HOLA vs VXUS

HOLA vs VXUS

Which is better, HOLA or VXUS?

Multi Alternative against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y and the full window.

Lower Fees: VXUSHigher Returns: VXUS

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricHOLAVXUS
Expense Ratio0.50%0.05%Best
AUM$279M$158.1B
Dividend Yield2.78%2.51%
Holdings2258,747
YTD Return+6.40%+13.64%Best
1Y Return+13.68%+20.82%Best
3Y Return (annualized)-+19.58%
5Y Return (annualized)-+9.14%
Volatility (annualized)6.8%Best13.3%
Max Drawdown-7.0%Best-11.3%
$10,000 over 1.2 years$11,625$12,950Best
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryAlternativeEquity
StyleMulti AlternativeLarge Cap Blend
InceptionJul 11, 2025Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jul 14, 2025 to Sep 17, 2026 (1.2 years).

HOLA vs VXUS growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.2 years both funds cover.

HOLA vs VXUS Performance

JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) is an ETF from J.P. Morgan Asset Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year HOLA returned +13.68% while VXUS returned +20.82%. Year to date, HOLA is up 6.40% versus a gain of 13.64% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 13.3% compared with 6.8% 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 -11.3% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

HOLA charges 0.50% per year while VXUS charges 0.05%. On a $10,000 position that is $50 vs $5 annually, a gap of $45 per year that compounds over a long holding period. On income, HOLA currently yields 2.78% against 2.51% for VXUS.

Holdings Overlap

HOLA already in VXUS60.8%

At least 60.8% of HOLA's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

The two portfolios partly overlap.

116 positions in common, counted across the 203 positions we hold weights for in HOLA and 8,082 in VXUS, against full books of 225 and 8,747.

Top Shared Holdings

StockWeight in HOLAWeight in VXUSDifference
SIE:SGSiemens Ag Reg Common Stock1.78%0.54%1.24%
HSBA:LNHsbc Securities Inc1.47%0.82%0.65%
AZN:LNAstraZeneca PLC1.59%0.57%1.02%
ROP:SMRoche Ps Par Ag1.30%0.69%0.61%
NESN:SMNestl? Sa1.28%0.58%0.70%
NOVN:SMNovartis Ag – Class N1.17%0.65%0.52%
SHELShell Plc1.23%0.57%0.66%
UCG:MIUnicredit Spa1.37%0.32%1.05%
BHP:AUBHP Group Limited Ordinary Shares1.28%0.31%0.97%
SAF:PASafran Sa (France)1.28%0.30%0.98%

60.8% of HOLA is already inside VXUS.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

HOLAVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, HOLA or VXUS?

HOLA has an expense ratio of 0.50% while VXUS charges 0.05%. VXUS is the cheaper option, by $45 a year on a $10,000 investment.

Which performed better, HOLA or VXUS?

Over the past year HOLA returned +13.68% vs +20.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (1 years), HOLA annualized +13.37% vs +24.04% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, HOLA or VXUS?

VXUS has been the more volatile fund at 13.3% annualized versus 6.8% for HOLA. Worst drawdown: HOLA -7.0% vs VXUS -11.3%.

Should I hold both HOLA and VXUS?

HOLA and VXUS have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between HOLA and VXUS?

At least 60.8% of HOLA's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 116 positions in common, counted across the 203 positions we hold weights for in HOLA and 8,082 in VXUS.

Which pays a higher dividend, HOLA or VXUS?

HOLA yields 2.78% while VXUS yields 2.51%, so HOLA currently pays the higher dividend yield.

Is VXUS better than HOLA?

VXUS has a lower expense ratio. VXUS led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.