JOET vs AESR
Comparison between VIRTUS TERRANOVA U.S. QUALITY MOMENTUM ETF (JOET, ETF) and Anfield U.S. Equity Sector Rotation ETF (AESR, ETF).
5-Year PerformanceAESR has outperformed JOET, delivering a return of +13.3% compared to +9.1%
JOET vs AESR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JOET
$243M
AESR
$243M
Expense Ratio
Winner
JOET
0.29%
AESR
0.97%
Max Drawdown
Winner
JOET
26.58%
AESR
31.06%
Sharpe Ratio
JOET
0.65
Winner
AESR
1.12
5Y Beta
Winner
JOET
0.97
AESR
1.11
P/E Ratio
JOET
23.67
AESR
N/A
Forward P/E
JOET
20.08
AESR
N/A
PEG Ratio
JOET
0.11
AESR
N/A
5Y Dividends CAGR
JOET
67.26%
Winner
AESR
157.86%
5Y EPS CAGR
JOET
18.04%
AESR
N/A
Debt to Equity
JOET
54.93%
AESR
N/A
P/S Ratio
JOET
2.87
AESR
N/A
P/B Ratio
JOET
4.66
AESR
N/A
JOET vs AESR - Holdings Comparison
JOET and AESR have 5 common holdings. Overlap is 2.76%
JOET's top 25 holdings weight is 25.80%. AESR's top 25 holdings weight is 95.34%.
| Rank | JOET | AESR |
|---|---|---|
| #1 | DATADOG INC CLASS A (DDOG) - 1.46% | ARK NEXT GENERATION INTERNET ETF (ARKW) - 17.44% |
| #2 | MICRON TECHNOLOGY INC (MU) - 1.38% | ISHARES SEMICONDUCTOR ETF (SOXX) - 17.10% |
| #3 | DEVON ENERGY CORP (DVN) - 1.25% | STATE STREET® SPDR® S&P 500® ETF (SPY) - 15.12% |
| #4 | MARVELL TECHNOLOGY INC (MRVL) - 1.15% | ISHARES US PHARMACEUTICALS ETF (IHE) - 9.99% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 1.15% | ISHARES US FINANCIAL SERVICES ETF (IYG) - 6.71% |
| #6 | APPLIED MATERIALS INC (AMAT) - 1.11% | INVESCO KBW BANK ETF (KBWB) - 5.84% |
| #7 | ILLUMINA INC (ILMN) - 1.09% | STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 5.24% |
| #8 | UNITED AIRLINES HOLDINGS INC (UAL) - 1.08% | STATE STREET® SPDR® S&P® INSURANCE ETF (KIE) - 2.75% |
| #9 | NETAPP INC (NTAP) - 1.06% | STATE STREET®CNSMRSTPSELSECTSPDR®ETF (XLP) - 1.81% |
| #10 | ELI LILLY AND CO (LLY) - 1.04% | STATE STREET® SPDR® S&P® HMEBLDR ETF (XHB) - 1.44% |
| #11 | DELTA AIR LINES INC (DAL) - 1.01% | ISHARES TRANSPORTATION AVERAGE ETF (IYT) - 1.14% |
| #12 | LAM RESEARCH CORP (LRCX) - 1.01% | ROSS STORES INC (ROST) - 0.81% |
| #13 | HEICO CORP (HEI) - 1.01% | DARLING INGREDIENTS INC (DAR) - 0.80% |
| #14 | WESTERN DIGITAL CORP (WDC) - 1.00% | CASEY'S GENERAL STORES INC (CASY) - 0.79% |
| #15 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.00% | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 0.78% |
| #16 | CISCO SYSTEMS INC (CSCO) - 0.95% | MADISON SQUARE GARDEN SPORTS CORP CLASS A (MSGS) - 0.77% |
| #17 | MONSTER BEVERAGE CORP (MNST) - 0.94% | CSX CORP (CSX) - 0.77% |
| #18 | KLA CORP (KLAC) - 0.92% | TARGA RESOURCES CORP (TRGP) - 0.77% |
| #19 | INCYTE CORP (INCY) - 0.91% | NVENT ELECTRIC PLC (NVT) - 0.76% |
| #20 | WEST PHARMACEUTICAL SERVICES INC (WST) - 0.90% | ROYALTY PHARMA PLC CLASS A (RPRX) - 0.76% |
| #21 | GENERAL DYNAMICS CORP (GD) - 0.89% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.76% |
| #22 | WILLIAMS-SONOMA INC (WSM) - 0.88% | CARPENTER TECHNOLOGY CORP (CRS) - 0.75% |
| #23 | CORNING INC (GLW) - 0.87% | COMFORT SYSTEMS USA INC (FIX) - 0.75% |
| #24 | MERCK & CO INC (MRK) - 0.87% | LITTELFUSE INC (LFUS) - 0.75% |
| #25 | T. ROWE PRICE GROUP INC (TROW) - 0.87% | EVERUS CONSTRUCTION GROUP INC (ECG) - 0.74% |
| Total Holdings | 125 | 33 |
JOET vs AESR - Historical Returns
Returns include dividend reinvestment.
