CATH vs AVLC
Comparison between GLOBAL X S&P 500 CATHOLIC VALUES ETF (CATH, ETF) and AVANTIS U.S. LARGE CAP EQUITY ETF (AVLC, ETF).
CATH vs AVLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CATH
$1.30B
AVLC
$1.30B
Expense Ratio
CATH
0.29%
Winner
AVLC
0.15%
Max Drawdown
CATH
33.95%
Winner
AVLC
19.85%
Sharpe Ratio
CATH
1.34
Winner
AVLC
1.82
5Y Beta
Winner
CATH
0.99
AVLC
1.00
P/E Ratio
CATH
27.93
Winner
AVLC
27.87
Forward P/E
CATH
21.37
Winner
AVLC
19.17
PEG Ratio
CATH
0.34
AVLC
N/A
5Y Dividends CAGR
CATH
13.20%
AVLC
N/A
5Y EPS CAGR
Winner
CATH
30.50%
AVLC
25.45%
Debt to Equity
CATH
42.34%
AVLC
N/A
P/S Ratio
CATH
3.61
Winner
AVLC
2.70
P/B Ratio
CATH
5.99
Winner
AVLC
4.84
CATH vs AVLC - Holdings Comparison
CATH and AVLC have 351 common holdings. Overlap is 53.57%
CATH's top 25 holdings weight is 51.36%. AVLC's top 25 holdings weight is 40.08%.
| Rank | CATH | AVLC |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.70% | NVIDIA CORP (NVDA) - 5.52% |
| #2 | APPLE INC (AAPL) - 7.44% | APPLE INC (AAPL) - 5.38% |
| #3 | MICROSOFT CORP (MSFT) - 5.27% | MICROSOFT CORP (MSFT) - 4.04% |
| #4 | AMAZON.COM INC (AMZN) - 3.91% | AMAZON.COM INC (AMZN) - 3.71% |
| #5 | BROADCOM INC (AVGO) - 3.68% | MICRON TECHNOLOGY INC (MU) - 2.60% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.26% | BROADCOM INC (AVGO) - 2.36% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.60% | ALPHABET INC CLASS A (GOOGL) - 2.05% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.03% | META PLATFORMS INC CLASS A (META) - 2.02% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.93% | ALPHABET INC CLASS C (GOOG) - 1.57% |
| #10 | TESLA INC (TSLA) - 1.86% | JPMORGAN CHASE & CO (JPM) - 1.13% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.44% | EXXON MOBIL CORP (XOM) - 1.05% |
| #12 | WALMART INC (WMT) - 1.02% | LAM RESEARCH CORP (LRCX) - 0.97% |
| #13 | EXXON MOBIL CORP (XOM) - 0.97% | CATERPILLAR INC (CAT) - 0.90% |
| #14 | VISA INC CLASS A (V) - 0.95% | ADVANCED MICRO DEVICES INC (AMD) - 0.89% |
| #15 | COSTCO WHOLESALE CORP (COST) - 0.88% | ELI LILLY AND CO (LLY) - 0.82% |
| #16 | CATERPILLAR INC (CAT) - 0.84% | TESLA INC (TSLA) - 0.77% |
| #17 | CISCO SYSTEMS INC (CSCO) - 0.82% | APPLIED MATERIALS INC (AMAT) - 0.75% |
| #18 | INTEL CORP (INTC) - 0.82% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.70% |
| #19 | AMGEN INC (AMGN) - 0.78% | COSTCO WHOLESALE CORP (COST) - 0.70% |
| #20 | GILEAD SCIENCES INC (GILD) - 0.70% | VISA INC CLASS A (V) - 0.65% |
| #21 | SALESFORCE INC (CRM) - 0.30% | CIENA CORP (CIEN) - 0.32% |
| #22 | ARISTA NETWORKS INC (ANET) - 0.29% | CENTENE CORP (CNC) - 0.32% |
| #23 | UBER TECHNOLOGIES INC (UBER) - 0.29% | ROSS STORES INC (ROST) - 0.29% |
| #24 | DEERE & CO (DE) - 0.29% | GE AEROSPACE (GE) - 0.29% |
| #25 | AMPHENOL CORP CLASS A (APH) - 0.29% | MARATHON PETROLEUM CORP (MPC) - 0.28% |
| Total Holdings | 407 | 822 |
CATH vs AVLC - Historical Returns
Returns include dividend reinvestment.
