VOTE vs TDTF

Comparison between TCW TRANSFORM 500 ETF (VOTE, ETF) and FLEXSHARES IBOXX 5-YEAR TARGET DURATION TIPS INDEX FUND (TDTF, ETF).

5-Year PerformanceVOTE has outperformed TDTF, delivering a return of +13.3% compared to +1.8%

VOTE vs TDTF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VOTE(ETF)	TDTF(ETF)
Net Assets	$1B	$1B
Expense Ratio	0.05%	0.18%
Max Drawdown	26.46%	20.88%
Sharpe Ratio	2.00	0.63
5Y Beta	0.99	0.02
P/E Ratio	28.97	N/A
Forward P/E	22.02	N/A
5Y Dividends CAGR	N/A	26.77%
5Y EPS CAGR	25.44%	N/A
Debt to Equity	22.61%	N/A
P/S Ratio	3.73	N/A
P/B Ratio	5.56	N/A

Net Assets

VOTE

$1B

TDTF

$1B

Expense Ratio

Winner

VOTE

0.05%

TDTF

0.18%

Max Drawdown

VOTE

26.46%

Winner

TDTF

20.88%

Sharpe Ratio

Winner

VOTE

2.00

TDTF

0.63

5Y Beta

VOTE

0.99

Winner

TDTF

0.02

P/E Ratio

VOTE

28.97

TDTF

N/A

Forward P/E

VOTE

22.02

TDTF

N/A

5Y Dividends CAGR

VOTE

N/A

TDTF

26.77%

5Y EPS CAGR

VOTE

25.44%

TDTF

N/A

Debt to Equity

VOTE

22.61%

TDTF

N/A

P/S Ratio

VOTE

3.73

TDTF

N/A

P/B Ratio

VOTE

5.56

TDTF

N/A

VOTE vs TDTF - Historical Returns

Returns include dividend reinvestment.

Period	VOTE	TDTF
1 month	+8.88%	+1.00%
3 months	+7.16%	+1.38%
6 months	+8.68%	+1.69%
1 year	+28.32%	+6.51%
5 years(CAGR)	+13.30%	+1.83%
10 years(CAGR)	N/A	+3.01%
Max(CAGR)	+13.30%	+2.31%

Winner

VOTE

+8.88%

TDTF

+1.00%

Winner

VOTE

+7.16%

TDTF

+1.38%

Winner

VOTE

+8.68%

TDTF

+1.69%

Winner

VOTE

+28.32%

TDTF

+6.51%

5Y(CAGR)

Winner

VOTE

+13.30%

TDTF

+1.83%

10Y(CAGR)

VOTE

N/A

TDTF

+3.01%

Max(CAGR)

Winner

VOTE

+13.30%

TDTF

+2.31%

VOTE vs TDTF - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	VOTE	TDTF
2026	+8.39%	+2.23%
2025	+18.12%	+7.74%
2024	+26.16%	+2.49%
2023	+28.07%	+3.79%
2022	-20.16%	-9.44%
2021	+12.07%	+5.37%
2020	N/A	+9.63%
2019	N/A	+7.99%
2018	N/A	-0.66%
2017	N/A	+1.85%
2016	N/A	+3.95%
2015	N/A	-0.97%
2014	N/A	-0.56%
2013	N/A	-4.95%
2012	N/A	+5.67%
2011	N/A	+0.65%

VOTE vs TDTF Drawdown Comparison

The maximum drawdown for VOTE was -25.71%, occurring on Oct 14, 2022. Recovery took 492 trading sessions.

The maximum drawdown for TDTF was -12.00%, occurring on Nov 3, 2022. Recovery took 771 trading sessions.

The current TDTF drawdown is -0.02%.

Rank	VOTE	TDTF
#1	-25.71% Dec 29, 2021 - Dec 13, 2023	-12.00% Mar 8, 2022 - Apr 3, 2025
#2	-19.09% Feb 19, 2025 - Jun 26, 2025	-9.60% Mar 5, 2020 - Apr 15, 2020
#3	-9.10% Jan 28, 2026 - Apr 14, 2026	-6.85% Sep 14, 2012 - Sep 7, 2017
#4	-8.61% Jul 16, 2024 - Sep 19, 2024	-4.11% Nov 17, 2021 - Mar 7, 2022
#5	-5.50% Mar 28, 2024 - May 14, 2024	-3.08% Sep 7, 2017 - Feb 20, 2019
#6	-5.44% Sep 2, 2021 - Oct 20, 2021	-2.56% Apr 3, 2025 - Jun 24, 2025
#7	-5.26% Oct 28, 2025 - Dec 11, 2025	-2.21% Feb 10, 2021 - Apr 28, 2021
#8	-4.47% Nov 8, 2021 - Dec 27, 2021	-2.09% Nov 18, 2011 - Jan 25, 2012
#9	-4.34% Dec 6, 2024 - Jan 23, 2025	-1.98% Sep 22, 2011 - Nov 1, 2011
#10	-2.97% Oct 8, 2025 - Oct 24, 2025	-1.89% Aug 29, 2019 - Jan 3, 2020
#11	-2.65% Jan 12, 2026 - Jan 27, 2026	-1.77% Apr 15, 2020 - Jun 1, 2020
#12	-2.62% Dec 11, 2025 - Dec 23, 2025	-1.58% Feb 27, 2026 - Apr 14, 2026
#13	-2.62% Jul 12, 2021 - Jul 23, 2021	-1.25% Feb 28, 2012 - Apr 11, 2012
#14	-2.62% Oct 18, 2024 - Nov 6, 2024	-1.24% May 10, 2021 - Jul 2, 2021
#15	-2.34% Jul 28, 2025 - Aug 12, 2025	-1.19% Jul 31, 2012 - Aug 28, 2012

Correlation

Correlation between VOTE and TDTF is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2011 - 2026)

VOTE vs TDTF dividend yield comparison.

Year	VOTE	TDTF
2026	0.20%	0.81%
2025	1.03%	4.58%
2024	1.18%	3.98%
2023	1.33%	3.97%
2022	1.54%	7.60%
2021	0.54%	4.55%
2020	0.00%	1.13%
2019	0.00%	1.80%
2018	0.00%	2.60%
2017	0.00%	2.20%
2016	0.00%	1.51%
2015	0.00%	0.21%
2014	0.00%	1.23%
2013	0.00%	0.17%
2012	0.00%	1.43%
2011	0.00%	0.21%