Skip to content
Beacon
Screener

SLYV vs CATH

State Street SPDR S&P 600 Small Cap Value ETF vs Global X S&P 500 Catholic Values ETF

SLYV

State Street SPDR S&P 600 Small Cap Value ETF

Annual cost

0.15%

Fund size

$4.6B

CATH

Global X S&P 500 Catholic Values ETF

Annual cost

0.29%

Fund size

$1.2B

Key differences

  • SLYV costs 0.14% less per year.
  • SLYV 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.
  • SLYV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SLYVCATH
Annual cost (TER)0.15%0.29%
Fund size (AUM)$4.6B$1.2B
Since20002016
Dividend yield1.84%0.80%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+41.5%+27.6%
CAGR 3Y+15.4%+21.5%
CAGR 5Y+6.5%+13.1%
Sharpe 3Y0.611.13
Volatility 1Y18.44%12.32%
Max drawdown-47.73%-33.95%

Similar to SLYV and CATH