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