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SCHXvsCATHETF Comparison
Schwab U.S. Large-Cap ETF (SCHX) and Global X S&P 500 Catholic Values ETF (CATH) belong to the same industry segment: US Large Cap. SCHX's top 3 sector exposures are Information Technology, Communication Services and Financials. In contrast, CATH's top sector exposures are Information Technology, Communication Services and Consumer Discretionary. SCHX is less expensive with a Total Expense Ratio (TER) of 0.03%, versus 0.29% for CATH. SCHX is down -2.44% year-to-date (YTD) with +$629M in YTD flows. CATH performs worse with -2.87% YTD performance, and +$33M in YTD flows. Run a side-by-side ETF comparison of SCHX and CATH below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
SCHX vs CATH performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SCHX CATH | -2.25%-2.38% | -2.24%-2.71% | -2.44%-2.87% | +20.30%+20.02% | +79.97%+75.13% | +75.98%+72.38% |
| Flows | SCHX CATH | +$348M+$20M | +$939M+$39M | +$629M+$33M | +$3.05B+$94M | +$9.90B+$80M | +$14.09B+$207M |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCHX CATH | +11.93%+12.09% | +18.76%+18.63% | +15.15%+15.13% | +17.22%+17.49% |
| Max drawdown | SCHX CATH | -4.42%-4.69% | -13.95%-13.72% | -19.16%-19.35% | -25.39%-26.22% |
| Max drawdown duration | SCHX CATH | 59d59d | 45d45d | 126d126d | 715d713d |
SCHX | CATH | |
Last sale 3/13/2026 at 1:30 PM | $26.09 | $79.65 |
| Previous close 03/12/2026 | $26.25 | $79.87 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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SCHX | CATH | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SCHX | CATH | |
|---|---|---|
| Last price | $26.09 | $79.65 |
| 1D performance | -0.61% | -0.28% |
| AuM | $62.39 B | $1.10 B |
| E/R | 0.03% | 0.29% |
SCHX | CATH | |
|---|---|---|
| Management strategy | Passive | Passive |
| Provider | Schwab ETFs | Global X |
| Benchmark | Dow Jones U.S. Large-Cap Total Stock Market Index | S&P 500 Catholic Values Index |
| N° of holdings | 642 | 426 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 3, 2009 | April 18, 2016 |
| ESG | No | Yes |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the SCHX and CATH ETFs performed in 2026?
As of March 12, 2026, SCHX is down -2.44% year-to-date (YTD), while CATH has lost -2.87%. That puts SCHX better performer ahead so far this year.
Which ETF is attracting more investor money: SCHX or CATH?
Year-to-date, the SCHX ETF saw +$629M in flows, compared to +$33M for CATH.
Which ETF is more volatile: SCHX or CATH?
Over the past year, SCHX had a volatility of 18.76%, while CATH experienced 18.63%.
Which ETF is bigger: SCHX or CATH?
As of March 12, 2026, SCHX holds $62.39 B in assets under management (AUM), while CATH manages $1.10 B.
What sectors do the SCHX and CATH ETFs invest in?
SCHX leans toward sectors like Information Technology, Communication Services and Financials. Meanwhile, CATH focuses on Information Technology, Communication Services and Consumer Discretionary.
What are the top holdings of the SCHX ETF and CATH ETF?
SCHX top holdings include NVIDIA, APPLE and MICROSOFT-T. CATH holds in its top three: NVIDIA, APPLE and MICROSOFT-T.
Which ETF is more diversified: SCHX or CATH?
SCHX holds 695 securities with 43.59% of its assets in the top 15. CATH has 444 securities and a top 15 weight of 44.74%.
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