VOTE vs SPY
Comparison between TCW TRANSFORM 500 ETF (VOTE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed VOTE, delivering a return of +13.8% compared to +13.3%
VOTE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VOTE
$1B
Winner
SPY
$735B
Expense Ratio
Winner
VOTE
0.05%
SPY
0.09%
Max Drawdown
Winner
VOTE
26.46%
SPY
56.47%
Sharpe Ratio
VOTE
2.00
Winner
SPY
2.03
5Y Beta
Winner
VOTE
0.99
SPY
1.00
P/E Ratio
VOTE
28.97
Winner
SPY
28.55
Forward P/E
VOTE
22.02
Winner
SPY
22.00
5Y Dividends CAGR
VOTE
N/A
SPY
5.43%
5Y EPS CAGR
Winner
VOTE
25.44%
SPY
25.29%
Debt to Equity
VOTE
22.61%
Winner
SPY
22.22%
P/S Ratio
VOTE
3.73
Winner
SPY
3.63
P/B Ratio
VOTE
5.56
Winner
SPY
5.45
VOTE vs SPY - Holdings Comparison
VOTE and SPY have 441 common holdings. Overlap is 96.45%
VOTE's top 25 holdings weight is 51.14%. SPY's top 25 holdings weight is 51.71%.
| Rank | VOTE | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.62% | NVIDIA CORP (NVDA) - 7.68% |
| #2 | APPLE INC (AAPL) - 6.60% | APPLE INC (AAPL) - 6.71% |
| #3 | MICROSOFT CORP (MSFT) - 4.81% | MICROSOFT CORP (MSFT) - 4.91% |
| #4 | AMAZON.COM INC (AMZN) - 4.22% | AMAZON.COM INC (AMZN) - 4.30% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.63% | ALPHABET INC CLASS A (GOOGL) - 3.64% |
| #6 | ALPHABET INC CLASS C (GOOG) - 3.13% | BROADCOM INC (AVGO) - 3.26% |
| #7 | BROADCOM INC (AVGO) - 3.10% | ALPHABET INC CLASS C (GOOG) - 2.89% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.10% | META PLATFORMS INC CLASS A (META) - 2.13% |
| #9 | TESLA INC (TSLA) - 1.76% | TESLA INC (TSLA) - 1.76% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.35% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.33% | JPMORGAN CHASE & CO (JPM) - 1.34% |
| #12 | ELI LILLY AND CO (LLY) - 1.23% | ELI LILLY AND CO (LLY) - 1.26% |
| #13 | MICRON TECHNOLOGY INC (MU) - 1.17% | MICRON TECHNOLOGY INC (MU) - 1.16% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.07% | EXXON MOBIL CORP (XOM) - 1.04% |
| #15 | EXXON MOBIL CORP (XOM) - 0.97% | ADVANCED MICRO DEVICES INC (AMD) - 0.93% |
| #16 | WALMART INC (WMT) - 0.87% | WALMART INC (WMT) - 0.92% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.85% | VISA INC CLASS A (V) - 0.87% |
| #18 | VISA INC CLASS A (V) - 0.84% | JOHNSON & JOHNSON (JNJ) - 0.87% |
| #19 | INTEL CORP (INTC) - 0.77% | INTEL CORP (INTC) - 0.82% |
| #20 | COSTCO WHOLESALE CORP (COST) - 0.69% | COSTCO WHOLESALE CORP (COST) - 0.73% |
| #21 | CATERPILLAR INC (CAT) - 0.67% | CATERPILLAR INC (CAT) - 0.68% |
| #22 | MASTERCARD INC CLASS A (MA) - 0.63% | MASTERCARD INC CLASS A (MA) - 0.65% |
| #23 | LAM RESEARCH CORP (LRCX) - 0.58% | NETFLIX INC (NFLX) - 0.60% |
| #24 | NETFLIX INC (NFLX) - 0.58% | CISCO SYSTEMS INC (CSCO) - 0.60% |
| #25 | CISCO SYSTEMS INC (CSCO) - 0.57% | ABBVIE INC (ABBV) - 0.59% |
| Total Holdings | 507 | 505 |
VOTE vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VOTE
+8.88%
SPY
+8.81%
3M
Winner
VOTE
+7.16%
SPY
+7.14%
6M
VOTE
+8.68%
Winner
SPY
+8.86%
1Y
Winner
VOTE
+28.32%
SPY
+28.27%
5Y(CAGR)
VOTE
+13.30%
Winner
SPY
+13.84%
10Y(CAGR)
VOTE
N/A
SPY
+15.48%
Max(CAGR)
Winner
VOTE
+13.30%
SPY
+8.50%
VOTE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VOTE | SPY |
|---|---|---|
| 2026 | +8.39% | +8.52% |
| 2025 | +18.12% | +18.00% |
| 2024 | +26.16% | +25.59% |
| 2023 | +28.07% | +26.72% |
| 2022 | -20.16% | -18.64% |
| 2021 | +12.07% | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
VOTE vs SPY Drawdown Comparison
The maximum drawdown for VOTE was -25.71%, occurring on Oct 14, 2022. Recovery took 492 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | VOTE | SPY |
|---|---|---|
| #1 | -25.71% Dec 29, 2021 - Dec 13, 2023 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -19.09% Feb 19, 2025 - Jun 26, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -9.10% Jan 28, 2026 - Apr 14, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -8.61% Jul 16, 2024 - Sep 19, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -5.50% Mar 28, 2024 - May 14, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -5.44% Sep 2, 2021 - Oct 20, 2021 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -5.26% Oct 28, 2025 - Dec 11, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -4.47% Nov 8, 2021 - Dec 27, 2021 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -4.34% Dec 6, 2024 - Jan 23, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -2.97% Oct 8, 2025 - Oct 24, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -2.65% Jan 12, 2026 - Jan 27, 2026 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -2.62% Dec 11, 2025 - Dec 23, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -2.62% Jul 12, 2021 - Jul 23, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.62% Oct 18, 2024 - Nov 6, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.34% Jul 28, 2025 - Aug 12, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between VOTE and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
VOTE vs SPY dividend yield comparison.
| Year | VOTE | SPY |
|---|---|---|
| 2026 | 0.20% | 0.24% |
| 2025 | 1.03% | 1.07% |
| 2024 | 1.18% | 1.21% |
| 2023 | 1.33% | 1.40% |
| 2022 | 1.54% | 1.65% |
| 2021 | 0.54% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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