CATH vs IUSV5YCATHCATHAvsBIUSVIUSVGlobal X - S&P 500 Catholic Values ETF · $1.4BiShares Core S&P U.S. Value ETF · $28.9BReturns · dividends in+20.1%3 years · per year$17,316 · $16,318+17.7%+10.1%5 years · per year$16,195 · $17,110+11.3%Cost and income0.29%Expense ratio$29 · $4 on $10k · lower wins0.04%0.76%12-mo yield$76 · $161 on $10k
Overlap: CATH, IUSV, IWFToday57.4%most shared, CATH and IUSVCATHIUSVIWFCATH—57.4%55.7%IUSV57.4%—24.5%IWF55.7%24.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
CATH vs IUSV5YACATHGlobal X - S&P 500 Catholic Values$16,195vsIUSVBiShares Core S&P U.S. Value$17,110$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIUSViShares Core S&P U.S. Value ETFReadDesk0.04%1.61%+0.2%+15.5%+16.1%+17.7%+11.3%−6.4%$28.9B2ACATHGlobal X - S&P 500 Catholic Values ETFReadDesk0.29%0.76%−0.2%+9.3%+9.2%+20.1%+10.1%−9.4%$1.4B3IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$118.9BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BIUSViShares Core S&P U.S. Value ETFReadDesk0.04%1.61%+0.2%+15.5%+16.1%+17.7%+11.3%−6.4%$28.9B2ACATHGlobal X - S&P 500 Catholic Values ETFReadDesk0.29%0.76%−0.2%+9.3%+9.2%+20.1%+10.1%−9.4%$1.4B3IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$118.9BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.9B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: CATH, IUSV, IWFToday57.4%most shared, CATH and IUSVCATHIUSVIWFCATH—57.4%55.7%IUSV57.4%—24.5%IWF55.7%24.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$157most kept, IUSVIUSV$161 − $4 = $157CATH$76 − $29 = $47IWF$38 − $18 = $20KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee