Compare · 2 funds side by side · dividends reinvested

CATH and SPYM

CATHGlobal X×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

CATH and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.0

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 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

CATH

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

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

CATHMeasureSPYM

+6.8%Year to dateJan 1 → Nov 5+8.4%

+7.7%1 yearTotal return+9.8%

+20.9%3 years · per year$10,000 became $17,690 · $18,222+22.1%

+8.6%5 years · per year$10,000 became $15,073 · $17,164+11.4%

0.29%Expense ratio$29 · $2 a year on $10k · lower is better0.02%

0.78%Trailing 12-mo yield$78 · $106 a year on $10k1.06%

−9.4%Worst dropSmaller is better−8.9%

13.6%VolatilityLower is calmer13.6%

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

0–7SPYM 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 SPYM: Top 5 Holdings

Today

CATH

28.9%in top 5

SPYM

in top 527.7%

CATHStockSPYM

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 SPYM Returns, Every Period

Global XCATH

+8.6%

5 years, per year

SPYMSPDR

+11.4%

5 years, per year

CATHSPYMFaded: behind in that period

0–4SPYM wins

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

Stocks vs Core: CATH vs SPYM

YTD

Global XCATH

+6.8%

SPYMSPDR

+8.4%

+6.8%Year to date+8.4%

−9.4%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.6%

0.8%Yield1.1%

$1.4BAssets$182B

3–0SPYM wins

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

Cost, Income and Risk

Fees: CATH, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

CATH0.29%$29

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

Yields: CATH, SPYM

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

CATH0.78%$78

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

CATH$78 − $29 = $49

KeptFee

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

Overlap: CATH, SPYM

Today

86.1%most shared, CATH and SPYM

CATHSPYM

CATH—86.1%

SPYM86.1%—

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

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst 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

SPYMCATH

+8.4%Year to date+6.8%

1.1%Yield0.8%

+9.8%Past year+7.7%

0.02%Fee0.29%

4–0SPYM 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