CLCG vs SPY
Crossmark Large Cap Growth ETF vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | CLCG | SPY | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.09% | |
| AUM | $29M | $814.4B | |
| Dividend Yield | 0.06% | 1.01% | |
| Holdings | 34 | 505 | |
| YTD Return | +7.54% | +12.60% | |
| 1Y Return | +13.48% | +20.83% | |
| 3Y Return (annualized) | - | +20.98% | |
| 5Y Return (annualized) | - | +12.56% | |
| Volatility (annualized) | 17.0% | 15.3% | |
| Max Drawdown | -16.3% | -56.5% | |
| Fund Family | Crossmark Global Investment | State Street Investment Management | |
| Category | Equity | Equity | |
| Inception | Jul 23, 2025 | Jan 22, 1993 |
CLCG vs SPY Performance
Crossmark Large Cap Growth ETF (CLCG) is a ETF from Crossmark Global Investment and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year CLCG returned +13.48% while SPY returned +20.83%. Year to date, CLCG is up 7.54% versus a gain of 12.60% for SPY.
Risk: Volatility and Drawdowns
CLCG has been the more volatile fund, with annualized monthly volatility of 17.0% compared with 15.3% for SPY. 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 SPY. 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 SPY charges 0.09%. On a $10,000 position that is $50 vs $9 annually, a gap of $41 per year that compounds over a long holding period. On income, CLCG currently yields 0.06% against 1.01% for SPY.
Holdings Overlap
CLCG and SPY share 31 holdings out of 507 unique holdings combined, representing a 37.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, CLCG or SPY?
CLCG has an expense ratio of 0.50% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $41 per year of difference.
Which performed better, CLCG or SPY?
Over the past year CLCG returned +13.48% vs +20.83% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (1 years), CLCG annualized +13.56% vs +8.79% for SPY. Past performance does not guarantee future results.
Which is riskier, CLCG or SPY?
CLCG has been the more volatile fund at 17.0% annualized versus 15.3% for SPY. Worst drawdown: CLCG -16.3% vs SPY -56.5%.
Should I hold both CLCG and SPY?
CLCG and SPY 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 SPY?
CLCG and SPY share 31 common holdings with a 37.6% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, CLCG or SPY?
CLCG yields 0.06% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.
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