Compare · 3 funds side by side · dividends reinvested

CATH, VUG and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

CATH, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Global X - S&P 500 Catholic Values ETFUS Stock Styles · Value0.29%0.78%+6.8%+7.3%+20.6%+10.0%−9.4%13.6%$1.3B1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: CATH 2016 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Global X - S&P 500 Catholic Values ETF · $1.3B$16,121

CATH

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

$10,000 five years ago, dividends reinvested · they hold 54.4% in common

CATHMeasureVUG

+6.8%Year to dateJan 1 → Nov 6+1.4%

+7.3%1 yearTotal return+0.2%

+20.6%3 years · per year$10,000 became $17,535 · $18,415+22.6%

+10.0%5 years · per year$10,000 became $16,121 · $16,124+10.0%

0.29%Expense ratio$29 · $3 a year on $10k · lower is better0.03%

0.78%Trailing 12-mo yield$78 · $42 a year on $10k0.42%

−9.4%Worst dropSmaller is better−15.1%

13.6%VolatilityLower is calmer19.0%

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

5–2CATH wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CATH vs VUG: Top 5 Holdings

Today

CATH

28.9%in top 5

VUG

in top 545.2%

CATHStockVUG

7.3%NVDA13.5%

8.3%AAPL12.5%

6.6%MSFT9.7%

2.6%GOOGL5.2%

not top 5AVGO4.3%

4.1%AMZNnot top 5

Held in common54.4%

End-of-day Nov 6, 2026 · share of each fund

CATH vs VUG Returns, Every Period

Global XCATH

+10.0%

5 years, per year

VUGVanguard

+10.0%

5 years, per year

CATHVUGFaded: behind in that period

2–1CATH wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

CATH vs VUG

YTD

Global XCATH

+6.8%

VUGVanguard

+1.4%

+6.8%Year to date+1.4%

−9.4%Worst drop · 1Y−15.1%

13.6%Volatility · 1Y19.0%

0.8%Yield0.4%

$1.3BAssets$233B

4–0CATH wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CATH, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

CATH0.29%$29

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: CATH, VUG, IWF

0.78%highest, CATH

FundTrailing yieldYield$10k

CATH0.78%$78

VUG0.42%$42

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$49most kept, CATH

CATH$78 − $29 = $49

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: CATH, VUG, IWF

Today

78.0%most shared, VUG and IWF

CATHVUGIWF

CATH—54.4%55.5%

VUG54.4%—78.0%

IWF55.5%78.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+7.3%CATH, at 13.6% volatility

CATHWorst drop−9.4%13.6% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

CATHVUG

+6.8%Year to date+1.4%

0.8%Yield0.4%

+7.3%Past year+0.2%

0.29%Fee0.03%

3–1CATH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026