CLCG vs VYM

CLCG vs VYM

Which is better, CLCG or VYM?

Large Cap Growth against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 58.6%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: VYM

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

MetricCLCGVYM
Expense Ratio0.50%0.04%Best
AUM$29M$81.6B
Dividend Yield0.06%2.22%
Holdings34613
YTD Return+8.47%+10.23%Best
1Y Return+8.18%+14.28%Best
3Y Return (annualized)-+17.50%
5Y Return (annualized)-+11.60%
Volatility (annualized)17.0%10.2%Best
Max Drawdown-16.3%-6.7%Best
$10,000 over 1.2 years$11,665$11,877Best
Top 10 Weight58.6%26.1%Best
Fund FamilyCrossmark Global InvestmentVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionJul 23, 2025Nov 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 Sep 23, 2026 (1.2 years).

CLCG 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.

CLCG vs VYM Performance

Crossmark Large Cap Growth ETF (CLCG) is an ETF from Crossmark Global Investment and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year CLCG returned +8.18% while VYM returned +14.28%. Year to date, CLCG is up 8.47% versus a gain of 10.23% for VYM.

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 10.2% for VYM. 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 -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 0.34. They move together some of the time, and apart the rest.

Fees and Cost Over Time

CLCG 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, CLCG currently yields 0.06% against 2.22% for VYM.

Holdings Overlap

CLCG already in VYM12.0%
VYM already in CLCG11.3%

12.0% of CLCG's money is in holdings VYM also owns. 11.3% of VYM's money is in holdings CLCG also owns.

CLCG and VYM share little of their money.

6 positions in common, counted across the 34 positions we hold weights for in CLCG and 557 in VYM, against full books of 34 and 613.

What only one of them owns

Our book lists 522 positions for VYM that do not appear in our book for CLCG (85.7% of the fund), and 26 for CLCG that do not appear in VYM (85.0%).

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 VYMDifference
AVGOBroadcom Inc3.16%7.35%4.19%
CATCaterpillar, Inc.2.70%1.50%1.20%
CCitigroup Inc.2.25%0.89%1.36%
GILDGilead Sciences1.93%0.66%1.27%
QCOMQualcomm Inc.1.02%0.63%0.39%
CICigna Corp.0.96%0.30%0.66%

You are not choosing between two funds in isolation.

Whichever of CLCG and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

CLCGVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CLCG or VYM?

CLCG 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, CLCG or VYM?

Over the past year CLCG returned +8.18% vs +14.28% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), CLCG annualized +13.69% vs +15.41% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CLCG or VYM?

CLCG has been the more volatile fund at 17.0% annualized versus 10.2% for VYM. Worst drawdown: CLCG -16.3% vs VYM -6.7%.

Should I hold both CLCG and VYM?

CLCG and VYM have a monthly-return correlation of 0.34, 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 CLCG and VYM?

12.0% of CLCG's money is in holdings VYM also owns. 11.3% of VYM's is in holdings CLCG also owns. They hold 6 positions in common, counted across the 34 positions we hold weights for in CLCG and 557 in VYM.

Which pays a higher dividend, CLCG or VYM?

CLCG yields 0.06% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than CLCG?

VYM has a lower expense ratio. VYM led over 1Y and the full window. VYM is less concentrated, with 26.1% 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.