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CATH vs VOO

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

CATH

Global X S&P 500 Catholic Values ETF

Global X Funds

Annual cost

0.29%

Fund size

$1.2B

VOO

Vanguard S&P 500 ETF

Vanguard

Annual cost

0.03%

Fund size

$1.6T

Key differences

  • VOO costs 0.26% less per year.
  • VOO is significantly larger than CATH — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, VOO has delivered higher annualized returns.
  • VOO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CATHVOO
Annual cost (TER)0.29%0.03%
Fund size (AUM)$1.2B$1.6T
Since20162010
Dividend yield0.80%1.08%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+27.6%+31.1%
CAGR 3Y+21.5%+23.2%
CAGR 5Y+13.1%+14.4%
Sharpe 3Y1.131.25
Volatility 1Y12.32%11.96%
Max drawdown-33.95%-33.99%

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

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