CATH vs VUG

ACATH

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · CATH $15,073

Lowest cost0.03%VUG · $3 on $10k

Most income0.78%CATH · $78 on $10k

Smallest drop−9.4%CATH · worst fall in 1Y

Held in common54.9%CATH and VUG

CATH

VUG

Global X - S&P 500 Catholic Values ETF · $1.4BVanguard Morningstar Growth ETF · $233B

+20.9%3 years · per year$17,690 · $18,532+22.8%

+8.6%5 years · per year$15,073 · $16,052+9.9%

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

0.78%12-mo yield$78 · $43 on $10k0.43%

−9.4%Worst dropSmaller wins−15.1%

13.6%VolatilityLower wins19.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsCATH · VUG

8.1%AAPL12.5%

7.7%NVDA13.5%

6.6%MSFT9.7%

4.0%AMZN4.3%

Held in common54.9%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
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 VUG

CATH

Global X - S&P 500 Catholic Values

$15,073

VUG

Vanguard Morningstar Growth

$16,052

MeasureCATHVUG

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield0.78%0.43%

5 years, per year+8.6%+9.9%

3 years, per year+20.9%+22.8%

Worst drop · 1Y−9.4%−15.1%

Volatility · 1Y13.6%19.0%

3–3measures won
level

54.9%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CATH, VUG

Today

54.9%most shared, CATH and VUG

CATHVUG

CATH—54.9%

VUG54.9%—

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

Income After Fees on $10,000

$49most kept, CATH

CATH$78 − $29 = $49

VUG$43 − $3 = $40

KeptFee

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