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SNPG vs CATH

Xtrackers S&P 500 Growth Scored & Screened ETF vs Global X S&P 500 Catholic Values ETF

SNPG

Xtrackers S&P 500 Growth Scored & Screened ETF

Xtrackers

Annual cost

0.15%

Fund size

$15M

CATH

Global X S&P 500 Catholic Values ETF

Global X Funds

Annual cost

0.29%

Fund size

$1.2B

Key differences

  • SNPG costs 0.14% less per year.
  • CATH is significantly larger than SNPG — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SNPG has delivered higher annualized returns.
  • CATH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SNPGCATH
Annual cost (TER)0.15%0.29%
Fund size (AUM)$15M$1.2B
Since20222016
Dividend yield0.51%0.80%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.2%+27.6%
CAGR 3Y+25.7%+21.5%
CAGR 5YN/A+13.1%
Sharpe 3Y1.191.13
Volatility 1Y14.18%12.32%
Max drawdown-21.69%-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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