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CEFA vs CHRI
Global X S&P Catholic Values Developed ex-U.S. ETF vs Global X S&P 500 Christian Values ETF
Key differences
- CHRI costs 0.06% less per year.
- CEFA is significantly larger than CHRI — larger funds tend to be more liquid and less likely to close.
- CEFA covers global markets; CHRI covers north america.
- CEFA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CEFA | CHRI | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.29% |
| Fund size (AUM) | $46M | $5M |
| Since | 2020 | 2025 |
| Dividend yield | 2.71% | — |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +19.9% | N/A |
| CAGR 3Y | +14.6% | N/A |
| CAGR 5Y | +7.4% | N/A |
| Sharpe 3Y | 0.70 | N/A |
| Volatility 1Y | 15.37% | — |
| Max drawdown | -31.97% | -9.36% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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