ELCV vs JOET
Comparison between EVENTIDE HIGH DIVIDEND ETF (ELCV, ETF) and VIRTUS TERRANOVA U.S. QUALITY MOMENTUM ETF (JOET, ETF).
ELCV vs JOET - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ELCV
$239M
JOET
$237M
Expense Ratio
ELCV
0.49%
Winner
JOET
0.29%
Max Drawdown
Winner
ELCV
18.78%
JOET
26.58%
Sharpe Ratio
Winner
ELCV
2.13
JOET
0.81
5Y Beta
Winner
ELCV
0.67
JOET
0.99
P/E Ratio
ELCV
26.63
Winner
JOET
23.74
Forward P/E
ELCV
19.74
Winner
JOET
19.42
PEG Ratio
ELCV
0.42
Winner
JOET
0.15
5Y Dividends CAGR
ELCV
N/A
JOET
67.26%
5Y EPS CAGR
ELCV
15.32%
Winner
JOET
19.50%
Debt to Equity
ELCV
N/A
JOET
56.57%
P/S Ratio
ELCV
3.48
Winner
JOET
2.74
P/B Ratio
Winner
ELCV
3.95
JOET
4.50
ELCV vs JOET - Holdings Comparison
ELCV and JOET have 16 common holdings. Overlap is 13.09%
ELCV's top 25 holdings weight is 73.64%. JOET's top 25 holdings weight is 23.70%.
| Rank | ELCV | JOET |
|---|---|---|
| #1 | PROLOGIS INC (PLD) - 5.19% | DEVON ENERGY CORP (DVN) - 1.65% |
| #2 | ENTERGY CORP (ETR) - 4.46% | DATADOG INC CLASS A (DDOG) - 1.30% |
| #3 | MICRON TECHNOLOGY INC (MU) - 4.12% | MICRON TECHNOLOGY INC (MU) - 1.07% |
| #4 | WILLIAMS COMPANIES INC (WMB) - 3.77% | CISCO SYSTEMS INC (CSCO) - 1.05% |
| #5 | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 3.71% | ADVANCED MICRO DEVICES INC (AMD) - 0.99% |
| #6 | AMGEN INC (AMGN) - 3.50% | ELI LILLY AND CO (LLY) - 0.94% |
| #7 | ROYALTY PHARMA PLC CLASS A (RPRX) - 3.39% | EBAY INC (EBAY) - 0.91% |
| #8 | EXXON MOBIL CORP (XOM) - 3.39% | WESTERN DIGITAL CORP (WDC) - 0.91% |
| #9 | ENBRIDGE INC (n/a) - 3.21% | FIRST SOLAR INC (FSLR) - 0.90% |
| #10 | CATERPILLAR INC (CAT) - 3.08% | MONSTER BEVERAGE CORP (MNST) - 0.90% |
| #11 | THE HOME DEPOT INC (HD) - 2.99% | QUANTA SERVICES INC (PWR) - 0.90% |
| #12 | HUNTINGTON BANCSHARES INC (HBAN) - 2.93% | APPLE INC (AAPL) - 0.89% |
| #13 | GE VERNOVA INC (GEV) - 2.77% | ALPHABET INC CLASS A (GOOGL) - 0.89% |
| #14 | TARGA RESOURCES CORP (TRGP) - 2.60% | MARVELL TECHNOLOGY INC (MRVL) - 0.89% |
| #15 | NASDAQ INC (NDAQ) - 2.50% | NETAPP INC (NTAP) - 0.89% |
| #16 | LAM RESEARCH CORP (LRCX) - 2.45% | HEICO CORP (HEI) - 0.88% |
| #17 | TC ENERGY CORP (TRP) - 2.43% | ILLUMINA INC (ILMN) - 0.88% |
| #18 | REGIONS FINANCIAL CORP (RF) - 2.40% | GENERAL DYNAMICS CORP (GD) - 0.87% |
| #19 | BROADCOM INC (AVGO) - 2.26% | EOG RESOURCES INC (EOG) - 0.87% |
| #20 | MEDTRONIC PLC (MDT) - 2.20% | W.W. GRAINGER INC (GWW) - 0.86% |
| #21 | CONOCOPHILLIPS (COP) - 2.18% | ZOOM COMMUNICATIONS INC (ZM) - 0.86% |
| #22 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 2.09% | CME GROUP INC CLASS A (CME) - 0.86% |
| #23 | WEC ENERGY GROUP INC (WEC) - 2.03% | DIAMONDBACK ENERGY INC (FANG) - 0.85% |
