CATH vs UTES
Comparison between GLOBAL X S&P 500 CATHOLIC VALUES ETF (CATH, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).
5-Year PerformanceUTES has outperformed CATH, delivering a return of +12.4% compared to +11.8%
CATH vs UTES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CATH
$1.30B
UTES
$1.30B
Expense Ratio
Winner
CATH
0.29%
UTES
0.49%
Max Drawdown
Winner
CATH
33.95%
UTES
35.71%
Sharpe Ratio
Winner
CATH
1.06
UTES
-0.35
5Y Beta
CATH
0.99
Winner
UTES
0.69
P/E Ratio
Winner
CATH
25.37
UTES
26.04
Forward P/E
CATH
20.26
Winner
UTES
18.60
PEG Ratio
Winner
CATH
0.30
UTES
1.13
5Y Dividends CAGR
CATH
-2.77%
Winner
UTES
1.74%
5Y EPS CAGR
Winner
CATH
29.90%
UTES
6.05%
Debt to Equity
Winner
CATH
70.81%
UTES
220.07%
P/S Ratio
CATH
3.55
Winner
UTES
2.87
P/B Ratio
CATH
5.96
Winner
UTES
2.91
CATH vs UTES - Holdings Comparison
CATH and UTES have 16 common holdings. Overlap is 1.09%
CATH's top 25 holdings weight is 50.32%. UTES's top 25 holdings weight is 99.14%.
| Rank | CATH | UTES |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.11% | CONSTELLATION ENERGY CORP (CEG) - 11.88% |
| #2 | APPLE INC (AAPL) - 7.18% | TALEN ENERGY CORP ORDINARY SHARES NEW (TLN) - 11.78% |
| #3 | MICROSOFT CORP (MSFT) - 5.79% | VISTRA CORP (VST) - 9.91% |
| #4 | AMAZON.COM INC (AMZN) - 4.12% | XCEL ENERGY INC (XEL) - 7.15% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.34% | CENTERPOINT ENERGY INC (CNP) - 6.44% |
| #6 | BROADCOM INC (AVGO) - 3.13% | ALLIANT ENERGY CORP (LNT) - 4.75% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.68% | ENTERGY CORP (ETR) - 4.73% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.95% | NISOURCE INC (NI) - 4.71% |
| #9 | JPMORGAN CHASE & CO (JPM) - 1.64% | AMERICAN ELECTRIC POWER CO INC (AEP) - 4.66% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.59% | IDACORP INC (IDA) - 4.64% |
| #11 | TESLA INC (TSLA) - 1.40% | WEC ENERGY GROUP INC (WEC) - 4.31% |
| #12 | VISA INC CLASS A (V) - 1.05% | AMEREN CORP (AEE) - 4.00% |
| #13 | WALMART INC (WMT) - 1.01% | NRG ENERGY INC (NRG) - 3.98% |
| #14 | AMGEN INC (AMGN) - 0.97% | NEXTERA ENERGY INC (NEE) - 3.98% |
| #15 | EXXONMOBIL HOLDINGS CORP (XOM) - 0.96% | DTE ENERGY CO (DTE) - 3.89% |
| #16 | COSTCO WHOLESALE CORP (COST) - 0.86% | CMS ENERGY CORP (CMS) - 3.53% |
| #17 | MASTERCARD INC CLASS A (MA) - 0.79% | PINNACLE WEST CAPITAL CORP (PNW) - 2.93% |
| #18 | GILEAD SCIENCES INC (GILD) - 0.77% | EVERGY INC (EVRG) - 1.87% |
| #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 | 18 |
CATH vs UTES - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CATH
+2.33%
UTES
-7.31%
3M
Winner
CATH
+2.83%
UTES
-7.44%
6M
Winner
CATH
+10.26%
UTES
-10.61%
1Y
Winner
CATH
+18.69%
UTES
-5.20%
5Y(CAGR)
CATH
+11.79%
Winner
UTES
+12.43%
10Y(CAGR)
Winner
CATH
+14.54%
UTES
+11.52%
Max(CAGR)
Winner
CATH
+14.49%
UTES
+12.90%
CATH vs UTES - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | CATH | UTES |
|---|---|---|
| 2026 | +11.05% | -7.47% |
| 2025 | +17.51% | +22.66% |
| 2024 | +24.08% | +43.95% |
| 2023 | +26.91% | -1.97% |
| 2022 | -20.50% | +1.90% |
| 2021 | +30.91% | +23.82% |
| 2020 | +18.16% | +1.59% |
| 2019 | +30.21% | +27.65% |
| 2018 | -6.39% | +6.28% |
| 2017 | +21.80% | +14.80% |
| 2016 | +8.01% | +16.95% |
| 2015 | N/A | +5.54% |
CATH vs UTES Drawdown Comparison
The maximum drawdown for CATH was -33.95%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.
