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CATH vs SPUS

Global X S&P 500 Catholic Values ETF vs SP Funds S&P 500 Sharia Industry Exclusions ETF

CATH

Global X S&P 500 Catholic Values ETF

Global X Funds

Annual cost

0.29%

Fund size

$1.2B

SPUS

SP Funds S&P 500 Sharia Industry Exclusions ETF

SP Funds

Annual cost

0.45%

Fund size

$2.4B

Key differences

  • CATH costs 0.16% less per year.
  • Over the last 3 years, SPUS has delivered higher annualized returns.

Side-by-side comparison

CATHSPUS
Annual cost (TER)0.29%0.45%
Fund size (AUM)$1.2B$2.4B
Since20162019
Dividend yield0.80%0.57%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.0%+39.1%
CAGR 3Y+21.7%+25.4%
CAGR 5Y+12.7%+17.2%
Sharpe 3Y1.141.18
Volatility 1Y12.35%14.25%
Max drawdown-33.95%-30.80%

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

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