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VOTE vs PTL

TCW Transform 500 ETF vs Inspire 500 ETF

VOTE

TCW Transform 500 ETF

Annual cost

0.05%

Fund size

$1.1B

PTL

Inspire 500 ETF

Annual cost

0.09%

Fund size

$843M

Key differences

Both VOTE and PTL are equity ETFs. VOTE charges 0.05% a year and PTL 0.09%.

Side-by-side comparison

VOTEPTL
Annual cost (TER)0.05%0.09%
Fund size (AUM)$1.1B$843M
Since20212024
Dividend yield0.89%1.11%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.1%+26.1%
CAGR 3Y+22.8%N/A
CAGR 5YN/AN/A
Sharpe 3Y1.20N/A
Volatility 1Y12.41%15.10%
Max drawdown-25.70%-19.72%

Similar to VOTE and PTL