CATH vs EVLN

Comparison between GLOBAL X S&P 500 CATHOLIC VALUES ETF (CATH, ETF) and Eaton Vance Floating-Rate ETF (EVLN, ETF).

CATH vs EVLN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CATH(ETF)	EVLN(ETF)
Net Assets	$1.30B	$1.30B
Expense Ratio	0.29%	0.60%
Max Drawdown	33.95%	5.27%
Sharpe Ratio	1.31	0.44
5Y Beta	0.99	0.10
P/E Ratio	28.23	N/A
Forward P/E	21.36	N/A
PEG Ratio	0.35	N/A
5Y Dividends CAGR	13.20%	N/A
5Y EPS CAGR	29.00%	N/A
Debt to Equity	42.98%	N/A
P/S Ratio	3.40	N/A
P/B Ratio	5.83	N/A

Net Assets

CATH

$1.30B

EVLN

$1.30B

Expense Ratio

Winner

CATH

0.29%

EVLN

0.60%

Max Drawdown

CATH

33.95%

Winner

EVLN

5.27%

Sharpe Ratio

Winner

CATH

1.31

EVLN

0.44

5Y Beta

CATH

0.99

Winner

EVLN

0.10

P/E Ratio

CATH

28.23

EVLN

N/A

Forward P/E

CATH

21.36

EVLN

N/A

PEG Ratio

CATH

0.35

EVLN

N/A

5Y Dividends CAGR

CATH

13.20%

EVLN

N/A

5Y EPS CAGR

CATH

29.00%

EVLN

N/A

Debt to Equity

CATH

42.98%

EVLN

N/A

P/S Ratio

CATH

3.40

EVLN

N/A

P/B Ratio

CATH

5.83

EVLN

N/A

CATH vs EVLN - Historical Returns

Returns include dividend reinvestment.

Period	CATH	EVLN
1 month	-1.69%	+0.32%
3 months	+10.99%	+2.59%
6 months	+5.54%	+1.50%
1 year	+20.60%	+4.64%
5 years(CAGR)	+11.86%	N/A
10 years(CAGR)	+14.59%	N/A
Max(CAGR)	+14.26%	+6.06%

CATH

-1.69%

Winner

EVLN

+0.32%

Winner

CATH

+10.99%

EVLN

+2.59%

Winner

CATH

+5.54%

EVLN

+1.50%

Winner

CATH

+20.60%

EVLN

+4.64%

5Y(CAGR)

CATH

+11.86%

EVLN

N/A

10Y(CAGR)

CATH

+14.59%

EVLN

N/A

Max(CAGR)

Winner

CATH

+14.26%

EVLN

+6.06%

CATH vs EVLN - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	CATH	EVLN
2026	+6.46%	+1.56%
2025	+17.51%	+5.58%
2024	+24.08%	+7.28%
2023	+26.91%	N/A
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 EVLN Drawdown Comparison

The maximum drawdown for CATH was -33.95%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.

The maximum drawdown for EVLN was -2.78%, occurring on Apr 7, 2025. Recovery took 54 trading sessions.

The current CATH drawdown is -3.28%. The current EVLN drawdown is -0.10%.

Rank	CATH	EVLN
#1	-33.95% Feb 19, 2020 - Aug 6, 2020	-2.78% Feb 19, 2025 - May 7, 2025
#2	-28.13% Oct 28, 2021 - Jan 29, 2024	-1.77% Jan 22, 2026 - Apr 22, 2026
#3	-19.63% Sep 20, 2018 - Apr 12, 2019	-0.61% Jul 19, 2024 - Aug 14, 2024
#4	-19.34% Feb 19, 2025 - Jun 25, 2025	-0.50% Sep 24, 2025 - Oct 24, 2025
#5	-11.03% Jan 23, 2018 - Aug 24, 2018	-0.35% Jul 18, 2025 - Aug 25, 2025
#6	-9.98% Sep 2, 2020 - Nov 11, 2020	-0.34% Sep 24, 2024 - Sep 30, 2024
#7	-9.42% Jan 12, 2026 - Apr 15, 2026	-0.34% Dec 13, 2024 - Dec 30, 2024
#8	-8.55% Jul 16, 2024 - Sep 19, 2024	-0.25% Jun 4, 2026 - Jun 16, 2026
#9	-6.96% Apr 30, 2019 - Jun 21, 2019	-0.24% Sep 19, 2024 - Sep 24, 2024
#10	-6.14% Jul 26, 2019 - Oct 17, 2019	-0.22% May 19, 2025 - May 28, 2025
#11	-5.97% Jun 8, 2016 - Jul 8, 2016	-0.22% Apr 24, 2026 - May 1, 2026
#12	-5.70% Mar 28, 2024 - May 15, 2024	-0.17% Aug 29, 2024 - Sep 9, 2024
#13	-5.59% Oct 29, 2025 - Dec 24, 2025	-0.16% May 11, 2026 - May 26, 2026
#14	-4.99% Sep 3, 2021 - Oct 21, 2021	-0.16% May 29, 2025 - Jun 3, 2025
#15	-4.40% Jun 2, 2026 - Jun 10, 2026	-0.16% Sep 9, 2024 - Sep 12, 2024

Correlation

Correlation between CATH and EVLN is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2016 - 2026)

CATH vs EVLN dividend yield comparison.

Year	CATH	EVLN
2026	0.00%	2.74%
2025	0.84%	7.28%
2024	0.95%	6.41%
2023	1.16%	0.00%
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%