Structured Income ETFs

Equity ETF Capabilities

Access structured income through Janus Henderson's active ETFs


Designed for investors seeking scalable, high current income through the harvesting of equity volatility. Portfolios are diversified across counterparties, structures, and underlying exposures, simplifying structured income implementation and saving time.

What are structured income strategies?


In a market where traditional income sources can fall short, structured income strategies are designed to reshape the trade‑off between risk and return. By incorporating derivative‑based payoffs, they allow investors to seek higher income potential while mitigating risk in a clearly defined manner.

Understanding structured income


Explore our comprehensive primer and learn how structured income products and equity‑linked notes (ELNs) work, the opportunity they aim to capture, and how the ETF wrapper brings greater simplicity and transparency.

Growing market opportunity for structured income


The structured income market continues to expand as investors seek yield in an evolving rate environment. Annual issuance of U.S. structured products now exceeds $200 billion, roughly half of which are autocallables.

Meanwhile, derivative income ETFs—notably covered-call funds—have attracted billions in assets since 2020. The next frontier is equity-linked income ETFs, which extend the same principles to more sophisticated, actively managed strategies.

Growth of derivative income market ($B)

Growth of derivative income market showing ETF and mutual fund assets over time
Source: Morningstar Direct, 10/21/25

Why Janus Henderson for structured income


Janus Henderson's Structured Income ETFs represent a new way to access structured income—bringing institutional expertise, diversification, and transparency to investors and advisors through a regulated, exchange-traded vehicle.

Two income strategies: Through predefined barriers, JELM seeks greater downside awareness and JELH has higher equity sensitivity and seeks higher income potential.

Smart diversification: Our quantitative approach balances yield, volatility, and credit risk across 15-30 positions with staggered maturities to seek consistent income and risk management.

Institutional-grade execution: Open-architecture sourcing ensures competitive pricing, while continuous oversight aims to keep portfolios optimized without constant reinvestment.

Dedicated diversified investing experience


Our Structured Income ETFs are managed by the Janus Henderson Diversified Alternatives team, experts in alternative investments and structured income strategies.

David Elms

Head of Diversified Alternatives | Portfolio Manager

Natasha Sibley, CFA

Portfolio Manager

Jamie Sandells, PhD

Portfolio Manager

Understanding equity-linked notes (ELNs)


An equity-linked note (ELN) combines fixed income with equity exposure. Defined income ELNs pay enhanced coupons and return principal if the underlying asset stays within set ranges, but losses can occur if it falls below a certain level.

Common formats include:

Autocallables

which tend to pay higher coupons but may be redeemed early by the issuer if the underlying rises above a set level may also suffer losses if a pre-defined downside barrier is breached.

Stability notes

which typically pay income for insuring against rare, sharp daily declines, offering more stable mark-to-market behavior.

Reverse convertibles

which often deliver high yield in exchange for bearing potential downside in a specific stock or basket.

Risk considerations for ELNs


Like all investments, ELNs come with trade-offs. The higher coupons they offer compensate investors for taking on certain risks:

  • Market risk: sustained downturns can lead to equity-like losses.
  • Volatility exposure: ELNs may lag during periods of rising volatility.
  • Reinvestment risk: Early redemptions, or "autocalls," in strong markets can reduce future yields.
  • Credit risk: ELNs are obligations of issuing banks; diversification mitigates—but does not eliminate—this exposure.
  • Tax treatment: Income is generally taxed as ordinary income, with most ETFs distributing monthly.

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