VOTE vs BALI
Comparison between TCW TRANSFORM 500 ETF (VOTE, ETF) and BlackRock Advantage Large Cap Income ETF (BALI, ETF).
VOTE vs BALI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VOTE
$1B
Winner
BALI
$1.10B
Expense Ratio
Winner
VOTE
0.05%
BALI
0.35%
Max Drawdown
VOTE
26.46%
Winner
BALI
18.92%
Sharpe Ratio
VOTE
2.00
Winner
BALI
2.18
5Y Beta
VOTE
0.99
Winner
BALI
0.82
P/E Ratio
VOTE
28.97
Winner
BALI
25.03
Forward P/E
VOTE
22.02
Winner
BALI
20.15
5Y EPS CAGR
VOTE
25.44%
Winner
BALI
25.82%
Debt to Equity
VOTE
22.61%
Winner
BALI
-15.37%
P/S Ratio
VOTE
3.73
Winner
BALI
2.88
P/B Ratio
VOTE
5.56
Winner
BALI
5.08
VOTE vs BALI - Holdings Comparison
VOTE and BALI have 126 common holdings. Overlap is 51.63%
VOTE's top 25 holdings weight is 51.14%. BALI's top 25 holdings weight is 84.67%.
| Rank | VOTE | BALI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.62% | CASH OFFSET (n/a) - 32.99% |
| #2 | APPLE INC (AAPL) - 6.60% | NVIDIA CORP (NVDA) - 7.05% |
| #3 | MICROSOFT CORP (MSFT) - 4.81% | APPLE INC (AAPL) - 5.79% |
| #4 | AMAZON.COM INC (AMZN) - 4.22% | MICROSOFT CORP (MSFT) - 5.30% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.63% | AMAZON.COM INC (AMZN) - 4.01% |
| #6 | ALPHABET INC CLASS C (GOOG) - 3.13% | ALPHABET INC CLASS A (GOOGL) - 3.08% |
| #7 | BROADCOM INC (AVGO) - 3.10% | ALPHABET INC CLASS C (GOOG) - 2.48% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.10% | BROADCOM INC (AVGO) - 2.40% |
| #9 | TESLA INC (TSLA) - 1.76% | JOHNSON & JOHNSON (JNJ) - 1.99% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.35% | META PLATFORMS INC CLASS A (META) - 1.86% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.33% | COSTCO WHOLESALE CORP (COST) - 1.45% |
| #12 | ELI LILLY AND CO (LLY) - 1.23% | CHEVRON CORP (CVX) - 1.37% |
| #13 | MICRON TECHNOLOGY INC (MU) - 1.17% | EXXON MOBIL CORP (XOM) - 1.35% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.07% | TESLA INC (TSLA) - 1.31% |
| #15 | EXXON MOBIL CORP (XOM) - 0.97% | TJX COMPANIES INC (TJX) - 1.28% |
| #16 | WALMART INC (WMT) - 0.87% | WALMART INC (WMT) - 1.27% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.85% | LAM RESEARCH CORP (LRCX) - 1.26% |
| #18 | VISA INC CLASS A (V) - 0.84% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 1.18% |
| #19 | INTEL CORP (INTC) - 0.77% | PROCTER & GAMBLE CO (PG) - 1.14% |
| #20 | COSTCO WHOLESALE CORP (COST) - 0.69% | CARDINAL HEALTH INC (CAH) - 1.07% |
| #21 | CATERPILLAR INC (CAT) - 0.67% | JPMORGAN CHASE & CO (JPM) - 1.05% |
| #22 | MASTERCARD INC CLASS A (MA) - 0.63% | VISA INC CLASS A (V) - 1.04% |
| #23 | LAM RESEARCH CORP (LRCX) - 0.58% | CME GROUP INC CLASS A (CME) - 1.01% |
| #24 | NETFLIX INC (NFLX) - 0.58% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.98% |
| #25 | CISCO SYSTEMS INC (CSCO) - 0.57% | CHARLES SCHWAB CORP (SCHW) - 0.96% |
| Total Holdings | 507 | 201 |
VOTE vs BALI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VOTE
+8.88%
BALI
+6.70%
3M
Winner
VOTE
+7.16%
BALI
+6.31%
6M
VOTE
+8.68%
Winner
BALI
+9.51%
1Y
Winner
VOTE
+28.32%
BALI
+26.11%
5Y(CAGR)
VOTE
+13.30%
BALI
N/A
Max(CAGR)
VOTE
+13.30%
Winner
BALI
+21.61%
VOTE vs BALI - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | VOTE | BALI |
|---|---|---|
| 2026 | +8.39% | +8.72% |
| 2025 | +18.12% | +14.52% |
| 2024 | +26.16% | +22.61% |
| 2023 | +28.07% | +9.51% |
| 2022 | -20.16% | N/A |
| 2021 | +12.07% | N/A |
VOTE vs BALI Drawdown Comparison
The maximum drawdown for VOTE was -25.71%, occurring on Oct 14, 2022. Recovery took 492 trading sessions.
