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CATH
+0.55 · +0.68%
$81.60 · NASDAQ

Global X S&P 500® Catholic Values ETF (CATH) ETF Analysis | Large Blend

Global X Funds · United States
AUM:$1.2B
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 29.6% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.29% — competitive for the exposure provided.

What is CATH?

The fund invests at least 80% of its total assets in the securities of the underlying index. The underlying index is based on the S&P 500® Index, and generally comprises approximately 500 or less U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
CATH delivered 29.6% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.29% — reasonable for the index exposure provided.
Moderate Concentration
Top 10 holdings make up 40.1% of the ETF — a moderate level of name concentration.
ETF Information
AUM$1.2B
Expense Ratio0.29%
Dividend Yield0.88%
Holdings50
Inception DateApr 2016
DomicileUnited States
DistributionNA
Index–
ProviderGlobal X Funds
Beta1.05
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+11.2%
1Y
+16.6%
3Y
+71.6%
5Y
+71.7%
OpenBook InsightIf you had invested £10,000 in CATH 5 years ago, it would have grown to £17,165 — a gain of £7,165.

Annual Returns

Calendar year performance

CATH delivered positive returns in 4 of the last 5 calendar years.
YearCATH
2026 YTD+11.4%
2025+17.5%
2024+24.1%
2023+26.9%
2022-20.5%
CAGR 4yr+10.1%
4/5 positive yearsAvg return: +11.9%Worst year: -20.5% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
12.2%
Low
Momentum
+3.8%
30-day change
Support Level
90.28
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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