VOTE vs LGLV
Comparison between TCW TRANSFORM 500 ETF (VOTE, ETF) and STATE STREET(R) SPDR(R) US LARGE CAP LOW VOLATILITY INDEX ETF (LGLV, ETF).
5-Year PerformanceVOTE has outperformed LGLV, delivering a return of +13.5% compared to +8.2%
VOTE vs LGLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VOTE
$1.10B
LGLV
$1.10B
Expense Ratio
Winner
VOTE
0.05%
LGLV
0.12%
Max Drawdown
Winner
VOTE
26.46%
LGLV
36.99%
Sharpe Ratio
Winner
VOTE
1.53
LGLV
0.34
5Y Beta
VOTE
0.99
Winner
LGLV
0.43
P/E Ratio
VOTE
28.64
Winner
LGLV
23.48
Forward P/E
VOTE
21.59
Winner
LGLV
19.98
PEG Ratio
VOTE
N/A
LGLV
0.49
5Y Dividends CAGR
VOTE
N/A
LGLV
10.68%
5Y EPS CAGR
Winner
VOTE
28.47%
LGLV
10.53%
Debt to Equity
Winner
VOTE
38.24%
LGLV
69.18%
P/S Ratio
VOTE
3.76
Winner
LGLV
2.79
P/B Ratio
VOTE
5.67
Winner
LGLV
3.24
VOTE vs LGLV - Holdings Comparison
VOTE and LGLV have 112 common holdings. Overlap is 14.33%
VOTE's top 25 holdings weight is 49.66%. LGLV's top 25 holdings weight is 28.74%.
| Rank | VOTE | LGLV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.67% | WELLTOWER INC (WELL) - 3.91% |
| #2 | APPLE INC (AAPL) - 6.93% | REALTY INCOME CORP (O) - 1.82% |
| #3 | MICROSOFT CORP (MSFT) - 4.83% | DUKE ENERGY CORP (DUK) - 1.42% |
| #4 | AMAZON.COM INC (AMZN) - 3.74% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 1.26% |
| #5 | BROADCOM INC (AVGO) - 3.40% | SOUTHERN CO (SO) - 1.23% |
| #6 | ALPHABET INC CLASS A (GOOGL) - 3.18% | CISCO SYSTEMS INC (CSCO) - 1.22% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.74% | CONSOLIDATED EDISON INC (ED) - 1.14% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.08% | COCA-COLA CO (KO) - 1.11% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.85% | PEPSICO INC (PEP) - 1.06% |
| #10 | TESLA INC (TSLA) - 1.82% | CME GROUP INC CLASS A (CME) - 1.02% |
| #11 | ADVANCED MICRO DEVICES INC (AMD) - 1.34% | AMEREN CORP (AEE) - 0.96% |
| #12 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.33% | GENERAL DYNAMICS CORP (GD) - 0.96% |
| #13 | ELI LILLY AND CO (LLY) - 1.31% | DTE ENERGY CO (DTE) - 0.96% |
| #14 | JPMORGAN CHASE & CO (JPM) - 1.23% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 0.96% |
| #15 | EXXON MOBIL CORP (XOM) - 0.97% | COLGATE-PALMOLIVE CO (CL) - 0.95% |
| #16 | JOHNSON & JOHNSON (JNJ) - 0.82% | JOHNSON & JOHNSON (JNJ) - 0.92% |
| #17 | VISA INC CLASS A (V) - 0.80% | VISA INC CLASS A (V) - 0.91% |
| #18 | CISCO SYSTEMS INC (CSCO) - 0.76% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.90% |
| #19 | WALMART INC (WMT) - 0.76% | CENTERPOINT ENERGY INC (CNP) - 0.89% |
| #20 | INTEL CORP (INTC) - 0.75% | LINDE PLC (LIN) - 0.87% |
| #21 | TJX COMPANIES INC (TJX) - 0.27% | MCDONALD'S CORP (MCD) - 0.86% |
| #22 | THE WALT DISNEY CO (DIS) - 0.27% | THE TRAVELERS COMPANIES INC (TRV) - 0.86% |
| #23 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.27% | FIRSTENERGY CORP (FE) - 0.85% |
| #24 | AMPHENOL CORP CLASS A (APH) - 0.27% | MARSH (MRSH) - 0.85% |
| #25 | NEXTERA ENERGY INC (NEE) - 0.27% | CHUBB LTD (CB) - 0.85% |
| Total Holdings | 464 | 172 |
VOTE vs LGLV - Historical Returns
Returns include dividend reinvestment.
