GEQYX vs. CATH

Last updated Aug 5, 2026

GEQYX (GuideStone Funds Equity Index Fund) and CATH (Global X S&P 500 Catholic Values ETF) are both funds - GEQYX is a Large Cap Blend Equities fund managed by GuideStone Funds, while CATH is a S&P 500 fund tracking the S&P 500 Catholic Values Index. Over the past 10 years, GEQYX returned 14.72%/yr vs 14.77%/yr for CATH. Their correlation of 0.94 means they have usually moved in the same direction. GEQYX charges 0.12%/yr vs 0.29%/yr for CATH.

Performance

GEQYX vs. CATH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in GuideStone Funds Equity Index Fund (GEQYX) 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, GEQYX achieves a 11.33% return, which is significantly lower than CATH's 12.16% return. Both investments have delivered pretty close results over the past 10 years, with GEQYX having a 14.72% annualized return and CATH not far ahead at 14.77%.

GEQYX

• 1D: 1.51%
• 1M: 1.63%
• 6M: 10.04%
• YTD: 11.33%
• 1Y: 20.59%
• 3Y*: 20.51%
• 5Y*: 12.35%
• 10Y*: 14.72%
• ALL TIME*: 6.74%

CATH

• 1D: 1.83%
• 1M: 3.93%
• 6M: 11.30%
• YTD: 12.16%
• 1Y: 20.49%
• 3Y*: 20.01%
• 5Y*: 12.09%
• 10Y*: 14.77%
• ALL TIME*: 14.66%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
CATH Global X S&P 500 Catholic Values ETF	$4.84M	$3.80M	$4.18M
GEQYX GuideStone Funds Equity Index Fund	$0.00	$0.00	$0.00

GEQYX vs. CATH - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
GEQYX GuideStone Funds Equity Index Fund	11.33%	17.06%	24.88%	26.52%	-19.91%	28.26%	18.14%	31.68%	-4.48%	21.97%
CATH Global X S&P 500 Catholic Values ETF	12.16%	17.08%	23.34%	26.15%	-19.96%	28.87%	18.80%	30.64%	-5.80%	22.83%

Correlation

The correlation between GEQYX and CATH is 0.98 - they have historically moved very closely together. At this level, their price movements offset little of one another.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.98
Correlation (3Y) Balances recent behavior with more history.	0.98
Correlation (5Y) Shows whether the relationship held over a longer period.	0.98
Correlation (10Y) Provides a long-term view across more market conditions.	0.95
Correlation (All Time) Calculated using the full available price history since Apr 19, 2016	0.94

The correlation between GEQYX and CATH has been stable across timeframes, ranging from 0.94 to 0.98 - a consistent structural relationship.

Return for Risk

GEQYX vs. CATH — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

GEQYX

GEQYX Risk / Return Rank: 69
GEQYX Sharpe Ratio Rank: 68
GEQYX Sortino Ratio Rank: 64
GEQYX Omega Ratio Rank: 63
GEQYX Calmar Ratio Rank: 71
GEQYX Martin Ratio Rank: 80

CATH

CATH Risk / Return Rank: 59
CATH Sharpe Ratio Rank: 59
CATH Sortino Ratio Rank: 57
CATH Omega Ratio Rank: 57
CATH Calmar Ratio Rank: 54
CATH Martin Ratio Rank: 66

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

GEQYX vs. CATH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for GuideStone Funds Equity Index Fund (GEQYX) 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.

	GEQYX	CATH	Difference
Sharpe ratio: Return per unit of total volatility	1.75	1.58	+0.17
Sortino ratio: Return per unit of downside risk	2.42	2.19	+0.22
Omega ratio: Gain probability vs. loss probability	1.31	1.28	+0.03
Calmar ratio: Return relative to maximum drawdown	2.51	2.19	+0.33
Martin ratio: Return relative to average drawdown	10.76	9.02	+1.75

GEQYX vs. CATH - Sharpe Ratio Comparison

The current GEQYX Sharpe Ratio is 1.75, which is comparable to the CATH Sharpe Ratio of 1.58. The chart below compares the historical Sharpe Ratios of GEQYX and CATH, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

GEQYX vs. CATH - Drawdown Comparison

The maximum GEQYX drawdown since its inception was -58.95%, which is greater than CATH's maximum drawdown of -33.95%. Use the drawdown chart below to compare losses from any high point for GEQYX and CATH.

Drawdown Indicators

	GEQYX	CATH	Difference
Max Drawdown Largest peak-to-trough decline	-58.95%	-33.95%	-25.00%
Max Drawdown (1Y) Largest decline over 1 year	-8.94%	-9.42%	+0.48%
Max Drawdown (3Y) Largest decline over 3 years	-18.69%	-19.34%	+0.65%
Max Drawdown (5Y) Largest decline over 5 years	-25.96%	-28.14%	+2.18%
Max Drawdown (10Y) Largest decline over 10 years	-33.76%	-33.95%	+0.19%
Current Drawdown Current decline from peak	-0.08%	0.00%	-0.08%
Average Drawdown Average peak-to-trough decline	-11.77%	-5.14%	-6.63%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.08%	2.28%	-0.20%

Volatility

GEQYX vs. CATH - Volatility Comparison

The current volatility for GuideStone Funds Equity Index Fund (GEQYX) is 3.85%, while Global X S&P 500 Catholic Values ETF (CATH) has a volatility of 4.22%. This indicates that GEQYX experiences smaller price fluctuations and is considered to be less risky than CATH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	GEQYX	CATH	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.85%	4.22%	-0.37%
Volatility (6M) Calculated over the trailing 6-month period	10.21%	10.34%	-0.13%
Volatility (1Y) Calculated over the trailing 1-year period	12.86%	13.11%	-0.25%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.05%	18.02%	-0.97%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.14%	18.63%	-0.49%

GEQYX vs. CATH - Expense Ratio Comparison

GEQYX has a 0.12% expense ratio, which is lower than CATH's 0.29% expense ratio.

Dividends

GEQYX vs. CATH - Dividend Comparison

GEQYX's dividend yield for the trailing twelve months is around 1.33%, more than CATH's 0.74% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CATH Global X S&P 500 Catholic Values ETF	0.74%	0.84%	0.95%	1.16%	1.34%	1.03%	1.23%	0.68%	2.01%	1.27%	0.50%	0.00%
GEQYX GuideStone Funds Equity Index Fund	1.33%	1.54%	3.82%	3.95%	1.27%	3.29%	2.35%	2.26%	2.08%	2.18%	1.58%	1.75%

Frequently Asked Questions

Can I hold both GEQYX and CATH in my portfolio?

With a correlation of 0.98, GEQYX 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 is riskier, GEQYX or CATH?

CATH has higher volatility (4.22%) compared to GEQYX (3.85%). In terms of maximum drawdown, GEQYX dropped -58.95% vs CATH's -33.95%.

Which has better risk-adjusted returns?

GEQYX currently has the higher Sharpe Ratio (1.75 vs 1.58), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.