JOET

Virtus Terranova U.S. Quality Momentum ETF
*Unless otherwise stated, data provided by FactSet.

JOET Fund Description

JOET tracks an equal-weighted index of large-cap stocks in the US displaying quality fundamental and technical attributes.

JOET Factset Analytics Insight

JOET tracks the Terranova U.S. Quality Momentum Index, which aims to combine strong quality fundamentals with positive momentum technical trends. Constituent eligibility begins with the 500 largest US securities by market capitalization, which are then screened and ranked based on a momentum and quality score based on the following factors: (i) return-on-equity, (ii) debt-to-equity, and (iii) sales growth rate. A composite score is then calculated and assigned wherein the top 125 securities with positive momentum form the Underlying Index. Finally, the fund is equally-weighted at every quarterly rebalance and reconstitution. JOET’s underlying index is the brainchild of Joe Terranova, Senior Managing Director and Chief Market Strategist for Virtus Investment Partners. His market expertise and investing principles are utilized in the index methodology.

JOET Charts And Performance

Price Chart ($)
Total Return Chart (%)
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  • 3 Months
  • YTD
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  • 5 Years
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  • YTD
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Select ETFs to compare their performance:
PERFORMANCE [as of 01/15/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
JOET 2.27% -- 0% -- -- -- --
JOET (NAV) 2.14% -- -0.03% -- -- -- --
No Underlying Index -- -- -- -- -- -- --
MSCI USA Large Cap Index 1.92% 8.20% 0.09% 19.11% 13.89% 17.94% 14.04%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

JOET Summary Data

Virtus
11/17/20
Open-Ended Fund
0.29%
$87.58M
$5.58M
0.12%
N/A

JOET Portfolio Data

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N/A
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JOET Index Data

No Underlying Index
Equal
Multi-Factor
MSCI USA Large Cap Index

JOET Portfolio Management

0.29%
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JOET Tax Exposures

20.00% / 39.60%
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Qualified dividends
No

JOET Fund Structure

Open-Ended Fund
No
No
No Policy
N/A
N/A
Low
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

JOET Factset Analytics Block Liquidity

As of 01/20/21
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of JOET. JOET is rated a N/A out of 5.

JOET Tradability

220,535
$5.58M
123,996
$3.14M
0.12%
$0.03
0.04%
0.21% / -0.12%
None
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50,000
2.48
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291
$26.14
N/A

JOET Countries


JOET
Segment Benchmark
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0.10%
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99.90%

JOET Regions


JOET
Segment Benchmark
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100.00%

JOET Economic Development


JOET
Segment Benchmark
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100.00%

JOET Performance Statistics

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0.00%
MSCI USA Large Cap Index

JOET Benchmark Comparison Holdings

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JOET Benchmark Comparison Summary


JOET
Segment Benchmark
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JOET Benchmark Comparison Market Cap Size


JOET
Segment Benchmark
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