Screener
CATH vs IJS
Global X S&P 500 Catholic Values ETF vs iShares S&P Small-Cap 600 Value ETF
Key differences
- IJS costs 0.11% less per year.
- IJS is significantly larger than CATH — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, CATH has delivered higher annualized returns.
- IJS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CATH | IJS | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.18% |
| Fund size (AUM) | $1.2B | $7.9B |
| Since | 2016 | 2000 |
| Dividend yield | 0.80% | 1.31% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +27.6% | +41.4% |
| CAGR 3Y | +21.5% | +15.4% |
| CAGR 5Y | +13.1% | +6.5% |
| Sharpe 3Y | 1.13 | 0.61 |
| Volatility 1Y | 12.32% | 18.48% |
| Max drawdown | -33.95% | -47.68% |
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