CATH vs SOXS

Comparison between GLOBAL X S&P 500 CATHOLIC VALUES ETF (CATH, ETF) and Direxion Daily Semiconductor Bear 3X ETF (SOXS, ETF).

5-Year PerformanceCATH has outperformed SOXS, delivering a return of +11.8% compared to -79.4%

CATH vs SOXS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CATH(ETF)	SOXS(ETF)
Net Assets	$1.30B	$1.40B
Expense Ratio	0.29%	N/A
Max Drawdown	33.95%	100.00%
Sharpe Ratio	1.06	-1.86
5Y Beta	0.99	0.00
P/E Ratio	25.37	N/A
Forward P/E	20.26	N/A
PEG Ratio	0.30	N/A
5Y Dividends CAGR	-2.77%	N/A
5Y EPS CAGR	29.90%	N/A
Debt to Equity	70.81%	N/A
P/S Ratio	3.55	N/A
P/B Ratio	5.96	N/A

Net Assets

CATH

$1.30B

Winner

SOXS

$1.40B

Expense Ratio

CATH

0.29%

SOXS

N/A

Max Drawdown

Winner

CATH

33.95%

SOXS

100.00%

Sharpe Ratio

Winner

CATH

1.06

SOXS

-1.86

5Y Beta

CATH

0.99

Winner

SOXS

0.00

P/E Ratio

CATH

25.37

SOXS

N/A

Forward P/E

CATH

20.26

SOXS

N/A

PEG Ratio

CATH

0.30

SOXS

N/A

5Y Dividends CAGR

CATH

-2.77%

SOXS

N/A

5Y EPS CAGR

CATH

29.90%

SOXS

N/A

Debt to Equity

CATH

70.81%

SOXS

N/A

P/S Ratio

CATH

3.55

SOXS

N/A

P/B Ratio

CATH

5.96

SOXS

N/A

CATH vs SOXS - Holdings Comparison

CATH and SOXS have 0 common holdings. Overlap is 0.00%

CATH's top 25 holdings weight is 50.32%. SOXS's top 25 holdings weight is 112.23%.

Rank	CATH	SOXS
#1	NVIDIA CORP (NVDA) - 8.11%	BNY DREYFUS GOVT CASH MGMT INSTL (DGCXX) - 58.55%
#2	APPLE INC (AAPL) - 7.18%	BNY DREYFUS TREASURY SECS CSH MGMT INST (DIRXX) - 37.92%
#3	MICROSOFT CORP (MSFT) - 5.79%	GOLDMAN SACHS FS TREASURY INTMS D (FRDXX) - 15.76%
#4	AMAZON.COM INC (AMZN) - 4.12%	N/A
#5	ALPHABET INC CLASS A (GOOGL) - 3.34%	N/A
#6	BROADCOM INC (AVGO) - 3.13%	N/A
#7	ALPHABET INC CLASS C (GOOG) - 2.68%	N/A
#8	META PLATFORMS INC CLASS A (META) - 1.95%	N/A
#9	JPMORGAN CHASE & CO (JPM) - 1.64%	N/A
#10	MICRON TECHNOLOGY INC (MU) - 1.59%	N/A
#11	TESLA INC (TSLA) - 1.40%	N/A
#12	VISA INC CLASS A (V) - 1.05%	N/A
#13	WALMART INC (WMT) - 1.01%	N/A
#14	AMGEN INC (AMGN) - 0.97%	N/A
#15	EXXONMOBIL HOLDINGS CORP (XOM) - 0.96%	N/A
#16	COSTCO WHOLESALE CORP (COST) - 0.86%	N/A
#17	MASTERCARD INC CLASS A (MA) - 0.79%	N/A
#18	GILEAD SCIENCES INC (GILD) - 0.77%	N/A
#19	CATERPILLAR INC (CAT) - 0.77%	N/A
#20	CISCO SYSTEMS INC (CSCO) - 0.76%	N/A
#21	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.30%	N/A
#22	DEERE & CO (DE) - 0.29%	N/A
#23	MCDONALD'S CORP (MCD) - 0.29%	N/A
#24	ANALOG DEVICES INC (ADI) - 0.29%	N/A
#25	BLACKROCK INC (BLK) - 0.28%	N/A
Total Holdings	406	3

CATH vs SOXS - Historical Returns

Returns include dividend reinvestment.

