CATH vs VONV

ACATH

BVONV

Measures won0–6VONV wins · of 6 · 5Y

$10,000 · 5Y$17,364VONV · CATH $15,073

Lowest cost0.06%VONV · $6 on $10k

Most income1.53%VONV · $153 on $10k

Smallest drop−6.8%VONV · worst fall in 1Y

Held in common55.4%CATH and VONV

CATH

VONV

Global X - S&P 500 Catholic Values ETF · $1.4BVanguard Russell 1000 Value ETF · $21.7B

+20.9%3 years · per year$17,690 · $18,678+23.2%

+8.6%5 years · per year$15,073 · $17,364+11.7%

0.29%Expense ratio$29 · $6 on $10k · lower wins0.06%

0.78%12-mo yield$78 · $153 on $10k1.53%

−9.4%Worst dropSmaller wins−6.8%

13.6%VolatilityLower wins11.6%

0–6VONV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCATH · VONV

8.1%AAPL6.1%

6.6%MSFT5.2%

4.0%AMZN6.1%

1.6%JPM2.4%

Held in common55.4%

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	BVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.53%	−2.6%	+24.3%	+29.5%	+23.2%	+11.7%	−6.8%	$21.7B
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	BVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.53%	−2.6%	+24.3%	+29.5%	+23.2%	+11.7%	−6.8%	$21.7B
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 VONV

CATH

Global X - S&P 500 Catholic Values

$15,073

VONV

Vanguard Russell 1000 Value

$17,364

MeasureCATHVONV

Fee0.29%0.06%

Cost on $10k a year$29$6

Yield0.78%1.53%

5 years, per year+8.6%+11.7%

3 years, per year+20.9%+23.2%

Worst drop · 1Y−9.4%−6.8%

Volatility · 1Y13.6%11.6%

6–0measures won
VONV first

55.4%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CATH, VONV

Today

55.4%most shared, CATH and VONV

CATHVONV

CATH—55.4%

VONV55.4%—

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

Income After Fees on $10,000

$147most kept, VONV

VONV$153 − $6 = $147

CATH$78 − $29 = $49

KeptFee

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