1M
VOTE
+2.24%
Winner
LGLV
+2.51%
3M
Winner
VOTE
+13.33%
LGLV
-0.16%
6M
Winner
VOTE
+11.54%
LGLV
+2.88%
1Y
Winner
VOTE
+26.51%
LGLV
+6.33%
5Y(CAGR)
Winner
VOTE
+13.53%
LGLV
+8.23%
10Y(CAGR)
VOTE
N/A
LGLV
+11.29%
Max(CAGR)
Winner
VOTE
+13.53%
LGLV
+11.75%
VOTE vs LGLV - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | VOTE | LGLV |
|---|---|---|
| 2026 | +10.82% | +3.35% |
| 2025 | +18.12% | +8.79% |
| 2024 | +26.16% | +15.88% |
| 2023 | +28.07% | +9.02% |
| 2022 | -20.16% | -7.09% |
| 2021 | +12.07% | +30.70% |
| 2020 | N/A | +7.07% |
| 2019 | N/A | +31.91% |
| 2018 | N/A | +0.78% |
| 2017 | N/A | +17.66% |
| 2016 | N/A | +13.77% |
| 2015 | N/A | +3.00% |
| 2014 | N/A | +18.26% |
| 2013 | N/A | +18.38% |
VOTE vs LGLV Drawdown Comparison
The maximum drawdown for VOTE was -25.71%, occurring on Oct 14, 2022. Recovery took 492 trading sessions.
The maximum drawdown for LGLV was -36.62%, occurring on Mar 23, 2020. Recovery took 213 trading sessions.
The current VOTE drawdown is -0.76%. The current LGLV drawdown is -4.12%.
| Rank | VOTE | LGLV |
|---|---|---|
| #1 | -25.71% Dec 29, 2021 - Dec 13, 2023 | -36.62% Feb 14, 2020 - Dec 17, 2020 |
| #2 | -19.09% Feb 19, 2025 - Jun 26, 2025 | -17.49% Dec 29, 2021 - Dec 28, 2023 |
| #3 | -9.10% Jan 28, 2026 - Apr 14, 2026 | -13.61% Sep 21, 2018 - Feb 19, 2019 |
| #4 | -8.61% Jul 16, 2024 - Sep 19, 2024 | -10.18% Nov 27, 2024 - May 19, 2025 |
| #5 | -5.50% Mar 28, 2024 - May 14, 2024 | -10.04% Nov 19, 2015 - Mar 16, 2016 |
| #6 | -5.44% Sep 2, 2021 - Oct 20, 2021 | -9.04% Aug 17, 2015 - Oct 28, 2015 |
| #7 | -5.26% Oct 28, 2025 - Dec 11, 2025 | -7.99% Jan 26, 2018 - Jul 18, 2018 |
| #8 | -4.47% Nov 8, 2021 - Dec 27, 2021 | -7.52% Sep 2, 2016 - Dec 13, 2016 |
| #9 | -4.45% Jun 2, 2026 - Jun 10, 2026 | -6.86% Mar 2, 2026 - Mar 27, 2026 |
| #10 | -4.34% Dec 6, 2024 - Jan 23, 2025 | -6.10% Sep 2, 2021 - Oct 21, 2021 |
| #11 | -2.97% Oct 8, 2025 - Oct 24, 2025 | -5.91% May 21, 2013 - Jul 15, 2013 |
| #12 | -2.65% Jan 12, 2026 - Jan 27, 2026 | -5.56% Aug 2, 2013 - Oct 18, 2013 |
| #13 | -2.62% Dec 11, 2025 - Dec 23, 2025 | -5.18% Mar 28, 2024 - Jun 24, 2024 |
| #14 | -2.62% Jul 12, 2021 - Jul 23, 2021 | -5.14% Sep 19, 2014 - Oct 28, 2014 |
| #15 | -2.62% Oct 18, 2024 - Nov 6, 2024 | -4.50% Jul 26, 2019 - Sep 4, 2019 |
Correlation
Correlation between VOTE and LGLV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2013 - 2026)
VOTE vs LGLV dividend yield comparison.
| Year | VOTE | LGLV |
|---|---|---|
| 2026 | 0.20% | 0.53% |
| 2025 | 1.03% | 1.94% |
| 2024 | 1.18% | 1.93% |
| 2023 | 1.33% | 2.03% |
| 2022 | 1.54% | 1.95% |
| 2021 | 0.54% | 1.65% |
| 2020 | 0.00% | 1.98% |
| 2019 | 0.00% | 1.89% |
| 2018 | 0.00% | 2.09% |
| 2017 | 0.00% | 4.39% |
| 2016 | 0.00% | 2.54% |
| 2015 | 0.00% | 2.97% |
| 2014 | 0.00% | 7.14% |
| 2013 | 0.00% | 2.99% |
Select Stocks to Compare
Popular: VOTE vs SPYLGLV vs SPY
More Comparisons
Compare with similar stocks