CATH vs IGRO
Comparison between GLOBAL X S&P 500 CATHOLIC VALUES ETF (CATH, ETF) and ISHARES INTERNATIONAL DIVIDEND GROWTH ETF (IGRO, ETF).
5-Year PerformanceCATH has outperformed IGRO, delivering a return of +11.8% compared to +9.3%
CATH vs IGRO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CATH
$1.30B
IGRO
$1.30B
Expense Ratio
CATH
0.29%
Winner
IGRO
0.15%
Max Drawdown
Winner
CATH
33.95%
IGRO
37.05%
Sharpe Ratio
CATH
1.06
Winner
IGRO
1.23
5Y Beta
CATH
0.99
Winner
IGRO
0.52
P/E Ratio
CATH
25.37
IGRO
N/A
Forward P/E
CATH
20.26
IGRO
N/A
PEG Ratio
CATH
0.30
IGRO
N/A
5Y Dividends CAGR
CATH
-2.77%
Winner
IGRO
9.33%
5Y EPS CAGR
CATH
29.90%
IGRO
N/A
Debt to Equity
CATH
70.81%
IGRO
N/A
P/S Ratio
CATH
3.55
IGRO
N/A
P/B Ratio
CATH
5.96
IGRO
N/A
CATH vs IGRO - Holdings Comparison
CATH and IGRO have 1 common holdings. Overlap is -0.03%
CATH's top 25 holdings weight is 50.32%. IGRO's top 25 holdings weight is 48.42%.
| Rank | CATH | IGRO |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.11% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 3.00% |
| #2 | APPLE INC (AAPL) - 7.18% | NOVARTIS AG REGISTERED SHARES (n/a) - 2.92% |
| #3 | MICROSOFT CORP (MSFT) - 5.79% | NESTLE SA (n/a) - 2.85% |
| #4 | AMAZON.COM INC (AMZN) - 4.12% | n/a (n/a) - 2.83% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.34% | ROYAL BANK OF CANADA (n/a) - 2.81% |
| #6 | BROADCOM INC (AVGO) - 3.13% | NOVO NORDISK AS CLASS B (n/a) - 2.63% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.68% | BRITISH AMERICAN TOBACCO PLC (n/a) - 2.62% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.95% | TOYOTA MOTOR CORP (n/a) - 2.32% |
| #9 | JPMORGAN CHASE & CO (JPM) - 1.64% | THE TORONTO-DOMINION BANK (n/a) - 2.21% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.59% | MITSUBISHI UFJ FINANCIAL GROUP INC (n/a) - 2.17% |
| #11 | TESLA INC (TSLA) - 1.40% | SANOFI SA (n/a) - 2.12% |
| #12 | VISA INC CLASS A (V) - 1.05% | AXA SA (n/a) - 2.02% |
| #13 | WALMART INC (WMT) - 1.01% | IBERDROLA SA (n/a) - 1.98% |
| #14 | AMGEN INC (AMGN) - 0.97% | ENEL SPA (n/a) - 1.80% |
| #15 | EXXONMOBIL HOLDINGS CORP (XOM) - 0.96% | NATIONAL AUSTRALIA BANK LTD (n/a) - 1.70% |
| #16 | COSTCO WHOLESALE CORP (COST) - 0.86% | WESTPAC BANKING CORP (n/a) - 1.56% |
| #17 | MASTERCARD INC CLASS A (MA) - 0.79% | UBS GROUP AG REGISTERED SHARES (n/a) - 1.51% |
| #18 | GILEAD SCIENCES INC (GILD) - 0.77% | SAP SE (n/a) - 1.37% |
| #19 | CATERPILLAR INC (CAT) - 0.77% | SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.31% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.76% | CANADIAN IMPERIAL BANK OF COMMERCE (CM) - 1.20% |
| #21 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.30% | SCHNEIDER ELECTRIC SE (n/a) - 1.19% |
| #22 | DEERE & CO (DE) - 0.29% | VINCI SA (n/a) - 1.16% |
| #23 | MCDONALD'S CORP (MCD) - 0.29% | AIA GROUP LTD (n/a) - 1.07% |
| #24 | ANALOG DEVICES INC (ADI) - 0.29% | AIR LIQUIDE SA (n/a) - 1.04% |
| #25 | BLACKROCK INC (BLK) - 0.28% | MANULIFE FINANCIAL CORP (MFC) - 1.03% |
| Total Holdings | 406 | 579 |
CATH vs IGRO - Historical Returns
Returns include dividend reinvestment.
