IWD vs CATH5YIWDIWDAvsBCATHCATHiShares Russell 1000 Value ETF · $84.7BGlobal X - S&P 500 Catholic Values ETF · $1.3BReturns · dividends in+22.2%3 years · per year$18,244 · $17,294+20.0%+11.7%5 years · per year$17,410 · $16,333+10.3%Cost and income0.18%Expense ratio$18 · $29 on $10k · lower wins0.29%1.34%
Overlap: IWD, CATH, VUGToday56.1%most shared, IWD and CATHIWDCATHVUGIWD—56.1%23.0%CATH56.1%—54.8%VUG23.0%54.8%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
IWD vs CATH5YAIWDiShares Russell 1000 Value$17,410vsCATHBGlobal 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▲▼1AIWDiShares Russell 1000 Value ETFReadDesk0.18%1.34%0.0%+26.2%+30.5%+22.2%+11.7%−6.8%$84.7B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B3BCATHGlobal X - S&P 500 Catholic Values ETFReadDesk0.29%0.77%−0.5%+8.7%+10.3%+20.0%+10.3%−9.4%$1.3BEnd-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▲▼1AIWDiShares Russell 1000 Value ETFReadDesk0.18%1.34%0.0%+26.2%+30.5%+22.2%+11.7%−6.8%$84.7B2VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B3BCATHGlobal X - S&P 500 Catholic Values ETFReadDesk0.29%0.77%−0.5%+8.7%+10.3%+20.0%+10.3%−9.4%$1.3BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 10, 2026
VTV vs SCHVYTDVanguardVTVVA+21.0%vsBSSCHVSchwab+18.8%Jan 1Nov 10+21.0%+18.8%+21.0%Year to date+18.8%1.8%Yield1.8%$184BAssets$15.7B1–0VTV winsEnd-of-day Nov 10, 2026
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
Overlap: IWD, CATH, VUGToday56.1%most shared, IWD and CATHIWDCATHVUGIWD—56.1%23.0%CATH56.1%—54.8%VUG23.0%54.8%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$116most kept, IWDIWD$134 − $18 = $116CATH$77 − $29 = $48VUG$41 − $3 = $38KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee