HOLD vs JPEF
Harbor Alpha Layering ETF vs JPMorgan Equity Focus ETF
Which is better, HOLD or JPEF?
Each has led over a different period.
JPEF has a lower expense ratio. HOLD led over the full window, JPEF over 1Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | HOLD | JPEF |
|---|---|---|
| Expense Ratio | 0.70% | 0.44%Best |
| AUM | $4M | $2.1B |
| Dividend Yield | 6.80% | 0.64% |
| Holdings | 20 | 84 |
| YTD Return | +7.39% | +9.64%Best |
| 1Y Return | +7.59% | +11.56%Best |
| 3Y Return (annualized) | - | +19.60% |
| Volatility (annualized) | 14.5% | 10.4%Best |
| Max Drawdown | -9.5% | -8.3%Best |
| $10,000 over 1.2 years | $11,773Best | $11,413 |
| Fund Family | Harbor Funds | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Aug 13, 2025 | Mar 10, 2023 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Aug 14, 2025 to Oct 14, 2026 (1.2 years).
HOLD vs JPEF growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.2 years both funds cover.
HOLD vs JPEF Performance
Harbor Alpha Layering ETF (HOLD) is an ETF from Harbor Funds and JPMorgan Equity Focus ETF (JPEF) is an ETF from J.P. Morgan Asset Management. Over the past year HOLD returned +7.59% while JPEF returned +11.56%. Year to date, HOLD is up 7.39% versus a gain of 9.64% for JPEF.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HOLD has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 10.4% for JPEF. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -9.5% for HOLD and -8.3% for JPEF. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
HOLD charges 0.70% per year while JPEF charges 0.44%. On a $10,000 position that is $70 vs $44 annually, a gap of $26 per year that compounds over a long holding period. On income, HOLD currently yields 6.80% against 0.64% for JPEF.
Holdings Overlap
We hold position weights for 1 holding in HOLD and 41 in JPEF, totalling 93.1% and 100.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 1 positions we hold weights for in HOLD and 41 in JPEF, against full books of 20 and 84.
You are not choosing between two funds in isolation.
Whichever of HOLD and JPEF you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HOLD or JPEF?
HOLD has an expense ratio of 0.70% while JPEF charges 0.44%. JPEF is the cheaper option, by $26 a year on a $10,000 investment.
Which performed better, HOLD or JPEF?
Over the past year HOLD returned +7.59% vs +11.56% for JPEF, so JPEF leads on 1-year performance. Over the longest common window we track (1 years), HOLD annualized +14.57% vs +11.64% for JPEF. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HOLD or JPEF?
HOLD has been the more volatile fund at 14.5% annualized versus 10.4% for JPEF. Worst drawdown: HOLD -9.5% vs JPEF -8.3%.
Should I hold both HOLD and JPEF?
HOLD and JPEF have a monthly-return correlation of 0.81, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, HOLD or JPEF?
HOLD yields 6.80% while JPEF yields 0.64%, so HOLD currently pays the higher dividend yield.
Is JPEF better than HOLD?
JPEF has a lower expense ratio. HOLD led over the full window, JPEF over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.