Compare · 2 funds side by side · dividends reinvested

CATH and SCHD

CATHGlobal X×SCHDSchwab×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,429SCHD · best of the two

Story of the two · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the two · RiskSmallest drop

CATH and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.1

Global X - S&P 500 Catholic Values ETFUS Stock Styles · Value0.29%0.76%+9.5%+9.4%+20.2%+10.3%−9.4%13.8%$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 12, 2026 · returns include dividends · since: CATH 2016 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Global X - S&P 500 Catholic Values ETF · $1.4B$16,323

CATH

SCHD

Schwab U.S. Dividend Equity ETF · $124B$16,429

$10,000 five years ago, dividends reinvested · they hold 7.5% in common

CATHMeasureSCHD

+9.5%

More Ways to See the Pairs

CATH vs SCHD: Top 5 Holdings

Today

CATH

28.0%in top 5

SCHD

in top 521.7%

CATHStockSCHD

8.3%AAPLnot top 5

6.8%NVDAnot top 5

6.2%MSFTnot top 5

not top 5TXN4.7%

not top 5PG4.4%

Cost, Income and Risk

Fees: CATH, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

CATH0.29%$29

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: CATH, SCHD

1Y

2.93%highest, SCHD

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+34.2%

+9.4%1 yearTotal return+36.8%

+20.2%3 years · per year$10,000 became $17,362 · $17,257+19.9%

+10.3%5 years · per year$10,000 became $16,323 · $16,429+10.4%

0.29%Expense ratio$29 · $6 a year on $10k · lower is better0.06%

0.76%Trailing 12-mo yield$76 · $293 a year on $10k2.93%

−9.4%Worst dropSmaller is better−6.9%

13.8%VolatilityLower is calmer11.7%

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

1–7SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

4.0%AMZNnot top 5

2.6%AVGOnot top 5

Held in common7.5%

End-of-day Nov 12, 2026 · share of each fund

CATH vs SCHD Returns, Every Period

5Y

Global XCATH

+10.3%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

CATHSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Income: CATH vs SCHD

YTD

Global XCATH

+9.5%

SCHDSchwab

+34.2%

+9.5%Year to date+34.2%

−9.4%Worst drop · 1Y−6.9%

13.8%Volatility · 1Y11.7%

0.8%Yield2.9%

$1.4BAssets$124B

4–0SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

SCHD2.93%$293

CATH0.76%$76

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

CATH$76 − $29 = $47

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: CATH, SCHD

Today

7.5%most shared, CATH and SCHD

CATHSCHD

CATH—7.5%

SCHD7.5%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

CATHWorst drop−9.4%13.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDCATH

+34.2%Year to date+9.5%

2.9%Yield0.8%

+36.8%Past year+9.4%

0.06%Fee0.29%

4–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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CATH and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two