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$17,456IWD · 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%1.34%+26.2%+31.3%+22.7%+11.8%−6.8%11.7%$84.7B1.0

Global X - S&P 500 Catholic Values ETFUS Stock Styles · Value0.29%0.76%+9.2%+11.0%+20.6%+10.5%−9.4%13.8%$1.3B2.0

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

End-of-day Nov 9, 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 · $1.3B$16,458

CATH

IWD

iShares Russell 1000 Value ETF · $84.7B$17,456

$10,000 five years ago, dividends reinvested · they hold 56.2% in common

CATHMeasureIWD

+9.2%Year to dateJan 1 → Nov 9+26.2%

+11.0%1 yearTotal return+31.3%

+20.6%3 years · per year$10,000 became $17,555 · $18,456+22.7%

+10.5%5 years · per year$10,000 became $16,458 · $17,456+11.8%

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

0.76%Trailing 12-mo yield$76 · $134 a year on $10k1.34%

−9.4%Worst dropSmaller is better−6.8%

13.8%VolatilityLower is calmer11.7%

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

0–8IWD wins

End-of-day Nov 9, 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

29.0%in top 5

IWD

in top 522.6%

CATHStockIWD

8.3%AAPL6.0%

7.5%NVDAnot top 5

6.5%MSFT5.2%

4.0%AMZN6.1%

not top 5BRK-B2.8%

2.6%GOOGLnot top 5

not top 5JPM2.4%

Held in common56.2%

End-of-day Nov 9, 2026 · share of each fund

CATH vs IWD Returns, Every Period

Global XCATH

+10.5%

5 years, per year

IWDiShares

+11.8%

5 years, per year

CATHIWDFaded: behind in that period

0–4IWD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CATH vs IWD

YTD

Global XCATH

+9.2%

IWDiShares

+26.2%

+9.2%Year to date+26.2%

−9.4%Worst drop · 1Y−6.8%

13.8%Volatility · 1Y11.7%

0.8%Yield1.3%

$1.3BAssets$84.7B

4–0IWD wins

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: CATH, IWD

1.34%highest, IWD

FundTrailing yieldYield$10k

IWD1.34%$134

CATH0.76%$76

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$116most kept, IWD

IWD$134 − $18 = $116

CATH$76 − $29 = $47

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CATH, IWD

Today

56.2%most shared, CATH and IWD

CATHIWD

CATH—56.2%

IWD56.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+31.3%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

CATHWorst drop−9.4%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IWDCATH

+26.2%Year to date+9.2%

1.3%Yield0.8%

+31.3%Past year+11.0%

0.18%Fee0.29%

4–0IWD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026