EPOL vs. CATH
Compare and contrast key facts about iShares MSCI Poland ETF (EPOL) and Global X S&P 500 Catholic Values Custom ETF (CATH).
EPOL and CATH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. EPOL is a passively managed fund by iShares that tracks the performance of the MSCI Poland Investable Market Index. It was launched on May 25, 2010. CATH is a passively managed fund by Global X that tracks the performance of the S&P 500 Catholic Values Index. It was launched on Apr 18, 2016. Both EPOL and CATH 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: EPOL or CATH.
Correlation
The correlation between EPOL and CATH is 0.54, 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
EPOL vs. CATH - Performance Comparison
Key characteristics
EPOL:
1.10
CATH:
0.50
EPOL:
1.67
CATH:
0.85
EPOL:
1.21
CATH:
1.12
EPOL:
1.36
CATH:
0.52
EPOL:
3.99
CATH:
2.10
EPOL:
8.03%
CATH:
4.75%
EPOL:
29.24%
CATH:
19.86%
EPOL:
-63.71%
CATH:
-33.95%
EPOL:
-0.50%
CATH:
-10.12%
Returns By Period
In the year-to-date period, EPOL achieves a 43.94% return, which is significantly higher than CATH's -5.86% return.
EPOL
43.94%
4.71%
39.73%
33.01%
18.74%
4.07%
CATH
-5.86%
-2.51%
-4.22%
9.22%
14.90%
N/A
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EPOL vs. CATH - Expense Ratio Comparison
EPOL has a 0.61% expense ratio, which is higher than CATH's 0.29% expense ratio.
Risk-Adjusted Performance
EPOL vs. CATH — Risk-Adjusted Performance Rank
EPOL
CATH
EPOL vs. CATH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares MSCI Poland ETF (EPOL) and Global X S&P 500 Catholic Values Custom 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.
Dividends
EPOL vs. CATH - Dividend Comparison
EPOL's dividend yield for the trailing twelve months is around 4.20%, more than CATH's 1.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EPOL iShares MSCI Poland ETF | 4.20% | 6.04% | 2.87% | 2.65% | 1.33% | 1.44% | 2.51% | 1.44% | 1.88% | 2.14% | 2.53% | 3.44% |
CATH Global X S&P 500 Catholic Values Custom ETF | 1.01% | 0.95% | 1.16% | 1.34% | 1.03% | 1.23% | 1.45% | 2.01% | 1.27% | 0.50% | 0.00% | 0.00% |
Drawdowns
EPOL vs. CATH - Drawdown Comparison
The maximum EPOL drawdown since its inception was -63.71%, which is greater than CATH's maximum drawdown of -33.95%. Use the drawdown chart below to compare losses from any high point for EPOL and CATH. For additional features, visit the drawdowns tool.
Volatility
EPOL vs. CATH - Volatility Comparison
iShares MSCI Poland ETF (EPOL) has a higher volatility of 16.94% compared to Global X S&P 500 Catholic Values Custom ETF (CATH) at 14.52%. This indicates that EPOL's price experiences larger fluctuations and is considered to be riskier than CATH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.