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CATH vs VIOO
Global X S&P 500 Catholic Values ETF vs Vanguard S&P Small-Cap 600 Index Fund ETF Shares
Key differences
- VIOO costs 0.22% less per year.
- VIOO 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.
- VIOO has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CATH | VIOO | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.07% |
| Fund size (AUM) | $1.2B | $5.8B |
| Since | 2016 | 2010 |
| Dividend yield | 0.80% | 1.19% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +27.6% | +36.2% |
| CAGR 3Y | +21.5% | +16.0% |
| CAGR 5Y | +13.1% | +6.6% |
| Sharpe 3Y | 1.13 | 0.65 |
| Volatility 1Y | 12.32% | 17.77% |
| Max drawdown | -33.95% | -44.15% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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