LGLV vs VOTE
Comparison between STATE STREET(R) SPDR(R) US LARGE CAP LOW VOLATILITY INDEX ETF (LGLV, ETF) and TCW TRANSFORM 500 ETF (VOTE, ETF).
5-Year PerformanceVOTE has outperformed LGLV, delivering a return of +13.2% compared to +8.3%
LGLV vs VOTE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LGLV
$1.10B
VOTE
$1.10B
Expense Ratio
LGLV
0.12%
Winner
VOTE
0.05%
Max Drawdown
LGLV
36.99%
Winner
VOTE
26.46%
Sharpe Ratio
LGLV
0.34
Winner
VOTE
1.53
5Y Beta
Winner
LGLV
0.43
VOTE
0.99
P/E Ratio
Winner
LGLV
23.48
VOTE
28.64
Forward P/E
Winner
LGLV
19.98
VOTE
21.59
PEG Ratio
LGLV
0.49
VOTE
N/A
5Y Dividends CAGR
LGLV
10.68%
VOTE
N/A
5Y EPS CAGR
LGLV
10.53%
Winner
VOTE
28.47%
Debt to Equity
LGLV
69.18%
Winner
VOTE
38.24%
P/S Ratio
Winner
LGLV
2.79
VOTE
3.76
P/B Ratio
Winner
LGLV
3.24
VOTE
5.67
LGLV vs VOTE - Holdings Comparison
LGLV and VOTE have 112 common holdings. Overlap is 14.33%
LGLV's top 25 holdings weight is 28.74%. VOTE's top 25 holdings weight is 49.66%.
| Rank | LGLV | VOTE |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 3.91% | NVIDIA CORP (NVDA) - 7.67% |
| #2 | REALTY INCOME CORP (O) - 1.82% | APPLE INC (AAPL) - 6.93% |
| #3 | DUKE ENERGY CORP (DUK) - 1.42% | MICROSOFT CORP (MSFT) - 4.83% |
| #4 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.26% | AMAZON.COM INC (AMZN) - 3.74% |
| #5 | SOUTHERN CO (SO) - 1.23% | BROADCOM INC (AVGO) - 3.40% |
| #6 | CISCO SYSTEMS INC (CSCO) - 1.22% | ALPHABET INC CLASS A (GOOGL) - 3.18% |
| #7 | CONSOLIDATED EDISON INC (ED) - 1.14% | ALPHABET INC CLASS C (GOOG) - 2.74% |
| #8 | COCA-COLA CO (KO) - 1.11% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | PEPSICO INC (PEP) - 1.06% | MICRON TECHNOLOGY INC (MU) - 1.85% |
| #10 | CME GROUP INC CLASS A (CME) - 1.02% | TESLA INC (TSLA) - 1.82% |
| #11 | AMEREN CORP (AEE) - 0.96% | ADVANCED MICRO DEVICES INC (AMD) - 1.34% |
| #12 | GENERAL DYNAMICS CORP (GD) - 0.96% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.33% |
| #13 | DTE ENERGY CO (DTE) - 0.96% | ELI LILLY AND CO (LLY) - 1.31% |
| #14 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 0.96% | JPMORGAN CHASE & CO (JPM) - 1.23% |
| #15 | COLGATE-PALMOLIVE CO (CL) - 0.95% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.92% | JOHNSON & JOHNSON (JNJ) - 0.82% |
| #17 | VISA INC CLASS A (V) - 0.91% | VISA INC CLASS A (V) - 0.80% |
| #18 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.90% | CISCO SYSTEMS INC (CSCO) - 0.76% |
| #19 | CENTERPOINT ENERGY INC (CNP) - 0.89% | WALMART INC (WMT) - 0.76% |
| #20 | LINDE PLC (LIN) - 0.87% | INTEL CORP (INTC) - 0.75% |
| #21 | MCDONALD'S CORP (MCD) - 0.86% | TJX COMPANIES INC (TJX) - 0.27% |
| #22 | THE TRAVELERS COMPANIES INC (TRV) - 0.86% | THE WALT DISNEY CO (DIS) - 0.27% |
| #23 | FIRSTENERGY CORP (FE) - 0.85% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.27% |
| #24 | MARSH (MRSH) - 0.85% | AMPHENOL CORP CLASS A (APH) - 0.27% |
| #25 | CHUBB LTD (CB) - 0.85% | NEXTERA ENERGY INC (NEE) - 0.27% |
| Total Holdings | 172 | 464 |
LGLV vs VOTE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LGLV
+1.86%
VOTE
+0.66%
3M
LGLV
+0.83%
Winner
VOTE
+11.95%
6M
LGLV
+3.72%
Winner
VOTE
+9.50%
1Y
LGLV
+5.93%
Winner
VOTE
+24.33%
5Y(CAGR)
LGLV
+8.31%
Winner
VOTE
+13.17%
10Y(CAGR)
LGLV
+11.27%
VOTE
N/A
Max(CAGR)
LGLV
+11.79%
Winner
VOTE
+13.17%
LGLV vs VOTE - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | LGLV | VOTE |
|---|---|---|
| 2026 | +3.76% | +8.97% |
| 2025 | +8.79% | +18.12% |
| 2024 | +15.88% | +26.16% |
| 2023 | +9.02% | +28.07% |
| 2022 | -7.09% | -20.16% |
| 2021 | +30.70% | +12.07% |
| 2020 | +7.07% | N/A |
| 2019 | +31.91% | N/A |
| 2018 | +0.78% | N/A |
| 2017 | +17.66% | N/A |
| 2016 | +13.77% | N/A |
| 2015 | +3.00% | N/A |
| 2014 | +18.26% | N/A |
| 2013 | +18.38% | N/A |
LGLV vs VOTE Drawdown Comparison
The maximum drawdown for LGLV was -36.62%, occurring on Mar 23, 2020. Recovery took 213 trading sessions.
