CLCV vs IVV
Crossmark Large Cap Value ETF vs iShares Core S&P 500 ETF
Which is better, CLCV or IVV?
Large Cap Value against Large Cap Blend.
IVV has a lower expense ratio. CLCV led over 1Y, IVV over the full window. CLCV is less concentrated, with 29.6% of the fund in its ten largest positions against 38.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | CLCV | IVV |
|---|---|---|
| Expense Ratio | 0.50% | 0.03%Best |
| AUM | $18M | $896.5B |
| Dividend Yield | 0.35% | 1.10% |
| Holdings | 160 | 508 |
| YTD Return | +15.44%Best | +13.59% |
| 1Y Return | +21.48%Best | +17.54% |
| 3Y Return (annualized) | - | +22.46% |
| 5Y Return (annualized) | - | +13.28% |
| Volatility (annualized) | 9.8%Best | 11.9% |
| Max Drawdown | -6.9%Best | -8.9% |
| $10,000 over 1.2 years | $12,098 | $12,255Best |
| Top 10 Weight | 29.6%Best | 38.9% |
| Fund Family | Crossmark Global Investment | iShares by BlackRock (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Jul 23, 2025 | May 15, 2000 |
Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jul 23, 2025 to Oct 14, 2026 (1.2 years).
CLCV vs IVV growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.2 years both funds cover.
CLCV vs IVV Performance
Crossmark Large Cap Value ETF (CLCV) is an ETF from Crossmark Global Investment and iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US). Over the past year CLCV returned +21.48% while IVV returned +17.54%. Year to date, CLCV is up 15.44% versus a gain of 13.59% for IVV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 11.9% compared with 9.8% 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 -8.9% for IVV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CLCV charges 0.50% per year while IVV charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, CLCV currently yields 0.35% against 1.10% for IVV.
Holdings Overlap
87.8% of CLCV's money is in holdings IVV also owns. 31.2% of IVV's money is in holdings CLCV also owns.
Most of CLCV is already inside IVV. Owning both mostly buys the same companies twice.
46 positions in common, counted across the 53 positions we hold weights for in CLCV and 506 in IVV, against full books of 160 and 508.
What only one of them owns
Our book lists 454 positions for IVV that do not appear in our book for CLCV (68.2% of the fund), and 2 for CLCV that do not appear in IVV (2.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in CLCV | Weight in IVV | Difference |
|---|---|---|---|
| AAPLApple, Inc | 3.84% | 7.29% | 3.45% |
| MSFTMicrosoft Corp | 3.17% | 5.76% | 2.59% |
| AMZNAmazon.Com Inc | 3.98% | 3.68% | 0.30% |
| CSCOCisco Systems Inc. - Ordinary Shares | 3.09% | 0.65% | 2.44% |
| BACBank of America Corp.: Financials | 2.83% | 0.53% | 2.30% |
| MUMicron Technology, Inc. | 1.33% | 1.87% | 0.54% |
| DELLDell Technologies Inc | 2.77% | 0.25% | 2.52% |
| JPMJpmorgan Chase | 1.63% | 1.34% | 0.29% |
| GILDGilead Sciences | 2.68% | 0.28% | 2.40% |
| CRMSalesforce Inc Crm Us Equity | 2.48% | 0.29% | 2.19% |
87.8% of CLCV is already inside IVV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CLCV or IVV?
CLCV has an expense ratio of 0.50% while IVV charges 0.03%. IVV is the cheaper option, by $47 a year on a $10,000 investment.
Which performed better, CLCV or IVV?
Over the past year CLCV returned +21.48% vs +17.54% for IVV, so CLCV leads on 1-year performance. Over the longest common window we track (1 years), CLCV annualized +17.20% vs +18.47% for IVV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CLCV or IVV?
IVV has been the more volatile fund at 11.9% annualized versus 9.8% for CLCV. Worst drawdown: CLCV -6.9% vs IVV -8.9%.
Should I hold both CLCV and IVV?
CLCV and IVV have a monthly-return correlation of 0.76, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between CLCV and IVV?
87.8% of CLCV's money is in holdings IVV also owns. 31.2% of IVV's is in holdings CLCV also owns. They hold 46 positions in common, counted across the 53 positions we hold weights for in CLCV and 506 in IVV.
Which pays a higher dividend, CLCV or IVV?
CLCV yields 0.35% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
Is IVV better than CLCV?
IVV has a lower expense ratio. CLCV led over 1Y, IVV over the full window. CLCV is less concentrated, with 29.6% of the fund in its ten largest positions against 38.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.