HOLA vs VTI
JPMorgan International Hedged Equity Laddered Overlay ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | HOLA | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.03% | |
| AUM | $279M | $663.5B | |
| Dividend Yield | 0.00% | 1.07% | |
| Holdings | 161 | 3,543 | |
| YTD Return | +7.86% | +14.22% | |
| 1Y Return | +16.26% | +22.19% | |
| 3Y Return (annualized) | - | +21.27% | |
| 5Y Return (annualized) | - | +12.23% | |
| Volatility (annualized) | 6.7% | 15.3% | |
| Max Drawdown | -7.0% | -56.6% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Jul 11, 2025 | May 24, 2001 |
HOLA vs VTI Performance
JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) is a ETF from J.P. Morgan Asset Management and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year HOLA returned +16.26% while VTI returned +22.19%. Year to date, HOLA is up 7.86% versus a gain of 14.22% for VTI.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -56.6% for VTI. 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 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HOLA charges 0.50% per year while VTI 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 1.07% for VTI.
Holdings Overlap
HOLA and VTI share 146 holdings out of 2788 unique holdings combined, representing a 58.1% weight overlap.
High overlap means holding both may not provide much additional diversification.
Frequently Asked Questions
Which is cheaper, HOLA or VTI?
HOLA has an expense ratio of 0.50% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, HOLA or VTI?
Over the past year HOLA returned +16.26% vs +22.19% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (1 years), HOLA annualized +16.14% vs +8.14% for VTI. Past performance does not guarantee future results.
Which is riskier, HOLA or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 6.7% for HOLA. Worst drawdown: HOLA -7.0% vs VTI -56.6%.
Should I hold both HOLA and VTI?
HOLA and VTI have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HOLA and VTI?
HOLA and VTI share 146 common holdings with a 58.1% weight overlap. Combined, they hold 2788 unique securities.
Which pays a higher dividend, HOLA or VTI?
HOLA yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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