- CUSIP
- 46654Q591
- Issuer
- JPMorgan
- Inception Date
- Mar 15, 2019
- Category
- Equity Hedged
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
- Assets Under Management
- $283M
Highlights
- Avg. Volume (1M)
- 11K
- Avg. Volume Value (1M)
- $628.26K
Share Price Chart
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Performance
HOLA Performance Chart
JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) is up 7.3% since the beginning of the year. HOLA is currently trading at $56 per share.
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Returns By Period
JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) has returned 7.29% so far this year and 17.66% over the past 12 months.
JPMorgan International Hedged Equity Laddered Overlay ETF
- 1D
- -0.36%
- 1M
- 1.19%
- 6M
- 3.35%
- YTD
- 7.29%
- 1Y
- 17.66%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 14.71%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
HOLA Monthly Returns History
Based on dividend-adjusted daily data since Jul 14, 2025, HOLA's average daily return is +0.06%, while the average monthly return is +1.13%. At this rate, an investment would double in approximately 5.1 years.
Historically, 85% of months were positive and 15% were negative. The best month was Jan 2026 with a return of +3.8%, while the worst month was Mar 2026 at -4.4%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 1 months.
On a daily basis, HOLA closed higher 57% of trading days. The best single day was Jul 30, 2026 with a return of +2.3%, while the worst single day was Jun 17, 2026 at -1.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.80% | 1.43% | -4.36% | 2.67% | 0.65% | 1.87% | 1.22% | 7.29% | |||||
| 2025 | -1.54% | 2.83% | 1.83% | 1.57% | 0.52% | 2.22% | 7.60% |
Benchmark Metrics
JPMorgan International Hedged Equity Laddered Overlay ETF has an annualized alpha of 3.88%, beta of 0.58, and R2 of 0.52 versus S&P 500 Index. Calculated based on daily prices since July 14, 2025.
- This ETF captured 43.31% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -33.71%) - a profile typical of hedging or uncorrelated assets.
- This ETF generated an annualized alpha of 3.88% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Beta of 0.58 indicates this ETF moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- 3.88%
- Beta
- 0.58
- R²
- 0.52
- Upside Capture
- 43.31%
- Downside Capture
- -33.71%
Expense Ratio
HOLA has an expense ratio of 0.50%, placing it in the medium range.
Return for Risk
Risk / Return Rank
HOLA ranks 72 for risk / return — above 72% of ETFs peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HOLA | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.30 | ||
| Sortino ratioReturn per unit of downside risk | +0.52 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.25 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 2.48 | 2.00 | +0.47 |
| Martin ratioReturn relative to average drawdown | 8.40 | 8.49 | -0.10 |
Dividends
Dividend History
JPMorgan International Hedged Equity Laddered Overlay ETF provided a 2.82% dividend yield over the last twelve months, with an annual payout of $1.58 per share.
| Period | TTM | 2025 |
|---|---|---|
| Dividend | $1.58 | $1.58 |
Dividend yield | 2.82% | 3.02% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan International Hedged Equity Laddered Overlay ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2025 | $1.58 | $1.58 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the JPMorgan International Hedged Equity Laddered Overlay ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the JPMorgan International Hedged Equity Laddered Overlay ETF was 6.99%, occurring on Mar 27, 2026. Recovery took 57 trading sessions.
The current JPMorgan International Hedged Equity Laddered Overlay ETF drawdown is 0.36%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-6.99%Mar 2026 | 28d | 2mo 23d | 3mo 21dFeb 2026 - Jun 2026 | — |
-3.47%Aug 2025 | 8d | 12d | 20dJul 2025 - Aug 2025 | — |
-3.17%Nov 2025 | 7d | 13d | 20dNov 2025 - Dec 2025 | — |
-2.25%Sep 2025 | 9d | 27d | 1mo 6dAug 2025 - Sep 2025 | — |
-2.00%Jul 2026 | 16d | 7d | 23dJul 2026 - Jul 2026 | — |
Drawdown Indicators
| HOLA | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.99% | -56.78% | +49.79% |
Max Drawdown (1Y)Largest decline over 1 year | -6.99% | -9.10% | +2.11% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.36% | -1.58% | +1.22% |
Average DrawdownAverage peak-to-trough decline | -1.40% | -10.70% | +9.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.06% | 2.14% | -0.08% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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