Compare · 3 funds side by side · dividends reinvested

CLCV, VLUE and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,724VLUE · best of the three

Story of the three · IncomeMost incomeVLUE · 1.61% · $161 a year on $10k

Story of the three · RiskSmallest drop

CLCV, VLUE and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Value Factor ETFUS Stock Styles · Value0.15%1.61%+42.5%+49.1%+31.4%+15.7%−11.0%21.7%$9.1B1.5

Crossmark ETF Trust - Crossmark Large Cap Value ETFUS Stock Styles · Value0.50%0.34%+16.3%+21.1%[…][…]−6.9%12.5%$19M2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+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 11, 2026 · returns include dividends · since: CLCV 2025 · VLUE 2013 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

CLCV

VLUE

iShares MSCI USA Value Factor ETF · $9.1B$20,724

$10,000 five years ago, dividends reinvested · they hold 22.1% in common

CLCV

More Ways to See the Pairs

CLCV vs VLUE: Top 5 Holdings

Today

CLCV

17.6%in top 5

VLUE

in top 530.9%

CLCVStockVLUE

not top 5MU17.2%

4.9%AAPLnot top 5

4.2%AMZNnot top 5

not top 5GM4.1%

2.7%CSCO

Cost, Income and Risk

Fees: CLCV, VLUE, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

VLUE0.15%$15

CLCV0.50%$50

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: CLCV, VLUE, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

VLUE

+16.3%Year to dateJan 1 → Nov 11+42.5%

+21.1%1 yearTotal return+49.1%

[…]3 years · per year$10,000 became […] · $22,699+31.4%

[…]5 years · per year$10,000 became […] · $20,724+15.7%

0.50%Expense ratio$50 · $15 a year on $10k · lower is better0.15%

0.34%Trailing 12-mo yield$34 · $161 a year on $10k1.61%

−6.9%Worst dropSmaller is better−11.0%

12.5%VolatilityLower is calmer21.7%

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

2–4VLUE wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.1%

3.2%MSFTnot top 5

not top 5VZ3.0%

2.6%BACnot top 5

not top 5T2.5%

Held in common22.1%

End-of-day Nov 11, 2026 · share of each fund

CLCV vs VLUE Returns, Every Period

1Y

CrossmarkCLCV

+21.1%

past year

VLUEiShares

+49.1%

past year

CLCVVLUEFaded: behind in that period

0–2VLUE wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

CLCV vs VLUE

YTD

CrossmarkCLCV

+16.3%

VLUEiShares

+42.5%

+16.3%Year to date+42.5%

−6.9%Worst drop · 1Y−11.0%

12.5%Volatility · 1Y21.7%

0.3%Yield1.6%

$18.7MAssets$9.1B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.61%highest, VLUE

FundTrailing yieldYield$10k

VLUE1.61%$161

VUG0.41%$41

CLCV0.34%$34

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$146most kept, VLUE

VLUE$161 − $15 = $146

VUG$41 − $3 = $38

CLCV$34 − $50 = −$16

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: CLCV, VLUE, VUG

Today

22.1%most shared, CLCV and VLUE

CLCVVLUEVUG

CLCV—22.1%13.7%

VLUE22.1%—0.6%

VUG13.7%0.6%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+49.1%VLUE, at 21.7% volatility

CLCVWorst drop−6.9%12.5% vol

VUGWorst drop−15.1%19.1% vol

VLUEWorst drop−11.0%21.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VLUECLCV

+42.5%Year to date+16.3%

1.6%Yield0.3%

+49.1%Past year+21.1%

0.15%Fee0.50%

4–0VLUE wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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CLCV, VLUE and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three