JOET vs VXUS
JOET vs VXUS
Virtus Terranova US Quality Momentum ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | JOET | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.29% | 0.05% | |
| AUM | $241M | $156.5B | |
| Dividend Yield | 0.61% | 2.60% | |
| Holdings | 125 | 8,747 | |
| YTD Return | +10.40% | +14.57% | |
| 1Y Return | +14.36% | +27.82% | |
| 3Y Return (annualized) | +18.17% | +19.27% | |
| 5Y Return (annualized) | +9.62% | +9.28% | |
| Volatility (annualized) | 16.4% | 15.1% | |
| Max Drawdown | -26.6% | -39.9% | |
| Fund Family | Virtus Investment Partners | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Nov 17, 2020 | Jan 26, 2011 |
JOET vs VXUS Performance
Virtus Terranova US Quality Momentum ETF (JOET) is a ETF from Virtus Investment Partners and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year JOET returned +14.36% while VXUS returned +27.82%. Year to date, JOET is up 10.40% versus a gain of 14.57% for VXUS.
Over three years, JOET compounded at +18.17% per year against +19.27% for VXUS; over five years the annualized figures are +9.62% and +9.28% respectively. Across the full 6-year window we track, JOET has the edge at +12.63% annualized vs +4.86%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JOET has been the more volatile fund, with annualized monthly volatility of 16.4% compared with 15.1% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -26.6% for JOET and -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JOET charges 0.29% per year while VXUS charges 0.05%. On a $10,000 position that is $29 vs $5 annually, a gap of $24 per year that compounds over a long holding period. On income, JOET currently yields 0.61% against 2.60% for VXUS.
Holdings Overlap
JOET and VXUS share 1 holdings out of 7984 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in JOET | Weight in VXUS | Difference |
|---|---|---|---|
| ORCL | 0.52% | 0.00% | 0.52% |
Frequently Asked Questions
Which is cheaper, JOET or VXUS?
JOET has an expense ratio of 0.29% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $24 per year of difference.
Which performed better, JOET or VXUS?
Over the past year JOET returned +14.36% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (6 years), JOET annualized +12.63% vs +4.86% for VXUS. Past performance does not guarantee future results.
Which is riskier, JOET or VXUS?
JOET has been the more volatile fund at 16.4% annualized versus 15.1% for VXUS. Worst drawdown: JOET -26.6% vs VXUS -39.9%.
Should I hold both JOET and VXUS?
JOET and VXUS have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between JOET and VXUS?
JOET and VXUS share 1 common holdings with a 0.0% weight overlap. Combined, they hold 7984 unique securities.
Which pays a higher dividend, JOET or VXUS?
JOET yields 0.61% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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