JOET vs SCUS

Comparison between VIRTUS TERRANOVA U.S. QUALITY MOMENTUM ETF (JOET, ETF) and SCHWAB ULTRA-SHORT INCOME ETF (SCUS, ETF).

JOET vs SCUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JOET(ETF)	SCUS(ETF)
Net Assets	$237M	$237M
Expense Ratio	0.29%	0.14%
Max Drawdown	26.58%	0.73%
Sharpe Ratio	0.81	0.60
5Y Beta	0.99	0.00
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%	N/A
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

SCUS

$237M

Expense Ratio

JOET

0.29%

Winner

SCUS

0.14%

Max Drawdown

JOET

26.58%

Winner

SCUS

0.73%

Sharpe Ratio

Winner

JOET

0.81

SCUS

0.60

5Y Beta

JOET

0.99

Winner

SCUS

0.00

P/E Ratio

JOET

23.74

SCUS

N/A

Forward P/E

JOET

19.42

SCUS

N/A

PEG Ratio

JOET

0.15

SCUS

N/A

5Y Dividends CAGR

JOET

67.26%

SCUS

N/A

5Y EPS CAGR

JOET

19.50%

SCUS

N/A

Debt to Equity

JOET

56.57%

SCUS

N/A

P/S Ratio

JOET

2.74

SCUS

N/A

P/B Ratio

JOET

4.50

SCUS

N/A

JOET vs SCUS - Historical Returns

Returns include dividend reinvestment.

Period	JOET	SCUS
1 month	+4.14%	+0.35%
3 months	+11.48%	+0.95%
6 months	+6.58%	+1.76%
1 year	+14.42%	+4.16%
5 years(CAGR)	+10.68%	N/A
Max(CAGR)	+12.32%	+4.45%

Winner

JOET

+4.14%

SCUS

+0.35%

Winner

JOET

+11.48%

SCUS

+0.95%

Winner

JOET

+6.58%

SCUS

+1.76%

Winner

JOET

+14.42%

SCUS

+4.16%

5Y(CAGR)

JOET

+10.68%

SCUS

N/A

Max(CAGR)

Winner

JOET

+12.32%

SCUS

+4.45%

JOET vs SCUS - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	JOET	SCUS
2026	+6.75%	+1.47%
2025	+11.77%	+4.63%
2024	+25.51%	+2.06%
2023	+17.11%	N/A
2022	-17.36%	N/A
2021	+28.56%	N/A
2020	+6.00%	N/A

JOET vs SCUS Drawdown Comparison

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

The maximum drawdown for SCUS was -0.17%, occurring on Mar 12, 2026. Recovery took 23 trading sessions.

The current JOET drawdown is -0.66%.

Rank	JOET	SCUS
#1	-26.58% Dec 27, 2021 - Feb 9, 2024	-0.17% Feb 27, 2026 - Apr 1, 2026
#2	-19.56% Dec 6, 2024 - Jun 30, 2025	-0.12% Dec 31, 2024 - Jan 10, 2025
#3	-10.42% Jan 6, 2026 - May 6, 2026	-0.12% Apr 10, 2025 - Apr 15, 2025
#4	-9.06% Jul 16, 2024 - Aug 23, 2024	-0.11% Aug 27, 2024 - Sep 3, 2024
#5	-8.96% Feb 12, 2021 - Apr 5, 2021	-0.10% Apr 2, 2025 - Apr 10, 2025
#6	-7.36% Sep 3, 2021 - Oct 21, 2021	-0.08% Oct 3, 2024 - Oct 11, 2024
#7	-6.68% Mar 28, 2024 - Jul 3, 2024	-0.08% May 7, 2025 - May 16, 2025
#8	-6.35% Oct 27, 2025 - Jan 6, 2026	-0.08% Mar 13, 2025 - Mar 19, 2025
#9	-5.63% Nov 16, 2021 - Dec 27, 2021	-0.08% Oct 11, 2024 - Oct 17, 2024
#10	-4.99% Apr 26, 2021 - Jun 11, 2021	-0.08% Apr 2, 2026 - Apr 9, 2026
#11	-4.59% Aug 30, 2024 - Sep 17, 2024	-0.08% Apr 21, 2026 - Apr 30, 2026
#12	-4.50% Jan 20, 2021 - Feb 8, 2021	-0.08% Aug 27, 2025 - Aug 29, 2025
#13	-3.50% Jun 4, 2026 - Jun 10, 2026	-0.08% Sep 22, 2025 - Sep 30, 2025
#14	-3.47% Jul 25, 2025 - Aug 27, 2025	-0.07% Nov 11, 2025 - Nov 13, 2025
#15	-3.43% Oct 14, 2024 - Nov 6, 2024	-0.06% Oct 28, 2025 - Nov 7, 2025