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TCWLarge BlendVOTE · Nasdaq

TCW Transform 500 ETF (VOTE)

Price
$90.15
11 Sept 2026
Assets
$1.1B
Total net assets
Expense ratio
0.05%
Category 0.72%
Yield
0.92%
Trailing distributions
3Y CAGR
21.3%+2.1%
Category 19.2%
5Y CAGR
12.7%+1.3%
Category 11.4%
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TCW Transform 500 ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-1.1%+3.5%+16.5%+12.9%+17.5%+21.3%+12.7%+13.3%
Large Blend average-1.7%2.7%14.8%12.0%15.6%19.2%11.4%14.1%14.5%
Difference+0.6%+0.8%+1.8%+0.9%+2.0%+2.1%+1.3%-1.2%

Holdings

The 10 largest positions make up 37.2% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
NVDANVIDIA Corp7.76%
AAPLApple Inc6.97%
MSFTMicrosoft Corp5.65%
AMZNAmazon.com Inc3.82%
GOOGLAlphabet Inc Class A2.98%
AVGOBroadcom Inc2.58%
GOOGAlphabet Inc Class C2.37%
METAMeta Platforms Inc Class A1.88%
MUMicron Technology Inc1.62%
TSLATesla Inc1.56%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
24.9
P/B
5.4
P/S
3.7
P/CF
19.2

Sector allocation

Share of the equity the fund holds.

38.7%Technology11 sectors
  1. Technology38.7%
  2. Financial services12.0%
  3. Communication services9.4%
  4. Health care9.4%
  5. Consumer discretionary9.3%
  6. Industrials7.9%
  7. Consumer staples4.4%
  8. Energy3.6%
  9. Utilities1.9%
  10. Materials1.8%
  11. Real estate1.7%

Asset mix

  • Stocks100.0%
  • Cash0.0%

ETF details

Issuer
TCW
Category
Equity · Large Blend
Ticker
VOTE
Exchange
Nasdaq
Inception
22 Jun 2021 (5.2 years)
Structure
Exchange Traded Fund
Expense ratio
0.05% (category 0.72%)
Holdings turnover
3% (category 95%)
Distribution yield
0.92%
Beta, 3 years
1.02
Total net assets
$1.1B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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