CATH vs VOO

ACATH

BVOO

Measures won0–6VOO wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common81.3%CATH and VOO

CATH

VOO

Global X - S&P 500 Catholic Values ETF · $1.4BVanguard S&P 500 ETF · $1.00T

+20.6%3 years · per year$17,535 · $18,079+21.8%

+10.0%5 years · per year$16,121 · $17,177+11.4%

0.29%Expense ratio$29 · $3 on $10k · lower wins0.03%

0.78%12-mo yield$78 · $110 on $10k1.10%

−9.4%Worst dropSmaller wins−8.9%

13.6%VolatilityLower wins13.5%

0–6VOO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCATH · VOO

8.3%AAPL7.4%

7.3%NVDA8.4%

6.6%MSFT5.8%

4.1%AMZN3.7%

Held in common81.3%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	ACATH	Global X - S&P 500 Catholic Values ETFRead Desk	0.29%	0.78%	0.0%	+6.8%	+7.3%	+20.6%	+10.0%	−9.4%	$1.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	ACATH	Global X - S&P 500 Catholic Values ETFRead Desk	0.29%	0.78%	0.0%	+6.8%	+7.3%	+20.6%	+10.0%	−9.4%	$1.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CATH vs VOO

CATH

Global X - S&P 500 Catholic Values

$16,121

VOO

Vanguard S&P 500

$17,177

MeasureCATHVOO

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield0.78%1.10%

5 years, per year+10.0%+11.4%

3 years, per year+20.6%+21.8%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y13.6%13.5%

6–0measures won
VOO first

81.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: CATH, VOO, IVV

Today

92.2%most shared, VOO and IVV

CATHVOOIVV

CATH—81.3%86.1%

VOO81.3%—92.2%

IVV86.1%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

CATH$78 − $29 = $49

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee