CLCV vs SPY
CLCV vs SPY
Crossmark Large Cap Value ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. CLCV delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.
Side-by-Side Comparison
| Metric | CLCV | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.09% | |
| AUM | - | $789.1B | |
| Dividend Yield | - | 1.01% | |
| Holdings | 52 | 505 | |
| YTD Return | +17.44% | +13.79% | |
| 1Y Return | +28.69% | +23.66% | |
| 3Y Return (annualized) | - | +21.40% | |
| 5Y Return (annualized) | - | +13.37% | |
| Volatility (annualized) | 9.2% | 15.3% | |
| Max Drawdown | -6.9% | -56.5% | |
| Fund Family | Crossmark Global Investment | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Jul 23, 2025 | Jan 22, 1993 |
CLCV vs SPY Performance
Crossmark Large Cap Value ETF (CLCV) is a ETF from Crossmark Global Investment and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year CLCV returned +28.69% while SPY returned +23.66%. Year to date, CLCV is up 17.44% versus a gain of 13.79% for SPY.
Risk: Volatility and Drawdowns
SPY has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -56.5% for SPY. 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CLCV charges 0.50% per year while SPY charges 0.09%. On a $10,000 position that is $50 vs $9 annually, a gap of $41 per year that compounds over a long holding period.
Holdings Overlap
CLCV and SPY share 40 holdings out of 514 unique holdings combined, representing a 13.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in CLCV | Weight in SPY | Difference |
|---|---|---|---|
| GOOGL | 2.42% | 3.32% | 0.90% |
| CSCO | 3.64% | 0.69% | 2.95% |
| XOM | 3.07% | 0.87% | 2.20% |
| WDC | Pro | Pro | Pro |
| JPM:US | Pro | Pro | Pro |
| QCOM | Pro | Pro | Pro |
| C | Pro | Pro | Pro |
| VZ | Pro | Pro | Pro |
| COP | Pro | Pro | Pro |
| DELL | Pro | Pro | Pro |
See all 10 holdings CLCV shares with SPY 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 SPY?
CLCV has an expense ratio of 0.50% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, CLCV or SPY?
Over the past year CLCV returned +28.69% vs +23.66% for SPY, so CLCV leads on 1-year performance. Over the longest common window we track (1 years), CLCV annualized +22.58% vs +8.85% for SPY. Past performance does not guarantee future results.
Which is riskier, CLCV or SPY?
SPY has been the more volatile fund at 15.3% annualized versus 9.2% for CLCV. Worst drawdown: CLCV -6.9% vs SPY -56.5%.
Should I hold both CLCV and SPY?
CLCV and SPY have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CLCV and SPY?
CLCV and SPY share 40 common holdings with a 13.2% weight overlap. Combined, they hold 514 unique securities.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.