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VOTE vs VSLU

TCW Transform 500 ETF vs Applied Finance Valuation Large Cap US ETF

VOTE

TCW Transform 500 ETF

Annual cost

0.05%

Fund size

$1.1B

VSLU

Applied Finance Valuation Large Cap US ETF

Annual cost

0.49%

Fund size

$531M

Key differences

Both VOTE and VSLU are equity ETFs. VOTE charges 0.05% a year and VSLU 0.49%. The main difference: VOTE follows a index tracking strategy; VSLU uses active selection.

  • VOTE follows a index tracking strategy; VSLU uses active selection.
  • VOTE costs 0.44% less per year.

Side-by-side comparison

VOTEVSLU
Annual cost (TER)0.05%0.49%
Fund size (AUM)$1.1B$531M
Since20212021
Dividend yield0.89%0.43%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+25.1%+23.3%
CAGR 3Y+22.8%+22.1%
CAGR 5YN/A+13.9%
Sharpe 3Y1.201.22
Volatility 1Y12.41%12.64%
Max drawdown-25.70%-23.86%

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

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