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CATHGlobal X S&P 500 Catholic Values ETF

Grow my money#530 of 2944 for Grow my money

Seeks investment results that correspond generally to the price and yield performance of the S&P 500 Catholic Values Index.

Global X Funds · Since 2016 (10 years)

Annual Cost

0.29%

#1220 out of 5,332 ETFs

Fund Size

$1.1B

#964 out of 5,332 ETFs

Dividend Yield

0.88%

Track Record

10 years

#1425 out of 5,332 ETFs

Performance

1 Year

+29.9%

3 Years

+21.6%

5 Years

+11.9%

What's inside

Asset class
Strategy
index tracking
Cap
large
Focus
Faith Based

Asset allocation

Stocks
99.9%
Cash
0.1%

Sector breakdown

Technology
33.7%
Financial Services
12.4%
Communication
10.5%
Consumer Cyclical
10.1%
Healthcare
9.3%
Industrials
8.2%
Consumer Defensive
5.3%
Energy
4.0%
Other
6.4%

Top holdings

NVIDIA CorpNVDA7.9%
Apple IncAAPL6.9%
Microsoft CorpMSFT5.1%
Amazon.com IncAMZN3.7%
Alphabet Inc Class AGOOGL3.0%
Broadcom IncAVGO2.7%
Alphabet Inc Class CGOOG2.4%
Meta Platforms Inc Class AMETA2.2%
Tesla IncTSLA1.9%
JPMorgan Chase & CoJPM1.6%

Risk profile

Volatility (1Y)

12.9%

Moderate

Max drawdown

-34.0%

Worst peak-to-trough loss

Sharpe (3Y)

1.13

Excellent risk-adjusted returns

Sortino (3Y)

1.68

Good downside protection

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Data updated on 2026-05-05