CATH vs IWD

ACATH

BIWD

Measures won0–6IWD wins · of 6 · 5Y

$10,000 · 5Y$17,870IWD · CATH $17,021

Lowest cost0.18%IWD · $18 on $10k

Most income1.33%IWD · $133 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common55.3%CATH and IWD

CATH

IWD

Global X - S&P 500 Catholic Values ETF · $1.4BiShares Russell 1000 Value ETF · $83.2B

+23.0%3 years · per year$18,612 · $19,285+24.5%

+11.2%5 years · per year$17,021 · $17,870+12.3%

0.29%Expense ratio$29 · $18 on $10k · lower wins0.18%

0.75%12-mo yield$75 · $133 on $10k1.33%

−9.4%Worst dropSmaller wins−6.8%

13.0%VolatilityLower wins11.2%

0–6IWD wins

$10,000 · 5 yearsOne scale

Shared top holdingsCATH · IWD

7.8%AAPL5.8%

6.3%MSFT5.1%

3.8%AMZN5.9%

1.6%JPM2.4%

Held in common55.3%

End-of-day Nov 4, 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	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$83.2B
2	ACATH	Global X - S&P 500 Catholic Values ETFRead Desk		0.29%	0.75%	+1.8%	+11.4%	+11.0%	+23.0%	+11.2%	−9.4%	$1.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.33%	+2.6%	+27.5%	+32.0%	+24.5%	+12.3%	−6.8%	$83.2B
2	ACATH	Global X - S&P 500 Catholic Values ETFRead Desk		0.29%	0.75%	+1.8%	+11.4%	+11.0%	+23.0%	+11.2%	−9.4%	$1.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CATH vs IWD

CATH

Global X - S&P 500 Catholic Values

$17,021

IWD

iShares Russell 1000 Value

$17,870

MeasureCATHIWD

Fee0.29%0.18%

Cost on $10k a year$29$18

Yield0.75%1.33%

5 years, per year+11.2%+12.3%

3 years, per year+23.0%+24.5%

Worst drop · 1Y−9.4%−6.8%

Volatility · 1Y13.0%11.2%

6–0measures won
IWD first

55.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: CATH, IWD

Today

55.3%most shared, CATH and IWD

CATHIWD

CATH—55.3%

IWD55.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

CATH$75 − $29 = $46

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee