VOTE vs DFSI
Comparison between TCW TRANSFORM 500 ETF (VOTE, ETF) and DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF (DFSI, ETF).
VOTE vs DFSI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VOTE
$1B
DFSI
$1B
Expense Ratio
Winner
VOTE
0.05%
DFSI
0.24%
Max Drawdown
VOTE
26.46%
Winner
DFSI
13.30%
Sharpe Ratio
Winner
VOTE
1.58
DFSI
0.85
5Y Beta
VOTE
0.99
Winner
DFSI
0.70
P/E Ratio
VOTE
29.98
DFSI
N/A
Forward P/E
VOTE
22.32
DFSI
N/A
5Y EPS CAGR
VOTE
29.03%
DFSI
N/A
Debt to Equity
VOTE
41.02%
DFSI
N/A
P/S Ratio
VOTE
3.78
DFSI
N/A
P/B Ratio
VOTE
5.78
DFSI
N/A
VOTE vs DFSI - Holdings Comparison
VOTE and DFSI have 3 common holdings. Overlap is 0.05%
VOTE's top 25 holdings weight is 49.93%. DFSI's top 25 holdings weight is 16.19%.
| Rank | VOTE | DFSI |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.63% | ASML HOLDING NV ADR (ASML) - 2.35% |
| #2 | APPLE INC (AAPL) - 6.99% | NOVARTIS AG ADR (NVS) - 1.20% |
| #3 | MICROSOFT CORP (MSFT) - 4.70% | ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.12% |
| #4 | AMAZON.COM INC (AMZN) - 4.09% | ROYAL BANK OF CANADA (n/a) - 1.01% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.47% | ASTRAZENECA PLC (n/a) - 0.97% |
| #6 | BROADCOM INC (AVGO) - 3.01% | ROLLS-ROYCE HOLDINGS PLC (n/a) - 0.69% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.98% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 0.65% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.13% | TOYOTA MOTOR CORP (n/a) - 0.64% |
| #9 | TESLA INC (TSLA) - 1.90% | NOVO NORDISK AS CLASS B (n/a) - 0.57% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.60% | UNILEVER PLC ADR (UL) - 0.57% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.35% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 0.57% |
| #12 | ELI LILLY AND CO (LLY) - 1.32% | SONY GROUP CORP (n/a) - 0.53% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.24% | HITACHI LTD (n/a) - 0.52% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.24% | L'OREAL SA (n/a) - 0.50% |
| #15 | EXXON MOBIL CORP (XOM) - 0.94% | E.ON SE (n/a) - 0.50% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.85% | SIEMENS AG (n/a) - 0.48% |
| #17 | VISA INC CLASS A (V) - 0.84% | HSBC HOLDINGS PLC ADR (HSBC) - 0.47% |
| #18 | INTEL CORP (INTC) - 0.81% | THE TORONTO-DOMINION BANK (TD) - 0.46% |
| #19 | WALMART INC (WMT) - 0.78% | SAFRAN SA (n/a) - 0.46% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.72% | ABB LTD (n/a) - 0.46% |
| #21 | BOEING CO (BA) - 0.27% | FINECOBANK SPA (n/a) - 0.36% |
| #22 | TJX COMPANIES INC (TJX) - 0.27% | COMPASS GROUP PLC (n/a) - 0.28% |
| #23 | MARVELL TECHNOLOGY INC (MRVL) - 0.27% | IBERDROLA SA (n/a) - 0.28% |
| #24 | WESTERN DIGITAL CORP (WDC) - 0.27% | EXPERIAN PLC (n/a) - 0.28% |
| #25 | AMPHENOL CORP CLASS A (APH) - 0.26% | MITSUBISHI HEAVY INDUSTRIES LTD (n/a) - 0.27% |
| Total Holdings | 466 | 2215 |
VOTE vs DFSI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VOTE
+1.92%
DFSI
-0.27%
3M
Winner
VOTE
+8.81%
DFSI
+1.40%
6M
Winner
VOTE
+8.14%
DFSI
+6.39%
1Y
Winner
VOTE
+25.69%
DFSI
+16.65%
5Y(CAGR)
VOTE
+13.09%
DFSI
N/A
Max(CAGR)
VOTE
+13.09%
Winner
DFSI
+20.02%
VOTE vs DFSI - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | VOTE | DFSI |
|---|---|---|
| 2026 | +8.30% | +3.27% |
| 2025 | +18.12% | +33.93% |
| 2024 | +26.16% | +6.26% |
| 2023 | +28.07% | +17.21% |
| 2022 | -20.16% | +11.99% |
| 2021 | +12.07% | N/A |
VOTE vs DFSI Drawdown Comparison
The maximum drawdown for VOTE was -25.71%, occurring on Oct 14, 2022. Recovery took 492 trading sessions.
