VOTE vs IMCV
Comparison between TCW TRANSFORM 500 ETF (VOTE, ETF) and ISHARES MORNINGSTAR MID-CAP VALUE ETF (IMCV, ETF).
5-Year PerformanceVOTE has outperformed IMCV, delivering a return of +13.1% compared to +8.7%
VOTE vs IMCV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VOTE
$1B
IMCV
$1B
Expense Ratio
Winner
VOTE
0.05%
IMCV
0.06%
Max Drawdown
Winner
VOTE
26.46%
IMCV
66.48%
Sharpe Ratio
VOTE
1.58
Winner
IMCV
1.63
5Y Beta
VOTE
0.99
Winner
IMCV
0.71
P/E Ratio
VOTE
29.98
Winner
IMCV
20.57
Forward P/E
VOTE
22.32
Winner
IMCV
13.15
PEG Ratio
VOTE
N/A
IMCV
0.29
5Y Dividends CAGR
VOTE
N/A
IMCV
9.93%
5Y EPS CAGR
Winner
VOTE
29.03%
IMCV
10.98%
Debt to Equity
Winner
VOTE
41.02%
IMCV
86.86%
P/S Ratio
VOTE
3.78
Winner
IMCV
1.36
P/B Ratio
VOTE
5.78
Winner
IMCV
2.45
VOTE vs IMCV - Holdings Comparison
VOTE and IMCV have 253 common holdings. Overlap is 14.51%
VOTE's top 25 holdings weight is 49.93%. IMCV's top 25 holdings weight is 25.90%.
| Rank | VOTE | IMCV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.63% | NEWMONT CORP (NEM) - 1.59% |
| #2 | APPLE INC (AAPL) - 6.99% | WILLIAMS COMPANIES INC (WMB) - 1.29% |
| #3 | MICROSOFT CORP (MSFT) - 4.70% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.20% |
| #4 | AMAZON.COM INC (AMZN) - 4.09% | ELEVANCE HEALTH INC (ELV) - 1.19% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.47% | FEDEX CORP (FDX) - 1.18% |
| #6 | BROADCOM INC (AVGO) - 3.01% | U.S. BANCORP (USB) - 1.16% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.98% | SLB LTD (SLB) - 1.15% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.13% | CSX CORP (CSX) - 1.15% |
| #9 | TESLA INC (TSLA) - 1.90% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.09% |
| #10 | MICRON TECHNOLOGY INC (MU) - 1.60% | EOG RESOURCES INC (EOG) - 1.04% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.35% | VALERO ENERGY CORP (VLO) - 1.02% |
| #12 | ELI LILLY AND CO (LLY) - 1.32% | THE CIGNA GROUP (CI) - 1.02% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.24% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.01% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.24% | MARATHON PETROLEUM CORP (MPC) - 1.00% |
| #15 | EXXON MOBIL CORP (XOM) - 0.94% | ILLINOIS TOOL WORKS INC (ITW) - 0.99% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.85% | GENERAL MOTORS CO (GM) - 0.97% |
| #17 | VISA INC CLASS A (V) - 0.84% | AMERICAN ELECTRIC POWER CO INC (AEP) - 0.92% |
| #18 | INTEL CORP (INTC) - 0.81% | THE TRAVELERS COMPANIES INC (TRV) - 0.90% |
| #19 | WALMART INC (WMT) - 0.78% | KINDER MORGAN INC CLASS P (KMI) - 0.90% |
| #20 | CISCO SYSTEMS INC (CSCO) - 0.72% | SIMON PROPERTY GROUP INC (SPG) - 0.90% |
| #21 | BOEING CO (BA) - 0.27% | REGENERON PHARMACEUTICALS INC (REGN) - 0.87% |
| #22 | TJX COMPANIES INC (TJX) - 0.27% | AIR PRODUCTS AND CHEMICALS INC (APD) - 0.87% |
| #23 | MARVELL TECHNOLOGY INC (MRVL) - 0.27% | TRUIST FINANCIAL CORP (TFC) - 0.83% |
| #24 | WESTERN DIGITAL CORP (WDC) - 0.27% | WESTERN DIGITAL CORP (WDC) - 0.83% |
| #25 | AMPHENOL CORP CLASS A (APH) - 0.26% | n/a (WBD) - 0.83% |
| Total Holdings | 466 | 279 |
VOTE vs IMCV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VOTE
+1.92%
IMCV
+1.64%
3M
Winner
VOTE
+8.81%
IMCV
+4.09%
6M
VOTE
+8.14%
Winner
IMCV
+11.05%
1Y
Winner
VOTE
+25.69%
IMCV
+24.45%
5Y(CAGR)
Winner
VOTE
+13.09%
IMCV
+8.74%
10Y(CAGR)
VOTE
N/A
IMCV
+10.33%
Max(CAGR)
Winner
VOTE
+13.09%
IMCV
+9.69%
VOTE vs IMCV - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | VOTE | IMCV |
|---|---|---|
| 2026 | +8.30% | +9.36% |
| 2025 | +18.12% | +13.71% |
| 2024 | +26.16% | +11.90% |
| 2023 | +28.07% | +12.04% |
| 2022 | -20.16% | -7.02% |
| 2021 | +12.07% | +35.83% |
| 2020 | N/A | -3.61% |
| 2019 | N/A | +24.35% |
| 2018 | N/A | -11.68% |
| 2017 | N/A | +11.51% |
| 2016 | N/A | +25.77% |
| 2015 | N/A | -2.44% |
| 2014 | N/A | +12.32% |
| 2013 | N/A | +38.47% |
| 2012 | N/A | +15.22% |
| 2011 | N/A | -3.91% |
| 2010 | N/A | +18.47% |
| 2009 | N/A | +31.62% |
| 2008 | N/A | -34.80% |
| 2007 | N/A | -6.70% |
| 2006 | N/A | +17.11% |
| 2005 | N/A | +12.96% |
| 2004 | N/A | +14.93% |
VOTE vs IMCV Drawdown Comparison
The maximum drawdown for VOTE was -25.71%, occurring on Oct 14, 2022. Recovery took 492 trading sessions.