The maximum drawdown for BALI was -16.62%, occurring on Apr 8, 2025. Recovery took 139 trading sessions.
The current BALI drawdown is -0.06%.
| Rank | VOTE | BALI |
|---|---|---|
| #1 | -25.71% Dec 29, 2021 - Dec 13, 2023 | -16.62% Dec 5, 2024 - Jun 30, 2025 |
| #2 | -19.09% Feb 19, 2025 - Jun 26, 2025 | -7.74% Jul 16, 2024 - Sep 19, 2024 |
| #3 | -9.10% Jan 28, 2026 - Apr 14, 2026 | -6.71% Feb 25, 2026 - Apr 14, 2026 |
| #4 | -8.61% Jul 16, 2024 - Sep 19, 2024 | -5.26% Oct 16, 2023 - Nov 7, 2023 |
| #5 | -5.50% Mar 28, 2024 - May 14, 2024 | -4.79% Mar 28, 2024 - May 14, 2024 |
| #6 | -5.44% Sep 2, 2021 - Oct 20, 2021 | -3.64% Nov 11, 2025 - Nov 28, 2025 |
| #7 | -5.26% Oct 28, 2025 - Dec 11, 2025 | -2.77% Oct 8, 2025 - Oct 27, 2025 |
| #8 | -4.47% Nov 8, 2021 - Dec 27, 2021 | -2.24% Jul 25, 2025 - Aug 8, 2025 |
| #9 | -4.34% Dec 6, 2024 - Jan 23, 2025 | -2.16% Feb 2, 2026 - Feb 25, 2026 |
| #10 | -2.97% Oct 8, 2025 - Oct 24, 2025 | -2.13% Oct 18, 2024 - Nov 6, 2024 |
| #11 | -2.65% Jan 12, 2026 - Jan 27, 2026 | -2.07% Dec 11, 2025 - Dec 23, 2025 |
| #12 | -2.62% Dec 11, 2025 - Dec 23, 2025 | -2.03% Nov 11, 2024 - Nov 26, 2024 |
| #13 | -2.62% Jul 12, 2021 - Jul 23, 2021 | -1.96% Jan 12, 2026 - Jan 26, 2026 |
| #14 | -2.62% Oct 18, 2024 - Nov 6, 2024 | -1.68% May 21, 2024 - Jun 5, 2024 |
| #15 | -2.34% Jul 28, 2025 - Aug 12, 2025 | -1.55% Oct 29, 2025 - Nov 11, 2025 |
Correlation
Correlation between VOTE and BALI is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2021 - 2026)
VOTE vs BALI dividend yield comparison.
| Year | VOTE | BALI |
|---|---|---|
| 2026 | 0.20% | 2.82% |
| 2025 | 1.03% | 8.51% |
| 2024 | 1.18% | 7.13% |
| 2023 | 1.33% | 2.13% |
| 2022 | 1.54% | 0.00% |
| 2021 | 0.54% | 0.00% |
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