The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The current CATH drawdown is -1.78%. The current UTES drawdown is -14.38%.
| Rank | CATH | UTES |
|---|---|---|
| #1 | -33.95% Feb 19, 2020 - Aug 6, 2020 | -35.37% Feb 18, 2020 - Apr 20, 2021 |
| #2 | -28.13% Oct 28, 2021 - Jan 29, 2024 | -20.39% Sep 12, 2022 - Apr 25, 2024 |
| #3 | -19.63% Sep 20, 2018 - Apr 12, 2019 | -17.62% Jan 24, 2025 - May 19, 2025 |
| #4 | -19.34% Feb 19, 2025 - Jun 25, 2025 | -15.99% Apr 8, 2022 - Aug 12, 2022 |
| #5 | -11.03% Jan 23, 2018 - Aug 24, 2018 | -14.38% Oct 15, 2025 - Aug 21, 2026 |
| #6 | -9.98% Sep 2, 2020 - Nov 11, 2020 | -13.20% Nov 27, 2017 - Jul 6, 2018 |
| #7 | -9.42% Jan 12, 2026 - Apr 15, 2026 | -12.43% Jul 6, 2016 - Mar 24, 2017 |
| #8 | -8.55% Jul 16, 2024 - Sep 19, 2024 | -10.42% Nov 26, 2024 - Jan 16, 2025 |
| #9 | -6.96% Apr 30, 2019 - Jun 21, 2019 | -9.80% Dec 31, 2021 - Mar 24, 2022 |
| #10 | -6.14% Jul 26, 2019 - Oct 17, 2019 | -8.97% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -5.97% Jun 8, 2016 - Jul 8, 2016 | -8.59% Sep 2, 2021 - Dec 6, 2021 |
| #12 | -5.70% Mar 28, 2024 - May 15, 2024 | -7.78% Oct 4, 2024 - Nov 18, 2024 |
| #13 | -5.59% Oct 29, 2025 - Dec 24, 2025 | -6.74% Aug 4, 2025 - Oct 1, 2025 |
| #14 | -4.99% Sep 3, 2021 - Oct 21, 2021 | -6.63% Sep 30, 2019 - Jan 15, 2020 |
| #15 | -4.40% Jun 2, 2026 - Aug 3, 2026 | -6.45% May 31, 2024 - Aug 15, 2024 |
Correlation
Correlation between CATH and UTES is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2015 - 2026)
CATH vs UTES dividend yield comparison.
| Year | CATH | UTES |
|---|---|---|
| 2026 | 0.31% | 0.77% |
| 2025 | 0.84% | 1.42% |
| 2024 | 0.95% | 1.51% |
| 2023 | 1.16% | 2.44% |
| 2022 | 1.34% | 2.13% |
| 2021 | 1.03% | 1.94% |
| 2020 | 1.23% | 2.09% |
| 2019 | 0.68% | 1.84% |
| 2018 | 2.01% | 2.09% |
| 2017 | 1.27% | 3.44% |
| 2016 | 0.50% | 3.53% |
| 2015 | 0.00% | 0.61% |
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