CATH vs VLUE5YCATHCATHAvsBVLUEVLUEGlobal X - S&P 500 Catholic Values ETF · $1.4BiShares MSCI USA Value Factor ETF · $9.1BReturns · dividends in+20.1%3 years · per year$17,316 · $22,564+31.2%+10.1%5 years · per year$16,195 · $20,220+15.1%Cost and income0.29%Expense ratio$29 · $15 on $10k · lower wins0.15%0.76%12-mo yield
Overlap: CATH, VLUE, IWFToday55.7%most shared, CATH and IWFCATHVLUEIWFCATH—14.3%55.7%VLUE14.3%—3.9%IWF55.7%3.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
CATH vs VLUE5YACATHGlobal X - S&P 500 Catholic Values$16,195vsVLUEBiShares MSCI USA Value Factor$20,220$10k$15k$20kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVLUEiShares MSCI USA Value Factor ETFReadDesk0.15%1.63%−0.6%+40.1%+45.3%+31.2%+15.1%−11.0%$9.1B2ACATHGlobal X - S&P 500 Catholic Values ETFReadDesk0.29%0.76%−0.2%+9.3%+9.2%+20.1%+10.1%−9.4%$1.4B3IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$117.8BEnd-of-day Nov 13, 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▲▼1BVLUEiShares MSCI USA Value Factor ETFReadDesk0.15%1.63%−0.6%+40.1%+45.3%+31.2%+15.1%−11.0%$9.1B2ACATHGlobal X - S&P 500 Catholic Values ETFReadDesk0.29%0.76%−0.2%+9.3%+9.2%+20.1%+10.1%−9.4%$1.4B3IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−1.1%−2.6%−3.9%+18.6%+9.2%−14.6%$117.8BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: CATH, VLUE, IWFToday55.7%most shared, CATH and IWFCATHVLUEIWFCATH—14.3%55.7%VLUE14.3%—3.9%IWF55.7%3.9%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$148most kept, VLUEVLUE$163 − $15 = $148CATH$76 − $29 = $47IWF$38 − $18 = $20KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee