JOET vs. SUSB ETF Comparison
Comparison of Virtus Terranova U.S. Quality Momentum ETF (JOET) to iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB)
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
$36.56
Average Daily Volume
24,284
124
SUSB
iShares ESG 1-5 Year USD Corporate Bond ETF
SUSB Description
The investment seeks to track the investment results of the Bloomberg Barclays MSCI US Corporate 1-5 Year ESG Focus Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index has been developed by Bloomberg Barclays Capital Inc. with environmental, social and governance (ESG) rating inputs from MSCI ESG Research LLC pursuant to an agreement between MSCI ESG Research and Bloomberg Index Services Limited, a subsidiary of Bloomberg Barclays.Grade (RS Rating)
Last Trade
$25.16
Average Daily Volume
177,504
5
Performance
| Period | JOET | SUSB |
|---|---|---|
| 30 Days | 1.95% | 1.30% |
| 60 Days | 4.31% | 2.71% |
| 90 Days | 5.26% | 3.26% |
| 12 Months | 25.74% | 7.45% |
1 Overlapping Holdings
| Symbol | Grade | Weight in JOET | Weight in SUSB | Overlap | |
|---|---|---|---|---|---|
| MSFT | C | 0.76% | 0.77% | 0.76% |
JOET Overweight 123 Positions Relative to SUSB
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLTR | B | 1.0% | |
| MELI | B | 0.96% | |
| PSA | B | 0.94% | |
| WELL | B | 0.92% | |
| AXON | B | 0.91% | |
| IRM | B | 0.91% | |
| AFL | B | 0.9% | |
| ACGL | B | 0.9% | |
| PGR | A | 0.9% | |
| CPNG | B | 0.89% | |
| LLY | C | 0.88% | |
| ORCL | B | 0.88% | |
| HWM | B | 0.88% | |
| NU | B | 0.87% | |
| CINF | B | 0.87% | |
| APP | B | 0.87% | |
| ROL | C | 0.87% | |
| MA | B | 0.87% | |
| TRV | B | 0.87% | |
| COST | C | 0.86% | |
| ISRG | C | 0.86% | |
| V | B | 0.86% | |
| SYK | C | 0.86% | |
| WRB | C | 0.85% | |
| META | A | 0.85% | |
| HEI | B | 0.85% | |
| CMG | C | 0.85% | |
| CME | C | 0.85% | |
| NFLX | B | 0.84% | |
| TW | A | 0.84% | |
| ADSK | B | 0.84% | |
| UBER | C | 0.84% | |
| CTAS | C | 0.84% | |
| CB | B | 0.84% | |
| EXR | B | 0.84% | |
| TTD | B | 0.84% | |
| TJX | C | 0.83% | |
| AJG | C | 0.83% | |
| CPAY | B | 0.83% | |
| DHI | B | 0.83% | |
| NVR | B | 0.83% | |
| IT | B | 0.83% | |
| SPGI | B | 0.83% | |
| PANW | D | 0.83% | |
| MMC | C | 0.83% | |
| HIG | A | 0.83% | |
| EXPE | C | 0.82% | |
| PH | B | 0.82% | |
| BRK.A | C | 0.82% | |
| TT | B | 0.82% | |
| PG | C | 0.82% | |
| CEG | C | 0.81% | |
| RCL | B | 0.81% | |
| MPWR | C | 0.81% | |
| ELV | C | 0.81% | |
| HUBB | B | 0.81% | |
| CHKP | C | 0.81% | |
| NOW | A | 0.81% | |
| BRO | C | 0.81% | |
| CMI | C | 0.8% | |
| LEN | B | 0.8% | |
| AMD | F | 0.8% | |
| PHM | B | 0.8% | |
| ANET | B | 0.8% | |
| CTSH | C | 0.8% | |
| IBKR | B | 0.8% | |
| GWW | B | 0.79% | |
| TYL | C | 0.79% | |
| AAPL | D | 0.79% | |
| GRMN | D | 0.79% | |
| DECK | C | 0.78% | |
| KKR | B | 0.78% | |
| AXP | B | 0.78% | |
| INTU | D | 0.78% | |
| AVGO | C | 0.77% | |
| RF | B | 0.77% | |
| AMZN | C | 0.77% | |
| AMP | B | 0.77% | |
| CDNS | D | 0.77% | |
| NTRS | B | 0.77% | |
| ADI | D | 0.76% | |
| CRWD | F | 0.76% | |
| EPD | A | 0.76% | |
| JPM | D | 0.76% | |
| FITB | B | 0.76% | |
| CPRT | D | 0.76% | |
| PWR | B | 0.76% | |
| FAST | C | 0.76% | |
| APH | D | 0.75% | |
| PCAR | D | 0.75% | |
| CAT | C | 0.75% | |
| MTB | B | 0.75% | |
| NVDA | D | 0.75% | |
| AME | C | 0.75% | |
| PTC | D | 0.75% | |
| MKL | C | 0.74% | |
| HBAN | B | 0.74% | |
| XOM | D | 0.74% | |
| VRTX | D | 0.74% | |
| EOG | D | 0.73% | |
| URI | B | 0.73% | |
| DFS | C | 0.72% | |
| FSLR | C | 0.72% | |
| XYL | D | 0.72% | |
| CFG | D | 0.72% | |
| KLAC | D | 0.71% | |
| SYF | C | 0.71% | |
| NXPI | D | 0.7% | |
| GOOGL | D | 0.7% | |
| IR | C | 0.7% | |
| PSX | D | 0.7% | |
| QCOM | D | 0.7% | |
| AMAT | D | 0.68% | |
| FCNCA | D | 0.68% | |
| ICLR | D | 0.68% | |
| APO | C | 0.68% | |
| SNPS | D | 0.67% | |
| FANG | D | 0.67% | |
| VLO | D | 0.67% | |
| HES | D | 0.66% | |
| STLD | D | 0.65% | |
| LRCX | F | 0.64% | |
| SMCI | F | 0.45% |
JOET: Top Represented Industries & Keywords
SUSB: Top Represented Industries & Keywords
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