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CATH vs CTEC

Global X S&P 500 Catholic Values ETF vs Global X ClimateTech ETF

CATH

Global X S&P 500 Catholic Values ETF

Global X Funds

Annual cost

0.29%

Fund size

$1.2B

CTEC

Global X ClimateTech ETF

Global X Funds

Annual cost

0.50%

Fund size

$30M

Key differences

  • CATH costs 0.21% less per year.
  • CATH is significantly larger than CTEC — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, CATH has delivered higher annualized returns.

Side-by-side comparison

CATHCTEC
Annual cost (TER)0.29%0.50%
Fund size (AUM)$1.2B$30M
Since20162020
Dividend yield0.80%0.59%
Asset classequityequity
Regionnorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.6%+131.2%
CAGR 3Y+21.5%+2.6%
CAGR 5Y+13.1%-2.8%
Sharpe 3Y1.130.15
Volatility 1Y12.32%34.90%
Max drawdown-33.95%-81.58%

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

Similar to CATH and CTEC