The maximum drawdown for IMCV was -64.75%, occurring on Mar 9, 2009. Recovery took 1397 trading sessions.
The current VOTE drawdown is -3.01%. The current IMCV drawdown is -0.67%.
| Rank | VOTE | IMCV |
|---|---|---|
| #1 | -25.71% Dec 29, 2021 - Dec 13, 2023 | -64.75% Jun 4, 2007 - Dec 18, 2012 |
| #2 | -19.09% Feb 19, 2025 - Jun 26, 2025 | -46.33% Jan 17, 2020 - Jan 14, 2021 |
| #3 | -9.10% Jan 28, 2026 - Apr 14, 2026 | -19.85% Apr 20, 2022 - Dec 26, 2023 |
| #4 | -8.61% Jul 16, 2024 - Sep 19, 2024 | -19.61% Jan 26, 2018 - Sep 12, 2019 |
| #5 | -5.50% Mar 28, 2024 - May 14, 2024 | -18.62% Nov 29, 2024 - Aug 22, 2025 |
| #6 | -5.44% Sep 2, 2021 - Oct 20, 2021 | -16.48% May 21, 2015 - Apr 19, 2016 |
| #7 | -5.26% Oct 28, 2025 - Dec 11, 2025 | -9.36% Aug 29, 2014 - Nov 24, 2014 |
| #8 | -4.47% Nov 8, 2021 - Dec 27, 2021 | -8.13% Aug 3, 2005 - Dec 1, 2005 |
| #9 | -4.34% Dec 6, 2024 - Jan 23, 2025 | -7.88% Jun 8, 2021 - Oct 19, 2021 |
| #10 | -3.01% Jun 2, 2026 - Jun 5, 2026 | -7.59% Jun 23, 2016 - Jul 12, 2016 |
| #11 | -2.97% Oct 8, 2025 - Oct 24, 2025 | -7.49% May 8, 2006 - Oct 5, 2006 |
| #12 | -2.65% Jan 12, 2026 - Jan 27, 2026 | -7.40% Nov 16, 2021 - Dec 31, 2021 |
| #13 | -2.62% Dec 11, 2025 - Dec 23, 2025 | -6.91% Feb 26, 2026 - Apr 30, 2026 |
| #14 | -2.62% Jul 12, 2021 - Jul 23, 2021 | -6.79% Jan 14, 2022 - Mar 25, 2022 |
| #15 | -2.62% Oct 18, 2024 - Nov 6, 2024 | -6.35% Jan 22, 2014 - Feb 20, 2014 |
Correlation
Correlation between VOTE and IMCV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2004 - 2026)
VOTE vs IMCV dividend yield comparison.
| Year | VOTE | IMCV |
|---|---|---|
| 2026 | 0.20% | 0.39% |
| 2025 | 1.03% | 2.23% |
| 2024 | 1.18% | 2.36% |
| 2023 | 1.33% | 2.30% |
| 2022 | 1.54% | 2.36% |
| 2021 | 0.54% | 1.86% |
| 2020 | 0.00% | 2.61% |
| 2019 | 0.00% | 2.45% |
| 2018 | 0.00% | 2.61% |
| 2017 | 0.00% | 1.87% |
| 2016 | 0.00% | 2.09% |
| 2015 | 0.00% | 2.29% |
| 2014 | 0.00% | 1.95% |
| 2013 | 0.00% | 1.87% |
| 2012 | 0.00% | 2.25% |
| 2011 | 0.00% | 2.26% |
| 2010 | 0.00% | 2.64% |
| 2009 | 0.00% | 2.19% |
| 2008 | 0.00% | 3.80% |
| 2007 | 0.00% | 2.55% |
| 2006 | 0.00% | 1.77% |
| 2005 | 0.00% | 2.57% |
| 2004 | 0.00% | 0.98% |
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