HOLA vs VYM
JPMorgan International Hedged Equity Laddered Overlay ETF vs Vanguard High Dividend Yield ETF
Which is better, HOLA or VYM?
Multi Alternative against Large Cap Value.
VYM has a lower expense ratio. VYM led over 1Y and the full window. HOLA is less concentrated, with 16.6% of the fund in its ten largest positions against 26.1%.
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
| Metric | HOLA | VYM |
|---|---|---|
| Expense Ratio | 0.50% | 0.04%Best |
| AUM | $279M | $81.6B |
| Dividend Yield | 2.78% | 2.22% |
| Holdings | 225 | 613 |
| YTD Return | +6.40% | +12.29%Best |
| 1Y Return | +13.68% | +16.61%Best |
| 3Y Return (annualized) | - | +17.42% |
| 5Y Return (annualized) | - | +12.12% |
| Volatility (annualized) | 6.8%Best | 9.4% |
| Max Drawdown | -7.0% | -6.7%Best |
| $10,000 over 1.2 years | $11,625 | $12,236Best |
| Top 10 Weight | 16.6%Best | 26.1% |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Value |
| Inception | Jul 11, 2025 | Nov 10, 2006 |
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 VYM 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 VYM Performance
JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) is an ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year HOLA returned +13.68% while VYM returned +16.61%. Year to date, HOLA is up 6.40% versus a gain of 12.29% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 9.4% 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 -6.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HOLA charges 0.50% per year while VYM charges 0.04%. On a $10,000 position that is $50 vs $4 annually, a gap of $46 per year that compounds over a long holding period. On income, HOLA currently yields 2.78% against 2.22% for VYM.
Holdings Overlap
1.6% of HOLA's money is in holdings VYM also owns.
HOLA and VYM share little of their money.
1 positions in common, counted across the 203 positions we hold weights for in HOLA and 557 in VYM, against full books of 225 and 613.
What only one of them owns
Our book lists 527 positions for VYM that do not appear in our book for HOLA (97.0% of the fund), and 12 for HOLA that do not appear in VYM (5.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in HOLA | Weight in VYM | Difference |
|---|---|---|---|
| ALVAllianz Ag | 1.56% | 0.04% | 1.52% |
You are not choosing between two funds in isolation.
Whichever of HOLA and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HOLA or VYM?
HOLA has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option, by $46 a year on a $10,000 investment.
Which performed better, HOLA or VYM?
Over the past year HOLA returned +13.68% vs +16.61% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), HOLA annualized +13.37% vs +18.31% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HOLA or VYM?
VYM has been the more volatile fund at 9.4% annualized versus 6.8% for HOLA. Worst drawdown: HOLA -7.0% vs VYM -6.7%.
Should I hold both HOLA and VYM?
HOLA and VYM have a monthly-return correlation of 0.74, 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 VYM?
1.6% of HOLA's money is in holdings VYM also owns. 0.0% of VYM's is in holdings HOLA also owns. They hold 1 positions in common, counted across the 203 positions we hold weights for in HOLA and 557 in VYM.
Which pays a higher dividend, HOLA or VYM?
HOLA yields 2.78% while VYM yields 2.22%, so HOLA currently pays the higher dividend yield.
Is VYM better than HOLA?
VYM has a lower expense ratio. VYM led over 1Y and the full window. HOLA is less concentrated, with 16.6% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.