VOTETCW Transform 500 ETF
Seeks investment results that closely correspond to the performance of an index composed of large-capitalization U.S. equities.
By TCW · Launched 2021
Annual Cost
0.05%
#131 of 5,861 · low cost
Fund Size
$1.1B
#1,084 of 5,861 · large
Return (1Y)Goal
+18.8%
Track Record
5 years
#2,348 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,918+19.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Index tracked
Morningstar US Large Cap Select Index
What it actually holds
By weightConcentration
Top 10 holdings = 37.9% of fund✓ well diversified
NVIDIA CORP
7.5%
APPLE INC
6.4%
MICROSOFT CORP
4.8%
AMAZON.COM INC
4.2%
ALPHABET INC-CL A
3.6%
BROADCOM INC
3.1%
ALPHABET INC-CL C
3.1%
META PLATFORMS INC-CLASS A
2.1%
TESLA INC
1.7%
BERKSHIRE HATHAWAY INC-CL B
1.4%
Asset allocation
Stocks
100.0%
Cash
0.0%
By sector
Technology
38.5%
Financial Services
11.5%
Communication
9.8%
Consumer Cyclical
9.5%
Healthcare
9.0%
Industrials
8.8%
Consumer Defensive
4.4%
Energy
3.0%
Other
5.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.1%Moderate
Year-on-year price swings
Max drawdown
-25.7%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
1.02Strong risk-adjusted returns
Sortino (3Y)
1.49Good downside protection
Listing
- Exchange
- NASDAQ Global Select Market, New York Stock Exchange
Full fund details
- Objective
- Seeks investment results that closely correspond to the performance of an index composed of large-capitalization U.S. equities.
- Strategy
- Employs a passive indexing approach to track the Morningstar US Large Cap Select Index, investing in large-cap U.S. equities across various sectors including information technology, health care, and financials. Uses full replication methodology to hold approximately 500 securities in proportion to their index weightings.
- Inception date
- June 22, 2021
- Fund family
- TCW
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Data updated on 2026-08-04