CATH vs SFGV
Comparison between GLOBAL X S&P 500 CATHOLIC VALUES ETF (CATH, ETF) and SEQUOIA GLOBAL VALUE ETF (SFGV, ETF).
CATH vs SFGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CATH
$1.10B
SFGV
$1.10B
Expense Ratio
Winner
CATH
0.29%
SFGV
0.33%
Max Drawdown
CATH
33.95%
Winner
SFGV
15.68%
Sharpe Ratio
Winner
CATH
1.86
SFGV
1.85
5Y Beta
CATH
0.99
Winner
SFGV
0.68
P/E Ratio
CATH
28.83
SFGV
N/A
Forward P/E
CATH
22.03
SFGV
N/A
PEG Ratio
CATH
0.34
SFGV
N/A
5Y Dividends CAGR
CATH
13.20%
SFGV
N/A
5Y EPS CAGR
CATH
30.78%
SFGV
N/A
Debt to Equity
CATH
38.64%
SFGV
N/A
P/S Ratio
CATH
3.47
SFGV
N/A
P/B Ratio
CATH
5.94
SFGV
N/A
CATH vs SFGV - Holdings Comparison
CATH and SFGV have 126 common holdings. Overlap is 12.45%
CATH's top 25 holdings weight is 50.56%. SFGV's top 25 holdings weight is 54.76%.
| Rank | CATH | SFGV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.79% | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 10.22% |
| #2 | APPLE INC (AAPL) - 6.75% | ISHARES CORE MSCI INTL DEV MKTS ETF (IDEV) - 10.06% |
| #3 | MICROSOFT CORP (MSFT) - 5.41% | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 6.23% |
| #4 | AMAZON.COM INC (AMZN) - 4.18% | AVANTIS REAL ESTATE ETF (AVRE) - 5.24% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.33% | AVANTIS INTERNATIONAL SMALL CAP VAL ETF (AVDV) - 5.09% |
| #6 | BROADCOM INC (AVGO) - 3.22% | AVANTIS EMERGING MARKETS VALUE ETF (AVES) - 4.12% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.66% | APPLE INC (AAPL) - 1.78% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.40% | EXXON MOBIL CORP (XOM) - 1.00% |
| #9 | TESLA INC (TSLA) - 1.74% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.98% |
| #10 | JPMORGAN CHASE & CO (JPM) - 1.57% | JPMORGAN CHASE & CO (JPM) - 0.95% |
| #11 | WALMART INC (WMT) - 1.22% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #12 | EXXON MOBIL CORP (XOM) - 1.03% | CATERPILLAR INC (CAT) - 0.84% |
| #13 | VISA INC CLASS A (V) - 0.97% | CISCO SYSTEMS INC (CSCO) - 0.77% |
| #14 | MICRON TECHNOLOGY INC (MU) - 0.96% | CHEVRON CORP (CVX) - 0.77% |
| #15 | COSTCO WHOLESALE CORP (COST) - 0.96% | ABBVIE INC (ABBV) - 0.73% |
| #16 | AMGEN INC (AMGN) - 0.86% | PROCTER & GAMBLE CO (PG) - 0.73% |
| #17 | CATERPILLAR INC (CAT) - 0.79% | COCA-COLA CO (KO) - 0.71% |
| #18 | MASTERCARD INC CLASS A (MA) - 0.77% | LINDE PLC (LIN) - 0.69% |
| #19 | INTUITIVE SURGICAL INC (ISRG) - 0.77% | THE HOME DEPOT INC (HD) - 0.67% |
| #20 | GILEAD SCIENCES INC (GILD) - 0.75% | CONOCOPHILLIPS (COP) - 0.66% |
| #21 | SALESFORCE INC (CRM) - 0.29% | CORTEVA INC (CTVA) - 0.33% |
| #22 | TJX COMPANIES INC (TJX) - 0.29% | CITIGROUP INC (C) - 0.32% |
| #23 | ARISTA NETWORKS INC (ANET) - 0.29% | MORGAN STANLEY (MS) - 0.32% |
| #24 | CENCORA INC (COR) - 0.28% | EBAY INC (EBAY) - 0.32% |
| #25 | CHARLES SCHWAB CORP (SCHW) - 0.28% | ELECTRONIC ARTS INC (EA) - 0.32% |
| Total Holdings | 408 | 478 |
CATH vs SFGV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CATH
+8.95%
SFGV
+1.67%
3M
Winner
CATH
+5.85%
SFGV
-0.44%
6M
CATH
+9.22%
Winner
SFGV
+13.11%
1Y
Winner
CATH
+29.58%
SFGV
+27.74%
5Y(CAGR)
CATH
+12.06%
SFGV
N/A
10Y(CAGR)
CATH
+14.88%
SFGV
N/A
Max(CAGR)
CATH
+14.56%
Winner
SFGV
+17.20%
CATH vs SFGV - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | CATH | SFGV |
|---|---|---|
| 2026 | +7.50% | +8.65% |
| 2025 | +17.51% | +19.10% |
| 2024 | +24.08% | +10.72% |
| 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 SFGV Drawdown Comparison
The maximum drawdown for CATH was -33.95%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The current SFGV drawdown is -1.42%.
| Rank | CATH | SFGV |
|---|---|---|
| #1 | -33.95% Feb 19, 2020 - Aug 6, 2020 | -14.50% Oct 14, 2024 - Jun 6, 2025 |
| #2 | -28.13% Oct 28, 2021 - Jan 29, 2024 | -8.36% Feb 27, 2026 - Mar 20, 2026 |
| #3 | -19.63% Sep 20, 2018 - Apr 12, 2019 | -5.88% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -19.34% Feb 19, 2025 - Jun 25, 2025 | -4.87% Mar 28, 2024 - May 15, 2024 |
| #5 | -11.03% Jan 23, 2018 - Aug 24, 2018 | -4.00% Jul 23, 2025 - Aug 13, 2025 |
| #6 | -9.98% Sep 2, 2020 - Nov 11, 2020 | -3.79% Oct 3, 2025 - Oct 27, 2025 |
| #7 | -9.42% Jan 12, 2026 - Apr 15, 2026 | -3.63% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -8.55% Jul 16, 2024 - Sep 19, 2024 | -3.46% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -6.96% Apr 30, 2019 - Jun 21, 2019 | -3.00% May 17, 2024 - Jul 11, 2024 |
| #10 | -6.14% Jul 26, 2019 - Oct 17, 2019 | -1.91% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -5.97% Jun 8, 2016 - Jul 8, 2016 | -1.76% Feb 12, 2024 - Feb 15, 2024 |
| #12 | -5.70% Mar 28, 2024 - May 15, 2024 | -1.51% Jun 12, 2025 - Jun 26, 2025 |
| #13 | -5.59% Oct 29, 2025 - Dec 24, 2025 | -1.39% Jan 15, 2026 - Jan 21, 2026 |
| #14 | -4.99% Sep 3, 2021 - Oct 21, 2021 | -1.28% Jan 29, 2024 - Feb 9, 2024 |
| #15 | -4.36% Dec 11, 2024 - Jan 22, 2025 | -1.24% Aug 22, 2025 - Sep 8, 2025 |
Correlation
Correlation between CATH and SFGV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2016 - 2026)
CATH vs SFGV dividend yield comparison.
| Year | CATH | SFGV |
|---|---|---|
| 2026 | 0.00% | 0.26% |
| 2025 | 0.84% | 2.52% |
| 2024 | 0.95% | 2.23% |
| 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% |
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