, a gap of $50 per year that compounds over a long holding period. On income, JELH currently yields 2.10% against 1.01% for SPY.

Frequently Asked Questions

Which is cheaper, JELH or SPY?

JELH has an expense ratio of 0.59% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $50 per year of difference.

Which pays a higher dividend, JELH or SPY?

JELH yields 2.10% while SPY yields 1.01%, so JELH currently pays the higher dividend yield.

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