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WZRD vs VOTE

Opportunistic Trader ETF vs TCW Transform 500 ETF

WZRD

Opportunistic Trader ETF

Annual cost

1.00%

Fund size

$3M

VOTE

TCW Transform 500 ETF

Annual cost

0.05%

Fund size

$1.1B

Key differences

WZRD is an alternative ETF, while VOTE is an equity ETF. WZRD charges 1.00% a year and VOTE 0.05%.

  • WZRD is an alternative fund, while VOTE is an equity fund. They carry different risk/return profiles.
  • WZRD follows a structured outcome strategy; VOTE uses index tracking.
  • VOTE costs 0.95% less per year.
  • VOTE is much larger than WZRD. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

WZRDVOTE
Annual cost (TER)1.00%0.05%
Fund size (AUM)$3M$1.1B
Since20252021
Dividend yield0.89%
Asset classalternativeequity
Regionnorth americanorth america
Strategystructured outcomeindex tracking
CAGR 1YN/A+25.1%
CAGR 3YN/A+22.8%
CAGR 5YN/AN/A
Sharpe 3YN/A1.20
Volatility 1Y12.41%
Max drawdown-74.18%-25.70%

Similar to WZRD and VOTE