| #24 | NEXTERA ENERGY INC (NEE) - 2.00% | n/a (EXPD) - 0.85% |
| #25 | DIAMONDBACK ENERGY INC (FANG) - 1.99% | HOWMET AEROSPACE INC (HWM) - 0.84% |
| Total Holdings | 46 | 125 |
ELCV vs JOET - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ELCV
+4.45%
JOET
+4.14%
3M
Winner
ELCV
+13.21%
JOET
+11.48%
6M
Winner
ELCV
+21.67%
JOET
+6.58%
1Y
Winner
ELCV
+31.07%
JOET
+14.42%
5Y(CAGR)
ELCV
N/A
JOET
+10.68%
Max(CAGR)
Winner
ELCV
+17.78%
JOET
+12.32%
ELCV vs JOET - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | ELCV | JOET |
|---|---|---|
| 2026 | +20.48% | +6.75% |
| 2025 | +8.99% | +11.77% |
| 2024 | -1.81% | +25.51% |
| 2023 | N/A | +17.11% |
| 2022 | N/A | -17.36% |
| 2021 | N/A | +28.56% |
| 2020 | N/A | +6.00% |
ELCV vs JOET Drawdown Comparison
The maximum drawdown for ELCV was -18.38%, occurring on Apr 8, 2025. Recovery took 175 trading sessions.
The maximum drawdown for JOET was -26.58%, occurring on Jun 17, 2022. Recovery took 533 trading sessions.
The current JOET drawdown is -0.66%.
| Rank | ELCV | JOET |
|---|---|---|
| #1 | -18.38% Jan 21, 2025 - Oct 1, 2025 | -26.58% Dec 27, 2021 - Feb 9, 2024 |
| #2 | -10.31% Nov 22, 2024 - Jan 21, 2025 | -19.56% Dec 6, 2024 - Jun 30, 2025 |
| #3 | -5.05% Mar 2, 2026 - Apr 9, 2026 | -10.42% Jan 6, 2026 - May 6, 2026 |
| #4 | -3.96% Oct 2, 2025 - Nov 28, 2025 | -9.06% Jul 16, 2024 - Aug 23, 2024 |
| #5 | -3.42% Oct 14, 2024 - Nov 7, 2024 | -8.96% Feb 12, 2021 - Apr 5, 2021 |
| #6 | -2.66% Jun 4, 2026 - Jun 12, 2026 | -7.36% Sep 3, 2021 - Oct 21, 2021 |
| #7 | -2.41% Dec 11, 2025 - Jan 5, 2026 | -6.68% Mar 28, 2024 - Jul 3, 2024 |
| #8 | -1.70% May 6, 2026 - May 14, 2026 | -6.35% Oct 27, 2025 - Jan 6, 2026 |
| #9 | -1.65% Jan 16, 2026 - Jan 21, 2026 | -5.63% Nov 16, 2021 - Dec 27, 2021 |
| #10 | -1.57% May 14, 2026 - May 22, 2026 | -4.99% Apr 26, 2021 - Jun 11, 2021 |
| #11 | -1.41% Nov 28, 2025 - Dec 11, 2025 | -4.59% Aug 30, 2024 - Sep 17, 2024 |
| #12 | -1.40% Nov 11, 2024 - Nov 18, 2024 | -4.50% Jan 20, 2021 - Feb 8, 2021 |
| #13 | -1.15% Jan 6, 2026 - Jan 9, 2026 | -3.50% Jun 4, 2026 - Jun 10, 2026 |
| #14 | -1.10% Oct 4, 2024 - Oct 14, 2024 | -3.47% Jul 25, 2025 - Aug 27, 2025 |
| #15 | -1.01% May 26, 2026 - Jun 2, 2026 | -3.43% Oct 14, 2024 - Nov 6, 2024 |
Correlation
Correlation between ELCV and JOET is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2020 - 2026)
ELCV vs JOET dividend yield comparison.
| Year | ELCV | JOET |
|---|---|---|
| 2026 | 0.20% | 0.00% |
| 2025 | 2.34% | 0.65% |
| 2024 | 0.29% | 0.71% |
| 2023 | 0.00% | 1.32% |
| 2022 | 0.00% | 1.25% |
| 2021 | 0.00% | 0.42% |
| 2020 | 0.00% | 0.08% |
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