Large Blend · NASDAQ · USD · Data as of 2026-07-29
AUM
$1.26B
Expense ratio
0.29%
Yield
0.77%
YTD return
+8.03%
Last price
$88.07
Broad Equity · Coverage 100% · medium
Today
58.3
Outlook
57.0
Block A (composite-derived)
61.9
Block C (market behavior)
60.9
Today overlay (Block D)
0.0
Outlook overlay (Block D)
0.0
today_score = clip(0,100, 50 + 0.15·(A−50) + 0.60·(C−50) + D_today). Block B (holdings rollup) is in Phase 3 development; β=0 caps the natural range at ~12.5–87.5 in Preview v0.9. Formula version tide-etf-v1.0.0.
61.9
Coverage 100% · high
Liquidity
58.0
Expenses
80.0
Performance
38.0
Volatility
64.1
Dividend
22.1
Concentration
55.0
Smart Money
81.7
Activist
99.8
Formula version composite-v1.0.0. Axes hover to see why a sub-score is missing.
Global X S&P 500® Catholic Values ETF (CATH) is an exchange-traded fund from Global X Funds in the Mixed asset class. Launched in 2016. Assets under management: 1,213,337,728.
The fund tracks the S&P 500 Catholic Values Index.
Bullish Whales composite rating: 62 out of 100. Evidence coverage 100% across 8 of 8 axes. Strongest axes: activist exposure, smart-money flow, expenses.
Annualized one-year realized volatility 12%, classified moderate. Weakest axes: dividend, performance.
Top-10 weight 0%, diversified, led by NVDA. Trailing yield 0%.
etf_composite_score_current · activist_score, composite_score, confidence, coverage_pct, dividend_score, expenses_score, performance_score, smart_money_scoreetf_fundamentals_td · dividend_frequency, yieldetf_holdings_top10 · holding_symbol, weightetf_universe · asset_class, aum_usd, benchmark, benchmark_provider, fund_type, inception_date, issuer, name, replication_method, ticker, volatility_1yThe Global X S&P 500 Catholic Values ETF is an investment fund designed to align financial goals with moral and ethical values as prescribed by the Catholic Church. This ETF's primary function is to track the performance of the S&P 500 Catholic Values Index, which includes U.S. companies that meet specific ethical investing criteria. Notable features of this ETF include the exclusion of companies involved in activities considered inconsistent with Catholic values, such as abortion, contraception, and policies related to rights of life. This has significant implications across various sectors, ensuring investments align with certain religious and moral principles. In the financial markets, the Global X S&P 500 Catholic Values ETF serves a niche role, providing investors with an option to invest in socially responsible companies without compromising on their religious convictions, while maintaining exposure to the overall performance of the U.S. equity market as represented by the S&P 500 index. This makes it a meaningful choice for individuals and institutions looking to incorporate ethical considerations into their investment portfolio.
30-day change
-$3.23M
90-day change
—
Current AUM: $1,264,198,016. AUM change is computed from rolling daily fundamentals snapshots; it reflects total net-asset deltas (creations/redemptions + market value moves), not pure share creations.
Fund documents (fact sheets, prospectuses, semi-annual reports) for CATH are coming soon. The BW fund-document archive will surface PDFs alongside a metadata index for searchability.