SCUS vs JOET
Comparison between SCHWAB ULTRA-SHORT INCOME ETF (SCUS, ETF) and VIRTUS TERRANOVA U.S. QUALITY MOMENTUM ETF (JOET, ETF).
SCUS vs JOET - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCUS
$237M
JOET
$237M
Expense Ratio
Winner
SCUS
0.14%
JOET
0.29%
Max Drawdown
Winner
SCUS
0.73%
JOET
26.58%
Sharpe Ratio
SCUS
0.60
Winner
JOET
0.81
5Y Beta
Winner
SCUS
0.00
JOET
0.99
P/E Ratio
SCUS
N/A
JOET
23.74
Forward P/E
SCUS
N/A
JOET
19.42
PEG Ratio
SCUS
N/A
JOET
0.15
5Y Dividends CAGR
SCUS
N/A
JOET
67.26%
5Y EPS CAGR
SCUS
N/A
JOET
19.50%
Debt to Equity
SCUS
N/A
JOET
56.57%
P/S Ratio
SCUS
N/A
JOET
2.74
P/B Ratio
SCUS
N/A
JOET
4.50
SCUS vs JOET - Historical Returns
Returns include dividend reinvestment.
1M
SCUS
+0.35%
Winner
JOET
+4.14%
3M
SCUS
+0.95%
Winner
JOET
+11.48%
6M
SCUS
+1.76%
Winner
JOET
+6.58%
1Y
SCUS
+4.16%
Winner
JOET
+14.42%
5Y(CAGR)
SCUS
N/A
JOET
+10.68%
Max(CAGR)
SCUS
+4.45%
Winner
JOET
+12.32%
SCUS vs JOET - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | SCUS | JOET |
|---|---|---|
| 2026 | +1.47% | +6.75% |
| 2025 | +4.63% | +11.77% |
| 2024 | +2.06% | +25.51% |
| 2023 | N/A | +17.11% |
| 2022 | N/A | -17.36% |
| 2021 | N/A | +28.56% |
| 2020 | N/A | +6.00% |
SCUS vs JOET Drawdown Comparison
The maximum drawdown for SCUS was -0.17%, occurring on Mar 12, 2026. Recovery took 23 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 | SCUS | JOET |
|---|---|---|
| #1 | -0.17% Feb 27, 2026 - Apr 1, 2026 | -26.58% Dec 27, 2021 - Feb 9, 2024 |
| #2 | -0.12% Dec 31, 2024 - Jan 10, 2025 | -19.56% Dec 6, 2024 - Jun 30, 2025 |
| #3 | -0.12% Apr 10, 2025 - Apr 15, 2025 | -10.42% Jan 6, 2026 - May 6, 2026 |
| #4 | -0.11% Aug 27, 2024 - Sep 3, 2024 | -9.06% Jul 16, 2024 - Aug 23, 2024 |
| #5 | -0.10% Apr 2, 2025 - Apr 10, 2025 | -8.96% Feb 12, 2021 - Apr 5, 2021 |
| #6 | -0.08% Oct 3, 2024 - Oct 11, 2024 | -7.36% Sep 3, 2021 - Oct 21, 2021 |
| #7 | -0.08% May 7, 2025 - May 16, 2025 | -6.68% Mar 28, 2024 - Jul 3, 2024 |
| #8 | -0.08% Mar 13, 2025 - Mar 19, 2025 | -6.35% Oct 27, 2025 - Jan 6, 2026 |
| #9 | -0.08% Oct 11, 2024 - Oct 17, 2024 | -5.63% Nov 16, 2021 - Dec 27, 2021 |
| #10 | -0.08% Apr 2, 2026 - Apr 9, 2026 | -4.99% Apr 26, 2021 - Jun 11, 2021 |
| #11 | -0.08% Apr 21, 2026 - Apr 30, 2026 | -4.59% Aug 30, 2024 - Sep 17, 2024 |
| #12 | -0.08% Aug 27, 2025 - Aug 29, 2025 | -4.50% Jan 20, 2021 - Feb 8, 2021 |
| #13 | -0.08% Sep 22, 2025 - Sep 30, 2025 | -3.50% Jun 4, 2026 - Jun 10, 2026 |
| #14 | -0.07% Nov 11, 2025 - Nov 13, 2025 | -3.47% Jul 25, 2025 - Aug 27, 2025 |
| #15 | -0.06% Oct 28, 2025 - Nov 7, 2025 | -3.43% Oct 14, 2024 - Nov 6, 2024 |
Correlation
Correlation between SCUS and JOET is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2020 - 2026)
SCUS vs JOET dividend yield comparison.
| Year | SCUS | JOET |
|---|---|---|
| 2026 | 1.60% | 0.00% |
| 2025 | 4.17% | 0.65% |
| 2024 | 1.62% | 0.71% |
| 2023 | 0.00% | 1.32% |
| 2022 | 0.00% | 1.25% |
| 2021 | 0.00% | 0.42% |
| 2020 | 0.00% | 0.08% |
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