IWD vs CATH

AIWD

BCATH

Measures won6–0IWD wins · of 6 · 5Y

$10,000 · 5Y$17,410IWD · CATH $16,333

Lowest cost0.18%IWD · $18 on $10k

Most income1.34%IWD · $134 on $10k

Smallest drop−6.8%IWD · worst fall in 1Y

Held in common56.1%IWD and CATH

iShares Russell 1000 Value ETF · $84.7BGlobal X - S&P 500 Catholic Values ETF · $1.3B

+22.2%3 years · per year$18,244 · $17,294+20.0%

+11.7%5 years · per year$17,410 · $16,333+10.3%

0.18%Expense ratio$18 · $29 on $10k · lower wins0.29%

1.34%12-mo yield$134 · $77 on $10k0.77%

End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.34%	0.0%	+26.2%	+30.5%	+22.2%	+11.7%	−6.8%	$84.7B
2	BCATH	Global X - S&P 500 Catholic Values ETFRead Desk		0.29%	0.77%	−0.5%	+8.7%	+10.3%	+20.0%	+10.3%	−9.4%	$1.3B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	AIWD	iShares Russell 1000 Value ETFRead Desk		0.18%	1.34%	0.0%	+26.2%	+30.5%	+22.2%	+11.7%	−6.8%	$84.7B
2	BCATH	Global X - S&P 500 Catholic Values ETFRead Desk		0.29%	0.77%	−0.5%	+8.7%	+10.3%	+20.0%	+10.3%	−9.4%	$1.3B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IWD

iShares Russell 1000 Value

$17,410

CATH

Global X - S&P 500 Catholic Values

$16,333

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