Compare · 2 funds side by side · dividends reinvested

JOET and JQUA

JOETVirtus×JQUAJ.P. Morgan×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,593JQUA · best of the two

02 / 04

JOET and JQUA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan U.S. Quality Factor ETFUS Stock Styles · Factor0.12%1.05%+20.2%+21.5%+23.5%+13.2%−7.1%12.0%$9.5B1.0

Virtus Terranova U.S. Quality Momentum ETFUS Stock Styles · Factor0.29%0.61%+7.7%+6.5%+20.9%+8.2%−10.4%14.0%$230M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: JOET 2020 · JQUA 2017

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Terranova U.S. Quality Momentum ETF · $230M$14,830

JOET

JQUA

JPMorgan U.S. Quality Factor ETF · $9.5B$18,593

$10,000 five years ago, dividends reinvested · they hold 32.1% in common

JOETMeasureJQUA

+7.7%Year to dateJan 1 → Nov 3+20.2%

+6.5%1 yearTotal return+21.5%

+20.9%3 years · per year$10,000 became $17,661 · $18,844+23.5%

+8.2%5 years · per year$10,000 became $14,829 · $18,593+13.2%

0.29%Expense ratio$29 · $12 a year on $10k · lower is better0.12%

0.61%Trailing 12-mo yield$61 · $105 a year on $10k1.05%

−10.4%Worst dropSmaller is better−7.1%

14.0%VolatilityLower is calmer12.0%

JOETJQUA Winner of the row, in its colourEach row: the bigger of the two fills its side

0–8JQUA wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

JOET vs JQUA: Top 5 Holdings

Today

JOET

4.4%in top 5

JQUA

in top 59.9%

JOETStockJQUA

not top 5AAPL2.1%

not top 5MSFT2.1%

not top 5XOM2.0%

not top 5V1.9%

not top 5AMD1.8%

0.9%REGNnot top 5

0.9%VRTnot top 5

0.9%LLYnot top 5

0.9%LNGnot top 5

0.9%ACNnot top 5

Held in common32.1%

End-of-day Nov 3, 2026 · share of each fund

JOET vs JQUA Returns, Every Period

VirtusJOET

+8.2%

5 years, per year

JQUAJ.P. Morgan

+13.2%

5 years, per year

JOETJQUAFaded: behind in that period

0–4JQUA wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

JOET vs JQUA

YTD

VirtusJOET

+7.7%

JQUAJ.P. Morgan

+20.2%

+7.7%Year to date+20.2%

−10.4%Worst drop · 1Y−7.1%

14.0%Volatility · 1Y12.0%

0.6%Yield1.1%

$230MAssets$9.5B

4–0JQUA wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JOET, JQUA

Today

0.12%lowest, JQUA

FundExpense ratioFee$10k

JQUA0.12%$12

JOET0.29%$29

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: JOET, JQUA

1.05%highest, JQUA

FundTrailing yieldYield$10k

JQUA1.05%$105

JOET0.61%$61

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$93most kept, JQUA

JQUA$105 − $12 = $93

JOET$61 − $29 = $32

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: JOET, JQUA

Today

32.1%most shared, JOET and JQUA

JOETJQUA

JOET—32.1%

JQUA32.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+21.5%JQUA, at 12.0% volatility

JQUAWorst drop−7.1%12.0% vol

JOETWorst drop−10.4%14.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

JQUAJOET

+20.2%Year to date+7.7%

1.1%Yield0.6%

+21.5%Past year+6.5%

0.12%Fee0.29%

4–0JQUA wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026