CATH vs. DIA
Compare and contrast key facts about Global X S&P 500 Catholic Values ETF (CATH) and SPDR Dow Jones Industrial Average ETF (DIA).
CATH and DIA are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. DIA is a passively managed fund by State Street that tracks the performance of the Dow Jones Industrial Average. It was launched on Jan 14, 1998. Both CATH and DIA are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
CATH vs. DIA - Performance Comparison
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CATH vs. DIA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CATH Global X S&P 500 Catholic Values ETF | -4.28% | 17.08% | 23.34% | 26.15% | -19.96% | 28.87% | 18.80% | 30.64% | -5.80% | 22.83% |
DIA SPDR Dow Jones Industrial Average ETF | -2.78% | 14.71% | 14.82% | 16.02% | -7.02% | 20.83% | 9.59% | 24.70% | -3.74% | 28.08% |
Returns By Period
In the year-to-date period, CATH achieves a -4.28% return, which is significantly lower than DIA's -2.78% return.
CATH
- 1D
- 0.72%
- 1M
- -4.63%
- YTD
- -4.28%
- 6M
- -2.54%
- 1Y
- 17.10%
- 3Y*
- 17.35%
- 5Y*
- 10.78%
- 10Y*
- —
DIA
- 1D
- 0.49%
- 1M
- -4.64%
- YTD
- -2.78%
- 6M
- 1.02%
- 1Y
- 12.67%
- 3Y*
- 13.76%
- 5Y*
- 8.92%
- 10Y*
- 12.28%
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CATH vs. DIA - Expense Ratio Comparison
CATH has a 0.29% expense ratio, which is higher than DIA's 0.16% expense ratio.
Return for Risk
CATH vs. DIA — Risk / Return Rank
CATH
DIA
CATH vs. DIA - 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 SPDR Dow Jones Industrial Average ETF (DIA). 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 | DIA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 0.76 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.43 | 1.19 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.16 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 1.17 | +0.26 |
Martin ratioReturn relative to average drawdown | 6.59 | 4.26 | +2.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CATH | DIA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 0.76 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.61 | 0.00 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.70 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.47 | +0.25 |
Correlation
The correlation between CATH and DIA is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CATH vs. DIA - Dividend Comparison
CATH's dividend yield for the trailing twelve months is around 0.87%, less than DIA's 1.51% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CATH Global X S&P 500 Catholic Values ETF | 0.87% | 0.84% | 0.95% | 1.16% | 1.34% | 1.03% | 1.23% | 0.68% | 2.01% | 1.27% | 0.50% | 0.00% |
DIA SPDR Dow Jones Industrial Average ETF | 1.51% | 1.43% | 1.61% | 1.81% | 1.91% | 1.58% | 1.87% | 1.85% | 2.24% | 1.97% | 2.26% | 2.33% |
Drawdowns
CATH vs. DIA - Drawdown Comparison
The maximum CATH drawdown since its inception was -33.95%, smaller than the maximum DIA drawdown of -51.87%. Use the drawdown chart below to compare losses from any high point for CATH and DIA.
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Drawdown Indicators
| CATH | DIA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.95% | -51.87% | +17.92% |
Max Drawdown (1Y)Largest decline over 1 year | -12.27% | -10.79% | -1.48% |
Max Drawdown (5Y)Largest decline over 5 years | -28.14% | -20.76% | -7.38% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.70% | — |
Current DrawdownCurrent decline from peak | -6.09% | -6.94% | +0.85% |
Average DrawdownAverage peak-to-trough decline | -5.27% | -7.17% | +1.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 2.95% | -0.29% |
Volatility
CATH vs. DIA - Volatility Comparison
Global X S&P 500 Catholic Values ETF (CATH) has a higher volatility of 5.42% compared to SPDR Dow Jones Industrial Average ETF (DIA) at 4.94%. This indicates that CATH's price experiences larger fluctuations and is considered to be riskier than DIA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CATH | DIA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.42% | 4.94% | +0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 9.82% | 9.24% | +0.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.81% | 16.81% | +2.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.91% | 14.73% | +3.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.62% | 17.50% | +1.12% |