CHRI vs. SPYV

Last updated Jun 4, 2026

CHRI (Global X S&P 500 Christian Values ETF) and SPYV (SPDR Portfolio S&P 500 Value ETF) are both S&P 500 funds - CHRI tracks the S&P 500 Christian Values Screened Index while SPYV tracks the S&P 500 Value. Both are passively managed. A 0.75 correlation means they provide meaningful diversification when combined. CHRI charges 0.29%/yr vs 0.04%/yr for SPYV.

Performance

CHRI vs. SPYV - 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 SPDR Portfolio S&P 500 Value ETF (SPYV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CHRI achieves a 10.12% return, which is significantly higher than SPYV's 7.46% return.

CHRI

• 1D: -0.67%
• 1M: 5.01%
• YTD: 10.12%
• 6M: 9.91%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SPYV

• 1D: -0.36%
• 1M: 2.22%
• YTD: 7.46%
• 6M: 7.77%
• 1Y: 21.26%
• 3Y*: 15.72%
• 5Y*: 10.68%
• 10Y*: 11.90%

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

CHRI vs. SPYV - Yearly Performance Comparison

	2026 (YTD)	2025
CHRI Global X S&P 500 Christian Values ETF	10.12%	2.78%
SPYV SPDR Portfolio S&P 500 Value ETF	7.46%	4.16%

Correlation

The correlation between CHRI and SPYV is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Sep 25, 2025	0.75

Return for Risk

CHRI vs. SPYV — Risk / Return Rank

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

SPYV

SPYV Risk / Return Rank: 66
SPYV Sharpe Ratio Rank: 63
SPYV Sortino Ratio Rank: 64
SPYV Omega Ratio Rank: 63
SPYV Calmar Ratio Rank: 68
SPYV Martin Ratio Rank: 69

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. SPYV - 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 SPDR Portfolio S&P 500 Value ETF (SPYV). 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.

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

Sharpe Ratios by Period

	CHRI	SPYV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.17	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.75	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.70	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.49	0.42	+1.07

Drawdowns

CHRI vs. SPYV - Drawdown Comparison

The maximum CHRI drawdown since its inception was -9.36%, smaller than the maximum SPYV drawdown of -58.45%. Use the drawdown chart below to compare losses from any high point for CHRI and SPYV.

Drawdown Indicators

	CHRI	SPYV	Difference
Max Drawdown Largest peak-to-trough decline	-9.36%	-58.45%	+49.09%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.22%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-17.54%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-17.89%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-36.89%	—
Current Drawdown Current decline from peak	-0.67%	-0.57%	-0.10%
Average Drawdown Average peak-to-trough decline	-1.57%	-8.72%	+7.15%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.62%	—

Volatility

Volatility by Period

	CHRI	SPYV	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.98%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.04%	—
Volatility (1Y) Calculated over the trailing 1-year period	13.26%	9.84%	+3.42%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.26%	14.40%	-1.14%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.26%	16.94%	-3.68%

CHRI vs. SPYV - Expense Ratio Comparison

CHRI has a 0.29% expense ratio, which is higher than SPYV's 0.04% expense ratio.

Dividends

CHRI vs. SPYV - Dividend Comparison

CHRI's dividend yield for the trailing twelve months is around 0.16%, less than SPYV's 1.70% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CHRI Global X S&P 500 Christian Values ETF	0.16%	0.17%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SPYV SPDR Portfolio S&P 500 Value ETF	1.70%	1.77%	2.29%	1.75%	2.22%	2.10%	2.38%	2.25%	2.97%	2.77%	2.39%	2.53%

Frequently Asked Questions

Can I hold both CHRI and SPYV in my portfolio?

CHRI and SPYV have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, CHRI or SPYV?

On fees, SPYV is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, CHRI or SPYV?

SPYV is cheaper with a 0.04% expense ratio, compared with 0.29% for CHRI.

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

SPYV has the higher dividend yield at 1.70%, compared with 0.16% for CHRI.

What is the main difference between CHRI and SPYV?

CHRI tracks S&P 500 Christian Values Screened Index, while SPYV tracks S&P 500 Value. They also come from different issuers: Global X and State Street. Their fees differ too: 0.29% for CHRI and 0.04% for SPYV.