CATH vs SUSC

Comparison between GLOBAL X S&P 500 CATHOLIC VALUES ETF (CATH, ETF) and ISHARES ESG AWARE USD CORPORATE BOND ETF (SUSC, ETF).

5-Year PerformanceCATH has outperformed SUSC, delivering a return of +11.9% compared to +0.2%

CATH vs SUSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CATH(ETF)	SUSC(ETF)
Net Assets	$1.30B	$1.40B
Expense Ratio	0.29%	0.18%
Max Drawdown	33.95%	25.83%
Sharpe Ratio	1.31	0.34
5Y Beta	0.99	0.11
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%	13.30%
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

Winner

SUSC

$1.40B

Expense Ratio

CATH

0.29%

Winner

SUSC

0.18%

Max Drawdown

CATH

33.95%

Winner

SUSC

25.83%

Sharpe Ratio

Winner

CATH

1.31

SUSC

0.34

5Y Beta

CATH

0.99

Winner

SUSC

0.11

P/E Ratio

CATH

28.23

SUSC

N/A

Forward P/E

CATH

21.36

SUSC

N/A

PEG Ratio

CATH

0.35

SUSC

N/A

5Y Dividends CAGR

CATH

13.20%

Winner

SUSC

13.30%

5Y EPS CAGR

CATH

29.00%

SUSC

N/A

Debt to Equity

CATH

42.98%

SUSC

N/A

P/S Ratio

CATH

3.40

SUSC

N/A

P/B Ratio

CATH

5.83

SUSC

N/A

CATH vs SUSC - Historical Returns

Returns include dividend reinvestment.

Period	CATH	SUSC
1 month	-1.69%	+0.80%
3 months	+10.99%	+1.43%
6 months	+5.54%	+0.84%
1 year	+20.60%	+5.00%
5 years(CAGR)	+11.86%	+0.21%
10 years(CAGR)	+14.59%	+2.30%
Max(CAGR)	+14.26%	+2.30%

CATH

-1.69%

Winner

SUSC

+0.80%

Winner

CATH

+10.99%

SUSC

+1.43%

Winner

CATH

+5.54%

SUSC

+0.84%

Winner

CATH

+20.60%

SUSC

+5.00%

5Y(CAGR)

Winner

CATH

+11.86%

SUSC

+0.21%

10Y(CAGR)

Winner

CATH

+14.59%

SUSC

+2.30%

Max(CAGR)

Winner

CATH

+14.26%

SUSC

+2.30%

CATH vs SUSC - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	CATH	SUSC
2026	+6.46%	+0.80%
2025	+17.51%	+7.56%
2024	+24.08%	+2.77%
2023	+26.91%	+7.89%
2022	-20.50%	-15.18%
2021	+30.91%	-1.22%
2020	+18.16%	+9.45%
2019	+30.21%	+14.29%
2018	-6.39%	-2.55%
2017	+21.80%	+1.74%
2016	+8.01%	N/A

CATH vs SUSC Drawdown Comparison

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

The maximum drawdown for SUSC was -22.42%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current CATH drawdown is -3.28%. The current SUSC drawdown is -1.14%.

Rank	CATH	SUSC
#1	-33.95% Feb 19, 2020 - Aug 6, 2020	-22.42% Aug 3, 2021 - Oct 20, 2022
#2	-28.13% Oct 28, 2021 - Jan 29, 2024	-18.91% Mar 6, 2020 - Jun 15, 2020
#3	-19.63% Sep 20, 2018 - Apr 12, 2019	-5.56% Dec 31, 2020 - Aug 2, 2021
#4	-19.34% Feb 19, 2025 - Jun 25, 2025	-4.68% Dec 29, 2017 - Mar 8, 2019
#5	-11.03% Jan 23, 2018 - Aug 24, 2018	-2.70% Aug 6, 2020 - Nov 30, 2020
#6	-9.98% Sep 2, 2020 - Nov 11, 2020	-2.52% Aug 28, 2019 - Nov 26, 2019
#7	-9.42% Jan 12, 2026 - Apr 15, 2026	-1.26% Jul 3, 2019 - Aug 1, 2019
#8	-8.55% Jul 16, 2024 - Sep 19, 2024	-1.11% Nov 6, 2017 - Nov 28, 2017
#9	-6.96% Apr 30, 2019 - Jun 21, 2019	-1.06% Nov 30, 2020 - Dec 29, 2020
#10	-6.14% Jul 26, 2019 - Oct 17, 2019	-0.85% Feb 3, 2020 - Feb 14, 2020
#11	-5.97% Jun 8, 2016 - Jul 8, 2016	-0.83% Dec 14, 2017 - Dec 29, 2017
#12	-5.70% Mar 28, 2024 - May 15, 2024	-0.77% Nov 28, 2017 - Dec 1, 2017
#13	-5.59% Oct 29, 2025 - Dec 24, 2025	-0.76% Mar 28, 2019 - Apr 26, 2019
#14	-4.99% Sep 3, 2021 - Oct 21, 2021	-0.72% Sep 7, 2017 - Oct 4, 2017
#15	-4.40% Jun 2, 2026 - Jun 10, 2026	-0.69% Oct 13, 2017 - Nov 3, 2017

Correlation

Correlation between CATH and SUSC is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60

-101

Dividend Comparison (2016 - 2026)

CATH vs SUSC dividend yield comparison.

Year	CATH	SUSC
2026	0.00%	1.88%
2025	0.84%	4.37%
2024	0.95%	4.34%
2023	1.16%	3.83%
2022	1.34%	2.97%
2021	1.03%	2.21%
2020	1.23%	2.19%
2019	0.68%	3.07%
2018	2.01%	3.33%
2017	1.27%	1.33%
2016	0.50%	0.00%