TCW Transform 500 ETF
$91.77−0.03 (−0.04%)
- 0.05%
- $1.1B
- +20.5%
- 0.91%
- 0M sh
- $91.82
- low $73.89high $92.19
The ETF.net VOTE Grade
A
Score 80 out of 100
- 4 of 43
Score 80 of 100 falls in the A band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.A92 out of 100Rank 4 of 43Mission
Whether the fund did what it promised, tested against its stated mandate.A100 out of 100Rank 1 of 31Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.B66 out of 100Rank 10 of 43Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.B66 out of 100Rank 10 of 43Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.C52 out of 100Rank 23 of 41Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.B57 out of 100Rank 18 of 43
Our read on VOTE
AAn index fund with a second job. VOTE holds roughly 500 of the largest US companies at a 0.05% fee, then uses its proxy ballots and meetings with management to push for change instead of screening companies out.
The fund seeks to track a market-cap-weighted index of the 500 largest U.S. public companies. It is designed as low-cost core U.S. market exposure, with proxy voting and company engagement intended to encourage transformational change.
Why people hold it
- 0.05% a year for core large-cap US exposure, a fraction of what the typical fund in its index-tracking peer group charges.
- No ESG exclusions. You own the big-company lineup like any core index fund, and the activism happens through voting and dialogue with management, not by dropping names.tcw.com
- Launched in 2021 and run by TCW, with a dedicated active-ownership team behind the proxy voting and engagement program.tcw.com
- Among the strongest implementations in its cohort of plain index wrappers: the portfolio delivers the exposure printed on the label.
Worth knowing
- Thinly traded next to the household-name large-cap funds, so spreads can widen. Patient limit orders matter more here.
- It tracks its own index of the 500 largest US companies, not the S&P 500, so names and weights won't line up with S&P-based funds one for one.
- The difference is stewardship, not the holdings. Engagement results depend on how other shareholders vote, and the portfolio itself looks like standard large-cap core.tcw.com
VOTE Holdings
- Stocks
- 506
- 38%
- NVDA
Sectors
- Technology41.2%
- Financials11.1%
- Communication9.6%
- Health Care9.0%
- Consumer Discretionary8.7%
- Industrials7.5%
- Consumer Staples4.2%
- Energy3.5%
- Materials1.9%
- Utilities1.9%
- Real Estate1.5%
Geography
- United States97.38%
- Ireland1.19%
- United Kingdom0.47%
- Switzerland0.27%
- Singapore0.26%
- Uruguay0.13%
- Netherlands0.10%
- Cayman Islands0.08%
- 0.12%
VOTE Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Not enough history yet.
VOTE$12,054
Returns run to the Oct 12, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | VOTE |
|---|---|
| Year to date | +15.3% |
| 1 month | +2.1% |
| 3 months | +3.4% |
| 1 year | +20.5% |
| 3 years | +23.4% |
| 5 years | +13.7% |
| 10 years | — |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | VOTE |
|---|---|---|
| 2026 YTD | +15.3% | |
| 2025 | +17.9% | |
| 2024 | +25.2% | |
| 2023 | +27.6% | |
| 2022 | −19.7% | |
| 2021 | +12.1% |
VOTE in the news
VOTE Dividends
- 0.91%
- $0.83
- $0.23 per share
- Quarterly
Distribution history
VOTE Risk
- 12.8%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 1.36
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −25.7%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 1.02
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
VOTE Cost
0.05%
VOTE0.05%
- The middle half of Other Major Indexes funds
- Median 0.29%
3 of the 42 Other Major Indexes funds charge less.
Other funds in Other Major Indexes
- ASCHKSchwab 1000 Index ETFExpense ratio 0.03%1 year return +20.1%
- APBUSInvesco MSCI USA ETFExpense ratio 0.04%1 year return +20.1%
- AVOOVVanguard S&P 500 Value ETFExpense ratio 0.07%1 year return +17.6%
- AVXFVanguard Extended Market ETFExpense ratio 0.05%1 year return +15.2%
- AIVEiShares S&P 500 Value ETFExpense ratio 0.18%1 year return +17.4%