1M
CATH
+2.33%
Winner
IGRO
+3.07%
3M
CATH
+2.83%
Winner
IGRO
+6.00%
6M
Winner
CATH
+10.26%
IGRO
+5.25%
1Y
CATH
+18.69%
Winner
IGRO
+20.97%
5Y(CAGR)
Winner
CATH
+11.79%
IGRO
+9.26%
10Y(CAGR)
Winner
CATH
+14.54%
IGRO
+9.02%
Max(CAGR)
Winner
CATH
+14.49%
IGRO
+9.49%
CATH vs IGRO - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | CATH | IGRO |
|---|---|---|
| 2026 | +11.05% | +12.97% |
| 2025 | +17.51% | +24.75% |
| 2024 | +24.08% | +8.96% |
| 2023 | +26.91% | +14.74% |
| 2022 | -20.50% | -12.77% |
| 2021 | +30.91% | +9.19% |
| 2020 | +18.16% | +6.63% |
| 2019 | +30.21% | +26.09% |
| 2018 | -6.39% | -13.77% |
| 2017 | +21.80% | +24.28% |
| 2016 | +8.01% | +3.36% |
CATH vs IGRO Drawdown Comparison
The maximum drawdown for CATH was -33.95%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The maximum drawdown for IGRO was -36.25%, occurring on Mar 23, 2020. Recovery took 218 trading sessions.
The current CATH drawdown is -1.78%. The current IGRO drawdown is -0.66%.
| Rank | CATH | IGRO |
|---|---|---|
| #1 | -33.95% Feb 19, 2020 - Aug 6, 2020 | -36.25% Jan 2, 2020 - Nov 11, 2020 |
| #2 | -28.13% Oct 28, 2021 - Jan 29, 2024 | -26.02% Jun 15, 2021 - Feb 1, 2024 |
| #3 | -19.63% Sep 20, 2018 - Apr 12, 2019 | -19.99% Jan 24, 2018 - Nov 6, 2019 |
| #4 | -19.34% Feb 19, 2025 - Jun 25, 2025 | -11.12% Sep 26, 2024 - Apr 28, 2025 |
| #5 | -11.03% Jan 23, 2018 - Aug 24, 2018 | -10.00% Feb 26, 2026 - Jul 2, 2026 |
| #6 | -9.98% Sep 2, 2020 - Nov 11, 2020 | -9.96% Sep 6, 2016 - Feb 23, 2017 |
| #7 | -9.42% Jan 12, 2026 - Apr 15, 2026 | -9.33% Jun 8, 2016 - Aug 1, 2016 |
| #8 | -8.55% Jul 16, 2024 - Sep 19, 2024 | -5.57% Jul 31, 2024 - Aug 16, 2024 |
| #9 | -6.96% Apr 30, 2019 - Jun 21, 2019 | -5.10% Mar 8, 2024 - May 9, 2024 |
| #10 | -6.14% Jul 26, 2019 - Oct 17, 2019 | -4.54% Jul 23, 2025 - Aug 22, 2025 |
| #11 | -5.97% Jun 8, 2016 - Jul 8, 2016 | -4.34% Aug 1, 2016 - Sep 6, 2016 |
| #12 | -5.70% Mar 28, 2024 - May 15, 2024 | -3.72% Jun 6, 2024 - Jul 10, 2024 |
| #13 | -5.59% Oct 29, 2025 - Dec 24, 2025 | -3.64% Feb 16, 2021 - Mar 11, 2021 |
| #14 | -4.99% Sep 3, 2021 - Oct 21, 2021 | -3.41% Jan 8, 2021 - Feb 16, 2021 |
| #15 | -4.40% Jun 2, 2026 - Aug 3, 2026 | -3.35% Nov 12, 2025 - Nov 28, 2025 |
Correlation
Correlation between CATH and IGRO is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2016 - 2026)
CATH vs IGRO dividend yield comparison.
| Year | CATH | IGRO |
|---|---|---|
| 2026 | 0.31% | 1.61% |
| 2025 | 0.84% | 2.51% |
| 2024 | 0.95% | 2.44% |
| 2023 | 1.16% | 2.79% |
| 2022 | 1.34% | 2.69% |
| 2021 | 1.03% | 2.27% |
| 2020 | 1.23% | 2.41% |
| 2019 | 0.68% | 2.65% |
| 2018 | 2.01% | 2.97% |
| 2017 | 1.27% | 2.43% |
| 2016 | 0.50% | 1.18% |
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