CATH vs IWD5YCATHCATHAvsBIWDIWDGlobal X - S&P 500 Catholic Values ETF · $1.4BiShares Russell 1000 Value ETF · $85.1BReturns · dividends in+20.2%3 years · per year$17,362 · $18,423+22.6%+10.3%5 years · per year$16,323 · $17,402+11.7%Cost and income0.29%Expense ratio$29 · $18 on $10k · lower wins0.18%0.76%12-mo yield$76 · $134 on $10k
Overlap: CATH, IWD, VTVToday63.2%most shared, IWD and VTVCATHIWDVTVCATH—55.9%40.7%IWD55.9%—63.2%VTV40.7%63.2%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
CATH vs IWD5YACATHGlobal X - S&P 500 Catholic Values$16,323vsIWDBiShares Russell 1000 Value$17,402$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▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2BIWDiShares Russell 1000 Value ETFReadDesk0.18%1.34%−0.4%+26.2%+28.7%+22.6%+11.7%−6.8%$85.1B3ACATHGlobal X - S&P 500 Catholic Values ETFReadDesk0.29%0.76%−0.4%+9.5%+9.4%+20.2%+10.3%−9.4%$1.4BEnd-of-day Nov 12, 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▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2BIWDiShares Russell 1000 Value ETFReadDesk0.18%1.34%−0.4%+26.2%+28.7%+22.6%+11.7%−6.8%$85.1B3ACATHGlobal X - S&P 500 Catholic Values ETFReadDesk0.29%0.76%−0.4%+9.5%+9.4%+20.2%+10.3%−9.4%$1.4BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+21.7%vsBSSCHVSchwab+19.2%Jan 1Nov 12+21.7%+19.2%+21.7%Year to date+19.2%1.8%Yield1.8%$184BAssets$15.7B1–0VTV winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: CATH, IWD, VTVToday63.2%most shared, IWD and VTVCATHIWDVTVCATH—55.9%40.7%IWD55.9%—63.2%VTV40.7%63.2%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$179most kept, VTVVTV$182 − $3 = $179IWD$134 − $18 = $116CATH$76 − $29 = $47KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee