CLCV vs. IUSV
CLCV (Crossmark Large Cap Value ETF) and IUSV (iShares Core S&P U.S. Value ETF) are both Large Cap Value Equities funds. CLCV is actively managed, while IUSV is passively managed. Their correlation of 0.84 suggests significant overlap in exposure. CLCV charges 0.50%/yr vs 0.04%/yr for IUSV.
Performance
CLCV vs. IUSV - Performance Comparison
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Returns By Period
In the year-to-date period, CLCV achieves a 12.94% return, which is significantly higher than IUSV's 7.89% return.
CLCV
- 1D
- -0.58%
- 1M
- 2.19%
- YTD
- 12.94%
- 6M
- 11.53%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IUSV
- 1D
- 0.16%
- 1M
- -0.13%
- YTD
- 7.89%
- 6M
- 6.72%
- 1Y
- 19.41%
- 3Y*
- 15.19%
- 5Y*
- 10.90%
- 10Y*
- 12.32%
CLCV vs. IUSV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
CLCV Crossmark Large Cap Value ETF | 12.94% | 5.36% |
IUSV iShares Core S&P U.S. Value ETF | 7.89% | 7.40% |
Correlation
The correlation between CLCV and IUSV is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 23, 2025 | 0.84 |
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Return for Risk
CLCV vs. IUSV — Risk / Return Rank
CLCV
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IUSV
CLCV vs. IUSV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Crossmark Large Cap Value ETF (CLCV) and iShares Core S&P U.S. Value ETF (IUSV). 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 | IUSV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.35 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.06 | — |
| Martin ratioReturn relative to average drawdown | — | 11.65 | — |
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Drawdowns
CLCV vs. IUSV - Drawdown Comparison
The maximum CLCV drawdown since its inception was -6.94%, smaller than the maximum IUSV drawdown of -56.88%. Use the drawdown chart below to compare losses from any high point for CLCV and IUSV.
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Drawdown Indicators
| CLCV | IUSV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -6.94% | -56.88% | +49.94% |
Max Drawdown (1Y)Largest decline over 1 year | — | -6.36% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -17.76% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -17.95% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.54% | — |
Current DrawdownCurrent decline from peak | -2.05% | -1.14% | -0.91% |
Average DrawdownAverage peak-to-trough decline | -1.44% | -6.28% | +4.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.67% | — |
Volatility
CLCV vs. IUSV - Volatility Comparison
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Volatility by Period
| CLCV | IUSV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.91% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.45% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.27% | 10.09% | +2.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.27% | 14.53% | -2.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.27% | 17.04% | -4.77% |
CLCV vs. IUSV - Expense Ratio Comparison
CLCV has a 0.50% expense ratio, which is higher than IUSV's 0.04% expense ratio.
Dividends
CLCV vs. IUSV - Dividend Comparison
CLCV's dividend yield for the trailing twelve months is around 0.35%, less than IUSV's 1.70% 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% |
IUSV iShares Core S&P U.S. Value ETF | 1.70% | 1.78% | 2.15% | 1.75% | 2.22% | 1.87% | 2.40% | 2.19% | 2.67% | 1.93% | 4.44% | 7.63% |
Frequently Asked Questions
CLCV and IUSV have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IUSV is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IUSV is cheaper with a 0.04% expense ratio, compared with 0.50% for CLCV.
IUSV has the higher dividend yield at 1.70%, compared with 0.35% for CLCV.
They also come from different issuers: Crossmark and iShares. Their fees differ too: 0.50% for CLCV and 0.04% for IUSV.
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