CHRI vs SPY
Comparison between GLOBAL X S&P 500 CHRISTIAN VALUES ETF (CHRI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceCHRI has outperformed SPY, delivering a return of +503.4% compared to +13.4%
CHRI vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CHRI
$6.30M
Winner
SPY
$784B
Expense Ratio
CHRI
0.29%
Winner
SPY
0.09%
Max Drawdown
CHRI
98.75%
Winner
SPY
56.47%
Sharpe Ratio
CHRI
1.00
Winner
SPY
1.56
5Y Beta
CHRI
1.02
Winner
SPY
1.00
P/E Ratio
CHRI
28.48
Winner
SPY
28.29
Forward P/E
Winner
CHRI
21.73
SPY
21.75
PEG Ratio
CHRI
0.40
SPY
N/A
5Y Dividends CAGR
CHRI
N/A
SPY
5.43%
5Y EPS CAGR
Winner
CHRI
26.07%
SPY
25.98%
Debt to Equity
CHRI
32.18%
Winner
SPY
30.79%
P/S Ratio
Winner
CHRI
3.52
SPY
3.79
P/B Ratio
Winner
CHRI
5.64
SPY
5.67
CHRI vs SPY - Holdings Comparison
CHRI and SPY have 468 common holdings. Overlap is 93.52%
CHRI's top 25 holdings weight is 52.86%. SPY's top 25 holdings weight is 52.46%.
| Rank | CHRI | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.37% | NVIDIA CORP (NVDA) - 8.30% |
| #2 | APPLE INC (AAPL) - 7.15% | APPLE INC (AAPL) - 7.09% |
| #3 | MICROSOFT CORP (MSFT) - 5.06% | MICROSOFT CORP (MSFT) - 5.02% |
| #4 | AMAZON.COM INC (AMZN) - 3.86% | AMAZON.COM INC (AMZN) - 3.84% |
| #5 | BROADCOM INC (AVGO) - 3.52% | BROADCOM INC (AVGO) - 3.50% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.27% | ALPHABET INC CLASS A (GOOGL) - 3.23% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.59% | ALPHABET INC CLASS C (GOOG) - 2.57% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.03% | META PLATFORMS INC CLASS A (META) - 2.00% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.85% | MICRON TECHNOLOGY INC (MU) - 1.84% |
| #10 | TESLA INC (TSLA) - 1.83% | TESLA INC (TSLA) - 1.83% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.32% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 1.32% | ADVANCED MICRO DEVICES INC (AMD) - 1.30% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.30% | ELI LILLY AND CO (LLY) - 1.29% |
| #14 | ABBVIE INC (ABBV) - 1.07% | JPMORGAN CHASE & CO (JPM) - 1.24% |
| #15 | EXXON MOBIL CORP (XOM) - 0.96% | EXXON MOBIL CORP (XOM) - 0.96% |
| #16 | WALMART INC (WMT) - 0.90% | JOHNSON & JOHNSON (JNJ) - 0.82% |
| #17 | VISA INC CLASS A (V) - 0.85% | VISA INC CLASS A (V) - 0.82% |
| #18 | INTEL CORP (INTC) - 0.78% | INTEL CORP (INTC) - 0.78% |
| #19 | CISCO SYSTEMS INC (CSCO) - 0.78% | CISCO SYSTEMS INC (CSCO) - 0.77% |
| #20 | COSTCO WHOLESALE CORP (COST) - 0.76% | WALMART INC (WMT) - 0.76% |
| #21 | CATERPILLAR INC (CAT) - 0.73% | COSTCO WHOLESALE CORP (COST) - 0.65% |
| #22 | ORACLE CORP (ORCL) - 0.64% | CATERPILLAR INC (CAT) - 0.65% |
| #23 | LAM RESEARCH CORP (LRCX) - 0.64% | ORACLE CORP (ORCL) - 0.64% |
| #24 | MASTERCARD INC CLASS A (MA) - 0.63% | LAM RESEARCH CORP (LRCX) - 0.64% |
| #25 | APPLIED MATERIALS INC (AMAT) - 0.60% | APPLIED MATERIALS INC (AMAT) - 0.60% |
| Total Holdings | 468 | 505 |
CHRI vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
CHRI
+0.29%
Winner
SPY
+0.48%
3M
CHRI
+11.28%
Winner
SPY
+11.67%
6M
CHRI
+8.37%
Winner
SPY
+9.42%
1Y
CHRI
N/A
SPY
+24.27%
5Y(CAGR)
Winner
CHRI
+503.39%
SPY
+13.36%
10Y(CAGR)
Winner
CHRI
+234.85%
SPY
+15.42%
Max(CAGR)
Winner
CHRI
+113.00%
SPY
+8.49%
CHRI vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | CHRI | SPY |
|---|---|---|
| 2026 | +8.01% | +8.88% |
| 2025 | +2.78% | +18.00% |
| 2024 | N/A | +25.59% |
| 2023 | N/A | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | -93.33% | +31.09% |
| 2018 | -96.43% | -5.24% |
| 2017 | +4.35% | +20.78% |
| 2016 | +109.09% | +13.59% |
| 2015 | -62.07% | +1.31% |
| 2014 | -63.75% | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
CHRI vs SPY Drawdown Comparison
The maximum drawdown for CHRI was -98.75%, occurring on Oct 18, 2018. Recovery took 1047 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current CHRI drawdown is -2.52%. The current SPY drawdown is -2.35%.
| Rank | CHRI | SPY |
|---|---|---|
| #1 | -98.75% Feb 19, 2014 - Sep 24, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -9.36% Jan 12, 2026 - Apr 15, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -5.47% Oct 28, 2025 - Dec 24, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -4.54% Jun 2, 2026 - Jun 10, 2026 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -2.97% Oct 8, 2025 - Oct 24, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -1.99% May 14, 2026 - May 26, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -1.22% Dec 24, 2025 - Jan 6, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -0.84% Apr 17, 2026 - Apr 22, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -0.65% Apr 27, 2026 - Apr 30, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -0.51% Sep 24, 2025 - Sep 26, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -0.49% May 1, 2026 - May 5, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -0.42% May 6, 2026 - May 8, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -0.42% Jan 6, 2026 - Jan 9, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -0.40% Apr 22, 2026 - Apr 24, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -0.29% Oct 6, 2025 - Oct 8, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between CHRI and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (1999 - 2026)
CHRI vs SPY dividend yield comparison.
| Year | CHRI | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 0.17% | 1.07% |
| 2024 | 0.00% | 1.21% |
| 2023 | 0.00% | 1.40% |
| 2022 | 0.00% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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