HOLA vs WIMA
JPMorgan International Hedged Equity Laddered Overlay ETF against WisdomTree International Adaptive Moving Average Fund: cost, size, returns, what they hold and how much of it is the same.
Overlap by weight
63%
187 shared positions
Fee gap
8 bp
WIMA is cheaper
1-year return gap
—
Larger fund
HOLA
$280M
Side by side
| HOLA | WIMA | |
|---|---|---|
| Fund | JPMorgan International Hedged Equity Laddered Overlay ETF | WisdomTree International Adaptive Moving Average Fund |
| Issuer | JPMorgan | WisdomTree |
| Category | Developed ex-US | Tactical & Rotation |
| Expense ratio | 0.50% | 0.42% |
| Assets | $280M | $68M |
| Average daily dollar volume | $1.0M | $364K |
| Listed | Mar 15, 2019 | Mar 11, 2026 |
| FrenzyCap score | 57 | 53 |
| 1-month return | −1.3% | −2.7% |
| 3-month return | +0.2% | −0.2% |
| Year to date | +5.7% | — |
| 1-year return | +5.5% | — |
| 30-day volatility | 10.7% | 12.1% |
| Worst drawdown, 1 year | −7.0% | −5.8% |
| Trailing 12-month yield | 2.86% | 1.68% |
| Holdings | 226 | 491 |
| Top 10 weight | 16.6% | 16.6% |
| Look-through P/E | — | — |
| Holdings vs fair value | — | — |
| Holdings above 200-day average | — | — |
| Net flow, latest 3 reported months | −$8.2M thru Jul 2026 | +$3.1M thru Jun 2026 |
| 30-day implied volatility | — | — |
| Holdings as of | as of Apr 30, 2026SEC filing | as of Jun 30, 2026SEC filing |
Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.
Largest shared holdings
93% of HOLA · 73% of WIMA| Holding | HOLA | WIMA |
|---|---|---|
| ASML Holding NV | 3.20% | 3.94% |
| HSBC Holdings plc | 1.45% | 1.87% |
| Shell plc | 1.62% | 1.43% |
| Nestle SA | 1.41% | 1.38% |
| Roche Holding AG | 1.28% | 1.41% |
| Novartis AG | 1.21% | 1.62% |
| Siemens AG | 1.69% | 1.19% |
| AstraZeneca plc | 2.08% | 1.19% |
| Banco Santander SA | 1.23% | 1.13% |
| Tokyo Electron Ltd. | 1.01% | 1.12% |
| BHP Group Ltd. | 1.14% | 0.98% |
| Toyota Motor Corp. | 1.18% | 0.97% |
| Allianz SE | 1.45% | 0.94% |
| Commonwealth Bank of Australia | 0.92% | 0.96% |
| UniCredit SpA | 1.15% | 0.89% |
| TotalEnergies SE | 0.89% | 0.95% |
| UBS Group AG | 0.85% | 0.87% |
| Sumitomo Mitsui Financial Group, Inc. | 1.06% | 0.83% |
| SAP SE | 0.79% | 0.78% |
| Hitachi Ltd. | 1.05% | 0.73% |
| Iberdrola SA | 0.82% | 0.72% |
| Schneider Electric SE | 0.71% | 0.85% |
| Sony Group Corp. | 0.78% | 0.70% |
| Advantest Corp. | 0.65% | 0.85% |
| Novo Nordisk A/S | 0.62% | 0.78% |
Sector mix of the stock holdings
| Sector | HOLA | WIMA | Gap |
|---|---|---|---|
| Industrials | 0.2% | 0.3% | −0.0% |
| Health Care | 0.0% | 0.2% | −0.2% |
More: full overlap table · HOLA holdings · WIMA holdings
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.