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JPMorgan International Hedged Equity Laddered Overlay ETF

HOLA

NYSE ARCA
J

JPMorgan International Hedged Equity Laddered Overlay ETF

HOLA

NYSE ARCA
$54.320.20% (-0.11)
$
₹
$54.320.20% (-0.11)
High
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Low
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Returns
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1D
1W
1M
1Y
5Y
Max
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1D
1W
1M
1Y
5Y
Max

ETF

Equity Hedged

Large Cap

With an average market-cap of $87.5B ETF is ranked 1561

Key Metrics

Key Metrics

Expense Ratio
Expense Ratio

The operating and administrative costs of running the fund measured as the percentage of fund assets

—
AUM
AUM

Current market value of the ETF scheme managed by the Asset Management Company

$286.81M
Beta
Beta

Sensitivity of the stock's price relative to the country's key indices over the last 5 years

0.4
Volatility (3Y)
Volatility (3Y)

The annualized standard deviation of the ETF's returns calculated over the last 3 years

9.1%
PE
PE

Ratio of price to the prospective earnings of the ETF's underlyings

15.67
PE Category
PE Category

Ratio of price to the prospective earnings of the holdings of ETFs from the same category

22.55

ETF Profile

The fund seeks to provide capital appreciation through participation in international equity markets while hedging overall market exposure relative to traditional long-only equity strategies. Under normal circumstances, it invests at least 80% of its assets in equity securities. Assets means net assets plus the amount of borrowings for investment purposes. The fund primarily invests in equity securities of foreign companies across all market capitalizations, including foreign subsidiaries of U.S. companies.
The fund seeks to provide capital appreciation through participation in international equity markets while hedging overall market exposure relative to traditional long-only equity strategies. Under normal circumstances, it invests at least 80% of its assets in equity securities. Assets means net assets plus the amount of borrowings for investment purposes. The fund primarily invests in equity securities of foreign companies across all market capitalizations, including foreign subsidiaries of U.S. companies.

Peers

Peers

Jpmorgan Hedged Equity Laddered Overlay ETF
HELO
Jpmorgan Hedged Equity Laddered Overlay ETF
Exp. Ratio
0.5%
0.5%
PE
21.87
21.87
1Y Return
11.2%
11.2%
Aptus Collared Income Opportunity ETF
ACIO
Aptus Collared Income Opportunity ETF
Exp. Ratio
0.79%
0.79%
PE
22.72
22.72
1Y Return
16.82%
16.82%
Innovator Equity Managed Floor ETF
SFLR
Innovator Equity Managed Floor ETF
Exp. Ratio
0.89%
0.89%
PE
22.06
22.06
1Y Return
19.08%
19.08%
Fidelity Hedged Equity ETF
FHEQ
Fidelity Hedged Equity ETF
Exp. Ratio
0.48%
0.48%
PE
20.59
20.59
1Y Return
20.38%
20.38%
Swan Hedged Equity US Large Cap ETF
HEGD
S
Exp. Ratio
0.88%
0.88%
PE
21.97
21.97
1Y Return
17.73%
17.73%

Peers & Comparison

Peers & Comparison

Comparing 2 ETFs from
ETFEquity Hedged
ETFTotal AUMTotal AUMExp. RatioExp. Ratio1Y Return1Y Return
JPMorgan International Hedged Equity Laddered Overlay ETF $286.81M-8.78%
Jpmorgan Hedged Equity Laddered Overlay ETF$4.06B0.5%11.20%
Aptus Collared Income Opportunity ETF$2.35B0.79%16.82%

Price Comparison

Price Comparison

1 Month

1 Year

5 Years

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Top Holdings

Top Holdings

  • Name
    Holdings
    Sector
  • ASML Holding N.V.
    Sector: Technology
    Holdings3.54 %
    ASML Holding N.V.

    Holdings

    3.54 %

    Technology
  • AstraZeneca PLC
    Sector: Healthcare
    Holdings2.09 %
    AstraZeneca PLC

    Holdings

    2.09 %

    Healthcare
  • Siemens Aktiengesellschaft
    Sector: Industrials
    Holdings1.77 %
    Siemens Aktiengesellschaft

    Holdings

    1.77 %

    Industrials
  • Shell plc
    Sector: Energy
    Holdings1.54 %
    Shell plc

    Holdings

    1.54 %

    Energy
  • HSBC Holdings PLC
    Sector: Financial Services
    Holdings1.45 %
    HSBC Holdings PLC

    Holdings

    1.45 %

    Financial Services
  • Allianz SE VNA O.N.
    Sector: Financial Services
    Holdings1.44 %
    Allianz SE VNA O.N.

    Holdings

    1.44 %

    Financial Services
  • Nestle S.A.
    Sector: Consumer Defensive
    Holdings1.41 %
    Nestle S.A.

    Holdings

    1.41 %

    Consumer Defensive
  • Roche Holding AG
    Sector: Healthcare
    Holdings1.34 %
    Roche Holding AG

    Holdings

    1.34 %

    Healthcare
  • Infineon Technologies AG
    Sector: Technology
    Holdings1.28 %
    Infineon Technologies AG

    Holdings

    1.28 %

    Technology
  • Novartis AG
    Sector: Healthcare
    Holdings1.25 %
    Novartis AG

    Holdings

    1.25 %

    Healthcare
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