CATH vs AVIV
Comparison between GLOBAL X S&P 500 CATHOLIC VALUES ETF (CATH, ETF) and AVANTIS INTERNATIONAL LARGE CAP VALUE ETF (AVIV, ETF).
5-Year PerformanceAVIV has outperformed CATH, delivering a return of +13.9% compared to +12.1%
CATH vs AVIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CATH
$1.10B
Winner
AVIV
$1.20B
Expense Ratio
CATH
0.29%
Winner
AVIV
0.25%
Max Drawdown
CATH
33.95%
Winner
AVIV
29.14%
Sharpe Ratio
CATH
1.86
Winner
AVIV
2.15
5Y Beta
CATH
0.99
Winner
AVIV
0.67
P/E Ratio
CATH
28.83
AVIV
N/A
Forward P/E
CATH
22.03
AVIV
N/A
PEG Ratio
CATH
0.34
AVIV
N/A
5Y Dividends CAGR
CATH
13.20%
AVIV
N/A
5Y EPS CAGR
CATH
30.78%
AVIV
N/A
Debt to Equity
CATH
38.64%
AVIV
N/A
P/S Ratio
CATH
3.47
AVIV
N/A
P/B Ratio
CATH
5.94
AVIV
N/A
CATH vs AVIV - Holdings Comparison
CATH and AVIV have 1 common holdings. Overlap is 0.00%
CATH's top 25 holdings weight is 50.56%. AVIV's top 25 holdings weight is 28.21%.
| Rank | CATH | AVIV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.79% | n/a (SHEL) - 2.27% |
| #2 | APPLE INC (AAPL) - 6.75% | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 1.96% |
| #3 | MICROSOFT CORP (MSFT) - 5.41% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.72% |
| #4 | AMAZON.COM INC (AMZN) - 4.18% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 1.37% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.33% | HSBC HOLDINGS PLC ADR (HSBC) - 1.36% |
| #6 | BROADCOM INC (AVGO) - 3.22% | BHP GROUP LTD ADR (BHP) - 1.35% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.66% | TOTALENERGIES SE (TTE:XPAR) - 1.30% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.40% | REPSOL SA (n/a) - 1.28% |
| #9 | TESLA INC (TSLA) - 1.74% | BP PLC ADR (BP) - 1.26% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.57% | GSK PLC ADR (GSK) - 1.19% |
| #11 | WALMART INC (WMT) - 1.22% | ROYAL BANK OF CANADA (RY) - 1.04% |
| #12 | EXXON MOBIL CORP (XOM) - 1.03% | TOYOTA MOTOR CORP ADR (TM) - 0.98% |
| #13 | VISA INC CLASS A (V) - 0.97% | ASML HOLDING NV ADR (ASML) - 0.97% |
| #14 | MICRON TECHNOLOGY INC (MU) - 0.96% | SUNCOR ENERGY INC (SU) - 0.97% |
| #15 | COSTCO WHOLESALE CORP (COST) - 0.96% | UNICREDIT SPA (n/a) - 0.94% |
| #16 | AMGEN INC (AMGN) - 0.86% | ENI SPA ADR (E) - 0.92% |
| #17 | CATERPILLAR INC (CAT) - 0.79% | VINCI SA (n/a) - 0.90% |
| #18 | MASTERCARD INC CLASS A (MA) - 0.77% | ZURICH INSURANCE GROUP AG (n/a) - 0.90% |
| #19 | INTUITIVE SURGICAL INC (ISRG) - 0.77% | CANADIAN NATURAL RESOURCES LTD (CNQ) - 0.87% |
| #20 | GILEAD SCIENCES INC (GILD) - 0.75% | ALLIANZ SE (n/a) - 0.83% |
| #21 | SALESFORCE INC (CRM) - 0.29% | RWE AG CLASS A (n/a) - 0.79% |
| #22 | TJX COMPANIES INC (TJX) - 0.29% | SAFRAN SA (n/a) - 0.78% |
| #23 | ARISTA NETWORKS INC (ANET) - 0.29% | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 0.77% |
| #24 | CENCORA INC (COR) - 0.28% | INTESA SANPAOLO (n/a) - 0.75% |
