CLCV vs. HDV
CLCV (Crossmark Large Cap Value ETF) and HDV (iShares Core High Dividend ETF) are both exchange-traded funds - CLCV is a Large Cap Value Equities fund actively managed by Crossmark, while HDV is a Dividend fund tracking the Morningstar Dividend Yield Focus Index. CLCV is actively managed, while HDV is passively managed. At a 0.36 correlation, their price movements are largely independent. CLCV charges 0.50%/yr vs 0.08%/yr for HDV.
Performance
CLCV vs. HDV - Performance Comparison
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Returns By Period
In the year-to-date period, CLCV achieves a 12.94% return, which is significantly lower than HDV's 13.95% return.
CLCV
- 1D
- -0.58%
- 1M
- 2.19%
- YTD
- 12.94%
- 6M
- 11.53%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
HDV
- 1D
- -0.11%
- 1M
- -1.46%
- YTD
- 13.95%
- 6M
- 13.56%
- 1Y
- 20.98%
- 3Y*
- 15.44%
- 5Y*
- 10.95%
- 10Y*
- 9.44%
CLCV vs. HDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CLCV Crossmark Large Cap Value ETF | 12.94% | 5.36% |
HDV iShares Core High Dividend ETF | 13.95% | 3.53% |
Correlation
The correlation between CLCV and HDV is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 23, 2025 | 0.36 |
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Return for Risk
CLCV vs. HDV — Risk / Return Rank
CLCV
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
HDV
CLCV vs. HDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Crossmark Large Cap Value ETF (CLCV) and iShares Core High Dividend ETF (HDV). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CLCV | HDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.36 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 4.07 | — |
| Martin ratioReturn relative to average drawdown | — | 11.13 | — |
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Drawdowns
CLCV vs. HDV - Drawdown Comparison
The maximum CLCV drawdown since its inception was -6.94%, smaller than the maximum HDV drawdown of -37.04%. Use the drawdown chart below to compare losses from any high point for CLCV and HDV.
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Drawdown Indicators
| CLCV | HDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.94% | -37.04% | +30.10% |
Max Drawdown (1Y)Largest decline over 1 year | — | -5.18% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -10.49% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -15.42% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.04% | — |
Current DrawdownCurrent decline from peak | -2.05% | -1.46% | -0.59% |
Average DrawdownAverage peak-to-trough decline | -1.44% | -3.08% | +1.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.89% | — |
Volatility
CLCV vs. HDV - Volatility Comparison
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Volatility by Period
| CLCV | HDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 3.45% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.60% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.27% | 9.93% | +2.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.27% | 12.81% | -0.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.27% | 15.73% | -3.46% |
CLCV vs. HDV - Expense Ratio Comparison
CLCV has a 0.50% expense ratio, which is higher than HDV's 0.08% expense ratio.
Dividends
CLCV vs. HDV - Dividend Comparison
CLCV's dividend yield for the trailing twelve months is around 0.35%, less than HDV's 2.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
HDV iShares Core High Dividend ETF | 2.90% | 3.22% | 3.67% | 3.82% | 3.56% | 3.47% | 4.07% | 3.27% | 3.67% | 3.27% | 3.28% | 3.92% |
Frequently Asked Questions
CLCV and HDV have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, HDV is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.
HDV is cheaper with a 0.08% expense ratio, compared with 0.50% for CLCV.
HDV has the higher dividend yield at 2.90%, compared with 0.35% for CLCV.
CLCV is categorized as Large Cap Value Equities, while HDV is Dividend. They also come from different issuers: Crossmark and iShares. Their fees differ too: 0.50% for CLCV and 0.08% for HDV.
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