IAUG vs CEFA
Comparison between International Developed Power Buffer ETF August (IAUG, ETF) and GLOBAL X S&P CATHOLIC VALUES DEVELOPED EX-U.S. ETF (CEFA, ETF).
IAUG vs CEFA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IAUG
$46M
CEFA
$46M
Expense Ratio
IAUG
0.85%
Winner
CEFA
0.35%
Max Drawdown
Winner
IAUG
8.03%
CEFA
34.59%
Sharpe Ratio
IAUG
0.73
Winner
CEFA
0.86
5Y Beta
Winner
IAUG
0.38
CEFA
0.74
5Y Dividends CAGR
IAUG
N/A
CEFA
39.64%
IAUG vs CEFA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IAUG
+0.76%
CEFA
-0.16%
3M
IAUG
+2.68%
Winner
CEFA
+3.03%
6M
IAUG
+5.52%
Winner
CEFA
+6.87%
1Y
IAUG
+9.65%
Winner
CEFA
+17.44%
5Y(CAGR)
IAUG
N/A
CEFA
+6.16%
Max(CAGR)
Winner
IAUG
+11.01%
CEFA
+10.37%
IAUG vs CEFA - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | IAUG | CEFA |
|---|---|---|
| 2026 | +3.79% | +4.52% |
| 2025 | +17.63% | +27.12% |
| 2024 | -1.12% | +6.23% |
| 2023 | N/A | +16.99% |
| 2022 | N/A | -16.67% |
| 2021 | N/A | +7.93% |
| 2020 | N/A | +21.60% |
IAUG vs CEFA Drawdown Comparison
The maximum drawdown for IAUG was -8.03%, occurring on Apr 8, 2025. Recovery took 28 trading sessions.
The maximum drawdown for CEFA was -31.99%, occurring on Oct 12, 2022. Recovery took 639 trading sessions.
The current IAUG drawdown is -0.77%. The current CEFA drawdown is -3.61%.
| Rank | IAUG | CEFA |
|---|---|---|
| #1 | -8.03% Mar 19, 2025 - Apr 29, 2025 | -31.99% Sep 3, 2021 - Mar 21, 2024 |
| #2 | -6.17% Sep 26, 2024 - Mar 5, 2025 | -15.45% Mar 31, 2025 - May 13, 2025 |
| #3 | -4.75% Feb 25, 2026 - Apr 17, 2026 | -11.54% Feb 25, 2026 - Mar 20, 2026 |
| #4 | -4.49% Jul 23, 2025 - Oct 20, 2025 | -8.91% Sep 3, 2024 - Mar 5, 2025 |
| #5 | -2.60% Nov 12, 2025 - Dec 3, 2025 | -7.77% Jul 12, 2024 - Aug 21, 2024 |
| #6 | -2.47% Jun 12, 2025 - Jun 27, 2025 | -7.60% Sep 15, 2020 - Nov 9, 2020 |
| #7 | -2.31% Aug 30, 2024 - Sep 19, 2024 | -5.51% Nov 12, 2025 - Dec 11, 2025 |
| #8 | -2.07% Aug 1, 2024 - Aug 13, 2024 | -5.28% Mar 27, 2024 - May 14, 2024 |
| #9 | -1.97% Jul 9, 2025 - Jul 23, 2025 | -5.08% Jun 8, 2021 - Sep 1, 2021 |
| #10 | -1.60% Mar 5, 2025 - Mar 17, 2025 | -4.28% Jan 14, 2021 - Feb 10, 2021 |
| #11 | -1.30% Oct 27, 2025 - Nov 12, 2025 | -4.26% Feb 17, 2021 - Apr 5, 2021 |
| #12 | -1.05% Jul 2, 2025 - Jul 9, 2025 | -4.23% Jul 23, 2025 - Aug 13, 2025 |
| #13 | -1.02% Apr 17, 2026 - May 6, 2026 | -3.65% Oct 6, 2025 - Oct 20, 2025 |
| #14 | -0.93% May 27, 2025 - Jun 2, 2025 | -3.44% Mar 5, 2025 - Mar 31, 2025 |
| #15 | -0.77% Dec 15, 2025 - Dec 19, 2025 | -3.35% Jun 6, 2024 - Jul 11, 2024 |
Correlation
Correlation between IAUG and CEFA is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
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