JOET vs AMDY
Comparison between VIRTUS TERRANOVA U.S. QUALITY MOMENTUM ETF (JOET, ETF) and YIELDMAX(R) AMD OPTION INCOME STRATEGY ETF (AMDY, ETF).
JOET vs AMDY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
JOET
$236M
AMDY
$235M
Expense Ratio
Winner
JOET
0.29%
AMDY
1.00%
Max Drawdown
Winner
JOET
26.58%
AMDY
75.16%
Sharpe Ratio
JOET
0.64
Winner
AMDY
2.19
5Y Beta
Winner
JOET
0.98
AMDY
1.77
P/E Ratio
JOET
24.06
AMDY
N/A
Forward P/E
JOET
19.54
AMDY
N/A
PEG Ratio
JOET
0.14
AMDY
N/A
5Y Dividends CAGR
JOET
67.26%
AMDY
N/A
5Y EPS CAGR
JOET
21.23%
AMDY
N/A
Debt to Equity
JOET
57.78%
AMDY
N/A
P/S Ratio
JOET
2.73
AMDY
N/A
P/B Ratio
JOET
4.53
AMDY
N/A
JOET vs AMDY - Holdings Comparison
JOET and AMDY have 2 common holdings. Overlap is -8.07%
JOET's top 25 holdings weight is 23.70%. AMDY's top 25 holdings weight is 30.02%.
| Rank | JOET | AMDY |
|---|---|---|
| #1 | DEVON ENERGY CORP (DVN) - 1.65% | AMD US 05/15/26 C200 (n/a) - 35.63% |
| #2 | DATADOG INC CLASS A (DDOG) - 1.30% | AMD US 04/17/26 C250 (n/a) - 4.54% |
| #3 | MICRON TECHNOLOGY INC (MU) - 1.07% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 4.21% |
| #4 | CISCO SYSTEMS INC (CSCO) - 1.05% | OTHER ASSETS AND LIABILITIES (n/a) - 2.93% |
| #5 | ADVANCED MICRO DEVICES INC (AMD) - 0.99% | AMD US 04/17/26 C247.5 (n/a) - 2.91% |
| #6 | ELI LILLY AND CO (LLY) - 0.94% | CASH OFFSET (n/a) - 1.91% |
| #7 | EBAY INC (EBAY) - 0.91% | AMD US 04/17/26 C260 (n/a) - 1.60% |
| #8 | WESTERN DIGITAL CORP (WDC) - 0.91% | AMD US 04/24/26 C280 (n/a) - 1.04% |
| #9 | FIRST SOLAR INC (FSLR) - 0.90% | AMD US 04/24/26 C282.5 (n/a) - 0.46% |
| #10 | MONSTER BEVERAGE CORP (MNST) - 0.90% | AMD US 04/24/26 C295 (n/a) - 0.36% |
| #11 | QUANTA SERVICES INC (PWR) - 0.90% | AMD US 04/17/26 C245 (n/a) - 0.22% |
| #12 | APPLE INC (AAPL) - 0.89% | AMD US 04/24/26 C292.5 (n/a) - 0.11% |
| #13 | ALPHABET INC CLASS A (GOOGL) - 0.89% | AMD US 04/24/26 C270 (n/a) - 0.10% |
| #14 | MARVELL TECHNOLOGY INC (MRVL) - 0.89% | AMD US 04/24/26 C290 (n/a) - 0.08% |
| #15 | NETAPP INC (NTAP) - 0.89% | ADVANCED MICRO DEVICES INC (AMD) - -0.15% |
| #16 | HEICO CORP (HEI) - 0.88% | AMD US 04/24/26 C262.5 (n/a) - -0.15% |
| #17 | ILLUMINA INC (ILMN) - 0.88% | AMD US 04/17/26 C237.5 (n/a) - -0.27% |
| #18 | GENERAL DYNAMICS CORP (GD) - 0.87% | AMD US 04/24/26 C285 (n/a) - -0.34% |
| #19 | EOG RESOURCES INC (EOG) - 0.87% | AMD US 04/24/26 C275 (n/a) - -0.45% |
| #20 | W.W. GRAINGER INC (GWW) - 0.86% | US DOLLARS (n/a) - -1.73% |
| #21 | ZOOM COMMUNICATIONS INC (ZM) - 0.86% | AMD US 04/17/26 C252.5 (n/a) - -2.37% |
| #22 | CME GROUP INC CLASS A (CME) - 0.86% | AMD US 04/24/26 C272.5 (n/a) - -3.00% |
| #23 | DIAMONDBACK ENERGY INC (FANG) - 0.85% | AMD US 04/17/26 C240 (n/a) - -3.73% |
| #24 | n/a (EXPD) - 0.85% | AMD US 04/17/26 C242.5 (n/a) - -5.97% |
| #25 | HOWMET AEROSPACE INC (HWM) - 0.84% | AMD 05/15/2026 200.01 P (n/a) - -7.92% |
| Total Holdings | 125 | 25 |
JOET vs AMDY - Historical Returns
Returns include dividend reinvestment.
