CATH vs SPY

ACATH

BSPY

Measures won0–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,099SPY · CATH $15,073

Lowest cost0.09%SPY · $9 on $10k

Most income1.03%SPY · $103 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common86.1%CATH and SPY

CATH

SPY

Global X - S&P 500 Catholic Values ETF · $1.4BState Street SPDR S&P 500 ETF · $805B

+20.9%3 years · per year$17,690 · $18,174+22.0%

+8.6%5 years · per year$15,073 · $17,099+11.3%

0.29%Expense ratio$29 · $9 on $10k · lower wins0.09%

0.78%12-mo yield$78 · $103 on $10k1.03%

−9.4%Worst dropSmaller wins−8.9%

13.6%VolatilityLower wins13.6%

0–5SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsCATH · SPY

8.1%AAPL7.7%

7.7%NVDA7.3%

6.6%MSFT6.2%

4.0%AMZN3.9%

Held in common86.1%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
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 SPY

CATH

Global X - S&P 500 Catholic Values

$15,073

SPY

SPDR S&P 500

$17,099

MeasureCATHSPY

Fee0.29%0.09%

Cost on $10k a year$29$9

Yield0.78%1.03%

5 years, per year+8.6%+11.3%

3 years, per year+20.9%+22.0%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y13.6%13.6%

5–0measures won
SPY first

86.1%

holdings shared

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

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

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

Overlap: CATH, SPY

Today

86.1%most shared, CATH and SPY

CATHSPY

CATH—86.1%

SPY86.1%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

CATH$78 − $29 = $49

KeptFee

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