CATH vs. AIQ

Last updated Jun 4, 2026

CATH (Global X S&P 500 Catholic Values ETF) and AIQ (Global X Artificial Intelligence & Technology ETF) are both exchange-traded funds - CATH is a S&P 500 fund tracking the S&P 500 Catholic Values Index, while AIQ is a Technology Equities fund tracking the Indxx Artificial Intelligence & Big Data Index. Both are passively managed. Over the past 5 years, CATH returned 12.53%/yr vs 19.07%/yr for AIQ. Their correlation of 0.84 suggests significant overlap in exposure. CATH charges 0.29%/yr vs 0.68%/yr for AIQ.

Performance

CATH vs. AIQ - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X S&P 500 Catholic Values ETF (CATH) and Global X Artificial Intelligence & Technology ETF (AIQ). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CATH achieves a 9.37% return, which is significantly lower than AIQ's 35.98% return.

CATH

• 1D: -0.70%
• 1M: 4.21%
• YTD: 9.37%
• 6M: 9.22%
• 1Y: 24.47%
• 3Y*: 20.86%
• 5Y*: 12.53%
• 10Y*: 14.82%

AIQ

• 1D: -1.40%
• 1M: 21.10%
• YTD: 35.98%
• 6M: 36.15%
• 1Y: 69.19%
• 3Y*: 37.50%
• 5Y*: 19.07%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CATH vs. AIQ - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
CATH Global X S&P 500 Catholic Values ETF	9.37%	17.08%	23.34%	26.15%	-19.96%	28.87%	18.80%	30.64%	-7.90%
AIQ Global X Artificial Intelligence & Technology ETF	35.98%	31.89%	24.11%	55.39%	-36.44%	17.09%	52.88%	39.94%	-14.03%

Correlation

The correlation between CATH and AIQ is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.85
Correlation (3Y) Calculated over the trailing 3-year period	0.87
Correlation (5Y) Calculated over the trailing 5-year period	0.86
Correlation (All Time) Calculated using the full available price history since May 17, 2018	0.84

The correlation between CATH and AIQ has been stable across timeframes, ranging from 0.84 to 0.87 - a consistent structural relationship.

CATH vs. AIQ - Sectors Allocation Comparison

Sectors	CATH	AIQ
Technology	38.1%	73.3%
Financial Services	11.4%	0.4%
Communication Services	10.7%	13.2%
Consumer Cyclical	9.9%	8.5%
Healthcare	7.9%	0.4%
Industrials	7.6%	4.2%
Consumer Defensive	4.6%	-
Energy	3.3%	-
Utilities	2.8%	-
Real Estate	1.9%	-
Basic Materials	1.7%	-

Return for Risk

CATH vs. AIQ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CATH

CATH Risk / Return Rank: 58
CATH Sharpe Ratio Rank: 59
CATH Sortino Ratio Rank: 57
CATH Omega Ratio Rank: 59
CATH Calmar Ratio Rank: 52
CATH Martin Ratio Rank: 64

AIQ

AIQ Risk / Return Rank: 81
AIQ Sharpe Ratio Rank: 88
AIQ Sortino Ratio Rank: 81
AIQ Omega Ratio Rank: 80
AIQ Calmar Ratio Rank: 80
AIQ Martin Ratio Rank: 75

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CATH vs. AIQ - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X S&P 500 Catholic Values ETF (CATH) and Global X Artificial Intelligence & Technology ETF (AIQ). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	CATH	AIQ	Difference
Sharpe ratio: Return per unit of total volatility	2.03	3.02	-0.99
Sortino ratio: Return per unit of downside risk	2.78	3.70	-0.93
Omega ratio: Gain probability vs. loss probability	1.36	1.49	-0.12
Calmar ratio: Return relative to maximum drawdown	2.61	4.22	-1.61
Martin ratio: Return relative to average drawdown	11.67	14.59	-2.92
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CATH vs. AIQ - Sharpe Ratio Comparison

The current CATH Sharpe Ratio is 2.03, which is lower than the AIQ Sharpe Ratio of 3.02. The chart below compares the historical Sharpe Ratios of CATH and AIQ, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	CATH	AIQ	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.03	3.02	-0.99
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.70	0.76	-0.05
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.80	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.79	0.84	-0.05

Drawdowns

CATH vs. AIQ - Drawdown Comparison

The maximum CATH drawdown since its inception was -33.95%, smaller than the maximum AIQ drawdown of -44.66%. Use the drawdown chart below to compare losses from any high point for CATH and AIQ.

