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IVE vs CATH
iShares S&P 500 Value ETF vs Global X S&P 500 Catholic Values ETF
Key differences
- IVE costs 0.11% less per year.
- IVE is significantly larger than CATH — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, CATH has delivered higher annualized returns.
- IVE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IVE | CATH | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.29% |
| Fund size (AUM) | $49.4B | $1.2B |
| Since | 2000 | 2016 |
| Dividend yield | 1.54% | 0.80% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +24.4% | +27.6% |
| CAGR 3Y | +16.3% | +21.5% |
| CAGR 5Y | +11.2% | +13.1% |
| Sharpe 3Y | 0.98 | 1.13 |
| Volatility 1Y | 9.94% | 12.32% |
| Max drawdown | -37.04% | -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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