CATH vs IUSV

ACATH

BIUSV

Measures won1–5IUSV wins · of 6 · 5Y

$10,000 · 5Y$17,003IUSV · CATH $15,073

Lowest cost0.04%IUSV · $4 on $10k

Most income1.65%IUSV · $165 on $10k

Smallest drop−6.4%IUSV · worst fall in 1Y

Held in common57.0%CATH and IUSV

CATH

IUSV

Global X - S&P 500 Catholic Values ETF · $1.4BiShares Core S&P U.S. Value ETF · $28.4B

+20.9%3 years · per year$17,690 · $16,565+18.3%

+8.6%5 years · per year$15,073 · $17,003+11.2%

0.29%Expense ratio$29 · $4 on $10k · lower wins0.04%

0.78%12-mo yield$78 · $165 on $10k1.65%

−9.4%Worst dropSmaller wins−6.4%

13.6%VolatilityLower wins10.2%

1–5IUSV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCATH · IUSV

8.1%AAPL7.8%

4.0%AMZN3.7%

1.7%TSLA1.3%

1.2%WMT1.8%

Held in common57.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.65%	−2.8%	+12.9%	+15.9%	+18.3%	+11.2%	−6.4%	$28.4B
2	ACATH	Global X - S&P 500 Catholic Values ETFRead Desk		0.29%	0.78%	−4.2%	+6.8%	+7.7%	+20.9%	+8.6%	−9.4%	$1.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIUSV	iShares Core S&P U.S. Value ETFRead Desk		0.04%	1.65%	−2.8%	+12.9%	+15.9%	+18.3%	+11.2%	−6.4%	$28.4B
2	ACATH	Global X - S&P 500 Catholic Values ETFRead Desk		0.29%	0.78%	−4.2%	+6.8%	+7.7%	+20.9%	+8.6%	−9.4%	$1.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CATH vs IUSV

CATH

Global X - S&P 500 Catholic Values

$15,073

IUSV

iShares Core S&P U.S. Value

$17,003

MeasureCATHIUSV

Fee0.29%0.04%

Cost on $10k a year$29$4

Yield0.78%1.65%

5 years, per year+8.6%+11.2%

3 years, per year+20.9%+18.3%

Worst drop · 1Y−9.4%−6.4%

Volatility · 1Y13.6%10.2%

5–1measures won
IUSV first

57.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: CATH, IUSV

Today

57.0%most shared, CATH and IUSV

CATHIUSV

CATH—57.0%

IUSV57.0%—

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

Income After Fees on $10,000

$161most kept, IUSV

IUSV$165 − $4 = $161

CATH$78 − $29 = $49

KeptFee

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