Screener
ITOT vs CEFA
iShares Core S&P Total U.S. Stock Market ETF vs Global X S&P Catholic Values Developed ex-U.S. ETF
Key differences
- ITOT costs 0.32% less per year.
- ITOT is significantly larger than CEFA — larger funds tend to be more liquid and less likely to close.
- ITOT covers north america markets; CEFA covers global.
- Over the last 3 years, ITOT has delivered higher annualized returns.
- ITOT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ITOT | CEFA | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.35% |
| Fund size (AUM) | $88.9B | $46M |
| Since | 2004 | 2020 |
| Dividend yield | 1.03% | 2.71% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +31.1% | +21.4% |
| CAGR 3Y | +22.8% | +14.8% |
| CAGR 5Y | +13.2% | +7.5% |
| Sharpe 3Y | 1.20 | 0.71 |
| Volatility 1Y | 12.35% | 15.41% |
| Max drawdown | -35.00% | -31.97% |
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