QHY vs JOET

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

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

QHY vs JOET - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	QHY(ETF)	JOET(ETF)
Net Assets	$239M	$237M
Expense Ratio	0.38%	0.29%
Max Drawdown	23.08%	26.58%
Sharpe Ratio	0.86	0.81
5Y Beta	0.23	0.99
P/E Ratio	N/A	23.74
Forward P/E	N/A	19.42
PEG Ratio	N/A	0.15
5Y Dividends CAGR	3.75%	67.26%
5Y EPS CAGR	N/A	19.50%
Debt to Equity	N/A	56.57%
P/S Ratio	N/A	2.74
P/B Ratio	N/A	4.50

Net Assets

Winner

QHY

$239M

JOET

$237M

Expense Ratio

QHY

0.38%

Winner

JOET

0.29%

Max Drawdown

Winner

QHY

23.08%

JOET

26.58%

Sharpe Ratio

Winner

QHY

0.86

JOET

0.81

5Y Beta

Winner

QHY

0.23

JOET

0.99

P/E Ratio

QHY

N/A

JOET

23.74

Forward P/E

QHY

N/A

JOET

19.42

PEG Ratio

QHY

N/A

JOET

0.15

5Y Dividends CAGR

QHY

3.75%

Winner

JOET

67.26%

5Y EPS CAGR

QHY

N/A

JOET

19.50%

Debt to Equity

QHY

N/A

JOET

56.57%

P/S Ratio

QHY

N/A

JOET

2.74

P/B Ratio

QHY

N/A

JOET

4.50

QHY vs JOET - Historical Returns

Returns include dividend reinvestment.

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

QHY

+0.82%

Winner

JOET

+4.14%

QHY

+2.39%

Winner

JOET

+11.48%

QHY

+2.27%

Winner

JOET

+6.58%

QHY

+6.99%

Winner

JOET

+14.42%

5Y(CAGR)

QHY

+3.17%

Winner

JOET

+10.68%

10Y(CAGR)

QHY

+4.86%

JOET

N/A

Max(CAGR)

QHY

+5.01%

Winner

JOET

+12.32%

QHY vs JOET - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

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

QHY vs JOET Drawdown Comparison

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

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

The current JOET drawdown is -0.66%.

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

Correlation

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

0.94

-101

Dividend Comparison (2016 - 2026)

QHY vs JOET dividend yield comparison.

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