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VOTE vs FNDB

TCW Transform 500 ETF vs Schwab Fundamental U.S. Broad Market ETF

VOTE

TCW Transform 500 ETF

Annual cost

0.05%

Fund size

$1.1B

FNDB

Schwab Fundamental U.S. Broad Market ETF

Annual cost

0.25%

Fund size

$1.3B

Key differences

Both VOTE and FNDB are equity ETFs. VOTE charges 0.05% a year and FNDB 0.25%. The main difference: VOTE costs 0.20% less per year.

  • VOTE costs 0.20% less per year.
  • Over the last three years, VOTE has delivered higher annualized returns.
  • FNDB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

VOTEFNDB
Annual cost (TER)0.05%0.25%
Fund size (AUM)$1.1B$1.3B
Since20212013
Dividend yield0.89%1.45%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+26.1%+32.1%
CAGR 3Y+22.6%+21.1%
CAGR 5YN/A+12.4%
Sharpe 3Y1.191.24
Volatility 1Y12.40%10.86%
Max drawdown-25.70%-38.17%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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