PortfoliosLab logoPortfoliosLab logo
CLCV vs. DEW
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CLCV vs. DEW - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, CLCV achieves a 13.65% return, which is significantly higher than DEW's 11.59% return.


CLCV

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

DEW

1D
-0.19%
1M
0.84%
YTD
11.59%
6M
12.75%
1Y
25.31%
3Y*
18.77%
5Y*
10.67%
10Y*
9.30%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CLCV vs. DEW - Yearly Performance Comparison


Correlation

The correlation between CLCV and DEW is 0.68, 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

0.68

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

CLCV vs. DEW — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CLCV

DEW
DEW Risk / Return Rank: 8080
Overall Rank
DEW Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
DEW Sortino Ratio Rank: 8282
Sortino Ratio Rank
DEW Omega Ratio Rank: 7878
Omega Ratio Rank
DEW Calmar Ratio Rank: 7878
Calmar Ratio Rank
DEW Martin Ratio Rank: 8080
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CLCV vs. DEW - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Crossmark Large Cap Value ETF (CLCV) and WisdomTree Global High Dividend Fund (DEW). 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. DEW - Sharpe Ratio Comparison


Loading charts...

Sharpe Ratios by Period


CLCVDEWDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.64

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.83

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.60

Sharpe Ratio (All Time)

Calculated using the full available price history

1.88

0.28

+1.60

Drawdowns

CLCV vs. DEW - Drawdown Comparison

The maximum CLCV drawdown since its inception was -6.94%, smaller than the maximum DEW drawdown of -65.55%. Use the drawdown chart below to compare losses from any high point for CLCV and DEW.


Loading charts...

Drawdown Indicators


CLCVDEWDifference

Max Drawdown

Largest peak-to-trough decline

-6.94%

-65.55%

+58.61%

Max Drawdown (1Y)

Largest decline over 1 year

-6.34%

Max Drawdown (3Y)

Largest decline over 3 years

-11.80%

Max Drawdown (5Y)

Largest decline over 5 years

-18.86%

Max Drawdown (10Y)

Largest decline over 10 years

-38.77%

Current Drawdown

Current decline from peak

-0.54%

-1.29%

+0.75%

Average Drawdown

Average peak-to-trough decline

-1.46%

-12.44%

+10.98%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.61%

Volatility

CLCV vs. DEW - Volatility Comparison


Loading charts...

Volatility by Period


CLCVDEWDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.79%

Volatility (6M)

Calculated over the trailing 6-month period

7.16%

Volatility (1Y)

Calculated over the trailing 1-year period

12.03%

9.61%

+2.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.03%

12.99%

-0.96%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.03%

15.53%

-3.50%

CLCV vs. DEW - Expense Ratio Comparison

CLCV has a 0.50% expense ratio, which is lower than DEW's 0.58% expense ratio.


Dividends

CLCV vs. DEW - Dividend Comparison

CLCV's dividend yield for the trailing twelve months is around 0.35%, less than DEW's 3.22% yield.


PositionTTM20252024202320222021202020192018201720162015
CLCV
Crossmark Large Cap Value ETF
0.35%0.40%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
DEW
WisdomTree Global High Dividend Fund
3.22%3.71%4.02%4.55%3.82%3.55%4.10%3.74%4.17%3.18%3.42%4.32%

Frequently Asked Questions


CLCV and DEW have a correlation of 0.68, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, CLCV is cheaper at 0.50% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CLCV is cheaper with a 0.50% expense ratio, compared with 0.58% for DEW.

DEW has the higher dividend yield at 3.22%, compared with 0.35% for CLCV.

They also come from different issuers: Crossmark and WisdomTree. Their fees differ too: 0.50% for CLCV and 0.58% for DEW.

Portfolio Optimizer

Find the right allocation for CLCV and DEW

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

Open Portfolio Optimizer