CATH vs VOO
CATH vs VOO
Global X S&P 500 Catholic Values ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | CATH | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.29% | 0.03% | |
| AUM | $1.3B | $979.0B | |
| Dividend Yield | 0.77% | 1.09% | |
| Holdings | 448 | 509 | |
| YTD Return | +12.09% | +13.53% | |
| 1Y Return | +20.49% | +23.65% | |
| 3Y Return (annualized) | +19.77% | +21.27% | |
| 5Y Return (annualized) | +12.16% | +13.52% | |
| Volatility (annualized) | 15.6% | 14.1% | |
| Max Drawdown | -34.0% | -34.3% | |
| Fund Family | Global X by mirae Asset | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 18, 2016 | Sep 7, 2010 |
CATH vs VOO Performance
Global X S&P 500 Catholic Values ETF (CATH) is a ETF from Global X by mirae Asset and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year CATH returned +20.49% while VOO returned +23.65%. Year to date, CATH is up 12.09% versus a gain of 13.53% for VOO.
Over three years, CATH compounded at +19.77% per year against +21.27% for VOO; over five years the annualized figures are +12.16% and +13.52% respectively. Across the full 10-year window we track, CATH has the edge at +14.01% annualized vs +13.57%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CATH has been the more volatile fund, with annualized monthly volatility of 15.6% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -34.0% for CATH and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
CATH charges 0.29% per year while VOO charges 0.03%. On a $10,000 position that is $29 vs $3 annually, a gap of $26 per year that compounds over a long holding period. On income, CATH currently yields 0.77% against 1.09% for VOO.
Holdings Overlap
CATH and VOO share 411 holdings out of 509 unique holdings combined, representing a 39.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in CATH | Weight in VOO | Difference |
|---|---|---|---|
| LRCX | 7.81% | 0.84% | 6.97% |
| NVDA | 0.02% | 7.51% | 7.49% |
| GE | 6.84% | 0.60% | 6.24% |
| AAPL | Pro | Pro | Pro |
| CSCO | Pro | Pro | Pro |
| MSFT | Pro | Pro | Pro |
| GILD | Pro | Pro | Pro |
| PG | Pro | Pro | Pro |
| AMZN | Pro | Pro | Pro |
| MA | Pro | Pro | Pro |
See all 10 holdings CATH shares with VOO Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, CATH or VOO?
CATH has an expense ratio of 0.29% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $26 per year of difference.
Which performed better, CATH or VOO?
Over the past year CATH returned +20.49% vs +23.65% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (10 years), CATH annualized +14.01% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, CATH or VOO?
CATH has been the more volatile fund at 15.6% annualized versus 14.1% for VOO. Worst drawdown: CATH -34.0% vs VOO -34.3%.
Should I hold both CATH and VOO?
CATH and VOO have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between CATH and VOO?
CATH and VOO share 411 common holdings with a 39.9% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, CATH or VOO?
CATH yields 0.77% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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