Compare · 2 funds side by side · dividends reinvested

CLCG and SPYM

CLCGCrossmark×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

CLCG and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.0

Crossmark ETF Trust - Crossmark Large Cap Growth ETFUS Stock Styles · Growth0.50%0.07%−5.3%−6.2%[…][…]−14.5%19.3%$26M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: CLCG 2025 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Crossmark ETF Trust - Crossmark Large Cap Growth ETF · $26M[…]

CLCG

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 37.5% in common

CLCGMeasureSPYM

−5.3%Year to dateJan 1 → Nov 5+8.4%

−6.2%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.50%Expense ratio$50 · $2 a year on $10k · lower is better0.02%

0.07%Trailing 12-mo yield$7 · $106 a year on $10k1.06%

−14.5%Worst dropSmaller is better−8.9%

19.3%VolatilityLower is calmer13.6%

CLCGSPYM Winner of the row, in its colourEach row: the bigger of the two fills its side

0–6SPYM wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CLCG vs SPYM: Top 5 Holdings

Today

CLCG

43.8%in top 5

SPYM

in top 527.7%

CLCGStockSPYM

16.8%NVDA7.3%

10.1%AAPL7.7%

7.9%GOOGL2.6%

not top 5MSFT6.2%

4.6%LLYnot top 5

4.5%Vnot top 5

not top 5AMZN3.9%

Held in common37.5%

End-of-day Nov 5, 2026 · share of each fund

CLCG vs SPYM Returns, Every Period

CrossmarkCLCG

−6.2%

past year

SPYMSPDR

+9.8%

past year

CLCGSPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CLCG vs SPYM

YTD

CrossmarkCLCG

−5.3%

SPYMSPDR

+8.4%

−5.3%Year to date+8.4%

−14.5%Worst drop · 1Y−8.9%

19.3%Volatility · 1Y13.6%

0.1%Yield1.1%

$25.8MAssets$182B

4–0SPYM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CLCG, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

CLCG0.50%$50

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: CLCG, SPYM

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

CLCG0.07%$7

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

CLCG$7 − $50 = −$43

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: CLCG, SPYM

Today

37.5%most shared, CLCG and SPYM

CLCGSPYM

CLCG—37.5%

SPYM37.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

CLCGWorst drop−14.5%19.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMCLCG

+8.4%Year to date−5.3%

1.1%Yield0.1%

+9.8%Past year−6.2%

0.02%Fee0.50%

4–0SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026