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CATH vs CEFA
Global X S&P 500 Catholic Values ETF vs Global X S&P Catholic Values Developed ex-U.S. ETF
Key differences
- CATH costs 0.06% less per year.
- CATH is significantly larger than CEFA — larger funds tend to be more liquid and less likely to close.
- CATH covers north america markets; CEFA covers global.
- Over the last 3 years, CATH has delivered higher annualized returns.
Side-by-side comparison
| CATH | CEFA | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.35% |
| Fund size (AUM) | $1.2B | $46M |
| Since | 2016 | 2020 |
| Dividend yield | 0.80% | 2.71% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +26.0% | +19.9% |
| CAGR 3Y | +21.7% | +14.6% |
| CAGR 5Y | +12.7% | +7.4% |
| Sharpe 3Y | 1.14 | 0.70 |
| Volatility 1Y | 12.35% | 15.37% |
| Max drawdown | -33.95% | -31.97% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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