A Comparative Look at the Costs of Faith-Based ETFs

For investors seeking to align their financial decisions with their personal values, faith-based ETFs may present a unique opportunity. However, understanding the fee structures associated with these funds is necessary for making informed choices.

ETF Trends • Jun 11, 2025

CATH: Dubious Faith-Based ETF With High Fees, Sell

The Global X S&P 500 Catholic Values ETF seeks to provide exposure to large-cap companies meeting the Socially Responsible Investment Guidelines for the United States Conference of Catholic Bishops. While the Guidelines permit taking a minimal position in "mixed investments", CATH outright excludes stocks based on values relating to abortion, contraception, casinos, tobacco, and child labor, among others. This may be acceptable to faith-based investors, but CATH seems to pick and choose when the exclusion criteria apply. Even today, it holds CVS Health, McKesson, and Altria Group.

Seeking Alpha • Jul 20, 2024

Good Fishing In The Dividend Stream

Once upon a time, dividends played a starring role in equity markets—until 14 years of easy money whetted investors' appetite for risk and created a massive tailwind for unprofitable, long-duration growth stocks. Valuations appear to be attractive: Stocks yielding north of 2.5% are trading near their largest discount to the equity market in recent memory.

Seeking Alpha • Feb 26, 2023

Oversold-Overbought Watch: S&P 500 Index - February 21, 2023

The S&P 500 Index has rebounded sharply off its previous low in October, closing up 14% on Feb. 17 since October's trough. The market could continue to rally, of course.

Seeking Alpha • Feb 21, 2023

ETF Edge: Rosenbluth Dives Deep on ESG Controversy

 Todd Rosenbluth, head of research at VettaFi, appeared on ETF Edge to discuss ESG investing along with DWS's Arne Noack, S&P Global's Mona Naqvi, and host Bob Pisani.

ETF Trends • Sep 7, 2022

ESG Is Not the Dark Lord We Do Not Speak Of

In the Harry Potter Series, the wizards are afraid to utter the name of the Dark Lord because to do so would break the jinx and bring the antagonist back to power. This is the reverse of what is happening in the investment world.

ETF Trends • Sep 6, 2022

Live From Inside ETFs: The Truth About ESG

On the heels of the SEC considering stricter disclosure requirements for ESG ETFs and Tesla being removed from the S&P 500 ESG Index, a panel at Inside ETFs gave some key players in the ETF ecosystem a chance to defend ESG. Defense was needed because Eric Balchunas, senior ETF analyst and moderator of the panel, [.

ETF Trends • Jun 1, 2022

Two Catholic ETFs to Consider as Pandemic Increased Religious Faith

According to data from the Pew Research Center, more Americans turned to religion and increased their sense of personal faith during the pandemic. This faith in religion is also spilling over into their investment portfolios where returns aren't the only things that are front and center.

ETF Trends • Nov 3, 2021

What ESG Investing Is Meant To Be

An ETF with ‘ESG' in the name won't necessarily align your portfolio with your values.

ETFcom • Sep 13, 2021

CEOs Ignoring ‘ESG' Risky For Investors

Companies that don't take ESG factors into consideration will face consequences.

ETFcom • Jun 25, 2021