| #25 | CHARLES SCHWAB CORP (SCHW) - 0.28% | UBS GROUP AG REGISTERED SHARES (n/a) - 0.74% |
| Total Holdings | 408 | 634 |
CATH vs AVIV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CATH
+8.95%
AVIV
+0.83%
3M
Winner
CATH
+5.85%
AVIV
+0.40%
6M
CATH
+9.22%
Winner
AVIV
+17.86%
1Y
CATH
+29.58%
Winner
AVIV
+38.61%
5Y(CAGR)
CATH
+12.06%
Winner
AVIV
+13.89%
10Y(CAGR)
CATH
+14.88%
AVIV
N/A
Max(CAGR)
Winner
CATH
+14.56%
AVIV
+13.89%
CATH vs AVIV - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | CATH | AVIV |
|---|---|---|
| 2026 | +7.50% | +9.84% |
| 2025 | +17.51% | +42.08% |
| 2024 | +24.08% | +5.24% |
| 2023 | +26.91% | +18.14% |
| 2022 | -20.50% | -9.00% |
| 2021 | +30.91% | +1.92% |
| 2020 | +18.16% | N/A |
| 2019 | +30.21% | N/A |
| 2018 | -6.39% | N/A |
| 2017 | +21.80% | N/A |
| 2016 | +8.01% | N/A |
CATH vs AVIV Drawdown Comparison
The maximum drawdown for CATH was -33.95%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The maximum drawdown for AVIV was -27.72%, occurring on Sep 27, 2022. Recovery took 384 trading sessions.
The current AVIV drawdown is -1.76%.
| Rank | CATH | AVIV |
|---|---|---|
| #1 | -33.95% Feb 19, 2020 - Aug 6, 2020 | -27.72% Jan 14, 2022 - Jul 28, 2023 |
| #2 | -28.13% Oct 28, 2021 - Jan 29, 2024 | -14.13% Mar 19, 2025 - Apr 28, 2025 |
| #3 | -19.63% Sep 20, 2018 - Apr 12, 2019 | -10.78% Feb 27, 2026 - Mar 20, 2026 |
| #4 | -19.34% Feb 19, 2025 - Jun 25, 2025 | -9.85% Jul 31, 2023 - Dec 13, 2023 |
| #5 | -11.03% Jan 23, 2018 - Aug 24, 2018 | -8.07% Sep 26, 2024 - Feb 13, 2025 |
| #6 | -9.98% Sep 2, 2020 - Nov 11, 2020 | -7.53% Jul 17, 2024 - Aug 21, 2024 |
| #7 | -9.42% Jan 12, 2026 - Apr 15, 2026 | -7.09% Nov 8, 2021 - Jan 7, 2022 |
| #8 | -8.55% Jul 16, 2024 - Sep 19, 2024 | -4.75% Nov 12, 2025 - Dec 3, 2025 |
| #9 | -6.96% Apr 30, 2019 - Jun 21, 2019 | -4.46% May 20, 2024 - Jul 12, 2024 |
| #10 | -6.14% Jul 26, 2019 - Oct 17, 2019 | -4.35% Dec 27, 2023 - Feb 23, 2024 |
| #11 | -5.97% Jun 8, 2016 - Jul 8, 2016 | -4.21% Apr 9, 2024 - May 14, 2024 |
| #12 | -5.70% Mar 28, 2024 - May 15, 2024 | -3.92% Aug 30, 2024 - Sep 19, 2024 |
| #13 | -5.59% Oct 29, 2025 - Dec 24, 2025 | -3.48% Jul 23, 2025 - Aug 12, 2025 |
| #14 | -4.99% Sep 3, 2021 - Oct 21, 2021 | -2.97% Oct 6, 2025 - Oct 27, 2025 |
| #15 | -4.36% Dec 11, 2024 - Jan 22, 2025 | -2.34% Mar 7, 2025 - Mar 17, 2025 |
Correlation
Correlation between CATH and AVIV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2016 - 2026)
CATH vs AVIV dividend yield comparison.
| Year | CATH | AVIV |
|---|---|---|
| 2026 | 0.00% | 0.13% |
| 2025 | 0.84% | 3.01% |
| 2024 | 0.95% | 3.46% |
| 2023 | 1.16% | 3.64% |
| 2022 | 1.34% | 2.84% |
| 2021 | 1.03% | 0.57% |
| 2020 | 1.23% | 0.00% |
| 2019 | 0.68% | 0.00% |
| 2018 | 2.01% | 0.00% |
| 2017 | 1.27% | 0.00% |
| 2016 | 0.50% | 0.00% |
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