CATH vs VTV

ACATH

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · CATH $15,073

Lowest cost0.03%VTV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common40.5%CATH and VTV

CATH

VTV

Global X - S&P 500 Catholic Values ETF · $1.4BVanguard Morningstar Value ETF · $184B

+20.9%3 years · per year$17,690 · $17,832+21.3%

+8.6%5 years · per year$15,073 · $17,626+12.0%

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

0.78%12-mo yield$78 · $186 on $10k1.86%

−9.4%Worst dropSmaller wins−6.4%

13.6%VolatilityLower wins10.7%

0–6VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsCATH · VTV

1.6%JPM3.3%

1.4%MU4.6%

1.2%WMT1.7%

1.1%XOM2.6%

Held in common40.5%

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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
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 VTV

CATH

Global X - S&P 500 Catholic Values

$15,073

VTV

Vanguard Morningstar Value

$17,626

MeasureCATHVTV

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield0.78%1.86%

5 years, per year+8.6%+12.0%

3 years, per year+20.9%+21.3%

Worst drop · 1Y−9.4%−6.4%

Volatility · 1Y13.6%10.7%

6–0measures won
VTV first

40.5%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

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

Overlap: CATH, VTV

Today

40.5%most shared, CATH and VTV

CATHVTV

CATH—40.5%

VTV40.5%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

CATH$78 − $29 = $49

KeptFee

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