Compare · 2 funds side by side · dividends reinvested

JOET and USMV

JOETVirtus×USMViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,830JOET · best of the two

02 / 04

JOET and USMV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Min Vol Factor ETFUS Stock Styles · Factor0.15%1.37%+10.2%+11.9%+15.2%+7.5%−6.5%8.6%$24.1B1.3

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%$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 3, 2026 · returns include dividends · since: JOET 2020 · USMV 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

JOET

USMV

iShares MSCI USA Min Vol Factor ETF · $24.1B$14,352

$10,000 five years ago, dividends reinvested · they hold 33.3% in common

JOETMeasureUSMV

+7.7%Year to dateJan 1 → Nov 3+10.2%

+6.5%1 yearTotal return+11.9%

+20.9%3 years · per year$10,000 became $17,661 · $15,272+15.2%

+8.2%5 years · per year$10,000 became $14,829 · $14,352+7.5%

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

0.61%Trailing 12-mo yield$61 · $137 a year on $10k1.37%

−10.4%Worst dropSmaller is better−6.5%

14.0%VolatilityLower is calmer8.6%

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

2–6USMV 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 USMV: Top 5 Holdings

Today

JOET

4.4%in top 5

USMV

in top 57.7%

JOETStockUSMV

not top 5XOM1.6%

not top 5MSFT1.6%

not top 5CB1.5%

not top 5MSI1.5%

not top 5BRK-B1.5%

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 common33.3%

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

JOET vs USMV Returns, Every Period

VirtusJOET

+8.2%

5 years, per year

USMViShares

+7.5%

5 years, per year

JOETUSMVFaded: behind in that period

2–2Level

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

JOET vs USMV

YTD

VirtusJOET

+7.7%

USMViShares

+10.2%

+7.7%Year to date+10.2%

−10.4%Worst drop · 1Y−6.5%

14.0%Volatility · 1Y8.6%

0.6%Yield1.4%

$230MAssets$24.1B

4–0USMV wins

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

Cost, Income and Risk

Fees: JOET, USMV

Today

0.15%lowest, USMV

FundExpense ratioFee$10k

USMV0.15%$15

JOET0.29%$29

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

Yields: JOET, USMV

1.37%highest, USMV

FundTrailing yieldYield$10k

USMV1.37%$137

JOET0.61%$61

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

Income After Fees on $10,000

$122most kept, USMV

USMV$137 − $15 = $122

JOET$61 − $29 = $32

KeptFee

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

Overlap: JOET, USMV

Today

33.3%most shared, JOET and USMV

JOETUSMV

JOET—33.3%

USMV33.3%—

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

Return vs Bumpiness: 2 ETFs

+11.9%USMV, at 8.6% volatility

USMVWorst drop−6.5%8.6% 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

USMVJOET

+10.2%Year to date+7.7%

1.4%Yield0.6%

+11.9%Past year+6.5%

0.15%Fee0.29%

4–0USMV 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