Screener
CATH vs XOEF
Global X S&P 500 Catholic Values ETF vs iShares S&P 500 ex S&P 100 ETF
Key differences
- XOEF costs 0.09% less per year.
- CATH is significantly larger than XOEF — larger funds tend to be more liquid and less likely to close.
- CATH has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CATH | XOEF | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.20% |
| Fund size (AUM) | $1.2B | $20M |
| Since | 2016 | 2025 |
| Dividend yield | 0.80% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +27.6% | N/A |
| CAGR 3Y | +21.5% | N/A |
| CAGR 5Y | +13.1% | N/A |
| Sharpe 3Y | 1.13 | N/A |
| Volatility 1Y | 12.32% | — |
| Max drawdown | -33.95% | -7.66% |
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