JOET vs. IMCB ETF Comparison
Comparison of Virtus Terranova U.S. Quality Momentum ETF (JOET) to iShares Morningstar Mid-Cap ETF (IMCB)
JOET
Virtus Terranova U.S. Quality Momentum ETF
JOET Description
The investment seeks investment results that correspond, before fees and expenses, to the price and yield performance of the Terranova U.S. Quality Momentum Index. Under normal market conditions, the fund will invest not less than 80% of its assets in component securities of the index. The index is designed to track the performance of quality large-capitalization companies listed in the United States. The index includes common stock and ADRs. The fund will invest not less than 80% of its net assets (plus the amount of any borrowings for investment purposes) in U.S. securities.
Grade (RS Rating)
Last Trade
$36.61
Average Daily Volume
24,503
Number of Holdings
*
124
* may have additional holdings in another (foreign) market
IMCB
iShares Morningstar Mid-Cap ETF
IMCB Description
IMCB is a passively-managed portfolio that offers exposure to a blend of growth and value stocks in the US mid-cap space. Stocks are selected based on Morningstars index methodology that uses fundamental factors. This methodology identifies growth securities as those with relatively above-average historical and forecasted earnings, sales, equity, and cash flow growth, while value securities as those with relatively low valuations based on price-to-book ratios, price-to-earnings ratios and other factors. The underlying index is reconstituted twice annually and rebalanced quarterly. Prior to March 19, 2021, the fund tracked the Morningstar US Mid Core Index under the ticker JKG.Grade (RS Rating)
Last Trade
$75.77
Average Daily Volume
31,453
Number of Holdings
*
447
* may have additional holdings in another (foreign) market
Performance
| Period | JOET | IMCB |
|---|---|---|
| 30 Days | 4.09% | 4.12% |
| 60 Days | 6.08% | 5.48% |
| 90 Days | 6.98% | 7.69% |
| 12 Months | 28.91% | 24.89% |
65 Overlapping Holdings
| Symbol | Grade | Weight in JOET | Weight in IMCB | Overlap | |
|---|---|---|---|---|---|
| ACGL | C | 0.9% | 1.0% | 0.9% | |
| ADSK | C | 0.84% | 1.0% | 0.84% | |
| AFL | C | 0.9% | 1.0% | 0.9% | |
| AME | C | 0.75% | 1.0% | 0.75% | |
| AMP | A | 0.77% | 1.0% | 0.77% | |
| APP | C | 0.87% | 1.0% | 0.87% | |
| AXON | B | 0.91% | 1.0% | 0.91% | |
| BRO | C | 0.81% | 1.0% | 0.81% | |
| CFG | C | 0.72% | 1.0% | 0.72% | |
| CINF | B | 0.87% | 1.0% | 0.87% | |
| CMI | C | 0.8% | 1.0% | 0.8% | |
| CPAY | B | 0.83% | 1.0% | 0.83% | |
| CPNG | B | 0.89% | 1.0% | 0.89% | |
