VOOV vs VOTE

VOOVAVanguard S&P 500 Value ETF

VOTEATCW Transform 500 ETF

In short

VOOV Vanguard takes the S&P 500, sorts it by value traits, and hands you the cheap half: roughly 400 familiar large caps, one published index, seven basis points. A value tilt without leaving the blue-chip universe.

VOTE An 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

VOOV The fund seeks to track the performance of the S&P 500 Value Index.

VOTE 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

• VOOV Charges 0.07% a year against a 0.45% median for its index-tracker peer group. The value tilt arrives without the usual factor-fund markup.
• No manager discretion. It follows one published benchmark, the S&P 500 Value Index, holding roughly 400 large-cap names most investors already know.vanguard.com
• Running since 2010 and now a multi-billion-dollar fund, it sits among the strongest implementations in its peer group of plain index wrappers.

• VOTE 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

• VOOV SPYV tracks the same S&P 500 Value Index for 0.04%. Same benchmark, thinner fee.
• You own one side of the index. When the growth half of the S&P 500 leads, this fund's path diverges from the headline benchmark.
• Volume is moderate rather than heavy, so spreads can run wider than the busiest large-cap ETFs. Cash comes back quarterly, not monthly.

• VOTE 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

Full VOOV profile⁠

Full VOTE profile⁠