CLCV vs SCHD
CLCV vs SCHD
Crossmark Large Cap Value ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | CLCV | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.06% | |
| AUM | - | $103.7B | |
| Dividend Yield | - | 3.31% | |
| Holdings | 52 | 104 | |
| YTD Return | +16.68% | +23.53% | |
| 1Y Return | +27.21% | +30.95% | |
| 3Y Return (annualized) | - | +14.72% | |
| 5Y Return (annualized) | - | +9.56% | |
| Volatility (annualized) | 9.2% | 13.6% | |
| Max Drawdown | -6.9% | -33.4% | |
| Fund Family | Crossmark Global Investment | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jul 23, 2025 | Oct 20, 2011 |
CLCV vs SCHD Performance
Crossmark Large Cap Value ETF (CLCV) is a ETF from Crossmark Global Investment and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year CLCV returned +27.21% while SCHD returned +30.95%. Year to date, CLCV is up 16.68% versus a gain of 23.53% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 9.2% for CLCV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -6.9% for CLCV and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CLCV charges 0.50% per year while SCHD charges 0.06%. On a $10,000 position that is $50 vs $6 annually, a gap of $44 per year that compounds over a long holding period.
Holdings Overlap
CLCV and SCHD share 7 holdings out of 144 unique holdings combined, representing a 14.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in CLCV | Weight in SCHD | Difference |
|---|---|---|---|
| VZ | 2.58% | 3.68% | 1.10% |
| COP | 2.48% | 3.70% | 1.22% |
| AMGN | 1.18% | 4.25% | 3.07% |
| QCOM | Pro | Pro | Pro |
| LMT | Pro | Pro | Pro |
| CMCSA | Pro | Pro | Pro |
| ADP | Pro | Pro | Pro |
See all 7 holdings CLCV shares with SCHD Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, CLCV or SCHD?
CLCV has an expense ratio of 0.50% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $44 per year of difference.
Which performed better, CLCV or SCHD?
Over the past year CLCV returned +27.21% vs +30.95% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), CLCV annualized +21.88% vs +11.35% for SCHD. Past performance does not guarantee future results.
Which is riskier, CLCV or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 9.2% for CLCV. Worst drawdown: CLCV -6.9% vs SCHD -33.4%.
Should I hold both CLCV and SCHD?
CLCV and SCHD have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CLCV and SCHD?
CLCV and SCHD share 7 common holdings with a 14.1% weight overlap. Combined, they hold 144 unique securities.
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