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Global X S&P 500® Catholic Values ETF (CATH)



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Upturn Advisory Summary
07/21/2025: CATH (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 37.35% | Avg. Invested days 65 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) - | Beta 1.04 | 52 Weeks Range 58.17 - 75.05 | Updated Date 06/29/2025 |
52 Weeks Range 58.17 - 75.05 | Updated Date 06/29/2025 |
Upturn AI SWOT
Global X S&P 500® Catholic Values ETF
ETF Overview
Overview
The Global X S&P 500u00ae Catholic Values ETF (CATH) seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P 500u00ae Catholic Values Index. This index screens companies in the S&P 500 based on alignment with Catholic values, primarily by excluding those involved in activities considered incompatible with Catholic teachings. It focuses on large-cap US equities.
Reputation and Reliability
Global X ETFs is a well-established ETF provider known for its thematic and innovative investment products. It is a subsidiary of Mirae Asset Global Investments.
Management Expertise
Global X ETFs has a dedicated team of portfolio managers and investment professionals with experience in managing various types of ETFs, including those with a focus on socially responsible investing.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P 500u00ae Catholic Values Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the S&P 500u00ae Catholic Values Index.
Composition The ETF primarily holds stocks of large-cap U.S. companies that meet the Catholic values screening criteria.
Market Position
Market Share: CATHu2019s market share within the socially responsible investing (SRI) ETF category is moderate, as it is a niche product focused on Catholic values.
Total Net Assets (AUM): 102000000
Competitors
Key Competitors
- SPDR S&P 500 ETF Trust (SPY)
- iShares ESG Aware MSCI USA ETF (ESGU)
- Vanguard ESG U.S. Stock ETF (ESGV)
Competitive Landscape
The competitive landscape includes broad market ETFs like SPY and ESG-focused ETFs like ESGU and ESGV. CATH differentiates itself through its specific focus on Catholic values. Its advantage lies in appealing to investors seeking faith-based investing. A disadvantage is its smaller AUM and trading volume compared to larger, more general ETFs.
Financial Performance
Historical Performance: Historical performance data should be retrieved from financial data providers like Yahoo Finance, Google Finance, or Bloomberg.
Benchmark Comparison: Compare CATH's performance to the S&P 500 Index and other ESG or SRI ETFs to assess its relative performance.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The ETF's average trading volume reflects moderate liquidity, which could impact trade execution for larger orders.
Bid-Ask Spread
The bid-ask spread can vary but tends to be somewhat wider than more liquid, broad-market ETFs due to lower trading volume.
Market Dynamics
Market Environment Factors
Economic conditions, interest rates, and overall market sentiment can impact the ETF's performance, similar to broader market indices. Investor interest in socially responsible investing can also influence demand.
Growth Trajectory
The ETF's growth trajectory is tied to the increasing interest in values-based investing and the adoption of ESG principles. Changes to the index methodology and portfolio holdings are possible but not typical.
Moat and Competitive Advantages
Competitive Edge
CATH's competitive edge stems from its unique focus on Catholic values, which appeals to a specific niche of investors. This provides a differentiated offering compared to broad market or general ESG ETFs. Its adherence to Catholic principles offers a sense of alignment for investors seeking faith-based investment options. While its AUM is smaller, its targeted approach allows it to cater to a specific market segment effectively.
Risk Analysis
Volatility
Volatility is expected to be similar to the S&P 500, with potential for slight deviations due to the screening process.
Market Risk
Market risk is the primary risk, as the ETF invests in equities. Sector concentration could also introduce additional risks depending on the index's composition.
Investor Profile
Ideal Investor Profile
The ideal investor is one who aligns their investment strategy with Catholic values and seeks socially responsible investing options.
Market Risk
The ETF is suitable for long-term investors seeking exposure to the U.S. equity market with a values-based approach.
Summary
The Global X S&P 500u00ae Catholic Values ETF (CATH) offers investors a way to align their investment strategy with Catholic values by tracking an index of S&P 500 companies that meet specific ethical criteria. While providing exposure to the broad market, the ETF excludes companies involved in activities inconsistent with Catholic teachings. This makes CATH a compelling option for investors seeking values-based investing. However, its smaller AUM and niche focus mean it may have lower liquidity and higher expense ratio than mainstream index ETFs. Overall, CATH is a unique and suitable choice for investors with specific ethical considerations.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Global X ETFs website
- S&P Dow Jones Indices
- Morningstar
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Global X S&P 500® Catholic Values ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
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.S. listed common stocks. From this starting universe, constituents are screened to exclude companies involved in activities which are perceived to be inconsistent with Catholic values as outlined in the Socially Responsible Investment Guidelines of the United States Conference of Catholic Bishops.

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