Period	CATH	SOXS
1 month	+2.33%	+4.21%
3 months	+2.83%	-42.74%
6 months	+10.26%	-85.93%
1 year	+18.69%	-96.71%
5 years(CAGR)	+11.79%	-79.37%
10 years(CAGR)	+14.54%	-78.01%
Max(CAGR)	+14.49%	-70.89%

CATH

+2.33%

Winner

SOXS

+4.21%

Winner

CATH

+2.83%

SOXS

-42.74%

Winner

CATH

+10.26%

SOXS

-85.93%

Winner

CATH

+18.69%

SOXS

-96.71%

5Y(CAGR)

Winner

CATH

+11.79%

SOXS

-79.37%

10Y(CAGR)

Winner

CATH

+14.54%

SOXS

-78.01%

Max(CAGR)

Winner

CATH

+14.49%

SOXS

-70.89%

CATH vs SOXS - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	CATH	SOXS
2026	+11.05%	-91.30%
2025	+17.51%	-85.29%
2024	+24.08%	-63.31%
2023	+26.91%	-85.08%
2022	-20.50%	+22.94%
2021	+30.91%	-81.18%
2020	+18.16%	-92.42%
2019	+30.21%	-83.37%
2018	-6.39%	-12.21%
2017	+21.80%	-69.30%
2016	+8.01%	-74.03%
2015	N/A	-25.17%
2014	N/A	-65.79%
2013	N/A	-67.79%
2012	N/A	-39.67%
2011	N/A	-24.71%
2010	N/A	-59.45%

CATH vs SOXS Drawdown Comparison

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

The maximum drawdown for SOXS was -100.00%, occurring on Jun 30, 2026. This drawdown has not yet recovered.

The current CATH drawdown is -1.78%. The current SOXS drawdown is -100.00%.

Rank	CATH	SOXS
#1	-33.95% Feb 19, 2020 - Aug 6, 2020	-100.00% Aug 31, 2010 - Jun 30, 2026
#2	-28.13% Oct 28, 2021 - Jan 29, 2024	-37.46% Mar 15, 2010 - Aug 31, 2010
#3	-19.63% Sep 20, 2018 - Apr 12, 2019	N/A
#4	-19.34% Feb 19, 2025 - Jun 25, 2025	N/A
#5	-11.03% Jan 23, 2018 - Aug 24, 2018	N/A
#6	-9.98% Sep 2, 2020 - Nov 11, 2020	N/A
#7	-9.42% Jan 12, 2026 - Apr 15, 2026	N/A
#8	-8.55% Jul 16, 2024 - Sep 19, 2024	N/A
#9	-6.96% Apr 30, 2019 - Jun 21, 2019	N/A
#10	-6.14% Jul 26, 2019 - Oct 17, 2019	N/A
#11	-5.97% Jun 8, 2016 - Jul 8, 2016	N/A
#12	-5.70% Mar 28, 2024 - May 15, 2024	N/A
#13	-5.59% Oct 29, 2025 - Dec 24, 2025	N/A
#14	-4.99% Sep 3, 2021 - Oct 21, 2021	N/A
#15	-4.40% Jun 2, 2026 - Aug 3, 2026	N/A

Correlation

Correlation between CATH and SOXS is -0.48 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.48

-101

Dividend Comparison (2010 - 2026)

CATH vs SOXS dividend yield comparison.

Year	CATH	SOXS
2026	0.31%	6.96%
2025	0.84%	10.80%
2024	0.95%	5.45%
2023	1.16%	9.22%
2022	1.34%	0.19%
2021	1.03%	0.00%
2020	1.23%	3.58%
2019	0.68%	2.30%
2018	2.01%	0.76%
2017	1.27%	0.00%
2016	0.50%	0.00%
2011	0.00%	1.31%
2010	0.00%	4.56%