Compare · 2 funds side by side · dividends reinvested

CATH and IWD

CATHGlobal X×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,870IWD · best of the two

02 / 04

CATH and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$83.2B1.0

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%$1.4B2.0

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 · IWD 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

IWD

iShares Russell 1000 Value ETF · $83.2B$17,870

$10,000 five years ago, dividends reinvested · they hold 55.3% in common

CATHMeasureIWD

+11.4%Year to dateJan 1 → Nov 4+27.5%

+11.0%1 yearTotal return+32.0%

+23.0%3 years · per year$10,000 became $18,612 · $19,285+24.5%

+11.2%5 years · per year$10,000 became $17,021 · $17,870+12.3%

0.29%Expense ratio$29 · $18 a year on $10k · lower is better0.18%

0.75%Trailing 12-mo yield$75 · $133 a year on $10k1.33%

−9.4%Worst dropSmaller is better−6.8%

13.0%VolatilityLower is calmer11.2%

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

0–8IWD 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 IWD: Top 5 Holdings

Today

CATH

28.6%in top 5

IWD

in top 521.9%

CATHStockIWD

8.1%NVDAnot top 5

7.8%AAPL5.8%

6.3%MSFT5.1%

3.8%AMZN5.9%

not top 5BRK-B2.7%

2.6%AVGOnot top 5

not top 5JPM2.4%

Held in common55.3%

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

CATH vs IWD Returns, Every Period

Global XCATH

+11.2%

5 years, per year

IWDiShares

+12.3%

5 years, per year

CATHIWDFaded: behind in that period

0–4IWD wins

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

CATH vs IWD

YTD

Global XCATH

+11.4%

IWDiShares

+27.5%

+11.4%Year to date+27.5%

−9.4%Worst drop · 1Y−6.8%

13.0%Volatility · 1Y11.2%

0.7%Yield1.3%

$1.4BAssets$83.2B

4–0IWD wins

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

Cost, Income and Risk

Fees: CATH, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

CATH0.29%$29

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

Yields: CATH, IWD

1.33%highest, IWD

FundTrailing yieldYield$10k

IWD1.33%$133

CATH0.75%$75

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

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

CATH$75 − $29 = $46

KeptFee

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

Overlap: CATH, IWD

Today

55.3%most shared, CATH and IWD

CATHIWD

CATH—55.3%

IWD55.3%—

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

Return vs Bumpiness: 2 ETFs

+32.0%IWD, at 11.2% volatility

IWDWorst drop−6.8%11.2% 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

IWDCATH

+27.5%Year to date+11.4%

1.3%Yield0.7%

+32.0%Past year+11.0%

0.18%Fee0.29%

4–0IWD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

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