IVV vs CLCV

AIVV

BCLCV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−6.9%CLCV · worst fall in 1Y

Held in common25.5%IVV and CLCV

IVV

CLCV

iShares Core S&P 500 ETF · $850BCrossmark ETF Trust - Crossmark Large Cap Value ETF · $19M

+21.8%3 years · per year$18,084 · […][…]

+11.4%5 years · per year$17,177 · […][…]

0.03%Expense ratio$3 · $50 on $10k · lower wins0.50%

1.14%12-mo yield$114 · $35 on $10k0.35%

−8.9%Worst dropSmaller wins−6.9%

13.6%VolatilityLower wins12.3%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · CLCV

7.9%AAPL4.9%

4.0%AMZN4.2%

6.3%MSFT3.4%

1.4%JPM1.7%

Held in common25.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BCLCV	Crossmark ETF Trust - Crossmark Large Cap Value ETFRead Desk		0.50%	0.35%	−0.2%	+12.4%	+17.7%	new	new	−6.9%	$19M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
2	BCLCV	Crossmark ETF Trust - Crossmark Large Cap Value ETFRead Desk		0.50%	0.35%	−0.2%	+12.4%	+17.7%	new	new	−6.9%	$19M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs CLCV

IVV

iShares Core S&P 500

$17,177

CLCV

Crossmark ETF Trust - Crossmark Large Cap Value

[…]

MeasureIVVCLCV

Fee0.03%0.50%

Cost on $10k a year$3$50

Yield1.14%0.35%

5 years, per year+11.4%[…]

3 years, per year+21.8%[…]

Worst drop · 1Y−8.9%−6.9%

Volatility · 1Y13.6%12.3%

2–2measures won
level

25.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: IVV, CLCV

Today

25.5%most shared, IVV and CLCV

IVVCLCV

IVV—25.5%

CLCV25.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

CLCV$35 − $50 = −$15

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee