Compare · 2 funds side by side · dividends reinvested

JOET and QUAL

JOETVirtus×QUALiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,498QUAL · best of the two

02 / 04

JOET and QUAL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Quality Factor ETFUS Stock Styles · Factor0.15%2.80%+11.0%+13.7%+20.3%+10.5%−75.9%200.9%$47.5B1.3

Virtus Terranova U.S. Quality Momentum ETFUS Stock Styles · Factor0.29%0.64%+2.6%+2.3%+18.4%+7.1%−10.4%14.6%$230M1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: JOET 2020 · QUAL 2013

Head to Head

Swap sides Versus in desk

Head to Head

Virtus Terranova U.S. Quality Momentum ETF · $230M$14,107

JOET

QUAL

iShares MSCI USA Quality Factor ETF · $47.5B$16,498

$10,000 five years ago, dividends reinvested · they hold 26.3% in common

JOETMeasureQUAL

+2.6%Year to dateJan 1 → Nov 5+11.0%

+2.3%1 yearTotal return+13.7%

+18.4%3 years · per year$10,000 became $16,613 · $17,394+20.3%

+7.1%5 years · per year$10,000 became $14,107 · $16,498+10.5%

0.29%Expense ratio$29 · $15 a year on $10k · lower is better0.15%

0.64%Trailing 12-mo yield$64 · $280 a year on $10k2.80%

−10.4%Worst dropSmaller is better−75.9%

14.6%VolatilityLower is calmer200.9%

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

2–6QUAL wins

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

More Ways to See the Pairs

JOET vs QUAL: Top 5 Holdings

Today

JOET

4.5%in top 5

QUAL

in top 529.7%

JOETStockQUAL

not top 5MSFT8.3%

not top 5AAPL7.3%

not top 5NVDA5.7%

not top 5LLY4.4%

not top 5META4.1%

0.9%REGNnot top 5

0.9%DXCMnot top 5

0.9%ICEnot top 5

0.9%ACNnot top 5

0.9%HWMnot top 5

Held in common26.3%

End-of-day Nov 5, 2026 · share of each fund

JOET vs QUAL Returns, Every Period

VirtusJOET

+7.1%

5 years, per year

QUALiShares

+10.5%

5 years, per year

JOETQUALFaded: behind in that period

0–4QUAL wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

JOET vs QUAL

YTD

VirtusJOET

+2.6%

QUALiShares

+11.0%

+2.6%Year to date+11.0%

−10.4%Worst drop · 1Y−75.9%

14.6%Volatility · 1Y200.9%

0.6%Yield2.8%

$230MAssets$47.5B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: JOET, QUAL

Today

0.15%lowest, QUAL

FundExpense ratioFee$10k

QUAL0.15%$15

JOET0.29%$29

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: JOET, QUAL

2.80%highest, QUAL

FundTrailing yieldYield$10k

QUAL2.80%$280

JOET0.64%$64

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$265most kept, QUAL

QUAL$280 − $15 = $265

JOET$64 − $29 = $35

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: JOET, QUAL

Today

26.3%most shared, JOET and QUAL

JOETQUAL

JOET—26.3%

QUAL26.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.7%QUAL, at 200.9% volatility

JOETWorst drop−10.4%14.6% vol

QUALWorst drop−75.9%200.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

QUALJOET

+11.0%Year to date+2.6%

2.8%Yield0.6%

+13.7%Past year+2.3%

0.15%Fee0.29%

4–0QUAL wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026