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VOTE vs IGM

TCW Transform 500 ETF vs iShares Expanded Tech Sector ETF

VOTE

TCW Transform 500 ETF

TCW

Annual cost

0.05%

Fund size

$1.0B

IGM

iShares Expanded Tech Sector ETF

iShares

Annual cost

0.39%

Fund size

$9.5B

Key differences

  • VOTE costs 0.34% less per year.
  • IGM is significantly larger than VOTE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, IGM has delivered higher annualized returns.
  • IGM has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

VOTEIGM
Annual cost (TER)0.05%0.39%
Fund size (AUM)$1.0B$9.5B
Since20212001
Dividend yield0.94%0.15%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+30.9%+59.6%
CAGR 3Y+23.5%+39.5%
CAGR 5YN/A+21.8%
Sharpe 3Y1.241.39
Volatility 1Y12.21%20.34%
Max drawdown-25.70%-40.68%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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