KCIIX vs. CATH
Compare and contrast key facts about Knights of Columbus International Equity Fund (KCIIX) and Global X S&P 500 Catholic Values Custom ETF (CATH).
KCIIX is managed by Catholic Investor. It was launched on Feb 27, 2015. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KCIIX or CATH.
Correlation
The correlation between KCIIX and CATH is 0.70, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
KCIIX vs. CATH - Performance Comparison
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Key characteristics
KCIIX:
0.78
CATH:
0.76
KCIIX:
1.25
CATH:
1.28
KCIIX:
1.17
CATH:
1.19
KCIIX:
0.76
CATH:
0.85
KCIIX:
3.55
CATH:
3.24
KCIIX:
3.69%
CATH:
5.05%
KCIIX:
15.53%
CATH:
20.03%
KCIIX:
-38.18%
CATH:
-33.95%
KCIIX:
-0.85%
CATH:
-1.87%
Returns By Period
In the year-to-date period, KCIIX achieves a 14.06% return, which is significantly higher than CATH's 2.78% return.
KCIIX
14.06%
8.35%
12.23%
12.03%
10.17%
5.00%
CATH
2.78%
14.36%
2.78%
14.92%
16.32%
N/A
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KCIIX vs. CATH - Expense Ratio Comparison
KCIIX has a 1.21% expense ratio, which is higher than CATH's 0.29% expense ratio.
Risk-Adjusted Performance
KCIIX vs. CATH — Risk-Adjusted Performance Rank
KCIIX
CATH
KCIIX vs. CATH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus International Equity Fund (KCIIX) 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.
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Dividends
KCIIX vs. CATH - Dividend Comparison
KCIIX's dividend yield for the trailing twelve months is around 2.25%, more than CATH's 0.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
KCIIX Knights of Columbus International Equity Fund | 2.25% | 2.54% | 1.98% | 2.23% | 1.43% | 0.99% | 1.93% | 2.24% | 1.41% | 1.65% | 1.39% |
CATH Global X S&P 500 Catholic Values Custom ETF | 0.92% | 0.95% | 1.16% | 1.34% | 1.03% | 1.23% | 1.45% | 2.01% | 1.27% | 0.50% | 0.00% |
Drawdowns
KCIIX vs. CATH - Drawdown Comparison
The maximum KCIIX drawdown since its inception was -38.18%, which is greater than CATH's maximum drawdown of -33.95%. Use the drawdown chart below to compare losses from any high point for KCIIX and CATH. For additional features, visit the drawdowns tool.
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Volatility
KCIIX vs. CATH - Volatility Comparison
The current volatility for Knights of Columbus International Equity Fund (KCIIX) is 2.74%, while Global X S&P 500 Catholic Values Custom ETF (CATH) has a volatility of 5.47%. This indicates that KCIIX 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.
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