Compare · 2 funds side by side · dividends reinvested

CATH and IWF

CATHGlobal X×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,330IWF · best of the two

02 / 04

CATH and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$1.4B1.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.9

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

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

Head to Head

Swap sides Versus in desk

Head to Head

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

CATH

IWF

iShares Russell 1000 Growth ETF · $121B$15,330

$10,000 five years ago, dividends reinvested · they hold 56.0% in common

CATHMeasureIWF

+11.4%Year to dateJan 1 → Nov 5−0.1%

+11.0%1 yearTotal return−3.0%

+23.0%3 years · per year$10,000 became $18,612 · $18,310+22.3%

+11.2%5 years · per year$10,000 became $17,021 · $16,559+10.6%

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

0.75%Trailing 12-mo yield$75 · $37 a year on $10k0.37%

−9.4%Worst dropSmaller is better−15.6%

13.0%VolatilityLower is calmer18.3%

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

7–1CATH 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 IWF: Top 5 Holdings

Today

CATH

28.9%in top 5

IWF

in top 539.6%

CATHStockIWF

7.7%NVDA14.6%

8.1%AAPL8.5%

6.6%MSFT6.4%

2.6%GOOGL5.3%

not top 5AVGO4.7%

4.0%AMZNnot top 5

Held in common56.0%

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

CATH vs IWF Returns, Every Period

Global XCATH

+11.2%

5 years, per year

IWFiShares

+10.6%

5 years, per year

CATHIWFFaded: behind in that period

4–0CATH wins

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

CATH vs IWF

YTD

Global XCATH

+11.4%

IWFiShares

−0.1%

+11.4%Year to date−0.1%

−9.4%Worst drop · 1Y−15.6%

13.0%Volatility · 1Y18.3%

0.7%Yield0.4%

$1.4BAssets$121B

4–0CATH wins

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

Cost, Income and Risk

Fees: CATH, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

CATH0.29%$29

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

Yields: CATH, IWF

0.75%highest, CATH

FundTrailing yieldYield$10k

CATH0.75%$75

IWF0.37%$37

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

Income After Fees on $10,000

$46most kept, CATH

CATH$75 − $29 = $46

IWF$37 − $18 = $19

KeptFee

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

Overlap: CATH, IWF

Today

56.0%most shared, CATH and IWF

CATHIWF

CATH—56.0%

IWF56.0%—

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

Return vs Bumpiness: 2 ETFs

+11.0%CATH, at 13.0% volatility

CATHWorst drop−9.4%13.0% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

CATHIWF

+11.4%Year to date−0.1%

0.7%Yield0.4%

+11.0%Past year−3.0%

0.29%Fee0.18%

3–1CATH wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026