KCVIX vs. CATH
Compare and contrast key facts about Knights of Columbus Large Cap Value Fund (KCVIX) and Global X S&P 500 Catholic Values Custom ETF (CATH).
KCVIX 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: KCVIX or CATH.
Correlation
The correlation between KCVIX and CATH is 0.85, 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
KCVIX vs. CATH - Performance Comparison
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Key characteristics
KCVIX:
0.07
CATH:
0.76
KCVIX:
0.22
CATH:
1.28
KCVIX:
1.03
CATH:
1.19
KCVIX:
0.07
CATH:
0.85
KCVIX:
0.17
CATH:
3.24
KCVIX:
8.46%
CATH:
5.05%
KCVIX:
17.04%
CATH:
20.03%
KCVIX:
-39.82%
CATH:
-33.95%
KCVIX:
-9.96%
CATH:
-1.87%
Returns By Period
In the year-to-date period, KCVIX achieves a 4.00% return, which is significantly higher than CATH's 2.78% return.
KCVIX
4.00%
8.07%
-7.12%
0.79%
8.74%
12.34%
7.21%
CATH
2.78%
14.36%
2.78%
14.92%
16.65%
16.53%
N/A
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KCVIX vs. CATH - Expense Ratio Comparison
KCVIX has a 0.90% expense ratio, which is higher than CATH's 0.29% expense ratio.
Risk-Adjusted Performance
KCVIX vs. CATH — Risk-Adjusted Performance Rank
KCVIX
CATH
KCVIX vs. CATH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Knights of Columbus Large Cap Value Fund (KCVIX) 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
KCVIX vs. CATH - Dividend Comparison
KCVIX's dividend yield for the trailing twelve months is around 1.52%, more than CATH's 0.92% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
KCVIX Knights of Columbus Large Cap Value Fund | 1.52% | 1.46% | 1.21% | 1.33% | 0.75% | 1.25% | 1.51% | 1.68% | 1.25% | 1.53% | 1.27% |
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
KCVIX vs. CATH - Drawdown Comparison
The maximum KCVIX drawdown since its inception was -39.82%, which is greater than CATH's maximum drawdown of -33.95%. Use the drawdown chart below to compare losses from any high point for KCVIX and CATH. For additional features, visit the drawdowns tool.
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Volatility
KCVIX vs. CATH - Volatility Comparison
The current volatility for Knights of Columbus Large Cap Value Fund (KCVIX) is 4.11%, while Global X S&P 500 Catholic Values Custom ETF (CATH) has a volatility of 5.47%. This indicates that KCVIX 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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