SCHXvsCATHETF Comparison
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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. Both ETFs have the same top 3 sector exposures: 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 up 8.31% year-to-date (YTD) with +$2.36B in YTD flows. CATH performs worse with 6.99% YTD performance, and +$51M 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.
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SCHX vs CATH performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 06/09/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SCHX CATH | +0.00%-0.58% | +8.94%+8.07% | +8.31%+6.99% | +23.80%+21.52% | +78.56%+72.05% | +82.83%+76.59% |
| Flows | SCHX CATH | +$914M-$11M | +$1.72B+$22M | +$2.36B+$51M | +$3.85B+$104M | +$12.45B+$108M | +$15.02B+$211M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCHX CATH | +15.17%+14.92% | +12.36%+12.39% | +15.27%+15.21% | +17.34%+17.56% |
| Max drawdown | SCHX CATH | -6.59%-6.76% | -9.01%-9.42% | -19.16%-19.35% | -25.39%-26.22% |
| Max drawdown duration | SCHX CATH | 30d30d | 92d92d | 126d126d | 715d713d |
Trading data
SCHX | CATH | |
Last sale 6/10/2026 at 1:30 PM | $28.58 | $86.58 |
| Previous close 06/09/2026 | $29.05 | $87.88 |
| Consolidated volume 06/09/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of May 29, 2026
1-year trailing difference
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SCHX | CATH | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 6/10/2026 at 1:30 PM
Live
Closed
SCHX | CATH | |
|---|---|---|
| Last price | $28.58 | $86.58 |
| 1D performance | -1.62% | -1.48% |
| AuM | $70.90 B | $1.23 B |
| E/R | 0.03% | 0.29% |
Characteristics
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 | 639 | 425 |
| Asset class | Equities | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 3, 2009 | April 18, 2016 |
| ESG | No | Yes |
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Exposure
Countries
SCHX
USA
96.89%
Other
3.11%
CATH
USA
96.25%
Other
3.75%
Sectors
SCHX
Information Techn.
36.52%
Communication Ser.
10.57%
Consumer Discreti.
10.1%
Financials
9.76%
Health Care
8.26%
Industrials
7.78%
Other
17.01%
CATH
Information Techn.
36.43%
Communication Ser.
10.68%
Consumer Discreti.
10.17%
Financials
9.73%
Health Care
8.03%
Industrials
7.81%
Other
17.16%
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Diversification
SCHX
Total weight of top 15 holdings out of 15
43.93%
CATH
Total weight of top 15 holdings out of 15
45.2%
Top 15 holdings
Data as of April 30, 2026
SCHX
NVIDIA
8.24%
APPLE
6.48%
MICROSOFT-T
5.12%
AMAZON.COM INC
4.19%
BROADCOM LIMITED
3.26%
ALPHABET INC-CL
3.25%
ALPHABET INC-CL
2.59%
META PLATFORMS
2.38%
TESLA
1.72%
BERKSHIRE HATHWAY
1.37%
JPMORGAN CHASE
1.34%
LILLY
1.13%
EXXON
1.00%
WALMART INC
0.93%
ADVANCED MICRO DEVICES
0.91%
CATH
NVIDIA
8.63%
APPLE
6.74%
MICROSOFT-T
5.35%
AMAZON.COM INC
4.24%
ALPHABET INC-CL
3.33%
BROADCOM LIMITED
3.26%
ALPHABET INC-CL
2.66%
META PLATFORMS
2.40%
TESLA
1.73%
JPMORGAN CHASE
1.56%
WALMART INC
1.22%
EXXON
1.06%
VISA INCORPORATION
1.06%
MICRON TECHNOLOGY
0.99%
COSTCO WHOLESALE
0.97%
Frequently asked questions about SCHX and CATH
How have the SCHX and CATH ETFs performed in 2026?
As of June 9, 2026, SCHX is up 8.31% year-to-date (YTD), while CATH has returned 6.99%. 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 +$2.36B in flows, compared to +$51M for CATH.
Which ETF is more volatile: SCHX or CATH?
Over the past year, SCHX had a volatility of 12.36%, while CATH experienced 12.39%.
Which ETF is bigger: SCHX or CATH?
As of June 9, 2026, SCHX holds $70.90 B in assets under management (AUM), while CATH manages $1.23 B.
What sectors do the SCHX and CATH ETFs invest in?
SCHX leans toward sectors like Information Technology, Communication Services and Consumer Discretionary. 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 693 securities with 43.93% of its assets in the top 15. CATH has 447 securities and a top 15 weight of 45.2%.
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