IVV vs CATH

AIVV

BCATH

Measures won5–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · CATH $16,121

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common86.1%IVV and CATH

IVV

CATH

iShares Core S&P 500 ETF · $853BGlobal X - S&P 500 Catholic Values ETF · $1.4B

+21.8%3 years · per year$18,084 · $17,535+20.6%

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

0.03%Expense ratio$3 · $29 on $10k · lower wins0.29%

1.14%12-mo yield$114 · $78 on $10k0.78%

−8.9%Worst dropSmaller wins−9.4%

13.6%VolatilityLower wins13.6%

5–0IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · CATH

7.9%AAPL8.3%

6.9%NVDA7.3%

6.3%MSFT6.6%

4.0%AMZN4.1%

Held in common86.1%

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

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BCATH	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

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BCATH	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

IVV vs CATH

IVV

iShares Core S&P 500

$17,177

CATH

Global X - S&P 500 Catholic Values

$16,121

MeasureIVVCATH

Fee0.03%0.29%

Cost on $10k a year$3$29

Yield1.14%0.78%

5 years, per year+11.4%+10.0%

3 years, per year+21.8%+20.6%

Worst drop · 1Y−8.9%−9.4%

Volatility · 1Y13.6%13.6%

5–0measures won
IVV first

86.1%

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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

Overlap: IVV, CATH

Today

86.1%most shared, IVV and CATH

IVVCATH

IVV—86.1%

CATH86.1%—

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

CATH$78 − $29 = $49

KeptFee

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