Skip to content
Beacon
Screener

SPWO vs CATH

SP Funds S&P World ETF vs Global X S&P 500 Catholic Values ETF

SPWO

SP Funds S&P World ETF

SP Funds

Annual cost

0.55%

Fund size

$156M

CATH

Global X S&P 500 Catholic Values ETF

Global X Funds

Annual cost

0.29%

Fund size

$1.2B

Key differences

  • CATH costs 0.26% less per year.
  • CATH is significantly larger than SPWO — larger funds tend to be more liquid and less likely to close.
  • SPWO covers global markets; CATH covers north america.
  • CATH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SPWOCATH
Annual cost (TER)0.55%0.29%
Fund size (AUM)$156M$1.2B
Since20232016
Dividend yield1.13%0.80%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+41.8%+26.0%
CAGR 3YN/A+21.7%
CAGR 5YN/A+12.7%
Sharpe 3YN/A1.14
Volatility 1Y19.36%12.35%
Max drawdown-18.02%-33.95%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to SPWO and CATH