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SPUS vs CATH

SP Funds S&P 500 Sharia Industry Exclusions ETF vs Global X S&P 500 Catholic Values ETF

SPUS

SP Funds S&P 500 Sharia Industry Exclusions ETF

SP Funds

Annual cost

0.45%

Fund size

$2.4B

CATH

Global X S&P 500 Catholic Values ETF

Global X Funds

Annual cost

0.29%

Fund size

$1.2B

Key differences

  • CATH costs 0.16% less per year.
  • Over the last 3 years, SPUS has delivered higher annualized returns.

Side-by-side comparison

SPUSCATH
Annual cost (TER)0.45%0.29%
Fund size (AUM)$2.4B$1.2B
Since20192016
Dividend yield0.57%0.80%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+39.1%+26.0%
CAGR 3Y+25.4%+21.7%
CAGR 5Y+17.2%+12.7%
Sharpe 3Y1.181.14
Volatility 1Y14.25%12.35%
Max drawdown-30.80%-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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