CATH vs KLMN

CATHBGlobal X S&P 500 Catholic Values ETF

KLMNAInvesco MSCI North America Climate ETF

In short

CATH Same S&P 500 neighborhood, screened through Catholic doctrine instead of a generic ESG rating. Global X has run this faith-based cut of the index since 2016.

KLMN —No data

Stated mandate

CATH The fund seeks investment results that generally correspond to the performance of the S&P 500® Catholic Values Index before fees and expenses.

KLMN —No data

Why people hold it

• CATH The screen is the whole point: it tracks the S&P 500 Catholic Values Index, filtering the benchmark on faith-based criteria rather than a broad ESG score.globalxetfs.com
• Still core-shaped underneath: roughly 400 large US companies, index-tracked, no stock-picker's hunches in the mix.
• Live since 2016 and now over a billion dollars in assets, running on an S&P-built index rather than an in-house screen.
• The portfolio sticks tightly to the index it names, so the label and the holdings tell the same story.

KLMN —No data

Worth knowing

• CATH At 0.29% a year it runs above the typical fund in its screened-equity group, and well above bare-bones S&P 500 ESG trackers like SNPE and XVV.
• Trading volume is modest next to the biggest names in the category, so spreads can be wider. That cost shows up at the moment you transact.
• Excluding companies means this is not the S&P 500. Results can drift from the parent index in either direction, and distributions come only once or twice a year.

KLMN —No data

Full CATH profile⁠

Full KLMN profile⁠