Compare · 2 funds side by side · dividends reinvested

CLCV and IWD

CLCVCrossmark×IWDiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,870IWD · best of the two

02 / 04

CLCV and IWD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 Value ETFUS Stock Styles · Value0.18%1.33%+27.5%+32.0%+24.5%+12.3%−6.8%11.2%$85.3B1.0

Crossmark ETF Trust - Crossmark Large Cap Value ETFUS Stock Styles · Value0.50%0.34%+16.2%+21.8%[…][…]−6.9%11.9%$19M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: CLCV 2025 · IWD 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

CLCV

IWD

iShares Russell 1000 Value ETF · $85.3B$17,870

$10,000 five years ago, dividends reinvested · they hold 28.6% in common

CLCVMeasureIWD

+16.2%Year to dateJan 1 → Nov 4+27.5%

+21.8%1 yearTotal return+32.0%

[…]3 years · per year$10,000 became […] · $19,285+24.5%

[…]5 years · per year$10,000 became […] · $17,870+12.3%

0.50%Expense ratio$50 · $18 a year on $10k · lower is better0.18%

0.34%Trailing 12-mo yield$34 · $133 a year on $10k1.33%

−6.9%Worst dropSmaller is better−6.8%

11.9%VolatilityLower is calmer11.2%

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

0–6IWD wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CLCV vs IWD: Top 5 Holdings

Today

CLCV

17.2%in top 5

IWD

in top 521.9%

CLCVStockIWD

3.9%AMZN5.9%

4.6%AAPL5.8%

3.2%MSFT5.1%

2.8%CSCOnot top 5

not top 5BRK-B2.7%

2.7%COPnot top 5

not top 5JPM2.4%

Held in common28.6%

End-of-day Nov 4, 2026 · share of each fund

CLCV vs IWD Returns, Every Period

CrossmarkCLCV

+21.8%

past year

IWDiShares

+32.0%

past year

CLCVIWDFaded: behind in that period

0–2IWD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

CLCV vs IWD

YTD

CrossmarkCLCV

+16.2%

IWDiShares

+27.5%

+16.2%Year to date+27.5%

−6.9%Worst drop · 1Y−6.8%

11.9%Volatility · 1Y11.2%

0.3%Yield1.3%

$19.2MAssets$85.3B

4–0IWD wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CLCV, IWD

Today

0.18%lowest, IWD

FundExpense ratioFee$10k

IWD0.18%$18

CLCV0.50%$50

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CLCV, IWD

1.33%highest, IWD

FundTrailing yieldYield$10k

IWD1.33%$133

CLCV0.34%$34

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$115most kept, IWD

IWD$133 − $18 = $115

CLCV$34 − $50 = −$16

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CLCV, IWD

Today

28.6%most shared, CLCV and IWD

CLCVIWD

CLCV—28.6%

IWD28.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+32.0%IWD, at 11.2% volatility

IWDWorst drop−6.8%11.2% vol

CLCVWorst drop−6.9%11.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWDCLCV

+27.5%Year to date+16.2%

1.3%Yield0.3%

+32.0%Past year+21.8%

0.18%Fee0.50%

4–0IWD wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026