Compare · 2 funds side by side · dividends reinvested

CLCV and SPY

CLCVCrossmark×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

CLCV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Crossmark ETF Trust - Crossmark Large Cap Value ETFUS Stock Styles · Value0.50%0.34%+16.2%+21.8%[…][…]−6.9%11.9%$19M1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.5

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 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

CLCV

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 25.0% in common

CLCVMeasureSPY

+16.2%Year to dateJan 1 → Nov 4+13.3%

+21.8%1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.50%Expense ratio$50 · $9 a year on $10k · lower is better0.09%

0.34%Trailing 12-mo yield$34 · $99 a year on $10k0.99%

−6.9%Worst dropSmaller is better−8.9%

11.9%VolatilityLower is calmer12.9%

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

4–2CLCV 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 SPY: Top 5 Holdings

Today

CLCV

17.2%in top 5

SPY

in top 527.3%

CLCVStockSPY

not top 5NVDA7.7%

4.6%AAPL7.4%

3.2%MSFT5.9%

3.9%AMZN3.8%

2.8%CSCOnot top 5

2.7%COPnot top 5

not top 5GOOGL2.5%

Held in common25.0%

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

CLCV vs SPY Returns, Every Period

CrossmarkCLCV

+21.8%

past year

SPYSPDR

+13.4%

past year

CLCVSPYFaded: behind in that period

2–0CLCV wins

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

Stocks vs Core: CLCV vs SPY

YTD

CrossmarkCLCV

+16.2%

SPYSPDR

+13.3%

+16.2%Year to date+13.3%

−6.9%Worst drop · 1Y−8.9%

11.9%Volatility · 1Y12.9%

0.3%Yield1.0%

$19.1MAssets$798B

3–1CLCV wins

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

Cost, Income and Risk

Fees: CLCV, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

CLCV0.50%$50

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

Yields: CLCV, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

CLCV0.34%$34

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

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

CLCV$34 − $50 = −$16

KeptFee

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

Overlap: CLCV, SPY

Today

25.0%most shared, CLCV and SPY

CLCVSPY

CLCV—25.0%

SPY25.0%—

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

Return vs Bumpiness: 2 ETFs

+21.8%CLCV, at 11.9% volatility

CLCVWorst drop−6.9%11.9% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

SPYCLCV

+13.3%Year to date+16.2%

1.0%Yield0.3%

+13.4%Past year+21.8%

0.09%Fee0.50%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM 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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026