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VOTE vs ISMD
TCW Transform 500 ETF vs Inspire Small/Mid Cap ETF
Key differences
Both VOTE and ISMD are equity ETFs. VOTE charges 0.05% a year and ISMD 0.53%. The main difference: VOTE costs 0.48% less per year.
- VOTE costs 0.48% less per year.
- VOTE is much larger than ISMD. 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
| VOTE | ISMD | |
|---|---|---|
| Annual cost (TER) | 0.05% | 0.53% |
| Fund size (AUM) | $1.1B | $317M |
| Since | 2021 | 2017 |
| Dividend yield | 0.89% | 0.94% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +25.1% | +36.3% |
| CAGR 3Y | +22.8% | +17.6% |
| CAGR 5Y | N/A | +7.7% |
| Sharpe 3Y | 1.20 | 0.73 |
| Volatility 1Y | 12.41% | 18.73% |
| Max drawdown | -25.70% | -43.58% |
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