CATH vs VLUE

ACATH

BVLUE

Measures won1–5VLUE wins · of 6 · 5Y

$10,000 · 5Y$21,521VLUE · CATH $17,021

Lowest cost0.15%VLUE · $15 on $10k

Most income1.60%VLUE · $160 on $10k

Smallest drop−9.0%VLUE · worst fall in 1Y

Held in common14.3%CATH and VLUE

CATH

VLUE

Global X - S&P 500 Catholic Values ETF · $1.4BiShares MSCI USA Value Factor ETF · $9.4B

+23.0%3 years · per year$18,612 · $23,930+33.8%

+11.2%5 years · per year$17,021 · $21,521+16.6%

0.29%Expense ratio$29 · $15 on $10k · lower wins0.15%

0.75%12-mo yield$75 · $160 on $10k1.60%

−9.4%Worst dropSmaller wins−9.0%

13.0%VolatilityLower wins20.6%

1–5VLUE wins

$10,000 · 5 yearsOne scale

Shared top holdingsCATH · VLUE

1.6%MU19.7%

0.7%CSCO4.1%

0.6%BAC1.8%

0.6%CVS1.3%

Held in common14.3%

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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.60%	+0.2%	+43.0%	+50.6%	+33.8%	+16.6%	−9.0%	$9.4B
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	BVLUE	iShares MSCI USA Value Factor ETFRead Desk		0.15%	1.60%	+0.2%	+43.0%	+50.6%	+33.8%	+16.6%	−9.0%	$9.4B
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 VLUE

CATH

Global X - S&P 500 Catholic Values

$17,021

VLUE

iShares MSCI USA Value Factor

$21,521

MeasureCATHVLUE

Fee0.29%0.15%

Cost on $10k a year$29$15

Yield0.75%1.60%

5 years, per year+11.2%+16.6%

3 years, per year+23.0%+33.8%

Worst drop · 1Y−9.4%−9.0%

Volatility · 1Y13.0%20.6%

5–1measures won
VLUE first

14.3%

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CATH, VLUE

Today

14.3%most shared, CATH and VLUE

CATHVLUE

CATH—14.3%

VLUE14.3%—

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

Income After Fees on $10,000

$145most kept, VLUE

VLUE$160 − $15 = $145

CATH$75 − $29 = $46

KeptFee

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