CATH vs VXUS
CATH vs VXUS
Global X S&P 500 Catholic Values ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.
Side-by-Side Comparison
| Metric | CATH | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.29% | 0.05% | |
| AUM | $1.3B | $156.5B | |
| Dividend Yield | 0.77% | 2.60% | |
| Holdings | 448 | 8,747 | |
| YTD Return | +10.08% | +11.69% | |
| 1Y Return | +18.33% | +26.65% | |
| 3Y Return (annualized) | +19.31% | +18.15% | |
| 5Y Return (annualized) | +11.64% | +8.66% | |
| Volatility (annualized) | 15.5% | 15.0% | |
| Max Drawdown | -34.0% | -39.9% | |
| Fund Family | Global X by mirae Asset | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 18, 2016 | Jan 26, 2011 |
CATH vs VXUS Performance
Global X S&P 500 Catholic Values ETF (CATH) is a ETF from Global X by mirae Asset and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year CATH returned +18.33% while VXUS returned +26.65%. Year to date, CATH is up 10.08% versus a gain of 11.69% for VXUS.
Over three years, CATH compounded at +19.31% per year against +18.15% for VXUS; over five years the annualized figures are +11.64% and +8.66% respectively. Across the full 10-year window we track, CATH has the edge at +13.82% annualized vs +4.69%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CATH has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 15.0% for VXUS. 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 -39.9% for VXUS. 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 0.83. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CATH charges 0.29% per year while VXUS charges 0.05%. On a $10,000 position that is $29 vs $5 annually, a gap of $24 per year that compounds over a long holding period. On income, CATH currently yields 0.77% against 2.60% for VXUS.
Holdings Overlap
CATH and VXUS share 7 holdings out of 8268 unique holdings combined, representing a 0.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in CATH | Weight in VXUS | Difference |
|---|---|---|---|
| ORCL | 0.69% | 0.00% | 0.69% |
| 2345:TW | 0.14% | 0.05% | 0.09% |
| IRM | 0.08% | 0.05% | 0.03% |
| HBAN | Pro | Pro | Pro |
| SRE | Pro | Pro | Pro |
| KR | Pro | Pro | Pro |
| BG | Pro | Pro | Pro |
See all 7 holdings CATH shares with VXUS 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 VXUS?
CATH has an expense ratio of 0.29% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $24 per year of difference.
Which performed better, CATH or VXUS?
Over the past year CATH returned +18.33% vs +26.65% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (10 years), CATH annualized +13.82% vs +4.69% for VXUS. Past performance does not guarantee future results.
Which is riskier, CATH or VXUS?
CATH has been the more volatile fund at 15.5% annualized versus 15.0% for VXUS. Worst drawdown: CATH -34.0% vs VXUS -39.9%.
Should I hold both CATH and VXUS?
CATH and VXUS have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CATH and VXUS?
CATH and VXUS share 7 common holdings with a 0.2% weight overlap. Combined, they hold 8268 unique securities.
Which pays a higher dividend, CATH or VXUS?
CATH yields 0.77% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.
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