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CATH vs EFIV
Global X S&P 500 Catholic Values ETF vs State Street SPDR S&P 500 ESG ETF
Key differences
- EFIV costs 0.19% less per year.
- Over the last 3 years, EFIV has delivered higher annualized returns.
Side-by-side comparison
| CATH | EFIV | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.10% |
| Fund size (AUM) | $1.2B | $1.2B |
| Since | 2016 | 2020 |
| Dividend yield | 0.80% | 0.98% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +27.6% | +33.8% |
| CAGR 3Y | +21.5% | +22.6% |
| CAGR 5Y | +13.1% | +15.0% |
| Sharpe 3Y | 1.13 | 1.21 |
| Volatility 1Y | 12.32% | 11.89% |
| Max drawdown | -33.95% | -24.52% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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