| CPRT | D | 0.76% | 1.0% | 0.76% | |
| CTSH | C | 0.8% | 1.0% | 0.8% | |
| DECK | C | 0.78% | 1.0% | 0.78% | |
| DFS | B | 0.72% | 1.0% | 0.72% | |
| DHI | B | 0.83% | 1.0% | 0.83% | |
| EXPE | C | 0.82% | 1.0% | 0.82% | |
| EXR | B | 0.84% | 1.0% | 0.84% | |
| FANG | D | 0.67% | 1.0% | 0.67% | |
| FAST | C | 0.76% | 1.0% | 0.76% | |
| FCNCA | D | 0.68% | 1.0% | 0.68% | |
| FITB | B | 0.76% | 1.0% | 0.76% | |
| FSLR | C | 0.72% | 1.0% | 0.72% | |
| GRMN | D | 0.79% | 1.0% | 0.79% | |
| GWW | B | 0.79% | 1.0% | 0.79% | |
| HBAN | B | 0.74% | 1.0% | 0.74% | |
| HEI | B | 0.85% | 1.0% | 0.85% | |
| HEI | B | 0.85% | 1.0% | 0.85% | |
| HES | F | 0.66% | 1.0% | 0.66% | |
| HIG | B | 0.83% | 1.0% | 0.83% | |
| HUBB | B | 0.81% | 1.0% | 0.81% | |
| HWM | B | 0.88% | 1.0% | 0.88% | |
| IBKR | B | 0.8% | 1.0% | 0.8% | |
| IR | C | 0.7% | 1.0% | 0.7% | |
| IRM | C | 0.91% | 1.0% | 0.91% | |
| IT | B | 0.83% | 1.0% | 0.83% | |
| LEN | B | 0.8% | 1.0% | 0.8% | |
| LEN | B | 0.8% | 1.0% | 0.8% | |
| MKL | C | 0.74% | 1.0% | 0.74% | |
| MPWR | C | 0.81% | 1.0% | 0.81% | |
| MTB | B | 0.75% | 1.0% | 0.75% | |
| NTRS | A | 0.77% | 1.0% | 0.77% | |
| NVR | B | 0.83% | 1.0% | 0.83% | |
| PCAR | D | 0.75% | 1.0% | 0.75% | |
| PHM | B | 0.8% | 1.0% | 0.8% | |
| PLTR | B | 1.0% | 1.0% | 1.0% | |
| PSA | B | 0.94% | 1.0% | 0.94% | |
| PTC | D | 0.75% | 1.0% | 0.75% | |
| PWR | B | 0.76% | 1.0% | 0.76% | |
| RCL | B | 0.81% | 1.0% | 0.81% | |
| RF | B | 0.77% | 1.0% | 0.77% | |
| ROL | C | 0.87% | 1.0% | 0.87% | |
| SMCI | F | 0.45% | 1.0% | 0.45% | |
| STLD | F | 0.65% | 1.0% | 0.65% | |
| SYF | C | 0.71% | 1.0% | 0.71% | |
| TRV | C | 0.87% | 1.0% | 0.87% | |
| TTD | B | 0.84% | 1.0% | 0.84% | |
| TW | B | 0.84% | 1.0% | 0.84% | |
| TYL | C | 0.79% | 1.0% | 0.79% | |
| URI | B | 0.73% | 1.0% | 0.73% | |
| VLO | F | 0.67% | 1.0% | 0.67% | |
| WRB | C | 0.85% | 1.0% | 0.85% | |
| XYL | C | 0.72% | 1.0% | 0.72% |
JOET Overweight 61 Positions Relative to IMCB
| Symbol | Grade | Weight | |
|---|---|---|---|
| MELI | B | 0.96% | |
| WELL | C | 0.92% | |
| PGR | B | 0.9% | |
| LLY | C | 0.88% | |
| ORCL | C | 0.88% | |
| NU | B | 0.87% | |
| MA | B | 0.87% | |
| COST | B | 0.86% | |
| ISRG | B | 0.86% | |
| V | C | 0.86% | |
| SYK | C | 0.86% | |
| META | B | 0.85% | |
| CMG | C | 0.85% | |
| CME | C | 0.85% | |
| NFLX | B | 0.84% | |
| UBER | C | 0.84% | |
| CTAS | B | 0.84% | |
| CB | B | 0.84% | |
| TJX | B | 0.83% | |
| AJG | D | 0.83% | |
| SPGI | B | 0.83% | |
| PANW | D | 0.83% | |
| MMC | C | 0.83% | |
| PH | B | 0.82% | |
| BRK.A | C | 0.82% | |
| TT | B | 0.82% | |
