CLCG vs VYM
Crossmark Large Cap Growth ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | CLCG | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.04% | |
| AUM | - | $79.0B | |
| Dividend Yield | - | 2.86% | |
| Holdings | 31 | 568 | |
| YTD Return | +7.72% | +16.16% | |
| 1Y Return | +12.93% | +26.05% | |
| 3Y Return (annualized) | - | +18.43% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 17.7% | 14.6% | |
| Max Drawdown | -16.3% | -58.8% | |
| Fund Family | Crossmark Global Investment | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 23, 2025 | Nov 10, 2006 |
CLCG vs VYM Performance
Crossmark Large Cap Growth ETF (CLCG) is a ETF from Crossmark Global Investment and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year CLCG returned +12.93% while VYM returned +26.05%. Year to date, CLCG is up 7.72% versus a gain of 16.16% for VYM.
Risk: Volatility and Drawdowns
CLCG has been the more volatile fund, with annualized monthly volatility of 17.7% compared with 14.6% 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 -58.8% for VYM. 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 0.40. They move independently enough that combining them can meaningfully diversify a portfolio.
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.
Holdings Overlap
CLCG and VYM share 6 holdings out of 582 unique holdings combined, representing a 9.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $46 per year of difference.
Which performed better, CLCG or VYM?
Over the past year CLCG returned +12.93% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (1 years), CLCG annualized +14.58% vs +7.09% for VYM. Past performance does not guarantee future results.
Which is riskier, CLCG or VYM?
CLCG has been the more volatile fund at 17.7% annualized versus 14.6% for VYM. Worst drawdown: CLCG -16.3% vs VYM -58.8%.
Should I hold both CLCG and VYM?
CLCG and VYM have a monthly-return correlation of 0.40, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CLCG and VYM?
CLCG and VYM share 6 common holdings with a 9.1% weight overlap. Combined, they hold 582 unique securities.
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