CHRI vs. CATH
CHRI (Global X S&P 500 Christian Values ETF) and CATH (Global X S&P 500 Catholic Values ETF) are both S&P 500 funds from Global X - CHRI tracks the S&P 500 Christian Values Screened Index while CATH tracks the S&P 500 Catholic Values Index. Both are passively managed. Their 0.99 correlation means they have historically moved very closely together. Both charge a 0.29% expense ratio.
Performance
CHRI vs. CATH - Performance Comparison
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Returns By Period
In the year-to-date period, CHRI achieves a 9.30% return, which is significantly higher than CATH's 8.38% return.
CHRI
- 1D
- 0.78%
- 1M
- 0.38%
- 6M
- 8.04%
- YTD
- 9.30%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
CATH
- 1D
- 0.68%
- 1M
- 0.43%
- 6M
- 7.15%
- YTD
- 8.38%
- 1Y
- 18.25%
- 3Y*
- 17.68%
- 5Y*
- 11.39%
- 10Y*
- 14.43%
- ALL TIME*
- 14.30%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.68M | $3.59M | $4.06M | |
| $70.22K | $80.27K | $89.53K |
CHRI vs. CATH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CHRI Global X S&P 500 Christian Values ETF | 9.30% | 2.85% |
CATH Global X S&P 500 Catholic Values ETF | 8.38% | 2.15% |
Correlation
The correlation between CHRI and CATH is 0.99 - they have historically moved very closely together. At this level, their price movements offset little of one another.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 24, 2025 | 0.99 |
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Return for Risk
CHRI vs. CATH — Risk / Return Rank
CHRI
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
CATH
CHRI vs. CATH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X S&P 500 Christian Values ETF (CHRI) and Global X S&P 500 Catholic Values ETF (CATH). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CHRI | CATH | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.23 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 1.74 | — |
| Martin ratioReturn relative to average drawdown | — | 7.18 | — |
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Drawdowns
CHRI vs. CATH - Drawdown Comparison
The maximum CHRI drawdown since its inception was -9.36%, smaller than the maximum CATH drawdown of -33.95%. Use the drawdown chart below to compare losses from any high point for CHRI and CATH.
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Drawdown Indicators
| CHRI | CATH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.36% | -33.95% | +24.59% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.42% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.34% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -28.14% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.95% | — |
Current DrawdownCurrent decline from peak | -1.41% | -1.59% | +0.18% |
Average DrawdownAverage peak-to-trough decline | -1.65% | -5.15% | +3.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.28% | — |
Volatility
CHRI vs. CATH - Volatility Comparison
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Volatility by Period
| CHRI | CATH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.58% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 10.09% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 13.56% | 13.02% | +0.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.56% | 17.98% | -4.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.56% | 18.61% | -5.05% |
CHRI vs. CATH - Expense Ratio Comparison
Both CHRI and CATH have an expense ratio of 0.29%.
Dividends
CHRI vs. CATH - Dividend Comparison
CHRI's dividend yield for the trailing twelve months is around 0.39%, less than CATH's 0.77% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
CATH Global X S&P 500 Catholic Values ETF | 0.77% | 0.84% | 0.95% | 1.16% | 1.34% | 1.03% | 1.23% | 0.68% | 2.01% | 1.27% | 0.50% |
CHRI Global X S&P 500 Christian Values ETF | 0.39% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.99, CHRI and CATH move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
Both ETFs have the same 0.29% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.
CHRI and CATH have the same expense ratio: 0.29% per year.
CATH has the higher dividend yield at 0.77%, compared with 0.39% for CHRI.
CHRI tracks S&P 500 Christian Values Screened Index, while CATH tracks S&P 500 Catholic Values Index.
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