Drawdown Indicators

	CATH	AIQ	Difference
Max Drawdown Largest peak-to-trough decline	-33.95%	-44.66%	+10.71%
Max Drawdown (1Y) Largest decline over 1 year	-9.42%	-16.47%	+7.05%
Max Drawdown (3Y) Largest decline over 3 years	-19.34%	-26.35%	+7.01%
Max Drawdown (5Y) Largest decline over 5 years	-28.14%	-44.66%	+16.52%
Max Drawdown (10Y) Largest decline over 10 years	-33.95%	—	—
Current Drawdown Current decline from peak	-0.70%	-1.40%	+0.70%
Average Drawdown Average peak-to-trough decline	-5.20%	-9.80%	+4.60%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.10%	4.76%	-2.66%

Volatility

CATH vs. AIQ - Volatility Comparison

The current volatility for Global X S&P 500 Catholic Values ETF (CATH) is 2.69%, while Global X Artificial Intelligence & Technology ETF (AIQ) has a volatility of 8.60%. This indicates that CATH experiences smaller price fluctuations and is considered to be less risky than AIQ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CATH	AIQ	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.69%	8.60%	-5.91%
Volatility (6M) Calculated over the trailing 6-month period	9.11%	18.46%	-9.35%
Volatility (1Y) Calculated over the trailing 1-year period	12.14%	23.04%	-10.90%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.89%	25.33%	-7.44%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.61%	25.50%	-6.89%

CATH vs. AIQ - Expense Ratio Comparison

CATH has a 0.29% expense ratio, which is lower than AIQ's 0.68% expense ratio.

Dividends

CATH vs. AIQ - Dividend Comparison

CATH's dividend yield for the trailing twelve months is around 0.77%, more than AIQ's 0.14% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
AIQ Global X Artificial Intelligence & Technology ETF	0.14%	0.18%	0.14%	0.16%	0.56%	0.15%	0.50%	0.51%	0.51%	0.00%	0.00%
CATH Global X S&P 500 Catholic Values ETF	0.77%	0.84%	0.95%	1.16%	1.34%	1.03%	1.23%	0.68%	2.01%	1.27%	0.50%

Frequently Asked Questions

Can I hold both CATH and AIQ in my portfolio?

CATH and AIQ have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CATH or AIQ?

AIQ has higher volatility (8.60%) compared to CATH (2.69%). In terms of maximum drawdown, CATH dropped -33.95% vs AIQ's -44.66%.

Which ETF is better, CATH or AIQ?

On 5-year performance, AIQ leads with 19.07% vs 12.53% for CATH. On fees, CATH is cheaper at 0.29% per year. On volatility, CATH has been the lower-risk option at 2.69%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, CATH or AIQ?

Over the 5-year period, AIQ has performed better with a 19.07% return vs 12.53%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, CATH or AIQ?

CATH is cheaper with a 0.29% expense ratio, compared with 0.68% for AIQ.

Which ETF pays a higher dividend yield, CATH or AIQ?

CATH has the higher dividend yield at 0.77%, compared with 0.14% for AIQ.

What is the main difference between CATH and AIQ?

CATH is categorized as S&P 500, while AIQ is Technology Equities. CATH tracks S&P 500 Catholic Values Index, while AIQ tracks Indxx Artificial Intelligence & Big Data Index. Their fees differ too: 0.29% for CATH and 0.68% for AIQ.

Which has better risk-adjusted returns?

AIQ currently has the higher Sharpe Ratio (3.02 vs 2.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.