Compare · 3 funds side by side · dividends reinvested

IWD, CATH and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,410IWD · best of the three

Story of the three · IncomeMost incomeIWD · 1.34% · $134 a year on $10k

Story of the three · RiskSmallest drop

IWD, CATH and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.34%+26.2%+30.5%+22.2%+11.7%−6.8%11.7%$84.7B1.0

Global X - S&P 500 Catholic Values ETFUS Stock Styles · Value0.29%0.77%+8.7%+10.3%+20.0%+10.3%−9.4%13.8%$1.3B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B2.8

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

End-of-day Nov 10, 2026 · returns include dividends · since: IWD 2000 · CATH 2016 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Russell 1000 Value ETF · $84.7B$17,410

IWD

CATH

Global X - S&P 500 Catholic Values ETF · $1.3B$16,333

$10,000 five years ago, dividends reinvested · they hold 56.1% in common

IWDMeasure

More Ways to See the Pairs

IWD vs CATH: Top 5 Holdings

Today

IWD

22.7%in top 5

CATH

in top 528.6%

IWDStockCATH

6.0%AAPL8.3%

not top 5NVDA7.0%

5.3%MSFT6.6%

6.2%AMZN4.1%

2.8%BRK-B

Cost, Income and Risk

Fees: IWD, CATH, IWF

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

IWF0.18%$18

CATH0.29%$29

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

Yields: IWD, CATH, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

CATH

+26.2%Year to dateJan 1 → Nov 10+8.7%

+30.5%1 yearTotal return+10.3%

+22.2%3 years · per year$10,000 became $18,244 · $17,294+20.0%

+11.7%5 years · per year$10,000 became $17,410 · $16,333+10.3%

0.18%Expense ratio$18 · $29 a year on $10k · lower is better0.29%

1.34%Trailing 12-mo yield$134 · $77 a year on $10k0.77%

−6.8%Worst dropSmaller is better−9.4%

11.7%VolatilityLower is calmer13.8%

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

8–0IWD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5GOOGL2.6%

2.4%JPMnot top 5

Held in common56.1%

End-of-day Nov 10, 2026 · share of each fund

IWD vs CATH Returns, Every Period

5Y

iSharesIWD

+11.7%

5 years, per year

CATHGlobal X

+10.3%

5 years, per year

IWDCATHFaded: behind in that period

4–0IWD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

IWD vs CATH

YTD

iSharesIWD

+26.2%

CATHGlobal X

+8.7%

+26.2%Year to date+8.7%

−6.8%Worst drop · 1Y−9.4%

11.7%Volatility · 1Y13.8%

1.3%Yield0.8%

$84.7BAssets$1.3B

4–0IWD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.34%highest, IWD

FundTrailing yieldYield$10k

IWD1.34%$134

CATH0.77%$77

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$116most kept, IWD

IWD$134 − $18 = $116

CATH$77 − $29 = $48

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IWD, CATH, IWF

Today

56.1%most shared, IWD and CATH

IWDCATHIWF

IWD—56.1%18.9%

CATH56.1%—55.7%

IWF18.9%55.7%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+30.5%IWD, at 11.7% volatility

IWDWorst drop−6.8%11.7% vol

CATHWorst drop−9.4%13.8% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

IWDCATH

+26.2%Year to date+8.7%

1.3%Yield0.8%

+30.5%Past year+10.3%

0.18%Fee0.29%

4–0IWD wins

End-of-day Nov 10, 2026

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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IWD, CATH and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three