CATH vs VXUS

CATH vs VXUS

Which is better, CATH or VXUS?

Each has led over a different period.

VXUS has a lower expense ratio. CATH led over 5Y and the full window, VXUS over 1Y and 3Y.

Lower Fees: VXUSHigher Returns: split

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricCATHVXUS
Expense Ratio0.29%0.05%Best
AUM$1.4B$158.1B
Dividend Yield0.75%2.51%
Holdings4468,747
YTD Return+10.81%+14.48%Best
1Y Return+14.46%+22.28%Best
3Y Return (annualized)+19.90%+20.00%Best
5Y Return (annualized)+11.43%Best+8.91%
Volatility (annualized)15.5%14.7%Best
Max Drawdown-34.0%Best-39.9%
$10,000 over 5 years$17,180Best$15,323
Fund FamilyGlobal X by mirae AssetVanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionApr 18, 2016Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Apr 19, 2016 to Sep 11, 2026 (10.4 years).

CATH vs VXUS growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 10.4 years both funds cover.

CATH vs VXUS Performance

Global X S&P 500 Catholic Values ETF (CATH) is an ETF from Global X by mirae Asset and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year CATH returned +14.46% while VXUS returned +22.28%. Year to date, CATH is up 10.81% versus a gain of 14.48% for VXUS.

Over three years, CATH compounded at +19.90% per year against +20.00% for VXUS; over five years the annualized figures are +11.43% and +8.91% respectively. Across the full 10-year window we track, CATH has the edge at +13.74% annualized vs +7.86%.

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 14.7% 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 what each fund did in the worst stretch of the window measured above.

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 0.75% against 2.51% for VXUS.

Holdings Overlap

CATH already in VXUS0.6%

At least 0.6% of CATH's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 87.7% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

5 positions in common, counted across the 444 positions we hold weights for in CATH and 8,091 in VXUS, against full books of 446 and 8,747.

Top Shared Holdings

StockWeight in CATHWeight in VXUSDifference
ORCLOracle Corp.0.39%0.00%0.39%
UMG:ASUniversal Music Group N.V. Universal Music Group N V0.06%0.05%0.01%
HBANHuntington Bancshares Inc./Oh0.06%0.04%0.02%
SRESempra Common Stock0.09%0.00%0.09%
HAL:MBHindustan Aeronautics Ltd0.04%0.01%0.03%

You are not choosing between two funds in isolation.

Whichever of CATH and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CATHVXUS

Free for up to 10 holdings. No account needed.

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, by $24 a year on a $10,000 investment.

Which performed better, CATH or VXUS?

Over the past year CATH returned +14.46% vs +22.28% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (10 years), CATH annualized +13.74% vs +7.86% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CATH or VXUS?

CATH has been the more volatile fund at 15.5% annualized versus 14.7% 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 their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, CATH or VXUS?

CATH yields 0.75% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than CATH?

VXUS has a lower expense ratio. CATH led over 5Y and the full window, VXUS over 1Y and 3Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.