CEFA vs IAUG

Comparison between GLOBAL X S&P CATHOLIC VALUES DEVELOPED EX-U.S. ETF (CEFA, ETF) and International Developed Power Buffer ETF August (IAUG, ETF).

CEFA vs IAUG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CEFA(ETF)	IAUG(ETF)
Net Assets	$46M	$46M
Expense Ratio	0.35%	0.85%
Max Drawdown	34.59%	8.03%
Sharpe Ratio	0.86	0.73
5Y Beta	0.74	0.38
5Y Dividends CAGR	39.64%	N/A

Net Assets

CEFA

$46M

Winner

IAUG

$46M

Expense Ratio

Winner

CEFA

0.35%

IAUG

0.85%

Max Drawdown

CEFA

34.59%

Winner

IAUG

8.03%

Sharpe Ratio

Winner

CEFA

0.86

IAUG

0.73

5Y Beta

CEFA

0.74

Winner

IAUG

0.38

5Y Dividends CAGR

CEFA

39.64%

IAUG

N/A

CEFA vs IAUG - Historical Returns

Returns include dividend reinvestment.

Period	CEFA	IAUG
1 month	-0.16%	+0.76%
3 months	+3.03%	+2.68%
6 months	+6.87%	+5.52%
1 year	+17.44%	+9.65%
5 years(CAGR)	+6.16%	N/A
Max(CAGR)	+10.37%	+11.01%

CEFA

-0.16%

Winner

IAUG

+0.76%

Winner

CEFA

+3.03%

IAUG

+2.68%

Winner

CEFA

+6.87%

IAUG

+5.52%

Winner

CEFA

+17.44%

IAUG

+9.65%

5Y(CAGR)

CEFA

+6.16%

IAUG

N/A

Max(CAGR)

CEFA

+10.37%

Winner

IAUG

+11.01%

CEFA vs IAUG - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	CEFA	IAUG
2026	+4.52%	+3.79%
2025	+27.12%	+17.63%
2024	+6.23%	-1.12%
2023	+16.99%	N/A
2022	-16.67%	N/A
2021	+7.93%	N/A
2020	+21.60%	N/A

CEFA vs IAUG Drawdown Comparison

The maximum drawdown for CEFA was -31.99%, occurring on Oct 12, 2022. Recovery took 639 trading sessions.

The maximum drawdown for IAUG was -8.03%, occurring on Apr 8, 2025. Recovery took 28 trading sessions.

The current CEFA drawdown is -3.61%. The current IAUG drawdown is -0.77%.

Rank	CEFA	IAUG
#1	-31.99% Sep 3, 2021 - Mar 21, 2024	-8.03% Mar 19, 2025 - Apr 29, 2025
#2	-15.45% Mar 31, 2025 - May 13, 2025	-6.17% Sep 26, 2024 - Mar 5, 2025
#3	-11.54% Feb 25, 2026 - Mar 20, 2026	-4.75% Feb 25, 2026 - Apr 17, 2026
#4	-8.91% Sep 3, 2024 - Mar 5, 2025	-4.49% Jul 23, 2025 - Oct 20, 2025
#5	-7.77% Jul 12, 2024 - Aug 21, 2024	-2.60% Nov 12, 2025 - Dec 3, 2025
#6	-7.60% Sep 15, 2020 - Nov 9, 2020	-2.47% Jun 12, 2025 - Jun 27, 2025
#7	-5.51% Nov 12, 2025 - Dec 11, 2025	-2.31% Aug 30, 2024 - Sep 19, 2024
#8	-5.28% Mar 27, 2024 - May 14, 2024	-2.07% Aug 1, 2024 - Aug 13, 2024
#9	-5.08% Jun 8, 2021 - Sep 1, 2021	-1.97% Jul 9, 2025 - Jul 23, 2025
#10	-4.28% Jan 14, 2021 - Feb 10, 2021	-1.60% Mar 5, 2025 - Mar 17, 2025
#11	-4.26% Feb 17, 2021 - Apr 5, 2021	-1.30% Oct 27, 2025 - Nov 12, 2025
#12	-4.23% Jul 23, 2025 - Aug 13, 2025	-1.05% Jul 2, 2025 - Jul 9, 2025
#13	-3.65% Oct 6, 2025 - Oct 20, 2025	-1.02% Apr 17, 2026 - May 6, 2026
#14	-3.44% Mar 5, 2025 - Mar 31, 2025	-0.93% May 27, 2025 - Jun 2, 2025
#15	-3.35% Jun 6, 2024 - Jul 11, 2024	-0.77% Dec 15, 2025 - Dec 19, 2025