Screener
EFIV vs CATH
State Street SPDR S&P 500 ESG ETF vs Global X S&P 500 Catholic Values ETF
Key differences
- EFIV costs 0.19% less per year.
- Over the last 3 years, EFIV has delivered higher annualized returns.
Side-by-side comparison
| EFIV | CATH | |
|---|---|---|
| Annual cost (TER) | 0.10% | 0.29% |
| Fund size (AUM) | $1.2B | $1.2B |
| Since | 2020 | 2016 |
| Dividend yield | 0.98% | 0.80% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +33.8% | +27.6% |
| CAGR 3Y | +22.6% | +21.5% |
| CAGR 5Y | +15.0% | +13.1% |
| Sharpe 3Y | 1.21 | 1.13 |
| Volatility 1Y | 11.89% | 12.32% |
| Max drawdown | -24.52% | -33.95% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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