CLCV vs SCHD
Crossmark Large Cap Value ETF vs Schwab US Dividend Equity ETF
Which is better, CLCV or SCHD?
SCHD has been ahead.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. CLCV is less concentrated, with 29.3% of the fund in its ten largest positions against 41.8%.
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
| Metric | CLCV | SCHD |
|---|---|---|
| Expense Ratio | 0.50% | 0.06%Best |
| AUM | $17M | $112.1B |
| Dividend Yield | 0.34% | 3.00% |
| Holdings | 54 | 103 |
| YTD Return | +17.42% | +25.88%Best |
| 1Y Return | +23.58% | +30.22%Best |
| 3Y Return (annualized) | - | +16.05% |
| 5Y Return (annualized) | - | +10.17% |
| Volatility (annualized) | 9.1%Best | 12.8% |
| Max Drawdown | -6.9% | -4.6%Best |
| $10,000 over 1.1 years | $12,257 | $12,871Best |
| Top 10 Weight | 29.3%Best | 41.8% |
| Fund Family | Crossmark Global Investment | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jul 23, 2025 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Jul 23, 2025 to Sep 14, 2026 (1.1 years).
CLCV vs SCHD 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 1.1 years both funds cover.
CLCV vs SCHD Performance
Crossmark Large Cap Value ETF (CLCV) is an ETF from Crossmark Global Investment and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year CLCV returned +23.58% while SCHD returned +30.22%. Year to date, CLCV is up 17.42% versus a gain of 25.88% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 12.8% compared with 9.1% 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 -4.6% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.50. They move together some of the time, and apart the rest.
Fees and Cost Over Time
CLCV charges 0.50% per year while SCHD charges 0.06%. On a $10,000 position that is $50 vs $6 annually, a gap of $44 per year that compounds over a long holding period. On income, CLCV currently yields 0.34% against 3.00% for SCHD.
Holdings Overlap
12.5% of CLCV's money is in holdings SCHD also owns. 23.0% of SCHD's money is in holdings CLCV also owns.
SCHD and CLCV share little of their money.
7 positions in common, counted across the 53 positions we hold weights for in CLCV and 100 in SCHD, against full books of 54 and 103.
What only one of them owns
Our book lists 92 positions for SCHD that do not appear in our book for CLCV (76.9% of the fund), and 41 for CLCV that do not appear in SCHD (78.3%).
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
| Stock | Weight in CLCV | Weight in SCHD | Difference |
|---|---|---|---|
| VZVerizon Communic | 2.45% | 3.97% | 1.52% |
| COPConocophillips Common Stock USD 0.01 | 2.47% | 3.94% | 1.47% |
| AMGNAmgen Inc. | 1.41% | 4.70% | 3.29% |
| QCOMQualcomm Inc. | 1.84% | 2.52% | 0.68% |
| ADPAutomatic Data Processing, Inc. | 1.52% | 2.79% | 1.27% |
| CMCSAComcast Corp-class A Cmcsa | 1.90% | 2.31% | 0.41% |
| LMTLockheed Martin Corp | 0.89% | 2.78% | 1.89% |
23.0% of SCHD is already inside CLCV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, CLCV or SCHD?
CLCV has an expense ratio of 0.50% while SCHD charges 0.06%. SCHD is the cheaper option, by $44 a year on a $10,000 investment.
Which performed better, CLCV or SCHD?
Over the past year CLCV returned +23.58% vs +30.22% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), CLCV annualized +20.32% vs +25.79% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, CLCV or SCHD?
SCHD has been the more volatile fund at 12.8% annualized versus 9.1% for CLCV. Worst drawdown: CLCV -6.9% vs SCHD -4.6%.
Should I hold both CLCV and SCHD?
CLCV and SCHD have a monthly-return correlation of 0.50, 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 CLCV and SCHD?
23.0% of SCHD's money is in holdings CLCV also owns. 23.0% of SCHD's is in holdings CLCV also owns. They hold 7 positions in common, counted across the 53 positions we hold weights for in CLCV and 100 in SCHD.
Which pays a higher dividend, CLCV or SCHD?
CLCV yields 0.34% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than CLCV?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. CLCV is less concentrated, with 29.3% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.