HOLA vs. VTI

Last updated Apr 2, 2026

Compare and contrast key facts about JPMorgan International Hedged Equity Laddered Overlay ETF (HOLA) and Vanguard Total Stock Market ETF (VTI).

HOLA and VTI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. HOLA is an actively managed fund by JPMorgan. It was launched on Mar 15, 2019. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on Jun 27, 2016.

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.

HOLA vs. VTI - Yearly Performance Comparison

	2026 (YTD)	2025
HOLA JPMorgan International Hedged Equity Laddered Overlay ETF	1.19%	7.55%
VTI Vanguard Total Stock Market ETF	-3.29%	9.57%

Returns By Period

In the year-to-date period, HOLA achieves a 1.19% return, which is significantly higher than VTI's -3.29% return.

HOLA

• 1D: 0.49%
• 1M: -2.74%
• YTD: 1.19%
• 6M: 5.10%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

VTI

• 1D: 0.76%
• 1M: -4.38%
• YTD: -3.29%
• 6M: -1.26%
• 1Y: 18.60%
• 3Y*: 18.14%
• 5Y*: 10.63%
• 10Y*: 13.69%

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

HOLA vs. VTI - Expense Ratio Comparison

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

HOLA

JPMorgan International Hedged Equity Laddered Overlay ETF

VTI

Vanguard Total Stock Market ETF

Return for Risk

HOLA vs. VTI — Risk / Return Rank

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

VTI

VTI Risk / Return Rank: 59
VTI Sharpe Ratio Rank: 53
VTI Sortino Ratio Rank: 57
VTI Omega Ratio Rank: 60
VTI Calmar Ratio Rank: 58
VTI Martin Ratio Rank: 69

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.

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

Sharpe Ratios by Period

	HOLA	VTI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.98	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.61	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.75	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.35	0.48	+0.87

Correlation

The correlation between HOLA and VTI is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

HOLA vs. VTI - Dividend Comparison

HOLA's dividend yield for the trailing twelve months is around 2.99%, more than VTI's 1.17% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HOLA JPMorgan International Hedged Equity Laddered Overlay ETF	2.99%	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	1.17%	1.12%	1.27%	1.44%	1.66%	1.21%	1.42%	1.78%	2.04%	1.71%	1.92%	1.98%

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	—	-12.30%	—
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	-4.48%	-5.54%	+1.06%
Average Drawdown Average peak-to-trough decline	-1.18%	-8.08%	+6.90%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.60%	—

Volatility

Volatility by Period

	HOLA	VTI	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	5.48%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.75%	—
Volatility (1Y) Calculated over the trailing 1-year period	9.30%	19.02%	-9.72%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	9.30%	17.41%	-8.11%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	9.30%	18.29%	-8.99%