The maximum drawdown for VOTE was -25.71%, occurring on Oct 14, 2022. Recovery took 492 trading sessions.
The current LGLV drawdown is -3.75%. The current VOTE drawdown is -2.42%.
| Rank | LGLV | VOTE |
|---|---|---|
| #1 | -36.62% Feb 14, 2020 - Dec 17, 2020 | -25.71% Dec 29, 2021 - Dec 13, 2023 |
| #2 | -17.49% Dec 29, 2021 - Dec 28, 2023 | -19.09% Feb 19, 2025 - Jun 26, 2025 |
| #3 | -13.61% Sep 21, 2018 - Feb 19, 2019 | -9.10% Jan 28, 2026 - Apr 14, 2026 |
| #4 | -10.18% Nov 27, 2024 - May 19, 2025 | -8.61% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -10.04% Nov 19, 2015 - Mar 16, 2016 | -5.50% Mar 28, 2024 - May 14, 2024 |
| #6 | -9.04% Aug 17, 2015 - Oct 28, 2015 | -5.44% Sep 2, 2021 - Oct 20, 2021 |
| #7 | -7.99% Jan 26, 2018 - Jul 18, 2018 | -5.26% Oct 28, 2025 - Dec 11, 2025 |
| #8 | -7.52% Sep 2, 2016 - Dec 13, 2016 | -4.47% Nov 8, 2021 - Dec 27, 2021 |
| #9 | -6.86% Mar 2, 2026 - Mar 27, 2026 | -4.45% Jun 2, 2026 - Jun 10, 2026 |
| #10 | -6.10% Sep 2, 2021 - Oct 21, 2021 | -4.34% Dec 6, 2024 - Jan 23, 2025 |
| #11 | -5.91% May 21, 2013 - Jul 15, 2013 | -2.97% Oct 8, 2025 - Oct 24, 2025 |
| #12 | -5.56% Aug 2, 2013 - Oct 18, 2013 | -2.65% Jan 12, 2026 - Jan 27, 2026 |
| #13 | -5.18% Mar 28, 2024 - Jun 24, 2024 | -2.62% Dec 11, 2025 - Dec 23, 2025 |
| #14 | -5.14% Sep 19, 2014 - Oct 28, 2014 | -2.62% Jul 12, 2021 - Jul 23, 2021 |
| #15 | -4.50% Jul 26, 2019 - Sep 4, 2019 | -2.62% Oct 18, 2024 - Nov 6, 2024 |
Correlation
Correlation between LGLV and VOTE is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2013 - 2026)
LGLV vs VOTE dividend yield comparison.
| Year | LGLV | VOTE |
|---|---|---|
| 2026 | 0.53% | 0.20% |
| 2025 | 1.94% | 1.03% |
| 2024 | 1.93% | 1.18% |
| 2023 | 2.03% | 1.33% |
| 2022 | 1.95% | 1.54% |
| 2021 | 1.65% | 0.54% |
| 2020 | 1.98% | 0.00% |
| 2019 | 1.89% | 0.00% |
| 2018 | 2.09% | 0.00% |
| 2017 | 4.39% | 0.00% |
| 2016 | 2.54% | 0.00% |
| 2015 | 2.97% | 0.00% |
| 2014 | 7.14% | 0.00% |
| 2013 | 2.99% | 0.00% |
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