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STXV vs VOTE

Strive 1000 Value ETF vs TCW Transform 500 ETF

STXV

Strive 1000 Value ETF

Annual cost

0.18%

Fund size

$79M

VOTE

TCW Transform 500 ETF

Annual cost

0.05%

Fund size

$1.1B

Key differences

Both STXV and VOTE are equity ETFs. STXV charges 0.18% a year and VOTE 0.05%. The main difference: VOTE costs 0.13% less per year.

  • VOTE costs 0.13% less per year.
  • VOTE is much larger than STXV. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, VOTE has delivered higher annualized returns.

Side-by-side comparison

STXVVOTE
Annual cost (TER)0.18%0.05%
Fund size (AUM)$79M$1.1B
Since20222021
Dividend yield2.24%0.89%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+28.1%+25.1%
CAGR 3Y+19.3%+22.8%
CAGR 5YN/AN/A
Sharpe 3Y1.161.20
Volatility 1Y10.11%12.41%
Max drawdown-14.80%-25.70%

Similar to STXV and VOTE