CEFA vs VOO
Global X S&P Catholic Values Developed ex-US 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 509 holdings.
Side-by-Side Comparison
| Metric | CEFA | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $59M | $997.4B | |
| Dividend Yield | 2.68% | 1.08% | |
| Holdings | 367 | 509 | |
| YTD Return | +13.06% | +14.27% | |
| 1Y Return | +20.86% | +21.79% | |
| 3Y Return (annualized) | +18.32% | +22.19% | |
| 5Y Return (annualized) | +8.23% | +13.28% | |
| Volatility (annualized) | 16.4% | 14.2% | |
| Max Drawdown | -32.0% | -34.3% | |
| Fund Family | Global X by mirae Asset | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 22, 2020 | Sep 7, 2010 |
CEFA vs VOO Performance
Global X S&P Catholic Values Developed ex-US ETF (CEFA) 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 CEFA returned +20.86% while VOO returned +21.79%. Year to date, CEFA is up 13.06% versus a gain of 14.27% for VOO.
Over three years, CEFA compounded at +18.32% per year against +22.19% for VOO; over five years the annualized figures are +8.23% and +13.28% respectively. Across the full 6-year window we track, VOO has the edge at +13.59% annualized vs +11.51%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
CEFA has been the more volatile fund, with annualized monthly volatility of 16.4% compared with 14.2% 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 -32.0% for CEFA 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CEFA charges 0.35% per year while VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, CEFA currently yields 2.68% against 1.08% for VOO.
Holdings Overlap
CEFA and VOO share 3 holdings out of 849 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CEFA or VOO?
CEFA has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, CEFA or VOO?
Over the past year CEFA returned +20.86% vs +21.79% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), CEFA annualized +11.51% vs +13.59% for VOO. Past performance does not guarantee future results.
Which is riskier, CEFA or VOO?
CEFA has been the more volatile fund at 16.4% annualized versus 14.2% for VOO. Worst drawdown: CEFA -32.0% vs VOO -34.3%.
Should I hold both CEFA and VOO?
CEFA and VOO have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CEFA and VOO?
CEFA and VOO share 3 common holdings with a 0.1% weight overlap. Combined, they hold 849 unique securities.
Which pays a higher dividend, CEFA or VOO?
CEFA yields 2.68% while VOO yields 1.08%, so CEFA currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.