1M
JOET
+2.86%
Winner
AMDY
+23.87%
3M
JOET
+5.73%
Winner
AMDY
+104.22%
6M
JOET
+5.01%
Winner
AMDY
+83.21%
1Y
JOET
+12.48%
Winner
AMDY
+200.37%
5Y(CAGR)
JOET
+10.46%
AMDY
N/A
Max(CAGR)
JOET
+12.00%
Winner
AMDY
+49.67%
JOET vs AMDY - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | JOET | AMDY |
|---|---|---|
| 2026 | +4.86% | +77.29% |
| 2025 | +11.77% | +55.40% |
| 2024 | +25.51% | -11.62% |
| 2023 | +17.11% | +26.10% |
| 2022 | -17.36% | N/A |
| 2021 | +28.56% | N/A |
| 2020 | +6.00% | N/A |
JOET vs AMDY Drawdown Comparison
The maximum drawdown for JOET was -26.58%, occurring on Jun 17, 2022. Recovery took 533 trading sessions.
The maximum drawdown for AMDY was -53.42%, occurring on Apr 8, 2025. Recovery took 396 trading sessions.
The current JOET drawdown is -2.42%. The current AMDY drawdown is -12.84%.
| Rank | JOET | AMDY |
|---|---|---|
| #1 | -26.58% Dec 27, 2021 - Feb 9, 2024 | -53.42% Mar 7, 2024 - Oct 6, 2025 |
| #2 | -19.56% Dec 6, 2024 - Jun 30, 2025 | -27.34% Oct 29, 2025 - Apr 16, 2026 |
| #3 | -10.42% Jan 6, 2026 - May 6, 2026 | -12.84% Jun 3, 2026 - Jun 5, 2026 |
| #4 | -9.06% Jul 16, 2024 - Aug 23, 2024 | -12.82% Oct 12, 2023 - Nov 3, 2023 |
| #5 | -8.96% Feb 12, 2021 - Apr 5, 2021 | -8.68% Dec 28, 2023 - Jan 18, 2024 |
| #6 | -7.36% Sep 3, 2021 - Oct 21, 2021 | -8.22% Oct 8, 2025 - Oct 15, 2025 |
| #7 | -6.68% Mar 28, 2024 - Jul 3, 2024 | -8.12% May 11, 2026 - May 22, 2026 |
| #8 | -6.35% Oct 27, 2025 - Jan 6, 2026 | -5.98% Jan 24, 2024 - Feb 14, 2024 |
| #9 | -5.63% Nov 16, 2021 - Dec 27, 2021 | -5.92% Apr 24, 2026 - Apr 30, 2026 |
| #10 | -4.99% Apr 26, 2021 - Jun 11, 2021 | -5.40% Feb 15, 2024 - Feb 22, 2024 |
| #11 | -4.59% Aug 30, 2024 - Sep 17, 2024 | -5.28% Sep 19, 2023 - Oct 4, 2023 |
| #12 | -4.50% Jan 20, 2021 - Feb 8, 2021 | -4.55% May 1, 2026 - May 6, 2026 |
| #13 | -3.47% Jul 25, 2025 - Aug 27, 2025 | -4.39% Nov 29, 2023 - Dec 7, 2023 |
| #14 | -3.43% Oct 14, 2024 - Nov 6, 2024 | -3.81% Dec 18, 2023 - Dec 26, 2023 |
| #15 | -3.04% Oct 8, 2025 - Oct 27, 2025 | -3.31% May 6, 2026 - May 8, 2026 |
Correlation
Correlation between JOET and AMDY is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.54
-101
Dividend Comparison (2020 - 2026)
JOET vs AMDY dividend yield comparison.
| Year | JOET | AMDY |
|---|---|---|
| 2026 | 0.00% | 25.99% |
| 2025 | 0.65% | 80.68% |
| 2024 | 0.71% | 109.98% |
| 2023 | 1.32% | 6.68% |
| 2022 | 1.25% | 0.00% |
| 2021 | 0.42% | 0.00% |
| 2020 | 0.08% | 0.00% |
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