CATH vs VIG

ACATH

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,021CATH · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common41.7%CATH and VIG

CATH

VIG

Global X - S&P 500 Catholic Values ETF · $1.4BVanguard Dividend Appreciation ETF · $109B

+23.0%3 years · per year$18,612 · $17,533+20.6%

+11.2%5 years · per year$17,021 · $17,005+11.2%

0.29%Expense ratio$29 · $4 on $10k · lower wins0.04%

0.75%12-mo yield$75 · $144 on $10k1.44%

−9.4%Worst dropSmaller wins−7.9%

13.0%VolatilityLower wins10.2%

1–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsCATH · VIG

6.3%MSFT4.9%

7.8%AAPL4.9%

2.6%AVGO4.3%

1.6%JPM3.9%

Held in common41.7%

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	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
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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	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
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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 VIG

CATH

Global X - S&P 500 Catholic Values

$17,021

VIG

Vanguard Dividend Appreciation

$17,005

MeasureCATHVIG

Fee0.29%0.04%

Cost on $10k a year$29$4

Yield0.75%1.44%

5 years, per year+11.2%+11.2%

3 years, per year+23.0%+20.6%

Worst drop · 1Y−9.4%−7.9%

Volatility · 1Y13.0%10.2%

4–1measures won
VIG first

41.7%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: CATH, VIG

Today

41.7%most shared, CATH and VIG

CATHVIG

CATH—41.7%

VIG41.7%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

CATH$75 − $29 = $46

KeptFee

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