1M
JOET
+1.70%
Winner
AESR
+1.96%
3M
Winner
JOET
+5.25%
AESR
+0.78%
6M
JOET
+7.91%
Winner
AESR
+11.86%
1Y
JOET
+11.32%
Winner
AESR
+25.17%
5Y(CAGR)
JOET
+9.06%
Winner
AESR
+13.33%
Max(CAGR)
JOET
+12.26%
Winner
AESR
+15.88%
JOET vs AESR - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | JOET | AESR |
|---|---|---|
| 2026 | +8.93% | +16.12% |
| 2025 | +11.77% | +20.47% |
| 2024 | +25.51% | +27.11% |
| 2023 | +17.11% | +21.99% |
| 2022 | -17.36% | -18.11% |
| 2021 | +28.56% | +26.93% |
| 2020 | +6.00% | +18.81% |
| 2019 | N/A | +0.77% |
JOET vs AESR Drawdown Comparison
The maximum drawdown for JOET was -26.58%, occurring on Jun 17, 2022. Recovery took 533 trading sessions.
The maximum drawdown for AESR was -31.06%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.
The current JOET drawdown is -2.75%. The current AESR drawdown is -4.21%.
| Rank | JOET | AESR |
|---|---|---|
| #1 | -26.58% Dec 27, 2021 - Feb 9, 2024 | -31.06% Feb 14, 2020 - Aug 3, 2020 |
| #2 | -19.56% Dec 6, 2024 - Jun 30, 2025 | -25.04% Jan 3, 2022 - Jan 18, 2024 |
| #3 | -10.42% Jan 6, 2026 - May 6, 2026 | -19.85% Feb 19, 2025 - Jun 23, 2025 |
| #4 | -9.06% Jul 16, 2024 - Aug 23, 2024 | -9.96% Sep 2, 2020 - Dec 1, 2020 |
| #5 | -8.96% Feb 12, 2021 - Apr 5, 2021 | -9.82% Feb 25, 2026 - Apr 13, 2026 |
| #6 | -7.36% Sep 3, 2021 - Oct 21, 2021 | -9.76% Jul 10, 2024 - Sep 26, 2024 |
| #7 | -6.68% Mar 28, 2024 - Jul 3, 2024 | -9.03% Jun 15, 2026 - Jul 29, 2026 |
| #8 | -6.35% Oct 27, 2025 - Jan 6, 2026 | -8.49% Oct 27, 2025 - Dec 24, 2025 |
| #9 | -5.63% Nov 16, 2021 - Dec 27, 2021 | -6.43% Mar 21, 2024 - May 15, 2024 |
| #10 | -4.99% Apr 26, 2021 - Jun 11, 2021 | -5.50% Jun 2, 2026 - Jun 15, 2026 |
| #11 | -4.59% Aug 30, 2024 - Sep 17, 2024 | -5.36% Sep 2, 2021 - Oct 21, 2021 |
| #12 | -4.50% Jan 20, 2021 - Feb 8, 2021 | -4.73% Dec 4, 2024 - Jan 22, 2025 |
| #13 | -3.50% Jun 4, 2026 - Jun 15, 2026 | -4.65% Jan 29, 2026 - Feb 25, 2026 |
| #14 | -3.47% Jul 25, 2025 - Aug 27, 2025 | -4.55% Feb 16, 2021 - Mar 11, 2021 |
| #15 | -3.43% Oct 14, 2024 - Nov 6, 2024 | -4.45% Nov 18, 2021 - Dec 27, 2021 |
Correlation
Correlation between JOET and AESR is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2019 - 2025)
JOET vs AESR dividend yield comparison.
| Year | JOET | AESR |
|---|---|---|
| 2025 | 0.65% | 23.02% |
| 2024 | 0.71% | 0.17% |
| 2023 | 1.32% | 0.33% |
| 2022 | 1.25% | 0.73% |
| 2021 | 0.42% | 6.59% |
| 2020 | 0.08% | 1.06% |
| 2019 | 0.00% | 0.33% |
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