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JOET
+1.05 · +2.52%
$42.68 · NYSE ARCA

Virtus ETF Trust II (JOET) ETF Analysis | Large Blend

Virtus · USA
AUM:$239.6M
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 11.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.29% — competitive for the exposure provided.

What is JOET?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
JOET returned 11.9% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.29% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 9.5% of the ETF — exposure spread across many positions.
ETF Information
AUM$239.6M
Expense Ratio0.29%
Dividend Yield0.65%
Holdings50
Inception DateNov 2020
Domicile–
Distribution–
Index–
ProviderVirtus
Beta1.11
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

How would JOET affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+7.1%
1Y
+9.6%
3Y
+62.3%
5Y
+52.3%
OpenBook InsightIf you had invested £10,000 in JOET 5 years ago, it would have grown to £15,230 — a gain of £5,230.

Annual Returns

Calendar year performance

JOET delivered positive returns in 4 of the last 5 calendar years.
YearJOET
2026 YTD+8.4%
2025+11.8%
2024+25.5%
2023+17.1%
2022-17.4%
CAGR 4yr+7.9%
4/5 positive yearsAvg return: +9.1%Worst year: -17.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
33%
Negative
Volatility
10.7%
Low
Momentum
+2.2%
30-day change
Support Level
45.79
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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