CLCG vs IVV
Crossmark Large Cap Growth ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | CLCG | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.03% | |
| AUM | $30M | $907.0B | |
| Dividend Yield | 0.06% | 1.10% | |
| Holdings | 31 | 508 | |
| YTD Return | +6.89% | +12.28% | |
| 1Y Return | +13.00% | +20.94% | |
| 3Y Return (annualized) | - | +21.81% | |
| 5Y Return (annualized) | - | +13.05% | |
| Volatility (annualized) | 17.6% | 15.1% | |
| Max Drawdown | -16.3% | -56.5% | |
| Fund Family | Crossmark Global Investment | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jul 23, 2025 | May 15, 2000 |
CLCG vs IVV Performance
Crossmark Large Cap Growth ETF (CLCG) is a ETF from Crossmark Global Investment and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CLCG returned +13.00% while IVV returned +20.94%. Year to date, CLCG is up 6.89% versus a gain of 12.28% for IVV.
Risk: Volatility and Drawdowns
CLCG has been the more volatile fund, with annualized monthly volatility of 17.6% compared with 15.1% for IVV. 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 -16.3% for CLCG and -56.5% for IVV. 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 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
CLCG 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, CLCG currently yields 0.06% against 1.10% for IVV.
Holdings Overlap
CLCG and IVV share 30 holdings out of 509 unique holdings combined, representing a 37.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CLCG or IVV?
CLCG has an expense ratio of 0.50% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, CLCG or IVV?
Over the past year CLCG returned +13.00% vs +20.94% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), CLCG annualized +13.40% vs +6.98% for IVV. Past performance does not guarantee future results.
Which is riskier, CLCG or IVV?
CLCG has been the more volatile fund at 17.6% annualized versus 15.1% for IVV. Worst drawdown: CLCG -16.3% vs IVV -56.5%.
Should I hold both CLCG and IVV?
CLCG and IVV have a monthly-return correlation of 0.94, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between CLCG and IVV?
CLCG and IVV share 30 common holdings with a 37.7% weight overlap. Combined, they hold 509 unique securities.
Which pays a higher dividend, CLCG or IVV?
CLCG yields 0.06% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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