Compare · 3 funds side by side · dividends reinvested

CATH, IWD and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,246IWD · best of the three

02 / 04

CATH, IWD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.37%+24.1%+29.3%+23.0%+11.5%−6.8%11.6%$83.3B1.1

Global X - S&P 500 Catholic Values ETFUS Stock Styles · Value0.29%0.78%+6.8%+7.7%+20.9%+8.6%−9.4%13.6%$1.4B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CATH 2016 · IWD 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Global X - S&P 500 Catholic Values ETF · $1.4B$15,073

CATH

IWD

iShares Russell 1000 Value ETF · $83.3B$17,246

$10,000 five years ago, dividends reinvested · they hold 55.8% in common

CATHMeasureIWD

+6.8%Year to dateJan 1 → Nov 5+24.1%

+7.7%1 yearTotal return+29.3%

+20.9%3 years · per year$10,000 became $17,690 · $18,611+23.0%

+8.6%5 years · per year$10,000 became $15,073 · $17,246+11.5%

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

0.78%Trailing 12-mo yield$78 · $137 a year on $10k1.37%

−9.4%Worst dropSmaller is better−6.8%

13.6%VolatilityLower is calmer11.6%

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

0–8IWD wins

End-of-day Nov 5, 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

28.9%in top 5

IWD

in top 522.6%

CATHStockIWD

8.1%AAPL6.0%

7.7%NVDAnot top 5

6.6%MSFT5.3%

4.0%AMZN6.1%

not top 5BRK-B2.8%

2.6%GOOGLnot top 5

not top 5JPM2.4%

Held in common55.8%

End-of-day Nov 5, 2026 · share of each fund

CATH vs IWD Returns, Every Period

Global XCATH

+8.6%

5 years, per year

IWDiShares

+11.5%

5 years, per year

CATHIWDFaded: behind in that period

0–4IWD wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

CATH vs IWD

YTD

Global XCATH

+6.8%

IWDiShares

+24.1%

+6.8%Year to date+24.1%

−9.4%Worst drop · 1Y−6.8%

13.6%Volatility · 1Y11.6%

0.8%Yield1.4%

$1.4BAssets$83.3B

4–0IWD wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CATH, IWD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWD0.18%$18

CATH0.29%$29

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CATH, IWD, VUG

1.37%highest, IWD

FundTrailing yieldYield$10k

IWD1.37%$137

CATH0.78%$78

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$119most kept, IWD

IWD$137 − $18 = $119

CATH$78 − $29 = $49

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CATH, IWD, VUG

Today

55.8%most shared, CATH and IWD

CATHIWDVUG

CATH—55.8%54.9%

IWD55.8%—22.9%

VUG54.9%22.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+29.3%IWD, at 11.6% volatility

IWDWorst drop−6.8%11.6% vol

CATHWorst drop−9.4%13.6% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IWDCATH

+24.1%Year to date+6.8%

1.4%Yield0.8%

+29.3%Past year+7.7%

0.18%Fee0.29%

4–0IWD wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026