Compare · 3 funds side by side · dividends reinvested

CLCV, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749SPYM · best of the three

02 / 04

CLCV, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.6

Crossmark ETF Trust - Crossmark Large Cap Value ETFUS Stock Styles · Value0.50%0.35%+15.4%+20.8%[…][…]−6.9%11.9%$19M1.7

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.8%+24.0%+12.1%−8.9%12.8%$798B2.4

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

End-of-day Nov 3, 2026 · returns include dividends · since: CLCV 2025 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

CLCV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 24.8% in common

CLCVMeasureSPYM

+15.4%Year to dateJan 1 → Nov 3+11.5%

+20.8%1 yearTotal return+11.9%

[…]3 years · per year$10,000 became […] · $19,092+24.1%

[…]5 years · per year$10,000 became […] · $17,749+12.2%

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

0.35%Trailing 12-mo yield$35 · $103 a year on $10k1.03%

−6.9%Worst dropSmaller is better−8.9%

11.9%VolatilityLower is calmer12.7%

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

4–2CLCV wins

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

More Ways to See the Pairs

CLCV vs SPYM: Top 5 Holdings

Today

CLCV

17.2%in top 5

SPYM

in top 527.4%

CLCVStockSPYM

not top 5NVDA7.8%

4.7%AAPL7.7%

3.1%MSFT5.9%

3.9%AMZN3.6%

2.8%CSCOnot top 5

2.7%COPnot top 5

not top 5GOOGL2.5%

Held in common24.8%

End-of-day Nov 3, 2026 · share of each fund

CLCV vs SPYM Returns, Every Period

CrossmarkCLCV

+20.8%

past year

SPYMSPDR

+11.9%

past year

CLCVSPYMFaded: behind in that period

2–0CLCV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Core: CLCV vs SPYM

YTD

CrossmarkCLCV

+15.4%

SPYMSPDR

+11.5%

+15.4%Year to date+11.5%

−6.9%Worst drop · 1Y−8.9%

11.9%Volatility · 1Y12.7%

0.3%Yield1.0%

$19.1MAssets$185B

3–1CLCV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CLCV, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

CLCV0.50%$50

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: CLCV, SPYM, SPY

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

SPY1.01%$101

CLCV0.35%$35

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

CLCV$35 − $50 = −$15

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: CLCV, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

CLCVSPYMSPY

CLCV—24.8%24.8%

SPYM24.8%—99.9%

SPY24.8%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.8%CLCV, at 11.9% volatility

CLCVWorst drop−6.9%11.9% vol

SPYMWorst drop−8.9%12.7% vol

SPYWorst drop−8.9%12.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMCLCV

+11.5%Year to date+15.4%

1.0%Yield0.3%

+11.9%Past year+20.8%

0.02%Fee0.50%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026