Correlation
The correlation between CEFA and URTH is 0.60, 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.
CEFA vs. URTH
Compare and contrast key facts about Global X S&P Catholic Values Developed ex-U.S. ETF (CEFA) and iShares MSCI World ETF (URTH).
CEFA and URTH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. CEFA is a passively managed fund by Global X that tracks the performance of the S&P Developed ex-U.S. Catholic Values Index. It was launched on Jun 22, 2020. URTH is a passively managed fund by iShares that tracks the performance of the MSCI World Index. It was launched on Jan 10, 2012. Both CEFA and URTH are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CEFA or URTH.
Performance
CEFA vs. URTH - Performance Comparison
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Key characteristics
CEFA:
0.61
URTH:
0.80
CEFA:
0.86
URTH:
1.14
CEFA:
1.12
URTH:
1.17
CEFA:
0.70
URTH:
0.79
CEFA:
2.35
URTH:
3.38
CEFA:
4.59%
URTH:
3.95%
CEFA:
20.51%
URTH:
18.34%
CEFA:
-31.97%
URTH:
-34.01%
CEFA:
-0.86%
URTH:
-0.45%
Returns By Period
In the year-to-date period, CEFA achieves a 12.83% return, which is significantly higher than URTH's 5.05% return.
CEFA
12.83%
3.51%
11.83%
12.25%
10.16%
N/A
N/A
URTH
5.05%
5.95%
2.89%
14.49%
13.06%
14.34%
10.10%
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CEFA vs. URTH - Expense Ratio Comparison
CEFA has a 0.35% expense ratio, which is higher than URTH's 0.24% expense ratio.
Risk-Adjusted Performance
CEFA vs. URTH — Risk-Adjusted Performance Rank
CEFA
URTH
CEFA vs. URTH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X S&P Catholic Values Developed ex-U.S. ETF (CEFA) and iShares MSCI World ETF (URTH). 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.
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Dividends
CEFA vs. URTH - Dividend Comparison
CEFA's dividend yield for the trailing twelve months is around 2.89%, more than URTH's 1.40% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CEFA Global X S&P Catholic Values Developed ex-U.S. ETF | 2.89% | 3.26% | 2.35% | 2.35% | 3.49% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
URTH iShares MSCI World ETF | 1.40% | 1.47% | 1.70% | 1.68% | 1.50% | 1.52% | 2.16% | 2.30% | 1.88% | 2.14% | 2.35% | 2.32% |
Drawdowns
CEFA vs. URTH - Drawdown Comparison
The maximum CEFA drawdown since its inception was -31.97%, smaller than the maximum URTH drawdown of -34.01%. Use the drawdown chart below to compare losses from any high point for CEFA and URTH.
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Volatility
CEFA vs. URTH - Volatility Comparison
The current volatility for Global X S&P Catholic Values Developed ex-U.S. ETF (CEFA) is 3.16%, while iShares MSCI World ETF (URTH) has a volatility of 3.86%. This indicates that CEFA experiences smaller price fluctuations and is considered to be less risky than URTH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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