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VOTE
+3.89 · +5.06%
$80.79 · NASDAQ

TCW Transform 500 ETF (VOTE) ETF Analysis | Large Blend

TCW · USA
AUM:$951.3M
#– of – in Large Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 17.1% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.05% — among the lowest available for this category.

What is VOTE?

The fund will invest, under normal circumstances, at least 80% of the value of its net assets, plus the amount of any borrowings for investment purposes, in component securities of the underlying index or in depositary receipts representing component securities in the underlying index, in accordance with Rule 35d-1 under the Investment Company Act of 1940, as amended.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
VOTE delivered 17.1% over the past year. Historical returns only — past performance is not indicative of future results.
Ultra-Low Expense Ratio
Expense ratio of 0.05% — among the lowest available. Low costs compound favourably over long holding periods.
Moderate Concentration
Top 10 holdings make up 36.6% of the ETF — a moderate level of name concentration.
ETF Information
AUM$951.3M
Expense Ratio0.05%
Dividend Yield1.02%
Holdings50
Inception DateJun 2021
Domicile–
Distribution–
Index–
ProviderTCW
Beta1.02
CategoryLarge Blend
CurrencyUSD
Portfolio Impact

How would VOTE affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+13.1%
1Y
+19.7%
3Y
+79.5%
5Y
+80.3%
OpenBook InsightIf you had invested £10,000 in VOTE 5 years ago, it would have grown to £18,025 — a gain of £8,025.

Annual Returns

Calendar year performance

VOTE delivered positive returns in 4 of the last 5 calendar years.
YearVOTE
2026 YTD+13.2%
2025+18.1%
2024+26.2%
2023+28.1%
2022-20.2%
CAGR 4yr+11.1%
4/5 positive yearsAvg return: +13.1%Worst year: -20.2% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
12.3%
Low
Momentum
+3.8%
30-day change
Support Level
89.27
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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