JOET vs HYZD

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

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

JOET vs HYZD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

JOET

$237M

HYZD

$237M

Expense Ratio

Winner

JOET

0.29%

HYZD

0.43%

Max Drawdown

Winner

JOET

26.58%

HYZD

33.13%

Sharpe Ratio

JOET

0.81

Winner

HYZD

0.99

5Y Beta

JOET

0.99

Winner

HYZD

0.19

P/E Ratio

JOET

23.74

HYZD

N/A

Forward P/E

JOET

19.42

HYZD

N/A

PEG Ratio

JOET

0.15

HYZD

N/A

5Y Dividends CAGR

Winner

JOET

67.26%

HYZD

6.13%

5Y EPS CAGR

JOET

19.50%

HYZD

N/A

Debt to Equity

JOET

56.57%

HYZD

N/A

P/S Ratio

JOET

2.74

HYZD

N/A

P/B Ratio

JOET

4.50

HYZD

N/A

JOET vs HYZD - Historical Returns

Returns include dividend reinvestment.

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

Winner

JOET

+4.14%

HYZD

+0.71%

Winner

JOET

+11.48%

HYZD

+2.98%

Winner

JOET

+6.58%

HYZD

+3.34%

Winner

JOET

+14.42%

HYZD

+7.44%

5Y(CAGR)

Winner

JOET

+10.68%

HYZD

+6.17%

10Y(CAGR)

JOET

N/A

HYZD

+5.53%

Max(CAGR)

Winner

JOET

+12.32%

HYZD

+4.42%

JOET vs HYZD - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

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

JOET vs HYZD Drawdown Comparison

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

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

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

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

Correlation

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

0.97

-101

Dividend Comparison (2013 - 2026)

JOET vs HYZD dividend yield comparison.

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