Screener
BPAY vs VOTE
iShares FinTech Active ETF vs TCW Transform 500 ETF
Key differences
- VOTE costs 0.50% less per year.
- VOTE is significantly larger than BPAY — larger funds tend to be more liquid and less likely to close.
- BPAY is classified as alternative, while VOTE is equity — different risk/return profiles.
- BPAY covers global markets; VOTE covers north america.
- BPAY follows a active selection strategy; VOTE uses index tracking.
- Over the last 3 years, VOTE has delivered higher annualized returns.
Side-by-side comparison
| BPAY | VOTE | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.05% |
| Fund size (AUM) | $9M | $1.0B |
| Since | 2022 | 2021 |
| Dividend yield | 2.89% | 0.94% |
| Asset class | alternative | equity |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | -4.3% | +30.9% |
| CAGR 3Y | +10.4% | +23.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.39 | 1.24 |
| Volatility 1Y | 25.59% | 12.21% |
| Max drawdown | -33.62% | -25.70% |
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