APMU vs JOET

Comparison between ACTIVEPASSIVE INTERMEDIATE MUNICIPAL BOND ETF (APMU, ETF) and VIRTUS TERRANOVA U.S. QUALITY MOMENTUM ETF (JOET, ETF).

APMU vs JOET - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	APMU(ETF)	JOET(ETF)
Net Assets	$244M	$243M
Expense Ratio	0.35%	0.29%
Max Drawdown	5.20%	26.58%
Sharpe Ratio	-0.69	0.54
5Y Beta	0.01	0.97
P/E Ratio	N/A	23.67
Forward P/E	N/A	20.07
PEG Ratio	N/A	0.11
5Y Dividends CAGR	N/A	67.26%
5Y EPS CAGR	N/A	18.04%
Debt to Equity	N/A	54.93%
P/S Ratio	N/A	2.87
P/B Ratio	N/A	4.66

Net Assets

Winner

APMU

$244M

JOET

$243M

Expense Ratio

APMU

0.35%

Winner

JOET

0.29%

Max Drawdown

Winner

APMU

5.20%

JOET

26.58%

Sharpe Ratio

APMU

-0.69

Winner

JOET

0.54

5Y Beta

Winner

APMU

0.01

JOET

0.97

P/E Ratio

APMU

N/A

JOET

23.67

Forward P/E

APMU

N/A

JOET

20.07

PEG Ratio

APMU

N/A

JOET

0.11

5Y Dividends CAGR

APMU

N/A

JOET

67.26%

5Y EPS CAGR

APMU

N/A

JOET

18.04%

Debt to Equity

APMU

N/A

JOET

54.93%

P/S Ratio

APMU

N/A

JOET

2.87

P/B Ratio

APMU

N/A

JOET

4.66

APMU vs JOET - Historical Returns

Returns include dividend reinvestment.

Period	APMU	JOET
1 month	+0.83%	+1.81%
3 months	+0.27%	+4.07%
6 months	-1.32%	+7.61%
1 year	+2.06%	+11.44%
5 years(CAGR)	N/A	+8.97%
Max(CAGR)	+2.07%	+12.27%

APMU

+0.83%

Winner

JOET

+1.81%

APMU

+0.27%

Winner

JOET

+4.07%

APMU

-1.32%

Winner

JOET

+7.61%

APMU

+2.06%

Winner

JOET

+11.44%

5Y(CAGR)

APMU

N/A

JOET

+8.97%

Max(CAGR)

APMU

+2.07%

Winner

JOET

+12.27%

APMU vs JOET - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	APMU	JOET
2026	+0.20%	+9.05%
2025	+4.41%	+11.77%
2024	+1.04%	+25.51%
2023	+1.24%	+17.11%
2022	N/A	-17.36%
2021	N/A	+28.56%
2020	N/A	+6.00%

APMU vs JOET Drawdown Comparison

The maximum drawdown for APMU was -4.39%, occurring on Oct 6, 2023. Recovery took 150 trading sessions.

The maximum drawdown for JOET was -26.58%, occurring on Jun 17, 2022. Recovery took 533 trading sessions.

The current APMU drawdown is -1.32%. The current JOET drawdown is -2.64%.

Rank	APMU	JOET
#1	-4.39% May 3, 2023 - Dec 6, 2023	-26.58% Dec 27, 2021 - Feb 9, 2024
#2	-2.46% Feb 28, 2025 - Jun 24, 2025	-19.56% Dec 6, 2024 - Jun 30, 2025
#3	-2.40% Feb 26, 2026 - Mar 24, 2026	-10.42% Jan 6, 2026 - May 6, 2026
#4	-1.99% Feb 1, 2024 - Jul 31, 2024	-9.06% Jul 16, 2024 - Aug 23, 2024
#5	-1.68% Oct 2, 2024 - Feb 25, 2025	-8.96% Feb 12, 2021 - Apr 5, 2021
#6	-0.98% Dec 27, 2023 - Feb 1, 2024	-7.36% Sep 3, 2021 - Oct 21, 2021
#7	-0.87% Nov 11, 2025 - Jan 7, 2026	-6.68% Mar 28, 2024 - Jul 3, 2024
#8	-0.80% Sep 17, 2025 - Nov 11, 2025	-6.35% Oct 27, 2025 - Jan 6, 2026
#9	-0.54% Aug 2, 2024 - Aug 21, 2024	-5.63% Nov 16, 2021 - Dec 27, 2021
#10	-0.26% Aug 23, 2024 - Sep 4, 2024	-4.99% Apr 26, 2021 - Jun 11, 2021
#11	-0.20% Dec 7, 2023 - Dec 13, 2023	-4.59% Aug 30, 2024 - Sep 17, 2024
#12	-0.20% Sep 16, 2024 - Sep 27, 2024	-4.50% Jan 20, 2021 - Feb 8, 2021
#13	-0.20% Jan 15, 2026 - Jan 27, 2026	-3.50% Jun 4, 2026 - Jun 15, 2026
#14	-0.18% Jul 9, 2025 - Jul 29, 2025	-3.47% Jul 25, 2025 - Aug 27, 2025
#15	-0.18% Aug 18, 2025 - Aug 27, 2025	-3.43% Oct 14, 2024 - Nov 6, 2024