CATH vs. IUVF.L
Compare and contrast key facts about Global X S&P 500 Catholic Values ETF (CATH) and iShares Edge MSCI USA Value Factor UCITS (IUVF.L).
CATH and IUVF.L 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. IUVF.L is a passively managed fund by iShares that tracks the performance of the Russell 1000 Value TR USD. It was launched on Oct 13, 2016. Both CATH and IUVF.L 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. IUVF.L - Performance Comparison
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CATH vs. IUVF.L - 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% |
IUVF.L iShares Edge MSCI USA Value Factor UCITS | 5.57% | 33.27% | 6.43% | 13.99% | -14.83% | 30.10% | -1.42% | 26.49% | -12.01% | 20.87% |
Different Trading Currencies
CATH is traded in USD, while IUVF.L is traded in GBp. To make them comparable, the IUVF.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, CATH achieves a -4.28% return, which is significantly lower than IUVF.L's 5.57% return.
CATH
- 1D
- 0.72%
- 1M
- -4.63%
- YTD
- -4.28%
- 6M
- -2.54%
- 1Y
- 17.10%
- 3Y*
- 17.35%
- 5Y*
- 10.78%
- 10Y*
- —
IUVF.L
- 1D
- 3.66%
- 1M
- -2.53%
- YTD
- 5.57%
- 6M
- 16.16%
- 1Y
- 38.57%
- 3Y*
- 18.91%
- 5Y*
- 9.52%
- 10Y*
- —
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CATH vs. IUVF.L - Expense Ratio Comparison
CATH has a 0.29% expense ratio, which is higher than IUVF.L's 0.20% expense ratio.
Return for Risk
CATH vs. IUVF.L — Risk / Return Rank
CATH
IUVF.L
CATH vs. IUVF.L - 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 iShares Edge MSCI USA Value Factor UCITS (IUVF.L). 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 | IUVF.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.91 | 2.15 | -1.24 |
Sortino ratioReturn per unit of downside risk | 1.43 | 2.86 | -1.44 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.40 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 4.09 | -2.66 |
Martin ratioReturn relative to average drawdown | 6.59 | 16.96 | -10.37 |
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 | IUVF.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.91 | 2.15 | -1.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.60 | 0.56 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.64 | +0.08 |
Correlation
The correlation between CATH and IUVF.L is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CATH vs. IUVF.L - Dividend Comparison
CATH's dividend yield for the trailing twelve months is around 0.87%, while IUVF.L has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
IUVF.L iShares Edge MSCI USA Value Factor UCITS | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CATH vs. IUVF.L - Drawdown Comparison
The maximum CATH drawdown since its inception was -33.95%, smaller than the maximum IUVF.L drawdown of -39.29%. Use the drawdown chart below to compare losses from any high point for CATH and IUVF.L.
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Drawdown Indicators
| CATH | IUVF.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.95% | -31.83% | -2.12% |
Max Drawdown (1Y)Largest decline over 1 year | -12.27% | -11.95% | -0.32% |
Max Drawdown (5Y)Largest decline over 5 years | -28.14% | -20.13% | -8.01% |
Current DrawdownCurrent decline from peak | -6.09% | -2.90% | -3.19% |
Average DrawdownAverage peak-to-trough decline | -5.27% | -5.77% | +0.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 1.93% | +0.73% |
Volatility
CATH vs. IUVF.L - Volatility Comparison
The current volatility for Global X S&P 500 Catholic Values ETF (CATH) is 5.42%, while iShares Edge MSCI USA Value Factor UCITS (IUVF.L) has a volatility of 6.15%. This indicates that CATH experiences smaller price fluctuations and is considered to be less risky than IUVF.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CATH | IUVF.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.42% | 6.15% | -0.73% |
Volatility (6M)Calculated over the trailing 6-month period | 9.82% | 10.77% | -0.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.81% | 17.87% | +0.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.91% | 17.09% | +0.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.62% | 19.39% | -0.77% |