HOLAJPMorgan International Hedged Equity Laddered Overlay ETF
Seeks capital appreciation.
By JPMorgan · Launched 2019
Annual Cost
0.50%
#2,766 of 6,040 · average
Fund Size
$280M
#2,163 of 6,040 · mid-size
Return (1Y)
+13.5%
Track Record
7 years
#1,855 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,368+13.7%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 16.6% of funddiversified
ASML Holding NV
3.2%
AstraZeneca plc
2.1%
Siemens AG
1.7%
Shell plc
1.6%
HSBC Holdings plc
1.4%
Allianz SE
1.4%
Nestle SA
1.4%
Roche Holding AG
1.3%
Banco Santander SA
1.2%
Novartis AG
1.2%
Asset allocation
Stocks
99.2%
Cash
0.5%
Other
0.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
10.3%Moderate
Year-on-year price swings
Max drawdown
-7.0%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks capital appreciation.
- Strategy
- Invests primarily in equity securities of foreign companies across all market capitalizations while employing an options overlay strategy for hedging. Focuses on international equity markets to provide capital appreciation with lower volatility than traditional long-only strategies.
- Inception date
- March 15, 2019
- Fund family
- JPMorgan
Similar funds
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Data updated on 2026-09-18