CLCV vs VOO

CLCV vs VOO

Which is better, CLCV or VOO?

Large Cap Value against Large Cap Blend.

VOO has a lower expense ratio. CLCV led over 1Y and the full window. CLCV is less concentrated, with 29.3% of the fund in its ten largest positions against 37.6%.

Lower Fees: VOOHigher Returns: CLCVLess Concentrated: CLCV

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

MetricCLCVVOO
Expense Ratio0.50%0.03%Best
AUM$17M$997.4B
Dividend Yield0.34%1.04%
Holdings54509
YTD Return+17.15%Best+11.48%
1Y Return+23.29%Best+15.94%
3Y Return (annualized)-+21.01%
5Y Return (annualized)-+12.66%
Volatility (annualized)9.1%Best12.5%
Max Drawdown-6.9%Best-8.9%
$10,000 over 1.1 years$12,223Best$11,991
Top 10 Weight29.3%Best37.6%
Fund FamilyCrossmark Global InvestmentVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionJul 23, 2025Sep 7, 2010

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 15, 2026 (1.1 years).

CLCV vs VOO 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 VOO Performance

Crossmark Large Cap Value ETF (CLCV) is an ETF from Crossmark Global Investment and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year CLCV returned +23.29% while VOO returned +15.94%. Year to date, CLCV is up 17.15% versus a gain of 11.48% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 12.5% 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 -8.9% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.81. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

CLCV charges 0.50% per year while VOO 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, CLCV currently yields 0.34% against 1.04% for VOO.

Holdings Overlap

CLCV already in VOO88.9%
VOO already in CLCV34.4%

88.9% of CLCV's money is in holdings VOO also owns. 34.4% of VOO's money is in holdings CLCV also owns.

Most of CLCV is already inside VOO. Owning both mostly buys the same companies twice.

46 positions in common, counted across the 53 positions we hold weights for in CLCV and 494 in VOO, against full books of 54 and 509.

What only one of them owns

Our book lists 442 positions for VOO that do not appear in our book for CLCV (64.8% of the fund), and 3 for CLCV that do not appear in VOO (3.4%).

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 CLCVWeight in VOODifference
AAPLApple, Inc3.63%7.05%3.42%
MSFTMicrosoft Corp2.95%5.36%2.41%
AMZNAmazon.Com Inc3.91%4.13%0.22%
GOOGLAlphabet Inc,class A0.98%3.24%2.26%
BACBank of America Corp.: Financials3.19%0.63%2.56%
CSCOCisco Systems Inc. - Ordinary Shares2.92%0.71%2.21%
JPMJpmorgan Chase1.70%1.46%0.24%
GILDGilead Sciences2.69%0.25%2.44%
CRMSalesforce Inc Crm Us Equity2.64%0.23%2.41%
CCitigroup Inc.2.43%0.34%2.09%

88.9% of CLCV is already inside VOO.

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

CLCVVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, CLCV or VOO?

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

Which performed better, CLCV or VOO?

Over the past year CLCV returned +23.29% vs +15.94% for VOO, so CLCV leads on 1-year performance. Over the longest common window we track (1 years), CLCV annualized +20.02% vs +17.95% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, CLCV or VOO?

VOO has been the more volatile fund at 12.5% annualized versus 9.1% for CLCV. Worst drawdown: CLCV -6.9% vs VOO -8.9%.

Should I hold both CLCV and VOO?

CLCV and VOO have a monthly-return correlation of 0.81, 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 VOO?

88.9% of CLCV's money is in holdings VOO also owns. 34.4% of VOO's is in holdings CLCV also owns. They hold 46 positions in common, counted across the 53 positions we hold weights for in CLCV and 494 in VOO.

Which pays a higher dividend, CLCV or VOO?

CLCV yields 0.34% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.

Is VOO better than CLCV?

VOO has a lower expense ratio. CLCV led over 1Y and the full window. CLCV is less concentrated, with 29.3% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.