The maximum drawdown for DFSI was -12.82%, occurring on Oct 27, 2023. Recovery took 104 trading sessions.
The current VOTE drawdown is -3.01%. The current DFSI drawdown is -4.57%.
| Rank | VOTE | DFSI |
|---|---|---|
| #1 | -25.71% Dec 29, 2021 - Dec 13, 2023 | -12.82% Jul 19, 2023 - Dec 14, 2023 |
| #2 | -19.09% Feb 19, 2025 - Jun 26, 2025 | -12.63% Mar 19, 2025 - Apr 25, 2025 |
| #3 | -9.10% Jan 28, 2026 - Apr 14, 2026 | -12.26% Feb 26, 2026 - Mar 27, 2026 |
| #4 | -8.61% Jul 16, 2024 - Sep 19, 2024 | -9.65% Sep 26, 2024 - Mar 5, 2025 |
| #5 | -5.50% Mar 28, 2024 - May 14, 2024 | -8.12% Feb 2, 2023 - Apr 13, 2023 |
| #6 | -5.44% Sep 2, 2021 - Oct 20, 2021 | -7.02% Jul 16, 2024 - Aug 19, 2024 |
| #7 | -5.26% Oct 28, 2025 - Dec 11, 2025 | -5.15% Mar 27, 2024 - May 14, 2024 |
| #8 | -4.47% Nov 8, 2021 - Dec 27, 2021 | -4.91% Nov 12, 2025 - Dec 4, 2025 |
| #9 | -4.34% Dec 6, 2024 - Jan 23, 2025 | -4.59% May 8, 2023 - Jun 15, 2023 |
| #10 | -3.01% Jun 2, 2026 - Jun 5, 2026 | -4.01% Jun 15, 2023 - Jul 12, 2023 |
| #11 | -2.97% Oct 8, 2025 - Oct 24, 2025 | -3.97% Jul 23, 2025 - Aug 13, 2025 |
| #12 | -2.65% Jan 12, 2026 - Jan 27, 2026 | -3.79% Dec 13, 2022 - Jan 6, 2023 |
| #13 | -2.62% Dec 11, 2025 - Dec 23, 2025 | -3.71% Dec 27, 2023 - Feb 16, 2024 |
| #14 | -2.62% Jul 12, 2021 - Jul 23, 2021 | -3.45% Jun 6, 2024 - Jul 11, 2024 |
| #15 | -2.62% Oct 18, 2024 - Nov 6, 2024 | -3.36% Aug 30, 2024 - Sep 19, 2024 |
Correlation
Correlation between VOTE and DFSI is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2021 - 2026)
VOTE vs DFSI dividend yield comparison.
| Year | VOTE | DFSI |
|---|---|---|
| 2026 | 0.20% | 0.22% |
| 2025 | 1.03% | 2.23% |
| 2024 | 1.18% | 2.39% |
| 2023 | 1.33% | 2.10% |
| 2022 | 1.54% | 0.18% |
| 2021 | 0.54% | 0.00% |
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