CLCV vs VYM
CLCV vs VYM
Crossmark Large Cap Value ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. CLCV delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | CLCV | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.04% | |
| AUM | - | $79.0B | |
| Dividend Yield | - | 2.86% | |
| Holdings | 52 | 568 | |
| YTD Return | +17.44% | +15.80% | |
| 1Y Return | +28.69% | +26.12% | |
| 3Y Return (annualized) | - | +18.25% | |
| 5Y Return (annualized) | - | +12.51% | |
| Volatility (annualized) | 9.2% | 14.6% | |
| Max Drawdown | -6.9% | -58.8% | |
| Fund Family | Crossmark Global Investment | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 23, 2025 | Nov 10, 2006 |
CLCV vs VYM Performance
Crossmark Large Cap Value ETF (CLCV) is a ETF from Crossmark Global Investment and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year CLCV returned +28.69% while VYM returned +26.12%. Year to date, CLCV is up 17.44% versus a gain of 15.80% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.65. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
CLCV charges 0.50% per year while VYM charges 0.04%. On a $10,000 position that is $50 vs $4 annually, a gap of $46 per year that compounds over a long holding period.
Holdings Overlap
CLCV and VYM share 33 holdings out of 576 unique holdings combined, representing a 21.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in CLCV | Weight in VYM | Difference |
|---|---|---|---|
| XOM | 3.07% | 2.83% | 0.24% |
| CSCO | 3.64% | 1.39% | 2.25% |
| JPM:US | 1.65% | 3.36% | 1.71% |
| VZ | Pro | Pro | Pro |
| C | Pro | Pro | Pro |
| QCOM | Pro | Pro | Pro |
| WFC | Pro | Pro | Pro |
| COP | Pro | Pro | Pro |
| T | Pro | Pro | Pro |
| IBM | Pro | Pro | Pro |
See all 10 holdings CLCV shares with VYM 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 VYM?
CLCV has an expense ratio of 0.50% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
Which performed better, CLCV or VYM?
Over the past year CLCV returned +28.69% vs +26.12% for VYM, so CLCV leads on 1-year performance. Over the longest common window we track (1 years), CLCV annualized +22.58% vs +7.07% for VYM. Past performance does not guarantee future results.
Which is riskier, CLCV or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 9.2% for CLCV. Worst drawdown: CLCV -6.9% vs VYM -58.8%.
Should I hold both CLCV and VYM?
CLCV and VYM have a monthly-return correlation of 0.65, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CLCV and VYM?
CLCV and VYM share 33 common holdings with a 21.9% weight overlap. Combined, they hold 576 unique securities.
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