Compare · 2 funds side by side · dividends reinvested

CATH and IUSV

CATHGlobal X×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,624IUSV · best of the two

02 / 04

CATH and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.60%+16.1%+18.7%+19.8%+12.0%−6.4%9.8%$28.4B1.1

Global X - S&P 500 Catholic Values ETFUS Stock Styles · Value0.29%0.75%+11.4%+11.0%+23.0%+11.2%−9.4%13.0%$1.4B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CATH 2016 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Global X - S&P 500 Catholic Values ETF · $1.4B$17,021

CATH

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,624

$10,000 five years ago, dividends reinvested · they hold 56.7% in common

CATHMeasureIUSV

+11.4%Year to dateJan 1 → Nov 4+16.1%

+11.0%1 yearTotal return+18.7%

+23.0%3 years · per year$10,000 became $18,612 · $17,194+19.8%

+11.2%5 years · per year$10,000 became $17,021 · $17,624+12.0%

0.29%Expense ratio$29 · $4 a year on $10k · lower is better0.04%

0.75%Trailing 12-mo yield$75 · $160 a year on $10k1.60%

−9.4%Worst dropSmaller is better−6.4%

13.0%VolatilityLower is calmer9.8%

CATHIUSV Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7IUSV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CATH vs IUSV: Top 5 Holdings

Today

CATH

28.6%in top 5

IUSV

in top 516.6%

CATHStockIUSV

8.1%NVDAnot top 5

7.8%AAPL7.5%

6.3%MSFTnot top 5

3.8%AMZN3.6%

2.6%AVGOnot top 5

not top 5XOM2.3%

not top 5WMT1.7%

not top 5COST1.4%

Held in common56.7%

End-of-day Nov 4, 2026 · share of each fund

CATH vs IUSV Returns, Every Period

Global XCATH

+11.2%

5 years, per year

IUSViShares

+12.0%

5 years, per year

CATHIUSVFaded: behind in that period

1–3IUSV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CATH vs IUSV

YTD

Global XCATH

+11.4%

IUSViShares

+16.1%

+11.4%Year to date+16.1%

−9.4%Worst drop · 1Y−6.4%

13.0%Volatility · 1Y9.8%

0.7%Yield1.6%

$1.4BAssets$28.4B

4–0IUSV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CATH, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

CATH0.29%$29

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CATH, IUSV

1.60%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.60%$160

CATH0.75%$75

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$156most kept, IUSV

IUSV$160 − $4 = $156

CATH$75 − $29 = $46

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CATH, IUSV

Today

56.7%most shared, CATH and IUSV

CATHIUSV

CATH—56.7%

IUSV56.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.7%IUSV, at 9.8% volatility

IUSVWorst drop−6.4%9.8% vol

CATHWorst drop−9.4%13.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IUSVCATH

+16.1%Year to date+11.4%

1.6%Yield0.7%

+18.7%Past year+11.0%

0.04%Fee0.29%

4–0IUSV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026