ETF profile
Virtus Terranova U.S. Quality Momentum ETF logo

Virtus Terranova U.S. Quality Momentum ETF (JOET)

ETF overview

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.

Websitevirtus.com
CountryUnited States of America
ExchangeAMEX
Trades inUSD
Current price
45.72 USD+0.84%
Close 21 Oct 2026
Interval
Benchmarks

Fund facts

Expense ratio
0.29%
Fund assets
233.48M USD (all share classes)
Issuer
Virtus
Inception date
Nov 17, 2020
Number of holdings
124

Breakdown

Holdings (124)

NameTickerWeight
Okta IncOKTA1.22%
Marvell Technology IncMRVL1.10%
Hewlett Packard Enterprise CoHPE1.03%
Newmont CorpNEM1.01%
Agilent Technologies IncA1.00%
ConocoPhillipsCOP0.99%
Advanced Micro Devices IncAMD0.99%
NetApp IncNTAP0.98%
Fortinet IncFTNT0.97%
Gilead Sciences IncGILD0.93%
and 111 more

Similar ETFs

Overlap is the share of assets the two funds hold in common.

Historical returns do not guarantee future returns. This is not investment advice.

Virtus Terranova U.S. Quality Momentum ETF (JOET)

JOET · AMEX
45.72 USD+0.84%
Sign up to track this ETF
Benchmarks
Fund facts
Expense ratio
0.29%
Fund assets
233.48M USD (all share classes)
Issuer
Virtus
Inception date
Nov 17, 2020
Number of holdings
124
Breakdown
Holdings (124)
NameTickerWeight
Okta IncOKTA1.22%
Marvell Technology IncMRVL1.10%
Hewlett Packard Enterprise CoHPE1.03%
Newmont CorpNEM1.01%
Agilent Technologies IncA1.00%
ConocoPhillipsCOP0.99%
Advanced Micro Devices IncAMD0.99%
NetApp IncNTAP0.98%
Fortinet IncFTNT0.97%
Gilead Sciences IncGILD0.93%
and 111 more
ETF overview

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.

Websitevirtus.com
CountryUnited States of America
Trades inUSD
Similar ETFs

Overlap is the share of assets the two funds hold in common.

Historical returns do not guarantee future returns. This is not investment advice.

Unlock all ETF data

Sign up for Free

Unlock all ETF data

Sign up for Free