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Upturn AI SWOT - About
Global X S&P 500® Catholic Values ETF (CATH)
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Upturn Advisory Summary
03/11/2025: CATH (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 2.93% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/11/2025 |
Key Highlights
Volume (30-day avg) 40300 | Beta 1.04 | 52 Weeks Range 59.27 - 74.20 | Updated Date 04/2/2025 |
52 Weeks Range 59.27 - 74.20 | Updated Date 04/2/2025 |
Upturn AI SWOT
Global X S&P 500® Catholic Values ETF
ETF Overview
Overview
The Global X S&P 500 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 500 Catholic Values Index. It aims to invest in companies within the S&P 500 that are consistent with Catholic values, screening out companies involved in activities deemed incompatible.
Reputation and Reliability
Global X ETFs is a well-established issuer known for its thematic and alternative ETFs. They have a solid track record and are considered reliable.
Management Expertise
Global X has a team of experienced investment professionals specializing in ETF management and product development.
Investment Objective
Goal
The primary investment goal of CATH is to track the performance of the S&P 500 Catholic Values Index.
Investment Approach and Strategy
Strategy: CATH aims to track the S&P 500 Catholic Values Index, which screens companies based on Catholic values and principles.
Composition CATH primarily holds stocks of large-cap U.S. companies that meet the Catholic values criteria.
Market Position
Market Share: CATH's market share within the socially responsible investing (SRI) ETF category is moderate, but growing.
Total Net Assets (AUM): 114100000
Competitors
Key Competitors
- IShares MSCI USA ESG Select ETF (SUSA)
- Vanguard ESG U.S. Stock ETF (ESGV)
- Xtrackers MSCI USA ESG Leaders Equity ETF (USSG)
Competitive Landscape
The SRI ETF market is competitive, with several ETFs offering similar exposure with varying screening criteria. CATH differentiates itself through its specific focus on Catholic values, appealing to a niche market. Competitors like SUSA and ESGV have broader ESG mandates and larger AUM. CATH's advantage lies in its targeted approach, while competitors benefit from greater diversification and potentially lower tracking error relative to the S&P 500.
Financial Performance
Historical Performance: Historical performance data is available from the fund's inception date. Past performance is not indicative of future results.
Benchmark Comparison: CATH's performance should be compared to the S&P 500 and the S&P 500 Catholic Values Index to assess its tracking effectiveness.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
CATH's average trading volume indicates moderate liquidity, sufficient for most retail investors.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting reasonable trading costs.
Market Dynamics
Market Environment Factors
CATH is influenced by broader market trends affecting the S&P 500, as well as investor sentiment towards socially responsible investing.
Growth Trajectory
CATH's growth is dependent on the increasing adoption of values-based investing and investor demand for Catholic-aligned investment options; changes in screening and holdings occur with changes to the underlying index.
Moat and Competitive Advantages
Competitive Edge
CATH's competitive edge stems from its unique focus on Catholic values, catering to a specific segment of socially conscious investors. This niche focus allows it to stand out from broader ESG ETFs. Its adherence to Catholic principles provides a strong selling point for investors seeking faith-aligned investments. While it may have lower AUM than some competitors, its targeted approach provides a distinct competitive advantage.
Risk Analysis
Volatility
CATH's volatility is expected to be similar to the S&P 500, as it tracks a subset of the index.
Market Risk
CATH is subject to market risk, as its value can fluctuate based on overall market conditions and the performance of its underlying holdings.
Investor Profile
Ideal Investor Profile
The ideal investor for CATH is a socially conscious investor who aligns with Catholic values and seeks broad market exposure.
Market Risk
CATH is suitable for long-term investors seeking to incorporate their values into their investment portfolio while maintaining diversification.
Summary
Global X S&P 500 Catholic Values ETF (CATH) provides exposure to the S&P 500 while adhering to Catholic values. It is a suitable option for socially conscious investors seeking broad market exposure aligned with their faith. CATH has moderate liquidity and an expense ratio of 0.29%. Its performance should be compared to the S&P 500 and its Catholic Values Index benchmark to assess its effectiveness as an SRI investment.
Similar Companies
- SPY
- IVV
- VOO
- ESGV
- SUSA
- USSG
Sources and Disclaimers
Data Sources:
- Global X ETFs website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Consult with a qualified financial advisor before making any investment decisions. Data is based on available information and may be subject to change.
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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