CATH vs. CABA
Compare and contrast key facts about Global X S&P 500 Catholic Values Custom ETF (CATH) and Cabaletta Bio, Inc. (CABA).
CATH is a passively managed fund by Global X that tracks the performance of the S&P 500 Catholic Values Index. It was launched on Apr 18, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CATH or CABA.
Performance
CATH vs. CABA - Performance Comparison
Returns By Period
In the year-to-date period, CATH achieves a 24.45% return, which is significantly higher than CABA's -88.81% return.
CATH
24.45%
1.84%
12.54%
30.90%
14.96%
N/A
CABA
-88.81%
-48.22%
-79.16%
-85.85%
-29.56%
N/A
Key characteristics
| CATH | CABA | |
|---|---|---|
| Sharpe Ratio | 2.58 | -0.91 |
| Sortino Ratio | 3.48 | -1.99 |
| Omega Ratio | 1.48 | 0.75 |
| Calmar Ratio | 3.73 | -0.95 |
| Martin Ratio | 16.00 | -1.49 |
| Ulcer Index | 1.99% | 57.47% |
| Daily Std Dev | 12.39% | 94.21% |
| Max Drawdown | -33.95% | -96.63% |
| Current Drawdown | -1.18% | -89.99% |
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Correlation
The correlation between CATH and CABA is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Risk-Adjusted Performance
CATH vs. CABA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X S&P 500 Catholic Values Custom ETF (CATH) and Cabaletta Bio, Inc. (CABA). 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.
Dividends
CATH vs. CABA - Dividend Comparison
CATH's dividend yield for the trailing twelve months is around 0.93%, while CABA has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
CATH Global X S&P 500 Catholic Values Custom ETF | 0.93% | 1.16% | 1.34% | 1.03% | 1.23% | 1.45% | 2.01% | 1.27% | 0.50% |
CABA Cabaletta Bio, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CATH vs. CABA - Drawdown Comparison
The maximum CATH drawdown since its inception was -33.95%, smaller than the maximum CABA drawdown of -96.63%. Use the drawdown chart below to compare losses from any high point for CATH and CABA. For additional features, visit the drawdowns tool.
Volatility
CATH vs. CABA - Volatility Comparison
The current volatility for Global X S&P 500 Catholic Values Custom ETF (CATH) is 4.20%, while Cabaletta Bio, Inc. (CABA) has a volatility of 33.57%. This indicates that CATH experiences smaller price fluctuations and is considered to be less risky than CABA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.