VOTE vs XOVR
Comparison between TCW TRANSFORM 500 ETF (VOTE, ETF) and ERSHARES PRIVATE-PUBLIC CROSSOVER ETF (XOVR, ETF).
5-Year PerformanceVOTE has outperformed XOVR, delivering a return of +13.3% compared to +5.4%
VOTE vs XOVR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VOTE
$1B
XOVR
$1B
Expense Ratio
Winner
VOTE
0.05%
XOVR
0.75%
Max Drawdown
Winner
VOTE
26.46%
XOVR
72.78%
Sharpe Ratio
Winner
VOTE
2.00
XOVR
0.42
5Y Beta
Winner
VOTE
0.99
XOVR
1.24
P/E Ratio
Winner
VOTE
28.97
XOVR
43.37
Forward P/E
Winner
VOTE
22.02
XOVR
27.00
PEG Ratio
VOTE
N/A
XOVR
0.36
5Y EPS CAGR
VOTE
25.44%
XOVR
N/A
Debt to Equity
Winner
VOTE
22.61%
XOVR
27.10%
P/S Ratio
Winner
VOTE
3.73
XOVR
8.36
P/B Ratio
Winner
VOTE
5.56
XOVR
9.44
VOTE vs XOVR - Holdings Comparison
VOTE and XOVR have 21 common holdings. Overlap is 16.35%
VOTE's top 25 holdings weight is 51.14%. XOVR's top 25 holdings weight is 69.58%.
| Rank | VOTE | XOVR |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 7.62% | NVIDIA CORP (NVDA) - 9.92% |
| #2 | APPLE INC (AAPL) - 6.60% | ALPHABET INC CLASS A (GOOGL) - 6.18% |
| #3 | MICROSOFT CORP (MSFT) - 4.81% | META PLATFORMS INC CLASS A (META) - 5.19% |
| #4 | AMAZON.COM INC (AMZN) - 4.22% | CASH EQUIVALENT (n/a) - 3.89% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.63% | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 3.41% |
| #6 | ALPHABET INC CLASS C (GOOG) - 3.13% | ASTERA LABS INC (ALAB) - 3.07% |
| #7 | BROADCOM INC (AVGO) - 3.10% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 2.88% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.10% | VEEVA SYSTEMS INC CLASS A (VEEV) - 2.75% |
| #9 | TESLA INC (TSLA) - 1.76% | NATERA INC (NTRA) - 2.69% |
| #10 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.35% | REDDIT INC CLASS A SHARES (RDDT) - 2.48% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.33% | ARISTA NETWORKS INC (ANET) - 2.27% |
| #12 | ELI LILLY AND CO (LLY) - 1.23% | AFFIRM HOLDINGS INC ORDINARY SHARES CLASS A (AFRM) - 2.04% |
| #13 | MICRON TECHNOLOGY INC (MU) - 1.17% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.00% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.07% | ROCKET LAB CORP (RKLB) - 1.96% |
| #15 | EXXON MOBIL CORP (XOM) - 0.97% | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.87% |
| #16 | WALMART INC (WMT) - 0.87% | PEGASYSTEMS INC (PEGA) - 1.85% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.85% | AXON ENTERPRISE INC (AXON) - 1.81% |
| #18 | VISA INC CLASS A (V) - 0.84% | TEMPUS AI INC CLASS A COMMON STOCK (TEM) - 1.80% |
| #19 | INTEL CORP (INTC) - 0.77% | MONGODB INC CLASS A (MDB) - 1.74% |
| #20 | COSTCO WHOLESALE CORP (COST) - 0.69% | ROKU INC CLASS A (ROKU) - 1.73% |
| #21 | CATERPILLAR INC (CAT) - 0.67% | TOAST INC CLASS A (TOST) - 1.70% |
| #22 | MASTERCARD INC CLASS A (MA) - 0.63% | UBIQUITI INC (UI) - 1.69% |
| #23 | LAM RESEARCH CORP (LRCX) - 0.58% | DRAFTKINGS INC ORDINARY SHARES CLASS A (DKNG) - 1.62% |
| #24 | NETFLIX INC (NFLX) - 0.58% | GLOBUS MEDICAL INC CLASS A (GMED) - 1.54% |
| #25 | CISCO SYSTEMS INC (CSCO) - 0.57% | EXELIXIS INC (EXEL) - 1.50% |
| Total Holdings | 507 | 30 |
VOTE vs XOVR - Historical Returns
Returns include dividend reinvestment.