| PG | C | 0.82% | |
| CEG | C | 0.81% | |
| ELV | C | 0.81% | |
| CHKP | B | 0.81% | |
| NOW | B | 0.81% | |
| AMD | D | 0.8% | |
| ANET | B | 0.8% | |
| AAPL | C | 0.79% | |
| KKR | B | 0.78% | |
| AXP | B | 0.78% | |
| INTU | C | 0.78% | |
| AVGO | C | 0.77% | |
| AMZN | C | 0.77% | |
| CDNS | D | 0.77% | |
| ADI | C | 0.76% | |
| CRWD | D | 0.76% | |
| EPD | B | 0.76% | |
| JPM | D | 0.76% | |
| MSFT | C | 0.76% | |
| APH | D | 0.75% | |
| CAT | B | 0.75% | |
| NVDA | D | 0.75% | |
| XOM | C | 0.74% | |
| VRTX | D | 0.74% | |
| EOG | D | 0.73% | |
| KLAC | D | 0.71% | |
| NXPI | F | 0.7% | |
| GOOGL | D | 0.7% | |
| PSX | F | 0.7% | |
| QCOM | D | 0.7% | |
| AMAT | D | 0.68% | |
| ICLR | D | 0.68% | |
| APO | C | 0.68% | |
| SNPS | D | 0.67% | |
| LRCX | F | 0.64% |
JOET Underweight 382 Positions Relative to IMCB
| Symbol | Grade | Weight | |
|---|---|---|---|
| UHAL | A | -1.0% | |
| ALAB | D | -1.0% | |
| FWONA | C | -1.0% | |
| AGR | B | -1.0% | |
| NWS | D | -1.0% | |
| PAG | D | -1.0% | |
| COTY | F | -1.0% | |
| WLK | D | -1.0% | |
| FOX | B | -1.0% | |
| PCOR | F | -1.0% | |
| CELH | F | -1.0% | |
| SNX | D | -1.0% | |
| BEN | F | -1.0% | |
| U | D | -1.0% | |
| AZPN | B | -1.0% | |
| SIRI | C | -1.0% | |
| BRKR | D | -1.0% | |
| WBA | F | -1.0% | |
| BSY | D | -1.0% | |
| UHAL | A | -1.0% | |
| CNM | F | -1.0% | |
| DINO | F | -1.0% | |
| WYNN | D | -1.0% | |
| ACI | F | -1.0% | |
| CHK | D | -1.0% | |
| DVA | B | -1.0% | |
| AR | F | -1.0% | |
| UNM | B | -1.0% | |
| MOS | F | -1.0% | |
| MORN | C | -1.0% | |
| CG | D | -1.0% | |
| PAYC | D | -1.0% | |
| MEDP | F | -1.0% | |
| MGM | F | -1.0% | |
| APA | F | -1.0% | |
| ALLY | F | -1.0% | |
| FOXA | B | -1.0% | |
| CNH | D | -1.0% | |
| DAY | D | -1.0% | |
| HRL | C | -1.0% | |
| LW | D | -1.0% | |
| SOLV | C | -1.0% | |
| TAP | D | -1.0% | |
| AOS | D | -1.0% | |
| WTRG | D | -1.0% | |
| NWSA | D | -1.0% | |
| BJ | D | -1.0% | |
| CPB | C | -1.0% | |
| RRX | C | -1.0% | |
| CHDN | C | -1.0% | |
| TWLO | D | -1.0% | |
| CRL | F | -1.0% | |
| AFG | B | -1.0% | |
| QRVO | F | -1.0% | |
| SNAP | F | -1.0% | |
| LECO | F | -1.0% | |
| WMS | D | -1.0% | |
| OVV | F | -1.0% | |
| HII | D | -1.0% | |
| ALB | D | -1.0% | |
| INCY | C | -1.0% | |
| LKQ | F | -1.0% | |
| NVT | D | -1.0% | |
| CCK | A | -1.0% | |
| RPRX | C | -1.0% | |
| EQH | C | -1.0% | |
| HOOD | C | -1.0% | |
| SAIA | D | -1.0% | |
| EPAM | F | -1.0% | |
| PFGC | B | -1.0% | |
| SRPT | D | -1.0% | |
| TFX | C | -1.0% | |
| IPG | C | -1.0% | |
| DOCU | C | -1.0% | |
| SCI | B | -1.0% | |
| TECH | C | -1.0% | |
| FND | C | -1.0% | |
