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CLCV vs. CLCG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CLCV vs. CLCG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Crossmark Large Cap Value ETF (CLCV) and Crossmark Large Cap Growth ETF (CLCG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CLCV achieves a 13.65% return, which is significantly higher than CLCG's 8.90% return.


CLCV

1D
-0.54%
1M
8.29%
YTD
13.65%
6M
16.11%
1Y
3Y*
5Y*
10Y*

CLCG

1D
-1.26%
1M
6.27%
YTD
8.90%
6M
8.68%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CLCV vs. CLCG - Yearly Performance Comparison


2026 (YTD)2025
CLCV
Crossmark Large Cap Value ETF
13.65%4.88%
CLCG
Crossmark Large Cap Growth ETF
8.90%7.85%

Correlation

The correlation between CLCV and CLCG is 0.56, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 24, 2025

0.56

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Return for Risk

CLCV vs. CLCG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Crossmark Large Cap Value ETF (CLCV) and Crossmark Large Cap Growth ETF (CLCG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

CLCV vs. CLCG - Sharpe Ratio Comparison


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Sharpe Ratios by Period


CLCVCLCGDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

1.88

1.20

+0.68

Drawdowns

CLCV vs. CLCG - Drawdown Comparison

The maximum CLCV drawdown since its inception was -6.94%, smaller than the maximum CLCG drawdown of -16.32%. Use the drawdown chart below to compare losses from any high point for CLCV and CLCG.


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Drawdown Indicators


CLCVCLCGDifference

Max Drawdown

Largest peak-to-trough decline

-6.94%

-16.32%

+9.38%

Current Drawdown

Current decline from peak

-0.54%

-1.32%

+0.78%

Average Drawdown

Average peak-to-trough decline

-1.46%

-3.84%

+2.38%

Volatility

CLCV vs. CLCG - Volatility Comparison


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Volatility by Period


CLCVCLCGDifference

Volatility (1Y)

Calculated over the trailing 1-year period

12.03%

17.10%

-5.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.03%

17.10%

-5.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.03%

17.10%

-5.07%

CLCV vs. CLCG - Expense Ratio Comparison

Both CLCV and CLCG have an expense ratio of 0.50%.


Dividends

CLCV vs. CLCG - Dividend Comparison

CLCV's dividend yield for the trailing twelve months is around 0.35%, more than CLCG's 0.06% yield.


PositionTTM2025
CLCG
Crossmark Large Cap Growth ETF
0.06%0.07%
CLCV
Crossmark Large Cap Value ETF
0.35%0.40%

Frequently Asked Questions


CLCV and CLCG have a correlation of 0.56, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.50% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

CLCV and CLCG have the same expense ratio: 0.50% per year.

CLCV has the higher dividend yield at 0.35%, compared with 0.06% for CLCG.

CLCV is categorized as Large Cap Value Equities, while CLCG is Large Cap Growth Equities.

Portfolio Optimizer

Find the right allocation for CLCV and CLCG

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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