IQSI vs JOET
Comparison between NYLI CANDRIAM INTERNATIONAL EQUITY ETF (IQSI, ETF) and VIRTUS TERRANOVA U.S. QUALITY MOMENTUM ETF (JOET, ETF).
5-Year PerformanceJOET has outperformed IQSI, delivering a return of +10.5% compared to +7.2%
IQSI vs JOET - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IQSI
$237M
JOET
$236M
Expense Ratio
Winner
IQSI
0.15%
JOET
0.29%
Max Drawdown
IQSI
32.52%
Winner
JOET
26.58%
Sharpe Ratio
Winner
IQSI
0.80
JOET
0.64
5Y Beta
Winner
IQSI
0.74
JOET
0.98
P/E Ratio
IQSI
N/A
JOET
24.06
Forward P/E
IQSI
N/A
JOET
19.54
PEG Ratio
IQSI
N/A
JOET
0.14
5Y Dividends CAGR
IQSI
18.58%
Winner
JOET
67.26%
5Y EPS CAGR
IQSI
N/A
JOET
21.23%
Debt to Equity
IQSI
N/A
JOET
57.78%
P/S Ratio
IQSI
N/A
JOET
2.73
P/B Ratio
IQSI
N/A
JOET
4.53
IQSI vs JOET - Holdings Comparison
IQSI and JOET have 1 common holdings. Overlap is 0.00%
IQSI's top 25 holdings weight is 30.98%. JOET's top 25 holdings weight is 23.70%.
| Rank | IQSI | JOET |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 4.54% | DEVON ENERGY CORP (DVN) - 1.65% |
| #2 | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 2.06% | DATADOG INC CLASS A (DDOG) - 1.30% |
| #3 | ASTRAZENECA PLC (AZN:XLON) - 2.02% | MICRON TECHNOLOGY INC (MU) - 1.07% |
| #4 | NOVARTIS AG REGISTERED SHARES (n/a) - 2.01% | CISCO SYSTEMS INC (CSCO) - 1.05% |
| #5 | NESTLE SA (n/a) - 1.82% | ADVANCED MICRO DEVICES INC (AMD) - 0.99% |
| #6 | SIEMENS AG (n/a) - 1.71% | ELI LILLY AND CO (LLY) - 0.94% |
| #7 | COMMONWEALTH BANK OF AUSTRALIA (n/a) - 1.40% | EBAY INC (EBAY) - 0.91% |
| #8 | TOYOTA MOTOR CORP (n/a) - 1.39% | WESTERN DIGITAL CORP (WDC) - 0.91% |
| #9 | SAP SE (n/a) - 1.25% | FIRST SOLAR INC (FSLR) - 0.90% |
| #10 | SCHNEIDER ELECTRIC SE (n/a) - 1.25% | MONSTER BEVERAGE CORP (MNST) - 0.90% |
| #11 | ABB LTD (n/a) - 1.24% | QUANTA SERVICES INC (PWR) - 0.90% |
| #12 | IBERDROLA SA (n/a) - 1.02% | APPLE INC (AAPL) - 0.89% |
| #13 | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.00% | ALPHABET INC CLASS A (GOOGL) - 0.89% |
| #14 | HITACHI LTD (n/a) - 0.99% | MARVELL TECHNOLOGY INC (MRVL) - 0.89% |
| #15 | TOKYO ELECTRON LTD (n/a) - 0.98% | NETAPP INC (NTAP) - 0.89% |
| #16 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 0.96% | HEICO CORP (HEI) - 0.88% |
| #17 | SONY GROUP CORP (n/a) - 0.91% | ILLUMINA INC (ILMN) - 0.88% |
| #18 | INFINEON TECHNOLOGIES AG (n/a) - 0.87% | GENERAL DYNAMICS CORP (GD) - 0.87% |
| #19 | UNILEVER PLC (n/a) - 0.86% | EOG RESOURCES INC (EOG) - 0.87% |
| #20 | AIR LIQUIDE SA (n/a) - 0.84% | W.W. GRAINGER INC (GWW) - 0.86% |
| #21 | DEUTSCHE POST AG (n/a) - 0.38% | ZOOM COMMUNICATIONS INC (ZM) - 0.86% |
| #22 | DEUTSCHE BOERSE AG (n/a) - 0.38% | CME GROUP INC CLASS A (CME) - 0.86% |
| #23 | VOLVO AB CLASS B (n/a) - 0.37% | DIAMONDBACK ENERGY INC (FANG) - 0.85% |
| #24 | HOYA CORP (n/a) - 0.37% | n/a (EXPD) - 0.85% |
| #25 | COMPASS GROUP PLC (n/a) - 0.36% | HOWMET AEROSPACE INC (HWM) - 0.84% |
| Total Holdings | 574 | 125 |
IQSI vs JOET - Historical Returns
Returns include dividend reinvestment.
