HOLA vs SCHD
JPMorgan International Hedged Equity Laddered Overlay ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. HOLA offers more diversification with 161 holdings.
Side-by-Side Comparison
| Metric | HOLA | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.06% | |
| AUM | $283M | $108.7B | |
| Dividend Yield | 2.81% | 3.13% | |
| Holdings | 161 | 104 | |
| YTD Return | +7.47% | +27.93% | |
| 1Y Return | +15.03% | +30.06% | |
| 3Y Return (annualized) | - | +16.25% | |
| 5Y Return (annualized) | - | +10.03% | |
| Volatility (annualized) | 6.7% | 13.6% | |
| Max Drawdown | -7.0% | -33.4% | |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management | |
| Category | Alternative | Equity | |
| Inception | Jul 11, 2025 | Oct 20, 2011 |
HOLA vs SCHD Performance
JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) is a ETF from J.P. Morgan Asset Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year HOLA returned +15.03% while SCHD returned +30.06%. Year to date, HOLA is up 7.47% versus a gain of 27.93% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% 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 -33.4% for SCHD. 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HOLA charges 0.50% per year while SCHD charges 0.06%. On a $10,000 position that is $50 vs $6 annually, a gap of $44 per year that compounds over a long holding period. On income, HOLA currently yields 2.81% against 3.13% for SCHD.
Holdings Overlap
HOLA and SCHD share 1 holdings out of 303 unique holdings combined, representing a 0.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in HOLA | Weight in SCHD | Difference |
|---|---|---|---|
| ALV | 1.51% | 0.21% | 1.30% |
Frequently Asked Questions
Which is cheaper, HOLA or SCHD?
HOLA has an expense ratio of 0.50% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
Which performed better, HOLA or SCHD?
Over the past year HOLA returned +15.03% vs +30.06% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), HOLA annualized +15.09% vs +11.56% for SCHD. Past performance does not guarantee future results.
Which is riskier, HOLA or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 6.7% for HOLA. Worst drawdown: HOLA -7.0% vs SCHD -33.4%.
Should I hold both HOLA and SCHD?
HOLA and SCHD have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HOLA and SCHD?
HOLA and SCHD share 1 common holdings with a 0.2% weight overlap. Combined, they hold 303 unique securities.
Which pays a higher dividend, HOLA or SCHD?
HOLA yields 2.81% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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