| WING | B | -1.0% | |
| BLD | D | -1.0% | |
| OKTA | F | -1.0% | |
| EMN | B | -1.0% | |
| FIX | B | -1.0% | |
| FFIV | B | -1.0% | |
| FLEX | C | -1.0% | |
| HST | C | -1.0% | |
| KMX | D | -1.0% | |
| NBIX | F | -1.0% | |
| DKS | D | -1.0% | |
| TTEK | C | -1.0% | |
| ALLE | B | -1.0% | |
| CLH | A | -1.0% | |
| BXP | B | -1.0% | |
| JBL | D | -1.0% | |
| EXAS | C | -1.0% | |
| XPO | D | -1.0% | |
| REG | C | -1.0% | |
| JNPR | B | -1.0% | |
| SJM | C | -1.0% | |
| NDSN | C | -1.0% | |
| AES | C | -1.0% | |
| UTHR | C | -1.0% | |
| JKHY | B | -1.0% | |
| ERIE | B | -1.0% | |
| AMH | C | -1.0% | |
| ACM | B | -1.0% | |
| CE | F | -1.0% | |
| POOL | C | -1.0% | |
| CPT | B | -1.0% | |
| RNR | C | -1.0% | |
| TRMB | C | -1.0% | |
| ELS | C | -1.0% | |
| GLPI | C | -1.0% | |
| WPC | C | -1.0% | |
| BG | D | -1.0% | |
| USFD | B | -1.0% | |
| UHS | B | -1.0% | |
| GGG | C | -1.0% | |
| EVRG | B | -1.0% | |
| DLTR | F | -1.0% | |
| FNF | B | -1.0% | |
| DT | C | -1.0% | |
| UDR | C | -1.0% | |
| DPZ | F | -1.0% | |
| JBHT | D | -1.0% | |
| OC | D | -1.0% | |
| CF | C | -1.0% | |
| RGA | C | -1.0% | |
| VTRS | D | -1.0% | |
| CASY | D | -1.0% | |
| LYV | B | -1.0% | |
| ENPH | D | -1.0% | |
| MRO | C | -1.0% | |
| SNA | C | -1.0% | |
| L | C | -1.0% | |
| AKAM | D | -1.0% | |
| RVTY | B | -1.0% | |
| PSTG | F | -1.0% | |
| NTNX | C | -1.0% | |
| SWK | B | -1.0% | |
| IEX | D | -1.0% | |
| TOL | B | -1.0% | |
| PNR | B | -1.0% | |
| LNT | B | -1.0% | |
| GEN | B | -1.0% | |
| CAG | C | -1.0% | |
| NI | B | -1.0% | |
| ZS | F | -1.0% | |
| NTRA | C | -1.0% | |
| KEY | B | -1.0% | |
| THC | A | -1.0% | |
| RPM | B | -1.0% | |
| TPL | B | -1.0% | |
| LPLA | D | -1.0% | |
| VRSN | D | -1.0% | |
| AMCR | B | -1.0% | |
| RS | D | -1.0% | |
| DOC | C | -1.0% | |
| SSNC | B | -1.0% | |
| BMRN | F | -1.0% | |
| KIM | C | -1.0% | |
| ZM | C | -1.0% | |
| LVS | D | -1.0% | |
| SWKS | D | -1.0% | |
| APTV | D | -1.0% | |
| PODD | B | -1.0% | |
| MANH | B | -1.0% | |
| UAL | C | -1.0% | |
| ENTG | F | -1.0% | |
| FWONK | C | -1.0% | |
| WSO | C | -1.0% | |
| IP | B | -1.0% | |
| WSM | D | -1.0% | |
| EG | C | -1.0% | |
| TXT | D | -1.0% | |
| NRG | C | -1.0% | |
| FDS | C | -1.0% | |
| CCL | C | -1.0% | |
| EXPD | C | -1.0% | |
| CTRA | D | -1.0% | |
| ALGN | D | -1.0% | |
| LUV | C | -1.0% | |
| WBD | D | -1.0% | |
| DGX | B | -1.0% | |
| ZBRA | B | -1.0% | |
| TSN | C | -1.0% | |
| MAS | B | -1.0% | |
| PINS | F | -1.0% | |
| BURL | B | -1.0% | |
| AVY | C | -1.0% | |
| CNP | C | -1.0% | |
| ULTA | D | -1.0% | |
| AVTR | B | -1.0% | |
| J | C | -1.0% | |
