DFAT vs CATH5YDFATDFATAvsBCATHCATHDimensional - US Targeted Value ETF · $31.7BGlobal X - S&P 500 Catholic Values ETF · $1.3BReturns · dividends in+16.9%3 years · per year$15,988 · $17,294+20.0%+9.8%5 years · per year$15,937 · $16,333+10.3%Cost and income0.31%Expense ratio$31 · $29 on $10k · lower wins0.29%1.33%
Overlap: DFAT, CATH, IJHToday30.0%most shared, DFAT and IJHDFATCATHIJHDFAT—0.8%30.0%CATH0.8%—0.0%IJH30.0%0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
DFAT vs CATH5YADFATDimensional - US Targeted Value$15,937vsCATHBGlobal X - S&P 500 Catholic Values$16,333$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BCATHGlobal X - S&P 500 Catholic Values ETFReadDesk0.29%0.77%−0.5%+8.7%+10.3%+20.0%+10.3%−9.4%$1.3B2ADFATDimensional - US Targeted Value ETFReadDesk0.31%1.33%−0.2%+19.0%+24.8%+16.9%+9.8%−9.6%$31.7B3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+13.2%+15.7%+16.0%+6.9%−8.8%$125.2BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BCATHGlobal X - S&P 500 Catholic Values ETFReadDesk0.29%0.77%−0.5%+8.7%+10.3%+20.0%+10.3%−9.4%$1.3B2ADFATDimensional - US Targeted Value ETFReadDesk0.31%1.33%−0.2%+19.0%+24.8%+16.9%+9.8%−9.6%$31.7B3IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+13.2%+15.7%+16.0%+6.9%−8.8%$125.2BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: DFAT, CATH, IJHToday30.0%most shared, DFAT and IJHDFATCATHIJHDFAT—0.8%30.0%CATH0.8%—0.0%IJH30.0%0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$117most kept, IJHIJH$122 − $5 = $117DFAT$133 − $31 = $102CATH$77 − $29 = $48KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee