CATH vs VYM
Global X S&P 500 Catholic Values ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | CATH | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.29% | 0.04% | |
| AUM | $1.4B | $81.6B | |
| Dividend Yield | 0.77% | 2.24% | |
| Holdings | 447 | 616 | |
| YTD Return | +11.06% | +15.34% | |
| 1Y Return | +18.69% | +23.24% | |
| 3Y Return (annualized) | +20.67% | +19.22% | |
| 5Y Return (annualized) | +11.54% | +12.21% | |
| Volatility (annualized) | 15.6% | 14.6% | |
| Max Drawdown | -34.0% | -58.8% | |
| Fund Family | Global X by mirae Asset | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 18, 2016 | Nov 10, 2006 |
CATH vs VYM Performance
Global X S&P 500 Catholic Values ETF (CATH) is a ETF from Global X by mirae Asset and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year CATH returned +18.69% while VYM returned +23.24%. Year to date, CATH is up 11.06% versus a gain of 15.34% for VYM.
Over three years, CATH compounded at +20.67% per year against +19.22% for VYM; over five years the annualized figures are +11.54% and +12.21% respectively. Across the full 10-year window we track, CATH has the edge at +13.84% annualized vs +7.04%. 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 14.6% for VYM. 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 -58.8% for VYM. 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 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CATH charges 0.29% per year while VYM charges 0.04%. On a $10,000 position that is $29 vs $4 annually, a gap of $25 per year that compounds over a long holding period. On income, CATH currently yields 0.77% against 2.24% for VYM.
Holdings Overlap
CATH and VYM share 220 holdings out of 827 unique holdings combined, representing a 32.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CATH or VYM?
CATH has an expense ratio of 0.29% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $25 per year of difference.
Which performed better, CATH or VYM?
Over the past year CATH returned +18.69% vs +23.24% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (10 years), CATH annualized +13.84% vs +7.04% for VYM. Past performance does not guarantee future results.
Which is riskier, CATH or VYM?
CATH has been the more volatile fund at 15.6% annualized versus 14.6% for VYM. Worst drawdown: CATH -34.0% vs VYM -58.8%.
Should I hold both CATH and VYM?
CATH and VYM have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CATH and VYM?
CATH and VYM share 220 common holdings with a 32.7% weight overlap. Combined, they hold 827 unique securities.
Which pays a higher dividend, CATH or VYM?
CATH yields 0.77% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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