HYZD vs JOET

Comparison between WISDOMTREE INTEREST RATE HEDGED HIGH YIELD BOND FUND (HYZD, ETF) and VIRTUS TERRANOVA U.S. QUALITY MOMENTUM ETF (JOET, ETF).

5-Year PerformanceJOET has outperformed HYZD, delivering a return of +10.7% compared to +6.2%

HYZD vs JOET - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HYZD(ETF)	JOET(ETF)
Net Assets	$237M	$237M
Expense Ratio	0.43%	0.29%
Max Drawdown	33.13%	26.58%
Sharpe Ratio	0.99	0.81
5Y Beta	0.19	0.99
P/E Ratio	N/A	23.74
Forward P/E	N/A	19.42
PEG Ratio	N/A	0.15
5Y Dividends CAGR	6.13%	67.26%
5Y EPS CAGR	N/A	19.50%
Debt to Equity	N/A	56.57%
P/S Ratio	N/A	2.74
P/B Ratio	N/A	4.50

Net Assets

HYZD

$237M

Winner

JOET

$237M

Expense Ratio

HYZD

0.43%

Winner

JOET

0.29%

Max Drawdown

HYZD

33.13%

Winner

JOET

26.58%

Sharpe Ratio

Winner

HYZD

0.99

JOET

0.81

5Y Beta

Winner

HYZD

0.19

JOET

0.99

P/E Ratio

HYZD

N/A

JOET

23.74

Forward P/E

HYZD

N/A

JOET

19.42

PEG Ratio

HYZD

N/A

JOET

0.15

5Y Dividends CAGR

HYZD

6.13%

Winner

JOET

67.26%

5Y EPS CAGR

HYZD

N/A

JOET

19.50%

Debt to Equity

HYZD

N/A

JOET

56.57%

P/S Ratio

HYZD

N/A

JOET

2.74

P/B Ratio

HYZD

N/A

JOET

4.50

HYZD vs JOET - Historical Returns

Returns include dividend reinvestment.

Period	HYZD	JOET
1 month	+0.71%	+4.14%
3 months	+2.98%	+11.48%
6 months	+3.34%	+6.58%
1 year	+7.44%	+14.42%
5 years(CAGR)	+6.17%	+10.68%
10 years(CAGR)	+5.53%	N/A
Max(CAGR)	+4.42%	+12.32%

HYZD

+0.71%

Winner

JOET

+4.14%

HYZD

+2.98%

Winner

JOET

+11.48%

HYZD

+3.34%

Winner

JOET

+6.58%

HYZD

+7.44%

Winner

JOET

+14.42%

5Y(CAGR)

HYZD

+6.17%

Winner

JOET

+10.68%

10Y(CAGR)

HYZD

+5.53%

JOET

N/A

Max(CAGR)

HYZD

+4.42%

Winner

JOET

+12.32%

HYZD vs JOET - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	HYZD	JOET
2026	+2.57%	+6.75%
2025	+7.43%	+11.77%
2024	+9.41%	+25.51%
2023	+11.33%	+17.11%
2022	-2.50%	-17.36%
2021	+6.37%	+28.56%
2020	-0.71%	+6.00%
2019	+9.12%	N/A
2018	-1.95%	N/A
2017	+6.18%	N/A
2016	+14.24%	N/A
2015	-1.04%	N/A
2014	-4.10%	N/A
2013	-0.14%	N/A

HYZD vs JOET Drawdown Comparison

The maximum drawdown for HYZD was -25.66%, occurring on Mar 24, 2020. Recovery took 260 trading sessions.

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

The current HYZD drawdown is -0.15%. The current JOET drawdown is -0.66%.

Rank	HYZD	JOET
#1	-25.66% Feb 14, 2020 - Feb 26, 2021	-26.58% Dec 27, 2021 - Feb 9, 2024
#2	-15.99% Apr 10, 2014 - Aug 12, 2016	-19.56% Dec 6, 2024 - Jun 30, 2025
#3	-8.97% Apr 4, 2022 - Jan 12, 2023	-10.42% Jan 6, 2026 - May 6, 2026
#4	-7.18% Oct 3, 2018 - Apr 3, 2019	-9.06% Jul 16, 2024 - Aug 23, 2024
#5	-5.85% Jan 30, 2025 - May 13, 2025	-8.96% Feb 12, 2021 - Apr 5, 2021
#6	-5.00% Mar 6, 2023 - Jun 14, 2023	-7.36% Sep 3, 2021 - Oct 21, 2021
#7	-4.81% Jan 3, 2022 - Apr 4, 2022	-6.68% Mar 28, 2024 - Jul 3, 2024
#8	-3.45% Oct 25, 2016 - Dec 6, 2016	-6.35% Oct 27, 2025 - Jan 6, 2026
#9	-2.67% Jul 22, 2024 - Aug 20, 2024	-5.63% Nov 16, 2021 - Dec 27, 2021
#10	-2.39% Feb 2, 2023 - Mar 6, 2023	-4.99% Apr 26, 2021 - Jun 11, 2021
#11	-2.38% Jan 9, 2017 - Apr 25, 2017	-4.59% Aug 30, 2024 - Sep 17, 2024
#12	-2.22% May 3, 2019 - Sep 18, 2019	-4.50% Jan 20, 2021 - Feb 8, 2021
#13	-2.14% Jan 26, 2018 - Apr 12, 2018	-3.50% Jun 4, 2026 - Jun 10, 2026
#14	-2.13% Nov 11, 2021 - Dec 23, 2021	-3.47% Jul 25, 2025 - Aug 27, 2025
#15	-1.99% Sep 14, 2023 - Nov 3, 2023	-3.43% Oct 14, 2024 - Nov 6, 2024

Correlation

Correlation between HYZD and JOET is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2013 - 2026)

HYZD vs JOET dividend yield comparison.

Year	HYZD	JOET
2026	2.39%	0.00%
2025	6.05%	0.65%
2024	6.08%	0.71%
2023	5.94%	1.32%
2022	5.14%	1.25%
2021	4.02%	0.42%
2020	5.13%	0.08%
2019	5.50%	0.00%
2018	5.58%	0.00%
2017	4.94%	0.00%
2016	5.07%	0.00%
2015	4.38%	0.00%
2014	3.82%	0.00%
2013	0.10%	0.00%