TDTF vs VOTE

Comparison between FLEXSHARES IBOXX 5-YEAR TARGET DURATION TIPS INDEX FUND (TDTF, ETF) and TCW TRANSFORM 500 ETF (VOTE, ETF).

5-Year PerformanceVOTE has outperformed TDTF, delivering a return of +13.3% compared to +1.8%

TDTF vs VOTE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TDTF(ETF)	VOTE(ETF)
Net Assets	$1B	$1B
Expense Ratio	0.18%	0.05%
Max Drawdown	20.88%	26.46%
Sharpe Ratio	0.63	2.00
5Y Beta	0.02	0.99
P/E Ratio	N/A	28.97
Forward P/E	N/A	22.02
5Y Dividends CAGR	26.77%	N/A
5Y EPS CAGR	N/A	25.44%
Debt to Equity	N/A	22.61%
P/S Ratio	N/A	3.73
P/B Ratio	N/A	5.56

Net Assets

TDTF

$1B

VOTE

$1B

Expense Ratio

TDTF

0.18%

Winner

VOTE

0.05%

Max Drawdown

Winner

TDTF

20.88%

VOTE

26.46%

Sharpe Ratio

TDTF

0.63

Winner

VOTE

2.00

5Y Beta

Winner

TDTF

0.02

VOTE

0.99

P/E Ratio

TDTF

N/A

VOTE

28.97

Forward P/E

TDTF

N/A

VOTE

22.02

5Y Dividends CAGR

TDTF

26.77%

VOTE

N/A

5Y EPS CAGR

TDTF

N/A

VOTE

25.44%

Debt to Equity

TDTF

N/A

VOTE

22.61%

P/S Ratio

TDTF

N/A

VOTE

3.73

P/B Ratio

TDTF

N/A

VOTE

5.56

TDTF vs VOTE - Historical Returns

Returns include dividend reinvestment.

Period	TDTF	VOTE
1 month	+1.00%	+8.88%
3 months	+1.38%	+7.16%
6 months	+1.69%	+8.68%
1 year	+6.51%	+28.32%
5 years(CAGR)	+1.83%	+13.30%
10 years(CAGR)	+3.01%	N/A
Max(CAGR)	+2.31%	+13.30%

TDTF

+1.00%

Winner

VOTE

+8.88%

TDTF

+1.38%

Winner

VOTE

+7.16%

TDTF

+1.69%

Winner

VOTE

+8.68%

TDTF

+6.51%

Winner

VOTE

+28.32%

5Y(CAGR)

TDTF

+1.83%

Winner

VOTE

+13.30%

10Y(CAGR)

TDTF

+3.01%

VOTE

N/A

Max(CAGR)

TDTF

+2.31%

Winner

VOTE

+13.30%

TDTF vs VOTE - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	TDTF	VOTE
2026	+2.23%	+8.39%
2025	+7.74%	+18.12%
2024	+2.49%	+26.16%
2023	+3.79%	+28.07%
2022	-9.44%	-20.16%
2021	+5.37%	+12.07%
2020	+9.63%	N/A
2019	+7.99%	N/A
2018	-0.66%	N/A
2017	+1.85%	N/A
2016	+3.95%	N/A
2015	-0.97%	N/A
2014	-0.56%	N/A
2013	-4.95%	N/A
2012	+5.67%	N/A
2011	+0.65%	N/A

TDTF vs VOTE Drawdown Comparison

The maximum drawdown for TDTF was -12.00%, occurring on Nov 3, 2022. Recovery took 771 trading sessions.

The maximum drawdown for VOTE was -25.71%, occurring on Oct 14, 2022. Recovery took 492 trading sessions.

The current TDTF drawdown is -0.02%.

Rank	TDTF	VOTE
#1	-12.00% Mar 8, 2022 - Apr 3, 2025	-25.71% Dec 29, 2021 - Dec 13, 2023
#2	-9.60% Mar 5, 2020 - Apr 15, 2020	-19.09% Feb 19, 2025 - Jun 26, 2025
#3	-6.85% Sep 14, 2012 - Sep 7, 2017	-9.10% Jan 28, 2026 - Apr 14, 2026
#4	-4.11% Nov 17, 2021 - Mar 7, 2022	-8.61% Jul 16, 2024 - Sep 19, 2024
#5	-3.08% Sep 7, 2017 - Feb 20, 2019	-5.50% Mar 28, 2024 - May 14, 2024
#6	-2.56% Apr 3, 2025 - Jun 24, 2025	-5.44% Sep 2, 2021 - Oct 20, 2021
#7	-2.21% Feb 10, 2021 - Apr 28, 2021	-5.26% Oct 28, 2025 - Dec 11, 2025
#8	-2.09% Nov 18, 2011 - Jan 25, 2012	-4.47% Nov 8, 2021 - Dec 27, 2021
#9	-1.98% Sep 22, 2011 - Nov 1, 2011	-4.34% Dec 6, 2024 - Jan 23, 2025
#10	-1.89% Aug 29, 2019 - Jan 3, 2020	-2.97% Oct 8, 2025 - Oct 24, 2025
#11	-1.77% Apr 15, 2020 - Jun 1, 2020	-2.65% Jan 12, 2026 - Jan 27, 2026
#12	-1.58% Feb 27, 2026 - Apr 14, 2026	-2.62% Dec 11, 2025 - Dec 23, 2025
#13	-1.25% Feb 28, 2012 - Apr 11, 2012	-2.62% Jul 12, 2021 - Jul 23, 2021
#14	-1.24% May 10, 2021 - Jul 2, 2021	-2.62% Oct 18, 2024 - Nov 6, 2024
#15	-1.19% Jul 31, 2012 - Aug 28, 2012	-2.34% Jul 28, 2025 - Aug 12, 2025

Correlation

Correlation between TDTF and VOTE is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2011 - 2026)

TDTF vs VOTE dividend yield comparison.

Year	TDTF	VOTE
2026	0.81%	0.20%
2025	4.58%	1.03%
2024	3.98%	1.18%
2023	3.97%	1.33%
2022	7.60%	1.54%
2021	4.55%	0.54%
2020	1.13%	0.00%
2019	1.80%	0.00%
2018	2.60%	0.00%
2017	2.20%	0.00%
2016	1.51%	0.00%
2015	0.21%	0.00%
2014	1.23%	0.00%
2013	0.17%	0.00%
2012	1.43%	0.00%
2011	0.21%	0.00%