CATH vs SPYM

ACATH

BSPYM

Measures won0–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · CATH $15,073

Lowest cost0.02%SPYM · $2 on $10k

Most income1.06%SPYM · $106 on $10k

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

Held in common86.1%CATH and SPYM

CATH

SPYM

Global X - S&P 500 Catholic Values ETF · $1.4BState Street SPDR Portfolio S&P 500 ETF · $182B

+20.9%3 years · per year$17,690 · $18,222+22.1%

+8.6%5 years · per year$15,073 · $17,164+11.4%

0.29%Expense ratio$29 · $2 on $10k · lower wins0.02%

0.78%12-mo yield$78 · $106 on $10k1.06%

−9.4%Worst dropSmaller wins−8.9%

13.6%VolatilityLower wins13.6%

0–5SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsCATH · SPYM

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
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 SPYM

CATH

Global X - S&P 500 Catholic Values

$15,073

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureCATHSPYM

Fee0.29%0.02%

Cost on $10k a year$29$2

Yield0.78%1.06%

5 years, per year+8.6%+11.4%

3 years, per year+20.9%+22.1%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y13.6%13.6%

5–0measures won
SPYM 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, SPYM

Today

86.1%most shared, CATH and SPYM

CATHSPYM

CATH—86.1%

SPYM86.1%—

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

CATH$78 − $29 = $49

KeptFee

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