TCW Transform 500 ETF
$88.50−0.49 (−0.55%)
- 0.05%
- $1.11B
- +11.8%
- 0.94%
- 23.4K sh
- low $73.89high $92.19
The ETF.net VOTE Grade
A
Score 79 out of 100
- 4 of 42
Score 79 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.A91 out of 100Rank 4 of 42Mission
Whether the fund did what it promised, tested against its stated mandate.A100 out of 100Rank 1 of 30Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.B63 out of 100Rank 12 of 42Tradability
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 42Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.C49 out of 100Rank 25 of 40Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.B56 out of 100Rank 19 of 42
Our read on VOTE
In short
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.
Stated mandate
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
Worth knowing
VOTE Holdings
- Stocks
- 506
- 37%
- AAPL
Sectors
- Technology39.0%
- Financials11.8%
- Health Care9.9%
- Communication9.1%
- Consumer Discretionary8.9%
- Industrials7.3%
- Consumer Staples4.7%
- Energy3.9%
- Materials2.0%
- Utilities1.9%
- Real Estate1.6%
Geography
- United States99.35%
- Switzerland0.26%
- Brazil0.12%
- China0.10%
- United Kingdom0.09%
- Mexico0.05%
- Ireland0.03%
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$11,180
Returns run to the Oct 30, 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 | +11.7% |
| 1 month | −1.2% |
| 3 months | +1.6% |
| 1 year | +11.8% |
| 3 years | +23.7% |
| 5 years | +11.7% |
| 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 | +11.7% | |
| 2025 | +17.9% | |
| 2024 | +25.2% | |
| 2023 | +27.6% | |
| 2022 | −19.7% | |
| 2021 | +12.1% |
VOTE in the news
VOTE Dividends
- 0.94%
- $0.83
- $0.23 per share
- Quarterly
VOTE Risk
- 12.7%
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.
- 1.40
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.
FMP measures it over up to five years of monthly returns.
VOTE Cost
Overpaying vs SCHK, cheapest in Other Major Indexes
$422
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
VOTE 0.05%
$1,060
SCHK 0.03% Cheapest
$638
Cost over time
Year by year
| Year | VOTE | SCHK | Overpaying |
|---|---|---|---|
| 10 | $92 | $55 | $37 |
| 20 | $360 | $216 | $144 |
| 30 | $1,060 | $638 | $422 |
Other funds in Other Major Indexes
- APBUSInvesco MSCI USA ETFExpense ratio 0.04%1 year return +11.5%
- AVOOVVanguard S&P 500 Value ETFExpense ratio 0.07%1 year return +16.6%
- AVXFVanguard Extended Market ETFExpense ratio 0.05%1 year return +10.0%
- AIVEiShares S&P 500 Value ETFExpense ratio 0.18%1 year return +16.6%
- ADIAState Street SPDR Dow Jones Industrial Average ETF TrustExpense ratio 0.16%1 year return +10.3%
