JOET vs QHY

Comparison between VIRTUS TERRANOVA U.S. QUALITY MOMENTUM ETF (JOET, ETF) and WISDOMTREE U.S. HIGH YIELD CORPORATE BOND FUND (QHY, ETF).

5-Year PerformanceJOET has outperformed QHY, delivering a return of +10.7% compared to +3.2%

JOET vs QHY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JOET(ETF)	QHY(ETF)
Net Assets	$237M	$239M
Expense Ratio	0.29%	0.38%
Max Drawdown	26.58%	23.08%
Sharpe Ratio	0.81	0.86
5Y Beta	0.99	0.23
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%	3.75%
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

JOET

$237M

Winner

QHY

$239M

Expense Ratio

Winner

JOET

0.29%

QHY

0.38%

Max Drawdown

JOET

26.58%

Winner

QHY

23.08%

Sharpe Ratio

JOET

0.81

Winner

QHY

0.86

5Y Beta

JOET

0.99

Winner

QHY

0.23

P/E Ratio

JOET

23.74

QHY

N/A

Forward P/E

JOET

19.42

QHY

N/A

PEG Ratio

JOET

0.15

QHY

N/A

5Y Dividends CAGR

Winner

JOET

67.26%

QHY

3.75%

5Y EPS CAGR

JOET

19.50%

QHY

N/A

Debt to Equity

JOET

56.57%

QHY

N/A

P/S Ratio

JOET

2.74

QHY

N/A

P/B Ratio

JOET

4.50

QHY

N/A

JOET vs QHY - Historical Returns

Returns include dividend reinvestment.

Period	JOET	QHY
1 month	+4.14%	+0.82%
3 months	+11.48%	+2.39%
6 months	+6.58%	+2.27%
1 year	+14.42%	+6.99%
5 years(CAGR)	+10.68%	+3.17%
10 years(CAGR)	N/A	+4.86%
Max(CAGR)	+12.32%	+5.01%

Winner

JOET

+4.14%

QHY

+0.82%

Winner

JOET

+11.48%

QHY

+2.39%

Winner

JOET

+6.58%

QHY

+2.27%

Winner

JOET

+14.42%

QHY

+6.99%

5Y(CAGR)

Winner

JOET

+10.68%

QHY

+3.17%

10Y(CAGR)

JOET

N/A

QHY

+4.86%

Max(CAGR)

Winner

JOET

+12.32%

QHY

+5.01%

JOET vs QHY - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	JOET	QHY
2026	+6.75%	+1.68%
2025	+11.77%	+9.33%
2024	+25.51%	+6.33%
2023	+17.11%	+9.92%
2022	-17.36%	-11.75%
2021	+28.56%	+4.36%
2020	+6.00%	+5.69%
2019	N/A	+15.70%
2018	N/A	-0.31%
2017	N/A	+5.64%
2016	N/A	+6.19%

JOET vs QHY Drawdown Comparison

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

The maximum drawdown for QHY was -22.74%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.

The current JOET drawdown is -0.66%.

Rank	JOET	QHY
#1	-26.58% Dec 27, 2021 - Feb 9, 2024	-22.74% Feb 12, 2020 - Aug 6, 2020
#2	-19.56% Dec 6, 2024 - Jun 30, 2025	-16.21% Dec 27, 2021 - Jul 16, 2024
#3	-10.42% Jan 6, 2026 - May 6, 2026	-6.33% Oct 1, 2018 - Jan 31, 2019
#4	-9.06% Jul 16, 2024 - Aug 23, 2024	-4.58% Feb 28, 2025 - May 12, 2025
#5	-8.96% Feb 12, 2021 - Apr 5, 2021	-3.56% Sep 27, 2017 - Aug 7, 2018
#6	-7.36% Sep 3, 2021 - Oct 21, 2021	-3.53% Oct 12, 2016 - Dec 14, 2016
#7	-6.68% Mar 28, 2024 - Jul 3, 2024	-3.16% Sep 2, 2020 - Nov 5, 2020
#8	-6.35% Oct 27, 2025 - Jan 6, 2026	-2.76% Feb 20, 2026 - Apr 14, 2026
#9	-5.63% Nov 16, 2021 - Dec 27, 2021	-2.65% Sep 15, 2021 - Dec 27, 2021
#10	-4.99% Apr 26, 2021 - Jun 11, 2021	-2.22% May 6, 2019 - Jun 18, 2019
#11	-4.59% Aug 30, 2024 - Sep 17, 2024	-1.93% Dec 6, 2024 - Jan 24, 2025
#12	-4.50% Jan 20, 2021 - Feb 8, 2021	-1.87% Feb 12, 2021 - Apr 15, 2021
#13	-3.50% Jun 4, 2026 - Jun 10, 2026	-1.82% Jul 3, 2019 - Aug 26, 2019
#14	-3.47% Jul 25, 2025 - Aug 27, 2025	-1.68% Jun 9, 2016 - Jul 8, 2016
#15	-3.43% Oct 14, 2024 - Nov 6, 2024	-1.66% Aug 7, 2020 - Aug 25, 2020

Correlation

Correlation between JOET and QHY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2016 - 2026)

JOET vs QHY dividend yield comparison.

Year	JOET	QHY
2026	0.00%	2.56%
2025	0.65%	6.26%
2024	0.71%	6.40%
2023	1.32%	6.11%
2022	1.25%	5.44%
2021	0.42%	4.09%
2020	0.08%	4.80%
2019	0.00%	5.21%
2018	0.00%	5.93%
2017	0.00%	6.47%
2016	0.00%	4.39%