JOET yields 0.71% · VIG yields 1.64%● Live data
📍 VIG pulled ahead of the other in Year 1
Combined, JOET + VIG cover 0 of 12 months — good coverage
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The Fund strives to deliver exposure to U.S.-listed large-cap companies that combine strong quality fundamentals with positive momentum technical trends. The Fund seeks investment results that correspond, before fees and expenses, to the performance of the Terranova U.S. Quality Momentum Index. Joe Terranova , Senior Managing Director and Chief Market Strategist for Virtus Investment Partners, created and developed the Terranova U.S. Quality Momentum Index, whose methodology reflects the investing principles he has utilized to assess markets throughout his 30+ year career on Wall Street. Indxx, LLC is the index provider and calculation agent. The portfolio managers are affiliated with Virtus Investment Advisers, LLC, the Fund's adviser.
Full JOET Calculator →Seeks to track the performance of the S&P U.S. Dividend Growers Index.Passively managed, full-replication approach.Fund remains fully invested.Large-cap equity, emphasizing stocks with a record of growing their dividends year over year.Low expenses minimize net tracking error.With respect to 75% of its total assets, the fund may not: (1) purchase more than 10% of the outstanding voting securities of any one issuer or (2) purchase securities of any issuer if, as a result, more than 5% of the fund’s total assets would be invested in that issuer’s securities; except as may be necessary to approximate the composition of its target index. This limitation does not apply to obligations of the U.S. government or its agencies or instrumentalities.
Full VIG Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.