CLCV vs IVV
CLCV vs IVV
Crossmark Large Cap Value ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. CLCV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | CLCV | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.03% | |
| AUM | - | $865.2B | |
| Dividend Yield | - | 1.09% | |
| Holdings | 52 | 508 | |
| YTD Return | +17.44% | +13.80% | |
| 1Y Return | +28.69% | +23.70% | |
| 3Y Return (annualized) | - | +21.49% | |
| 5Y Return (annualized) | - | +13.43% | |
| Volatility (annualized) | 9.2% | 15.1% | |
| Max Drawdown | -6.9% | -56.5% | |
| Fund Family | Crossmark Global Investment | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jul 23, 2025 | May 15, 2000 |
CLCV vs IVV Performance
Crossmark Large Cap Value ETF (CLCV) is a ETF from Crossmark Global Investment and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year CLCV returned +28.69% while IVV returned +23.70%. Year to date, CLCV is up 17.44% versus a gain of 13.80% for IVV.
Risk: Volatility and Drawdowns
IVV has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 9.2% for CLCV. 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 -6.9% for CLCV and -56.5% for IVV. 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 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
CLCV charges 0.50% per year while IVV 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.
Holdings Overlap
CLCV and IVV share 41 holdings out of 515 unique holdings combined, representing a 13.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in CLCV | Weight in IVV | Difference |
|---|---|---|---|
| GOOGL | 2.42% | 3.15% | 0.73% |
| CSCO | 3.64% | 0.69% | 2.95% |
| XOM | 3.07% | 0.97% | 2.10% |
| WDC | Pro | Pro | Pro |
| JPM:US | Pro | Pro | Pro |
| QCOM | Pro | Pro | Pro |
| C | Pro | Pro | Pro |
| VZ | Pro | Pro | Pro |
| COP | Pro | Pro | Pro |
| DELL | Pro | Pro | Pro |
See all 10 holdings CLCV shares with IVV Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, CLCV or IVV?
CLCV has an expense ratio of 0.50% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, CLCV or IVV?
Over the past year CLCV returned +28.69% vs +23.70% for IVV, so CLCV leads on 1-year performance. Over the longest common window we track (1 years), CLCV annualized +22.58% vs +7.05% for IVV. Past performance does not guarantee future results.
Which is riskier, CLCV or IVV?
IVV has been the more volatile fund at 15.1% annualized versus 9.2% for CLCV. Worst drawdown: CLCV -6.9% vs IVV -56.5%.
Should I hold both CLCV and IVV?
CLCV and IVV have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between CLCV and IVV?
CLCV and IVV share 41 common holdings with a 13.4% weight overlap. Combined, they hold 515 unique securities.
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