Compare · 2 funds side by side · dividends reinvested

CATH and SPY

CATHGlobal X×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

CATH and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B1.0

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%$1.4B2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: CATH 2016 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

CATH

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 86.1% in common

CATHMeasureSPY

+6.8%Year to dateJan 1 → Nov 5+8.3%

+7.7%1 yearTotal return+9.7%

+20.9%3 years · per year$10,000 became $17,690 · $18,174+22.0%

+8.6%5 years · per year$10,000 became $15,073 · $17,099+11.3%

0.29%Expense ratio$29 · $9 a year on $10k · lower is better0.09%

0.78%Trailing 12-mo yield$78 · $103 a year on $10k1.03%

−9.4%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer13.6%

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

0–7SPY 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 SPY: Top 5 Holdings

Today

CATH

28.9%in top 5

SPY

in top 527.7%

CATHStockSPY

8.1%AAPL7.7%

7.7%NVDA7.3%

6.6%MSFT6.2%

4.0%AMZN3.9%

2.6%GOOGL2.6%

Held in common86.1%

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

CATH vs SPY Returns, Every Period

Global XCATH

+8.6%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

CATHSPYFaded: behind in that period

0–4SPY wins

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

Stocks vs Core: CATH vs SPY

YTD

Global XCATH

+6.8%

SPYSPDR

+8.3%

+6.8%Year to date+8.3%

−9.4%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.6%

0.8%Yield1.0%

$1.4BAssets$805B

3–0SPY wins

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

Cost, Income and Risk

Fees: CATH, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

CATH0.29%$29

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

Yields: CATH, SPY

1.03%highest, SPY

FundTrailing yieldYield$10k

SPY1.03%$103

CATH0.78%$78

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

CATH$78 − $29 = $49

KeptFee

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

Overlap: CATH, SPY

Today

86.1%most shared, CATH and SPY

CATHSPY

CATH—86.1%

SPY86.1%—

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

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

SPYWorst drop−8.9%13.6% vol

CATHWorst drop−9.4%13.6% vol

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

Paid More vs Made More

YTD

SPYCATH

+8.3%Year to date+6.8%

1.0%Yield0.8%

+9.7%Past year+7.7%

0.09%Fee0.29%

4–0SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026