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AQWA vs CATH

Global X Clean Water ETF vs Global X S&P 500 Catholic Values ETF

AQWA

Global X Clean Water ETF

Global X Funds

Annual cost

0.50%

Fund size

$26M

CATH

Global X S&P 500 Catholic Values ETF

Global X Funds

Annual cost

0.29%

Fund size

$1.2B

Key differences

  • CATH costs 0.21% less per year.
  • CATH is significantly larger than AQWA — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, CATH has delivered higher annualized returns.
  • CATH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

AQWACATH
Annual cost (TER)0.50%0.29%
Fund size (AUM)$26M$1.2B
Since20212016
Dividend yield1.41%0.80%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+4.4%+27.6%
CAGR 3Y+9.9%+21.5%
CAGR 5Y+5.4%+13.1%
Sharpe 3Y0.471.13
Volatility 1Y14.42%12.32%
Max drawdown-29.44%-33.95%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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