| SUI | B | -1.0% | |
| DG | F | -1.0% | |
| EME | B | -1.0% | |
| LII | B | -1.0% | |
| DKNG | C | -1.0% | |
| EQT | D | -1.0% | |
| PKG | B | -1.0% | |
| HOLX | B | -1.0% | |
| LH | C | -1.0% | |
| PFG | B | -1.0% | |
| ARE | C | -1.0% | |
| TRU | B | -1.0% | |
| WAT | C | -1.0% | |
| GPC | D | -1.0% | |
| DRI | B | -1.0% | |
| BBY | C | -1.0% | |
| MAA | B | -1.0% | |
| OMC | B | -1.0% | |
| CSL | B | -1.0% | |
| EL | F | -1.0% | |
| BAH | C | -1.0% | |
| ESS | B | -1.0% | |
| MSTR | D | -1.0% | |
| BAX | C | -1.0% | |
| TER | D | -1.0% | |
| TDY | B | -1.0% | |
| ILMN | C | -1.0% | |
| ATO | B | -1.0% | |
| STX | C | -1.0% | |
| CLX | C | -1.0% | |
| MOH | D | -1.0% | |
| WDC | D | -1.0% | |
| GDDY | C | -1.0% | |
| CMS | C | -1.0% | |
| BALL | C | -1.0% | |
| LDOS | B | -1.0% | |
| INVH | C | -1.0% | |
| MKC | C | -1.0% | |
| MDB | D | -1.0% | |
| K | B | -1.0% | |
| BLDR | C | -1.0% | |
| COO | B | -1.0% | |
| ZBH | F | -1.0% | |
| WST | D | -1.0% | |
| HPE | D | -1.0% | |
| SW | B | -1.0% | |
| RJF | C | -1.0% | |
| AEE | C | -1.0% | |
| FE | C | -1.0% | |
| WY | C | -1.0% | |
| TROW | D | -1.0% | |
| MRNA | F | -1.0% | |
| PPL | C | -1.0% | |
| ES | C | -1.0% | |
| RBLX | B | -1.0% | |
| NET | D | -1.0% | |
| NTAP | D | -1.0% | |
| TTWO | C | -1.0% | |
| STE | C | -1.0% | |
| LYB | D | -1.0% | |
| BR | D | -1.0% | |
| STT | A | -1.0% | |
| HAL | F | -1.0% | |
| HUBS | D | -1.0% | |
| DVN | F | -1.0% | |
| CHD | D | -1.0% | |
| DTE | C | -1.0% | |
| DOV | B | -1.0% | |
| KEYS | C | -1.0% | |
| FTV | C | -1.0% | |
| SBAC | C | -1.0% | |
| VLTO | C | -1.0% | |
| VST | C | -1.0% | |
| TEAM | D | -1.0% | |
| VTR | C | -1.0% | |
| ETR | B | -1.0% | |
| IFF | B | -1.0% | |
| EQR | B | -1.0% | |
| ARES | B | -1.0% | |
| DXCM | F | -1.0% | |
| CAH | C | -1.0% | |
| ANSS | D | -1.0% | |
| GPN | D | -1.0% | |
| NDAQ | A | -1.0% | |
| DAL | C | -1.0% | |
| AWK | B | -1.0% | |
| BIIB | F | -1.0% | |
| LULU | D | -1.0% | |
| CDW | D | -1.0% | |
| HSY | C | -1.0% | |
| ADM | D | -1.0% | |
| MTD | D | -1.0% | |
| WAB | B | -1.0% | |
| DELL | D | -1.0% | |
| ROK | D | -1.0% | |
| PPG | D | -1.0% | |
| ON | D | -1.0% | |
| WEC | C | -1.0% | |
| WTW | C | -1.0% | |
| TSCO | C | -1.0% | |
| VRT | C | -1.0% | |
| VMC | D | -1.0% | |
| KHC | C | -1.0% | |
| CSGP | D | -1.0% | |
| MLM | D | -1.0% | |
| EBAY | B | -1.0% | |
| COIN | F | -1.0% | |
| DDOG | D | -1.0% | |
| GLW | C | -1.0% | |
| VEEV | C | -1.0% | |
| EIX | C | -1.0% | |
| TRGP | B | -1.0% | |
| HPQ | D | -1.0% | |
| AVB | B | -1.0% | |
| ALNY | C | -1.0% | |
| CHTR | D | -1.0% | |
| DD | B | -1.0% | |
