Virtus Terranova U.S. Quality Momentum (JOET) ETF Holdings & Analysis

What JOET does

The ETF's primary objective is to offer investors exposure to large-capitalization U.S. companies that exhibit both robust financial fundamentals and favorable technical momentum trends. It endeavors to achieve investment outcomes that closely mirror the performance of the Terranova U.S. Quality Momentum Index, prior to accounting for fees and expenses. This index was conceptualized and developed by Joe Terranova, who holds the positions of Senior Managing Director and Chief Market Strategist for Virtus Investment Partners. Its distinct methodology is rooted in the extensive investment principles he has honed over his three-decade career on Wall Street. Indxx, LLC serves as the official index provider and calculation agent. The professionals managing the fund's portfolio are associated with Virtus Investment Advisers, LLC, which acts as the Fund's designated adviser.

Fund profile

Top holdings

Sector allocation

Geographic allocation

PortView Portfolio Insights

PortView analyzes how JOET fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

Related securities

Related stocks

Frequently asked questions

What does JOET track?

JOET is the Virtus Terranova U.S. Quality Momentum ETF, a Other ETF.

What is the expense ratio of JOET?

Expense ratio data for JOET is shown on the page when available from our data provider.

What are the largest holdings in JOET?

Top holdings include OKTA, MRVL, HPE, NTAP, COP.

How can PortView analyze JOET overlap with other ETFs?

PortView computes the holdings overlap between JOET and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.