Compare · 3 funds side by side · dividends reinvested

CLCV, IUSV and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,204IUSV · best of the three

02 / 04

CLCV, IUSV and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.62%+14.7%+18.2%+17.9%+11.5%−6.4%10.4%$28.2B1.5

Crossmark ETF Trust - Crossmark Large Cap Value ETFUS Stock Styles · Value0.50%0.35%+15.0%+21.0%[…][…]−6.9%12.5%$19M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: CLCV 2025 · IUSV 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Crossmark ETF Trust - Crossmark Large Cap Value ETF · $19M[…]

CLCV

IUSV

iShares Core S&P U.S. Value ETF · $28.2B$17,204

$10,000 five years ago, dividends reinvested · they hold 24.2% in common

CLCVMeasureIUSV

+15.0%Year to dateJan 1 → Nov 9+14.7%

+21.0%1 yearTotal return+18.2%

[…]3 years · per year$10,000 became […] · $16,382+17.9%

[…]5 years · per year$10,000 became […] · $17,204+11.5%

0.50%Expense ratio$50 · $4 a year on $10k · lower is better0.04%

0.35%Trailing 12-mo yield$35 · $162 a year on $10k1.62%

−6.9%Worst dropSmaller is better−6.4%

12.5%VolatilityLower is calmer10.4%

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

2–4IUSV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CLCV vs IUSV: Top 5 Holdings

Today

CLCV

17.7%in top 5

IUSV

in top 517.0%

CLCVStockIUSV

4.9%AAPL7.9%

4.2%AMZN3.8%

3.3%MSFTnot top 5

2.7%BACnot top 5

2.6%CSCOnot top 5

not top 5XOM2.2%

not top 5WMT1.8%

not top 5COST1.5%

Held in common24.2%

End-of-day Nov 9, 2026 · share of each fund

CLCV vs IUSV Returns, Every Period

CrossmarkCLCV

+21.0%

past year

IUSViShares

+18.2%

past year

CLCVIUSVFaded: behind in that period

2–0CLCV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CLCV vs IUSV

YTD

CrossmarkCLCV

+15.0%

IUSViShares

+14.7%

+15.0%Year to date+14.7%

−6.9%Worst drop · 1Y−6.4%

12.5%Volatility · 1Y10.4%

0.3%Yield1.6%

$18.5MAssets$28.2B

3–1IUSV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CLCV, IUSV, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IUSV0.04%$4

CLCV0.50%$50

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CLCV, IUSV, VUG

1.62%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.62%$162

VUG0.41%$41

CLCV0.35%$35

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$158most kept, IUSV

IUSV$162 − $4 = $158

VUG$41 − $3 = $38

CLCV$35 − $50 = −$15

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: CLCV, IUSV, VUG

Today

24.6%most shared, IUSV and VUG

CLCVIUSVVUG

CLCV—24.2%13.9%

IUSV24.2%—24.6%

VUG13.9%24.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.0%CLCV, at 12.5% volatility

IUSVWorst drop−6.4%10.4% vol

CLCVWorst drop−6.9%12.5% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IUSVCLCV

+14.7%Year to date+15.0%

1.6%Yield0.3%

+18.2%Past year+21.0%

0.04%Fee0.50%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026