CLCV vs VYM
Crossmark Large Cap Value ETF vs Vanguard High Dividend Yield ETF
Which is better, CLCV or VYM?
CLCV has been ahead.
VYM has a lower expense ratio. CLCV led over 1Y and the full window. VYM is less concentrated, with 25.8% of the fund in its ten largest positions against 29.6%.
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 | VYM |
|---|---|---|
| Expense Ratio | 0.50% | 0.04%Best |
| AUM | $18M | $78.9B |
| Dividend Yield | 0.35% | 2.37% |
| Holdings | 160 | 608 |
| YTD Return | +15.44%Best | +11.83% |
| 1Y Return | +21.48%Best | +15.96% |
| 3Y Return (annualized) | - | +18.60% |
| 5Y Return (annualized) | - | +11.51% |
| Volatility (annualized) | 9.8%Best | 10.3% |
| Max Drawdown | -6.9% | -6.7%Best |
| $10,000 over 1.2 years | $12,098Best | $11,948 |
| Top 10 Weight | 29.6% | 25.8%Best |
| Fund Family | Crossmark Global Investment | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jul 23, 2025 | Nov 10, 2006 |
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 VYM 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 VYM Performance
Crossmark Large Cap Value ETF (CLCV) is an ETF from Crossmark Global Investment and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year CLCV returned +21.48% while VYM returned +15.96%. Year to date, CLCV is up 15.44% versus a gain of 11.83% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 10.3% 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 -6.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.
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. On income, CLCV currently yields 0.35% against 2.37% for VYM.
Holdings Overlap
58.6% of CLCV's money is in holdings VYM also owns. 24.3% of VYM's money is in holdings CLCV also owns.
The two portfolios partly overlap.
31 positions in common, counted across the 53 positions we hold weights for in CLCV and 602 in VYM, against full books of 160 and 608.
What only one of them owns
Our book lists 544 positions for VYM that do not appear in our book for CLCV (73.7% of the fund), and 19 for CLCV that do not appear in VYM (35.5%).
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 VYM | Difference |
|---|---|---|---|
| JPMJpmorgan Chase | 1.63% | 3.83% | 2.20% |
| CSCOCisco Systems Inc. - Ordinary Shares | 3.09% | 1.76% | 1.33% |
| BACBank of America Corp.: Financials | 2.83% | 1.65% | 1.18% |
| XOMExxonmobil Corp. | 1.55% | 2.70% | 1.15% |
| GILDGilead Sciences | 2.68% | 0.73% | 1.95% |
| DELLDell Technologies Inc | 2.77% | 0.55% | 2.22% |
| CCitigroup Inc. | 2.39% | 0.90% | 1.49% |
| VZVerizon Communic | 2.31% | 0.84% | 1.47% |
| ADIAnalog Devices, Inc. | 2.42% | 0.71% | 1.71% |
| WFCWells Fargo & Co. | 1.99% | 1.07% | 0.92% |
58.6% of CLCV is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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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, by $46 a year on a $10,000 investment.
Which performed better, CLCV or VYM?
Over the past year CLCV returned +21.48% vs +15.96% for VYM, so CLCV leads on 1-year performance. Over the longest common window we track (1 years), CLCV annualized +17.20% vs +15.99% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CLCV or VYM?
VYM has been the more volatile fund at 10.3% annualized versus 9.8% for CLCV. Worst drawdown: CLCV -6.9% vs VYM -6.7%.
Should I hold both CLCV and VYM?
CLCV and VYM have a monthly-return correlation of 0.73, 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 VYM?
58.6% of CLCV's money is in holdings VYM also owns. 24.3% of VYM's is in holdings CLCV also owns. They hold 31 positions in common, counted across the 53 positions we hold weights for in CLCV and 602 in VYM.
Which pays a higher dividend, CLCV or VYM?
CLCV yields 0.35% while VYM yields 2.37%, so VYM currently pays the higher dividend yield.
Is VYM better than CLCV?
VYM has a lower expense ratio. CLCV led over 1Y and the full window. VYM is less concentrated, with 25.8% of the fund in its ten largest positions against 29.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.