HOLA vs IVV
JPMorgan International Hedged Equity Laddered Overlay ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | HOLA | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.03% | |
| AUM | $279M | $865.2B | |
| Dividend Yield | 0.00% | 1.09% | |
| Holdings | 161 | 508 | |
| YTD Return | +7.86% | +13.72% | |
| 1Y Return | +16.26% | +21.64% | |
| 3Y Return (annualized) | - | +21.55% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 6.7% | 15.1% | |
| Max Drawdown | -7.0% | -56.5% | |
| Fund Family | J.P. Morgan Asset Management | iShares by BlackRock (US) | |
| Category | Alternative | Equity | |
| Inception | Jul 11, 2025 | May 15, 2000 |
HOLA vs IVV Performance
JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) is a ETF from J.P. Morgan Asset Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year HOLA returned +16.26% while IVV returned +21.64%. Year to date, HOLA is up 7.86% versus a gain of 13.72% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 6.7% for HOLA. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -7.0% for HOLA and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.55. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HOLA charges 0.50% per year while IVV charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, HOLA currently yields 0.00% against 1.09% for IVV.
Holdings Overlap
HOLA and IVV share 140 holdings out of 516 unique holdings combined, representing a 65.3% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, HOLA or IVV?
HOLA has an expense ratio of 0.50% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, HOLA or IVV?
Over the past year HOLA returned +16.26% vs +21.64% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), HOLA annualized +16.14% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, HOLA or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 6.7% for HOLA. Worst drawdown: HOLA -7.0% vs IVV -56.5%.
Should I hold both HOLA and IVV?
HOLA and IVV have a monthly-return correlation of 0.55, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HOLA and IVV?
HOLA and IVV share 140 common holdings with a 65.3% weight overlap. Combined, they hold 516 unique securities.
Which pays a higher dividend, HOLA or IVV?
HOLA yields 0.00% while IVV yields 1.09%, so IVV currently pays the higher dividend yield.
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