CLCG vs VTI

CLCG vs VTI

Which is better, CLCG or VTI?

Large Cap Growth against Large Cap Blend.

VTI has a lower expense ratio. VTI led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.93. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 58.6%.

Lower Fees: VTIHigher Returns: VTILess Concentrated: VTI

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

MetricCLCGVTI
Expense Ratio0.50%0.03%Best
AUM$29M$666.9B
Dividend Yield0.06%1.03%
Holdings343,543
YTD Return+7.64%+12.30%Best
1Y Return+8.66%+16.08%Best
3Y Return (annualized)-+21.01%
5Y Return (annualized)-+12.36%
Volatility (annualized)17.0%12.2%Best
Max Drawdown-16.3%-8.9%Best
$10,000 over 1.2 years$11,593$12,249Best
Top 10 Weight58.6%33.3%Best
Fund FamilyCrossmark Global InvestmentVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJul 23, 2025May 24, 2001

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 Sep 18, 2026 (1.2 years).

CLCG vs VTI 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.

CLCG vs VTI Performance

Crossmark Large Cap Growth ETF (CLCG) is an ETF from Crossmark Global Investment and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year CLCG returned +8.66% while VTI returned +16.08%. Year to date, CLCG is up 7.64% versus a gain of 12.30% for VTI.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

CLCG has been the more volatile fund, with annualized monthly volatility of 17.0% compared with 12.2% for VTI. 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 -8.9% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.93. 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 VTI 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 1.03% for VTI.

Holdings Overlap

CLCG already in VTI97.0%
VTI already in CLCG35.5%

97.0% of CLCG's money is in holdings VTI also owns. 35.5% of VTI's money is in holdings CLCG also owns.

Most of CLCG is already inside VTI. Owning both mostly buys the same companies twice.

32 positions in common, counted across the 34 positions we hold weights for in CLCG and 3,463 in VTI, against full books of 34 and 3,543.

What only one of them owns

Our book lists 1,118 positions for VTI that do not appear in our book for CLCG (61.9% of the fund), and 0 for CLCG that do not appear in VTI (0.0%).

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

StockWeight in CLCGWeight in VTIDifference
NVDANvidia Corp17.74%6.40%11.34%
AAPLApple, Inc9.72%6.29%3.43%
GOOGLAlphabet Inc,class A8.69%2.90%5.79%
MSFTMicrosoft Corp3.49%4.79%1.30%
AVGOBroadcom Inc3.16%2.56%0.60%
LLYEli Lilly & Co.3.52%1.35%2.17%
VVisa Inc Class A3.67%0.83%2.84%
MAMastercard Inc3.26%0.63%2.63%
MUMicron Technology, Inc.2.22%1.29%0.93%
METAMeta Platforms Inc1.58%1.70%0.12%

97.0% of CLCG is already inside VTI.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

CLCGVTI

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CLCG or VTI?

CLCG has an expense ratio of 0.50% while VTI charges 0.03%. VTI is the cheaper option, by $47 a year on a $10,000 investment.

Which performed better, CLCG or VTI?

Over the past year CLCG returned +8.66% vs +16.08% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (1 years), CLCG annualized +13.11% vs +18.42% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CLCG or VTI?

CLCG has been the more volatile fund at 17.0% annualized versus 12.2% for VTI. Worst drawdown: CLCG -16.3% vs VTI -8.9%.

Should I hold both CLCG and VTI?

CLCG and VTI have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.

What is the holdings overlap between CLCG and VTI?

97.0% of CLCG's money is in holdings VTI also owns. 35.5% of VTI's is in holdings CLCG also owns. They hold 32 positions in common, counted across the 34 positions we hold weights for in CLCG and 3,463 in VTI.

Which pays a higher dividend, CLCG or VTI?

CLCG yields 0.06% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.

Is VTI better than CLCG?

VTI has a lower expense ratio. VTI led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.93. VTI is less concentrated, with 33.3% of the fund in its ten largest positions against 58.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.