1M
VOTE
+8.88%
Winner
XOVR
+10.57%
3M
Winner
VOTE
+7.16%
XOVR
+6.81%
6M
Winner
VOTE
+8.68%
XOVR
-9.69%
1Y
Winner
VOTE
+28.32%
XOVR
+7.11%
5Y(CAGR)
Winner
VOTE
+13.30%
XOVR
+5.45%
10Y(CAGR)
VOTE
N/A
XOVR
+9.59%
Max(CAGR)
Winner
VOTE
+13.30%
XOVR
+9.59%
VOTE vs XOVR - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | VOTE | XOVR |
|---|---|---|
| 2026 | +8.39% | -5.71% |
| 2025 | +18.12% | +10.72% |
| 2024 | +26.16% | +37.69% |
| 2023 | +28.07% | +53.31% |
| 2022 | -20.16% | -40.54% |
| 2021 | +12.07% | -8.04% |
| 2020 | N/A | +47.73% |
| 2019 | N/A | +30.94% |
| 2018 | N/A | -6.28% |
| 2017 | N/A | +1.68% |
VOTE vs XOVR Drawdown Comparison
The maximum drawdown for VOTE was -25.71%, occurring on Oct 14, 2022. Recovery took 492 trading sessions.
The maximum drawdown for XOVR was -56.89%, occurring on Dec 28, 2022. Recovery took 1124 trading sessions.
The current XOVR drawdown is -13.27%.
| Rank | VOTE | XOVR |
|---|---|---|
| #1 | -25.71% Dec 29, 2021 - Dec 13, 2023 | -56.89% Feb 12, 2021 - Aug 6, 2025 |
| #2 | -19.09% Feb 19, 2025 - Jun 26, 2025 | -29.58% Feb 19, 2020 - Jun 5, 2020 |
| #3 | -9.10% Jan 28, 2026 - Apr 14, 2026 | -28.37% Aug 29, 2018 - Apr 29, 2019 |
| #4 | -8.61% Jul 16, 2024 - Sep 19, 2024 | -24.32% Oct 27, 2025 - Mar 30, 2026 |
| #5 | -5.50% Mar 28, 2024 - May 14, 2024 | -12.49% Apr 29, 2019 - Jul 26, 2019 |
| #6 | -5.44% Sep 2, 2021 - Oct 20, 2021 | -11.84% Sep 2, 2020 - Oct 9, 2020 |
| #7 | -5.26% Oct 28, 2025 - Dec 11, 2025 | -11.72% Oct 13, 2020 - Dec 4, 2020 |
| #8 | -4.47% Nov 8, 2021 - Dec 27, 2021 | -10.56% Jul 26, 2019 - Nov 27, 2019 |
| #9 | -4.34% Dec 6, 2024 - Jan 23, 2025 | -9.45% Mar 12, 2018 - Jun 1, 2018 |
| #10 | -2.97% Oct 8, 2025 - Oct 24, 2025 | -8.56% Jan 29, 2018 - Mar 8, 2018 |
| #11 | -2.65% Jan 12, 2026 - Jan 27, 2026 | -7.86% Dec 22, 2020 - Jan 8, 2021 |
| #12 | -2.62% Dec 11, 2025 - Dec 23, 2025 | -7.65% Jan 20, 2021 - Feb 4, 2021 |
| #13 | -2.62% Jul 12, 2021 - Jul 23, 2021 | -5.38% Jul 25, 2018 - Aug 29, 2018 |
| #14 | -2.62% Oct 18, 2024 - Nov 6, 2024 | -5.06% Aug 5, 2020 - Aug 18, 2020 |
| #15 | -2.34% Jul 28, 2025 - Aug 12, 2025 | -5.05% Jun 10, 2020 - Jun 22, 2020 |
Correlation
Correlation between VOTE and XOVR is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2017 - 2026)
VOTE vs XOVR dividend yield comparison.
| Year | VOTE | XOVR |
|---|---|---|
| 2026 | 0.20% | 0.00% |
| 2025 | 1.03% | 0.00% |
| 2024 | 1.18% | 0.00% |
| 2023 | 1.33% | 0.00% |
| 2022 | 1.54% | 0.00% |
| 2021 | 0.54% | 57.75% |
| 2020 | 0.00% | 6.31% |
| 2019 | 0.00% | 0.08% |
| 2018 | 0.00% | 3.71% |
| 2017 | 0.00% | 0.08% |
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