CLCG vs QQQ
Crossmark Large Cap Growth ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | CLCG | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.18% | |
| AUM | $30M | $496.3B | |
| Dividend Yield | 0.06% | 0.44% | |
| Holdings | 31 | 108 | |
| YTD Return | +7.39% | +16.64% | |
| 1Y Return | +13.97% | +27.27% | |
| 3Y Return (annualized) | - | +25.96% | |
| 5Y Return (annualized) | - | +14.54% | |
| Volatility (annualized) | 17.7% | 30.6% | |
| Max Drawdown | -16.3% | -83.0% | |
| Fund Family | Crossmark Global Investment | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Jul 23, 2025 | Mar 10, 1999 |
CLCG vs QQQ Performance
Crossmark Large Cap Growth ETF (CLCG) is a ETF from Crossmark Global Investment and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year CLCG returned +13.97% while QQQ returned +27.27%. Year to date, CLCG is up 7.39% versus a gain of 16.64% for QQQ.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 17.7% for CLCG. 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 -83.0% for QQQ. 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 0.96. 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 QQQ charges 0.18%. On a $10,000 position that is $50 vs $18 annually, a gap of $32 per year that compounds over a long holding period. On income, CLCG currently yields 0.06% against 0.44% for QQQ.
Holdings Overlap
CLCG and QQQ share 19 holdings out of 117 unique holdings combined, representing a 39.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CLCG or QQQ?
CLCG has an expense ratio of 0.50% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, CLCG or QQQ?
Over the past year CLCG returned +13.97% vs +27.27% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (1 years), CLCG annualized +13.86% vs +13.03% for QQQ. Past performance does not guarantee future results.
Which is riskier, CLCG or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 17.7% for CLCG. Worst drawdown: CLCG -16.3% vs QQQ -83.0%.
Should I hold both CLCG and QQQ?
CLCG and QQQ have a monthly-return correlation of 0.96, 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 QQQ?
CLCG and QQQ share 19 common holdings with a 39.0% weight overlap. Combined, they hold 117 unique securities.
Which pays a higher dividend, CLCG or QQQ?
CLCG yields 0.06% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.
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