CHRI vs. CATH

Last updated Jul 14, 2026

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. With a 0.99 correlation, they move nearly in lockstep. Both charge a 0.29% expense ratio.

Performance

CHRI vs. CATH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X S&P 500 Christian Values ETF (CHRI) and Global X S&P 500 Catholic Values ETF (CATH). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CHRI achieves a 9.54% return, which is significantly higher than CATH's 8.73% return.

CHRI

• 1D: -0.71%
• 1M: 1.36%
• 6M: 7.55%
• YTD: 9.54%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

CATH

• 1D: -0.65%
• 1M: 1.17%
• 6M: 6.67%
• YTD: 8.73%
• 1Y: 18.40%
• 3Y*: 18.35%
• 5Y*: 11.58%
• 10Y*: 14.46%

*Multi-year figures are annualized to reflect compound growth (CAGR)

CHRI vs. CATH - Yearly Performance Comparison

	2026 (YTD)	2025
CHRI Global X S&P 500 Christian Values ETF	9.54%	2.85%
CATH Global X S&P 500 Catholic Values ETF	8.73%	2.15%

Correlation

The correlation between CHRI and CATH is 0.99 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (All Time) Calculated using the full available price history since Sep 24, 2025	0.99

Return for Risk

CHRI vs. CATH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CHRI

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

CATH

CATH Risk / Return Rank: 53
CATH Sharpe Ratio Rank: 53
CATH Sortino Ratio Rank: 52
CATH Omega Ratio Rank: 53
CATH Calmar Ratio Rank: 49
CATH Martin Ratio Rank: 60

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

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 ratio: Return per unit of total volatility	—	1.46	—
Sortino ratio: Return per unit of downside risk	—	2.03	—
Omega ratio: Gain probability vs. loss probability	—	1.26	—
Calmar ratio: Return relative to maximum drawdown	—	1.96	—
Martin ratio: Return relative to average drawdown	—	8.27	—

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.

Drawdown Indicators

	CHRI	CATH	Difference
Max Drawdown Largest 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 Drawdown Current decline from peak	-1.19%	-1.28%	+0.09%
Average Drawdown Average peak-to-trough decline	-1.63%	-5.16%	+3.53%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.23%	—

Volatility

Volatility by Period

	CHRI	CATH	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.87%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.97%	—
Volatility (1Y) Calculated over the trailing 1-year period	13.56%	12.69%	+0.87%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.56%	17.99%	-4.43%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.56%	18.59%	-5.03%

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

Can I hold both CHRI and CATH in my portfolio?

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.

Which ETF is better, CHRI or CATH?

Both ETFs have the same 0.29% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, CHRI or CATH?

CHRI and CATH have the same expense ratio: 0.29% per year.

Which ETF pays a higher dividend yield, CHRI or CATH?

CATH has the higher dividend yield at 0.77%, compared with 0.39% for CHRI.

What is the main difference between CHRI and CATH?

CHRI tracks S&P 500 Christian Values Screened Index, while CATH tracks S&P 500 Catholic Values Index.