CEFA vs. VEA
Compare and contrast key facts about Global X S&P Catholic Values Developed ex-U.S. ETF (CEFA) and Vanguard FTSE Developed Markets ETF (VEA).
CEFA and VEA 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. VEA is a passively managed fund by Vanguard that tracks the performance of the MSCI EAFE Index. It was launched on Jul 20, 2007. Both CEFA and VEA 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 VEA.
Correlation
The correlation between CEFA and VEA 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.
Performance
CEFA vs. VEA - Performance Comparison
Key characteristics
CEFA:
0.46
VEA:
0.59
CEFA:
0.93
VEA:
0.95
CEFA:
1.13
VEA:
1.13
CEFA:
0.76
VEA:
0.76
CEFA:
2.55
VEA:
2.29
CEFA:
4.60%
VEA:
4.45%
CEFA:
20.46%
VEA:
17.23%
CEFA:
-31.97%
VEA:
-60.69%
CEFA:
-1.39%
VEA:
-0.71%
Returns By Period
In the year-to-date period, CEFA achieves a 10.02% return, which is significantly lower than VEA's 12.04% return.
CEFA
10.02%
16.63%
5.74%
9.30%
N/A
N/A
VEA
12.04%
16.82%
6.79%
10.14%
11.59%
5.66%
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CEFA vs. VEA - Expense Ratio Comparison
CEFA has a 0.35% expense ratio, which is higher than VEA's 0.05% expense ratio.
Risk-Adjusted Performance
CEFA vs. VEA — Risk-Adjusted Performance Rank
CEFA
VEA
CEFA vs. VEA - 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 Vanguard FTSE Developed Markets ETF (VEA). 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
CEFA vs. VEA - Dividend Comparison
CEFA's dividend yield for the trailing twelve months is around 2.96%, more than VEA's 2.93% 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 | 2.96% | 3.26% | 2.35% | 2.35% | 3.49% | 0.84% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VEA Vanguard FTSE Developed Markets ETF | 2.93% | 3.36% | 3.16% | 2.91% | 3.16% | 2.04% | 3.04% | 3.35% | 2.77% | 3.05% | 2.92% | 3.68% |
Drawdowns
CEFA vs. VEA - Drawdown Comparison
The maximum CEFA drawdown since its inception was -31.97%, smaller than the maximum VEA drawdown of -60.69%. Use the drawdown chart below to compare losses from any high point for CEFA and VEA. For additional features, visit the drawdowns tool.
Volatility
CEFA vs. VEA - Volatility Comparison
Global X S&P Catholic Values Developed ex-U.S. ETF (CEFA) and Vanguard FTSE Developed Markets ETF (VEA) have volatilities of 8.14% and 8.24%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.