Screener
OEF vs CATH
iShares S&P 100 ETF vs Global X S&P 500 Catholic Values ETF
Key differences
- OEF costs 0.09% less per year.
- OEF is significantly larger than CATH — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, OEF has delivered higher annualized returns.
- OEF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| OEF | CATH | |
|---|---|---|
| Annual cost (TER) | 0.20% | 0.29% |
| Fund size (AUM) | $19.6B | $1.2B |
| Since | 2000 | 2016 |
| Dividend yield | 0.88% | 0.80% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +33.6% | +27.6% |
| CAGR 3Y | +25.8% | +21.5% |
| CAGR 5Y | +16.3% | +13.1% |
| Sharpe 3Y | 1.30 | 1.13 |
| Volatility 1Y | 12.86% | 12.32% |
| Max drawdown | -31.44% | -33.95% |
Similar to OEF and CATH
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