HOLA vs QQQ
JPMorgan International Hedged Equity Laddered Overlay ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. HOLA offers more diversification with 151 holdings.
Side-by-Side Comparison
| Metric | HOLA | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.18% | |
| AUM | $279M | $455.8B | |
| Dividend Yield | 0.00% | 0.41% | |
| Holdings | 161 | 108 | |
| YTD Return | +7.86% | +18.31% | |
| 1Y Return | +16.26% | +25.37% | |
| 3Y Return (annualized) | - | +25.79% | |
| 5Y Return (annualized) | - | +15.20% | |
| Volatility (annualized) | 6.7% | 30.6% | |
| Max Drawdown | -7.0% | -83.0% | |
| Fund Family | J.P. Morgan Asset Management | Invesco (US) | |
| Category | Alternative | Equity | |
| Inception | Jul 11, 2025 | Mar 10, 1999 |
HOLA vs QQQ Performance
JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) is a ETF from J.P. Morgan Asset Management and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year HOLA returned +16.26% while QQQ returned +25.37%. Year to date, HOLA is up 7.86% versus a gain of 18.31% for QQQ.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% 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 -83.0% for QQQ. 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 0.36. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HOLA charges 0.50% per year while QQQ charges 0.18%. On a $10,000 position that is $50 vs $18 annually, a gap of $32 per year that compounds over a long holding period. On income, HOLA currently yields 0.00% against 0.41% for QQQ.
Holdings Overlap
HOLA and QQQ share 38 holdings out of 216 unique holdings combined, representing a 50.9% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, HOLA or QQQ?
HOLA has an expense ratio of 0.50% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, HOLA or QQQ?
Over the past year HOLA returned +16.26% vs +25.37% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), HOLA annualized +16.14% vs +13.10% for QQQ. Past performance does not guarantee future results.
Which is riskier, HOLA or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 6.7% for HOLA. Worst drawdown: HOLA -7.0% vs QQQ -83.0%.
Should I hold both HOLA and QQQ?
HOLA and QQQ have a monthly-return correlation of 0.36, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HOLA and QQQ?
HOLA and QQQ share 38 common holdings with a 50.9% weight overlap. Combined, they hold 216 unique securities.
Which pays a higher dividend, HOLA or QQQ?
HOLA yields 0.00% while QQQ yields 0.41%, so QQQ currently pays the higher dividend yield.
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