CATHvsSCHXETF Comparison
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Global X S&P 500 Catholic Values ETF (CATH) and Schwab U.S. Large-Cap ETF (SCHX) belong to the same industry segment: US Large Cap. Both ETFs have the same top 3 sector exposures: Information Technology, Financials and Communication Services. CATH is more expensive with a Total Expense Ratio (TER) of 0.29%, versus 0.03% for SCHX. CATH is up 4.69% year-to-date (YTD) with +$56M in YTD flows. SCHX performs worse with 4.12% YTD performance, and +$1.41B in YTD flows. Run a side-by-side ETF comparison of CATH and SCHX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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CATH vs SCHX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/24/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | CATH SCHX | +9.51%+8.10% | +3.32%+2.92% | +4.69%+4.12% | +31.14%+33.50% | +75.41%+79.09% | +74.46%+77.26% |
| Flows | CATH SCHX | +$16M+$531M | +$50M+$1.20B | +$56M+$1.41B | +$90M+$3.09B | +$109M+$11.19B | +$218M+$14.38B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | CATH SCHX | +15.56%+15.37% | +12.76%+12.77% | +15.29%+15.31% | +17.60%+17.32% |
| Max drawdown | CATH SCHX | -9.29%-9.00% | -9.42%-9.01% | -19.35%-19.16% | -26.22%-25.39% |
| Max drawdown duration | CATH SCHX | 76d77d | 92d92d | 126d126d | 713d715d |
Trading data
CATH | SCHX | |
Last sale 4/27/2026 at 1:30 PM | $86.11 | $28.17 |
| Previous close 04/24/2026 | $86.06 | $28.14 |
| Consolidated volume 04/24/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 31, 2026
1-year trailing difference
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CATH | SCHX | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 4/27/2026 at 1:30 PM
Live
Closed
CATH | SCHX | |
|---|---|---|
| Last price | $86.11 | $28.17 |
| 1D performance | +0.06% | +0.11% |
| AuM | $1.21 B | $67.25 B |
| E/R | 0.29% | 0.03% |
Characteristics
CATH | SCHX | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Global X | Schwab ETFs |
| Benchmark | S&P 500 Catholic Values Index | Dow Jones U.S. Large-Cap Total Stock Market Index |
| N° of holdings | 426 | 639 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 18, 2016 | November 3, 2009 |
| ESG | Yes | No |
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Exposure
Countries
CATH
USA
96.15%
Other
3.85%
SCHX
USA
96.8%
Other
3.2%
Sectors
CATH
Information Techn.
33.94%
Financials
10.18%
Communication Ser.
10.13%
Consumer Discreti.
10.1%
Health Care
9.09%
Industrials
7.97%
Other
18.59%
SCHX
Information Techn.
34.24%
Financials
10.28%
Communication Ser.
10.11%
Consumer Discreti.
9.76%
Health Care
9.31%
Industrials
8.1%
Other
18.19%
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Diversification
CATH
Total weight of top 15 holdings out of 15
42.82%
SCHX
Total weight of top 15 holdings out of 15
42.19%
Top 15 holdings
Data as of March 31, 2026
CATH
NVIDIA
7.69%
APPLE
6.94%
MICROSOFT-T
5.11%
AMAZON.COM INC
3.65%
ALPHABET INC-CL
2.94%
BROADCOM LIMITED
2.67%
ALPHABET INC-CL
2.36%
META PLATFORMS
2.17%
TESLA
1.86%
JPMORGAN CHASE
1.62%
WALMART INC
1.33%
EXXON
1.33%
COSTCO WHOLESALE
1.09%
VISA INCORPORATION
1.07%
AMGEN-T
0.99%
SCHX
NVIDIA
7.51%
APPLE
6.69%
MICROSOFT-T
4.90%
AMAZON.COM INC
3.66%
ALPHABET INC-CL
2.95%
BROADCOM LIMITED
2.63%
ALPHABET INC-CL
2.36%
META PLATFORMS
2.14%
TESLA
1.89%
BERKSHIRE HATHWAY
1.54%
JPMORGAN CHASE
1.41%
LILLY
1.27%
EXXON
1.24%
JOHNSON&JOHNSON
1.04%
WALMART INC
0.97%
Frequently asked questions about CATH and SCHX
How have the CATH and SCHX ETFs performed in 2026?
As of April 24, 2026, CATH is up 4.69% year-to-date (YTD), while SCHX has returned 4.12%. That puts CATH better performer ahead so far this year.
Which ETF is attracting more investor money: CATH or SCHX?
Year-to-date, the CATH ETF saw +$56M in flows, compared to +$1.41B for SCHX.
Which ETF is more volatile: CATH or SCHX?
Over the past year, CATH had a volatility of 12.76%, while SCHX experienced 12.77%.
Which ETF is bigger: CATH or SCHX?
As of April 24, 2026, CATH holds $1.21 B in assets under management (AUM), while SCHX manages $67.25 B.
What sectors do the CATH and SCHX ETFs invest in?
CATH leans toward sectors like Information Technology, Financials and Communication Services. Meanwhile, SCHX focuses on Information Technology, Financials and Communication Services.
What are the top holdings of the CATH ETF and SCHX ETF?
CATH top holdings include NVIDIA, APPLE and MICROSOFT-T. SCHX holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: CATH or SCHX?
CATH holds 447 securities with 42.82% of its assets in the top 15. SCHX has 692 securities and a top 15 weight of 42.19%.
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