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HOLAJPMorgan International Hedged Equity Laddered Overlay ETF

Grow my moneyStay safe#28 of 280 for Stay safe

Seeks to provide capital appreciation.

JPMorgan · Since 2019 (7 years)

Annual Cost

0.50%

#2384 out of 5,332 ETFs

Fund Size

$273M

#1871 out of 5,332 ETFs

Dividend Yield

3.00%

Track Record

7 years

#1913 out of 5,332 ETFs

Performance

1 Year

N/A

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Region
Strategy
structured outcome

Asset allocation

Stocks
98.5%
Cash
0.9%
Other
0.6%

Top holdings

ASML Holding NVASML.AS3.0%
AstraZeneca PLCAZN.L2.2%
Shell PLCSHEL.L1.7%
Siemens AGSIE.DE1.4%
Nestle SANESN.SW1.4%
Allianz SEALV.DE1.4%
HSBC Holdings PLCHSBA.L1.3%
Toyota Motor Corp7203.T1.3%
Roche Holding AG Ordinary Shares newROP.SW1.3%

Risk profile

Volatility (1Y)

N/A

Max drawdown

-7.0%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Similar ETFs

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Buffer
Warning

Buffer ETF — downside protection at a cost

Defined-outcome funds cap upside (typically 8–20%) in exchange for partial downside protection (9–30%), priced via options. Fees are materially higher than the underlying index (often 0.70%+ vs 0.03–0.10%). For most pre-retirees, a simple stock/bond mix achieves similar downside behaviour at a fraction of the cost.

Source: Morningstar, 'Defined-Outcome ETFs: Useful or Uneconomic?' (2023)

Why we flagged this: strategy=structured_outcome + structured_outcome_strategy

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

Data updated on 2026-05-05