HOLA vs. VTI

Last updated Jun 23, 2026

HOLA (JPMorgan International Hedged Equity Laddered Overlay ETF) and VTI (Vanguard Total Stock Market ETF) are both exchange-traded funds - HOLA is a Equity Hedged fund actively managed by JPMorgan, while VTI is a Large Cap Blend Equities fund tracking the CRSP US Total Market Index. HOLA is actively managed, while VTI is passively managed. A 0.71 correlation means they provide meaningful diversification when combined. HOLA charges 0.50%/yr vs 0.03%/yr for VTI.

Performance

HOLA vs. VTI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) and Vanguard Total Stock Market ETF (VTI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, HOLA achieves a 6.50% return, which is significantly lower than VTI's 10.35% return.

HOLA

• 1D: 0.46%
• 1M: 2.68%
• YTD: 6.50%
• 6M: 6.01%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

VTI

• 1D: -0.32%
• 1M: 0.55%
• YTD: 10.35%
• 6M: 9.59%
• 1Y: 27.18%
• 3Y*: 21.19%
• 5Y*: 12.36%
• 10Y*: 15.31%

*Multi-year figures are annualized to reflect compound growth (CAGR)

HOLA vs. VTI - Yearly Performance Comparison

	2026 (YTD)	2025
HOLA JPMorgan International Hedged Equity Laddered Overlay ETF	6.50%	7.60%
VTI Vanguard Total Stock Market ETF	10.35%	9.82%

Correlation

The correlation between HOLA and VTI is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 14, 2025	0.71

HOLA vs. VTI - Sectors Allocation Comparison

Sectors	HOLA	VTI
Financial Services	25.7%	11.3%
Industrials	18.5%	9.4%
Technology	12.2%	37.0%
Healthcare	10.1%	9.0%
Consumer Cyclical	8.3%	9.7%
Consumer Defensive	6.6%	4.3%
Basic Materials	5.4%	1.9%
Communication Services	4.4%	9.8%
Utilities	4.3%	2.1%
Energy	3.4%	3.3%
Real Estate	1.0%	2.3%

Return for Risk

HOLA vs. VTI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HOLA

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

VTI

VTI Risk / Return Rank: 68
VTI Sharpe Ratio Rank: 68
VTI Sortino Ratio Rank: 66
VTI Omega Ratio Rank: 67
VTI Calmar Ratio Rank: 64
VTI Martin Ratio Rank: 74

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HOLA vs. VTI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) and Vanguard Total Stock Market ETF (VTI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

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	VTI	Difference
Sharpe ratio: Return per unit of total volatility	—	2.14	—
Sortino ratio: Return per unit of downside risk	—	2.90	—
Omega ratio: Gain probability vs. loss probability	—	1.38	—
Calmar ratio: Return relative to maximum drawdown	—	3.06	—
Martin ratio: Return relative to average drawdown	—	13.68	—

Drawdowns

HOLA vs. VTI - Drawdown Comparison

The maximum HOLA drawdown since its inception was -6.99%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for HOLA and VTI.

Drawdown Indicators

	HOLA	VTI	Difference
Max Drawdown Largest peak-to-trough decline	-6.99%	-55.45%	+48.46%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.92%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-19.30%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.36%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.00%	—
Current Drawdown Current decline from peak	0.00%	-1.48%	+1.48%
Average Drawdown Average peak-to-trough decline	-1.44%	-8.01%	+6.57%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.99%	—

Volatility

Volatility by Period

	HOLA	VTI	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.74%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.96%	—
Volatility (1Y) Calculated over the trailing 1-year period	9.90%	12.76%	-2.86%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	9.90%	17.49%	-7.59%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	9.90%	18.35%	-8.45%

HOLA vs. VTI - Expense Ratio Comparison

HOLA has a 0.50% expense ratio, which is higher than VTI's 0.03% expense ratio.

Dividends

HOLA vs. VTI - Dividend Comparison

HOLA's dividend yield for the trailing twelve months is around 2.84%, more than VTI's 1.02% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HOLA JPMorgan International Hedged Equity Laddered Overlay ETF	2.84%	3.02%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VTI Vanguard Total Stock Market ETF	1.02%	1.12%	1.27%	1.44%	1.66%	1.21%	1.42%	1.78%	2.04%	1.71%	1.92%	1.98%

Frequently Asked Questions

Can I hold both HOLA and VTI in my portfolio?

HOLA and VTI have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, HOLA or VTI?

On fees, VTI is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, HOLA or VTI?

VTI is cheaper with a 0.03% expense ratio, compared with 0.50% for HOLA.

Which ETF pays a higher dividend yield, HOLA or VTI?

HOLA has the higher dividend yield at 2.84%, compared with 1.02% for VTI.

What is the main difference between HOLA and VTI?

HOLA is categorized as Equity Hedged, while VTI is Large Cap Blend Equities. They also come from different issuers: JPMorgan and Vanguard. Their fees differ too: 0.50% for HOLA and 0.03% for VTI.