1M
IQSI
+0.97%
Winner
JOET
+2.86%
3M
IQSI
+3.28%
Winner
JOET
+5.73%
6M
Winner
IQSI
+8.81%
JOET
+5.01%
1Y
Winner
IQSI
+16.52%
JOET
+12.48%
5Y(CAGR)
IQSI
+7.21%
Winner
JOET
+10.46%
Max(CAGR)
IQSI
+9.13%
Winner
JOET
+12.00%
IQSI vs JOET - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | IQSI | JOET |
|---|---|---|
| 2026 | +6.08% | +4.86% |
| 2025 | +27.41% | +11.77% |
| 2024 | +5.23% | +25.51% |
| 2023 | +15.90% | +17.11% |
| 2022 | -15.15% | -17.36% |
| 2021 | +12.52% | +28.56% |
| 2020 | +9.33% | +6.00% |
| 2019 | +0.27% | N/A |
IQSI vs JOET Drawdown Comparison
The maximum drawdown for IQSI was -31.90%, occurring on Mar 18, 2020. Recovery took 205 trading sessions.
The maximum drawdown for JOET was -26.58%, occurring on Jun 17, 2022. Recovery took 533 trading sessions.
The current IQSI drawdown is -3.26%. The current JOET drawdown is -2.42%.
| Rank | IQSI | JOET |
|---|---|---|
| #1 | -31.90% Jan 17, 2020 - Nov 9, 2020 | -26.58% Dec 27, 2021 - Feb 9, 2024 |
| #2 | -29.85% Sep 3, 2021 - Feb 22, 2024 | -19.56% Dec 6, 2024 - Jun 30, 2025 |
| #3 | -14.01% Sep 26, 2024 - Apr 29, 2025 | -10.42% Jan 6, 2026 - May 6, 2026 |
| #4 | -11.99% Feb 25, 2026 - Mar 27, 2026 | -9.06% Jul 16, 2024 - Aug 23, 2024 |
| #5 | -7.35% Jul 12, 2024 - Aug 19, 2024 | -8.96% Feb 12, 2021 - Apr 5, 2021 |
| #6 | -5.55% Jun 15, 2021 - Aug 11, 2021 | -7.36% Sep 3, 2021 - Oct 21, 2021 |
| #7 | -5.36% Mar 27, 2024 - May 14, 2024 | -6.68% Mar 28, 2024 - Jul 3, 2024 |
| #8 | -5.35% Oct 27, 2025 - Dec 11, 2025 | -6.35% Oct 27, 2025 - Jan 6, 2026 |
| #9 | -4.18% Jan 21, 2021 - Feb 9, 2021 | -5.63% Nov 16, 2021 - Dec 27, 2021 |
| #10 | -4.11% Jul 23, 2025 - Aug 13, 2025 | -4.99% Apr 26, 2021 - Jun 11, 2021 |
| #11 | -4.01% Aug 30, 2024 - Sep 26, 2024 | -4.59% Aug 30, 2024 - Sep 17, 2024 |
| #12 | -3.80% Feb 16, 2021 - Mar 17, 2021 | -4.50% Jan 20, 2021 - Feb 8, 2021 |
| #13 | -3.44% Oct 6, 2025 - Oct 20, 2025 | -3.47% Jul 25, 2025 - Aug 27, 2025 |
| #14 | -3.40% May 7, 2021 - May 24, 2021 | -3.43% Oct 14, 2024 - Nov 6, 2024 |
| #15 | -3.37% Jun 12, 2025 - Jun 27, 2025 | -3.04% Oct 8, 2025 - Oct 27, 2025 |
Correlation
Correlation between IQSI and JOET is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2020 - 2026)
IQSI vs JOET dividend yield comparison.
| Year | IQSI | JOET |
|---|---|---|
| 2026 | 0.24% | 0.00% |
| 2025 | 2.75% | 0.65% |
| 2024 | 2.79% | 0.71% |
| 2023 | 2.98% | 1.32% |
| 2022 | 2.89% | 1.25% |
| 2021 | 2.75% | 0.42% |
| 2020 | 1.65% | 0.08% |
Select Stocks to Compare
Popular: IQSI vs SPYJOET vs SPY
More Comparisons
Compare with similar stocks