| BKR | C | -1.0% | |
| NUE | F | -1.0% | |
| GEHC | C | -1.0% | |
| VICI | C | -1.0% | |
| XEL | B | -1.0% | |
| DOW | D | -1.0% | |
| EA | D | -1.0% | |
| SQ | D | -1.0% | |
| CBRE | A | -1.0% | |
| ED | C | -1.0% | |
| ODFL | D | -1.0% | |
| EFX | B | -1.0% | |
| RMD | C | -1.0% | |
| KR | C | -1.0% | |
| YUM | D | -1.0% | |
| OTIS | C | -1.0% | |
| SYY | D | -1.0% | |
| VRSK | D | -1.0% | |
| FERG | D | -1.0% | |
| CTVA | B | -1.0% | |
| HUM | F | -1.0% | |
| EXC | C | -1.0% | |
| A | C | -1.0% | |
| DASH | C | -1.0% | |
| KVUE | C | -1.0% | |
| CNC | D | -1.0% | |
| KDP | B | -1.0% | |
| MCHP | F | -1.0% | |
| LNG | C | -1.0% | |
| STZ | D | -1.0% | |
| IDXX | C | -1.0% | |
| EW | F | -1.0% | |
| COR | D | -1.0% | |
| KMI | B | -1.0% | |
| GIS | B | -1.0% | |
| PEG | B | -1.0% | |
| F | F | -1.0% | |
| PRU | C | -1.0% | |
| PCG | C | -1.0% | |
| LHX | C | -1.0% | |
| PAYX | C | -1.0% | |
| IQV | C | -1.0% | |
| TEL | D | -1.0% | |
| MSCI | C | -1.0% | |
| FICO | B | -1.0% | |
| FIS | B | -1.0% | |
| D | C | -1.0% | |
| KMB | D | -1.0% | |
| FTNT | C | -1.0% | |
| JCI | B | -1.0% | |
| AIG | D | -1.0% | |
| ALL | B | -1.0% | |
| SPG | B | -1.0% | |
| ROST | C | -1.0% | |
| SRE | C | -1.0% | |
| CCI | C | -1.0% | |
| BK | B | -1.0% | |
| DLR | B | -1.0% | |
| COF | B | -1.0% | |
| GM | C | -1.0% | |
| OKE | B | -1.0% | |
| HLT | B | -1.0% | |
| WDAY | D | -1.0% | |
| AZO | D | -1.0% | |
| AEP | C | -1.0% | |
| O | C | -1.0% | |
| WMB | B | -1.0% | |
| TFC | C | -1.0% | |
| NSC | C | -1.0% | |
| GEV | B | -1.0% | |
| NEM | B | -1.0% | |
| CARR | B | -1.0% |
JOET: Top Represented Industries & Keywords
Industries:
Software - Application
Semiconductors
Banks - Regional - US
Insurance - Property & Casualty
Credit Services
Diversified Industrials
Asset Management
Business Services
Residential Construction
Software - Infrastructure
Capital Markets
Insurance - Diversified
Insurance Brokers
Oil & Gas E&P
Semiconductor Equipment & Materials
Aerospace & Defense
Electronic Components
Industrial Distribution
Information Technology Services
Internet Content & Information
IMCB: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Business Services
Diversified Industrials
Utilities - Regulated Electric
Oil & Gas E&P
REIT - Residential
Biotechnology
Packaged Foods
Specialty Retail
Asset Management
Banks - Regional - US
Software - Infrastructure
Engineering & Construction
Insurance - Property & Casualty
Medical Instruments & Supplies
Specialty Chemicals
Utilities - Diversified
Broadcasting - TV
Building Materials
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