1M
CATH
+1.43%
Winner
AVLC
+3.64%
3M
CATH
+12.00%
Winner
AVLC
+14.85%
6M
CATH
+9.66%
Winner
AVLC
+15.66%
1Y
CATH
+23.53%
Winner
AVLC
+31.88%
5Y(CAGR)
CATH
+12.37%
AVLC
N/A
10Y(CAGR)
CATH
+14.93%
AVLC
N/A
Max(CAGR)
CATH
+14.57%
Winner
AVLC
+25.84%
CATH vs AVLC - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | CATH | AVLC |
|---|---|---|
| 2026 | +9.16% | +14.54% |
| 2025 | +17.51% | +17.70% |
| 2024 | +24.08% | +23.60% |
| 2023 | +26.91% | +12.04% |
| 2022 | -20.50% | N/A |
| 2021 | +30.91% | N/A |
| 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 AVLC Drawdown Comparison
The maximum drawdown for CATH was -33.95%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The maximum drawdown for AVLC was -19.64%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current CATH drawdown is -0.82%.
| Rank | CATH | AVLC |
|---|---|---|
| #1 | -33.95% Feb 19, 2020 - Aug 6, 2020 | -19.64% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -28.13% Oct 28, 2021 - Jan 29, 2024 | -8.83% Jul 16, 2024 - Sep 19, 2024 |
| #3 | -19.63% Sep 20, 2018 - Apr 12, 2019 | -8.00% Feb 25, 2026 - Apr 14, 2026 |
| #4 | -19.34% Feb 19, 2025 - Jun 25, 2025 | -6.11% Oct 17, 2023 - Nov 10, 2023 |
| #5 | -11.03% Jan 23, 2018 - Aug 24, 2018 | -5.70% Mar 28, 2024 - May 15, 2024 |
| #6 | -9.98% Sep 2, 2020 - Nov 11, 2020 | -5.18% Oct 29, 2025 - Dec 3, 2025 |
| #7 | -9.42% Jan 12, 2026 - Apr 15, 2026 | -4.82% Dec 4, 2024 - Jan 23, 2025 |
| #8 | -8.55% Jul 16, 2024 - Sep 19, 2024 | -4.15% Jun 2, 2026 - Jun 15, 2026 |
| #9 | -6.96% Apr 30, 2019 - Jun 21, 2019 | -3.22% Oct 8, 2025 - Oct 24, 2025 |
| #10 | -6.14% Jul 26, 2019 - Oct 17, 2019 | -2.80% Dec 11, 2025 - Dec 24, 2025 |
| #11 | -5.97% Jun 8, 2016 - Jul 8, 2016 | -2.56% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -5.70% Mar 28, 2024 - May 15, 2024 | -2.44% Jul 25, 2025 - Aug 12, 2025 |
| #13 | -5.59% Oct 29, 2025 - Dec 24, 2025 | -2.18% Dec 28, 2023 - Jan 19, 2024 |
| #14 | -4.99% Sep 3, 2021 - Oct 21, 2021 | -2.14% Nov 11, 2024 - Nov 22, 2024 |
| #15 | -4.40% Jun 2, 2026 - Jun 10, 2026 | -2.09% Jan 12, 2026 - Jan 26, 2026 |
Correlation
Correlation between CATH and AVLC is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2016 - 2026)
CATH vs AVLC dividend yield comparison.
| Year | CATH | AVLC |
|---|---|---|
| 2026 | 0.00% | 0.42% |
| 2025 | 0.84% | 0.92% |
| 2024 | 0.95% | 1.09% |
| 2023 | 1.16% | 0.38% |
| 2022 | 1.34% | 0.00% |
| 2021 | 1.03% | 0.00% |
| 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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