CATH vs VUG

ACATH

BVUG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,565VUG · CATH $16,458

Lowest cost0.03%VUG · $3 on $10k

Most income0.76%CATH · $76 on $10k

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

Held in common54.7%CATH and VUG

CATH

VUG

Global X - S&P 500 Catholic Values ETF · $1.3BVanguard Morningstar Growth ETF · $233B

+20.6%3 years · per year$17,555 · $18,569+22.9%

+10.5%5 years · per year$16,458 · $16,565+10.6%

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

0.76%12-mo yield$76 · $41 on $10k0.41%

−9.4%Worst dropSmaller wins−15.1%

13.8%VolatilityLower wins19.1%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCATH · VUG

8.3%AAPL12.5%

7.5%NVDA13.5%

6.5%MSFT9.7%

4.0%AMZN4.3%

Held in common54.7%

End-of-day Nov 9, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	ACATH	Global X - S&P 500 Catholic Values ETFRead Desk	0.29%	0.76%	+2.3%	+9.2%	+11.0%	+20.6%	+10.5%	−9.4%	$1.3B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	ACATH	Global X - S&P 500 Catholic Values ETFRead Desk	0.29%	0.76%	+2.3%	+9.2%	+11.0%	+20.6%	+10.5%	−9.4%	$1.3B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

End-of-day Nov 9, 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

$16,458

VUG

Vanguard Morningstar Growth

$16,565

MeasureCATHVUG

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield0.76%0.41%

5 years, per year+10.5%+10.6%

3 years, per year+20.6%+22.9%

Worst drop · 1Y−9.4%−15.1%

Volatility · 1Y13.8%19.1%

3–3measures won
level

54.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: CATH, VUG, IWF

Today

78.1%most shared, VUG and IWF

CATHVUGIWF

CATH—54.7%55.7%

VUG54.7%—78.1%

IWF55.7%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$47most kept, CATH

CATH$76 − $29 = $47

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee