Looking for broad exposure to the Large Cap Blend segment of the US equity market? You should consider the TCW Transform 500 ETF (VOTE), a passively managed exchange traded fund launched on 06/22/2021.

The fund is sponsored by Tcw. It has amassed assets over $728.60 million, making it one of the average sized ETFs attempting to match the Large Cap Blend segment of the US equity market.

Companies that fall in the large cap category tend to have a market capitalization above $10 billion. Overall, they are usually a stable option, with less risk and more sure-fire cash flows than mid and small cap companies.

Blend ETFs usually hold a mix of growth and value stocks as well as stocks that exhibit both value and growth characteristics.

Investors should also pay attention to an ETF’s expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same.

Annual operating expenses for this ETF are 0.05%, making it one of the least expensive products in the space.

It has a 12-month trailing dividend yield of 0.95%.

It is important to delve into an ETF’s holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis.

This ETF has heaviest allocation to the Information Technology sector–about 30.40% of the portfolio. Financials and Healthcare round out the top three.

Looking at individual holdings, Apple Inc (AAPL) accounts for about 7.09% of total assets, followed by Microsoft Corp (MSFT) and Nvidia Corp (NVDA).

The top 10 holdings account for about 34.1% of total assets under management.

VOTE seeks to match the performance of the MORNINGSTAR US LARGE CAP SELECT INDEX before fees and expenses. The Morningstar US Large Cap Select Index is market cap-weighted and tracks the 500 largest companies in the US.

The ETF has lost about -3.37% so far this year and was up about 11.30% in the last one year (as of 03/20/2025). In the past 52-week period, it has traded between $57.88 and $72.15.

The ETF has a beta of 1.01 and standard deviation of 16.99% for the trailing three-year period. With about 506 holdings, it effectively diversifies company-specific risk.

TCW Transform 500 ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, VOTE is an outstanding option for investors seeking exposure to the Style Box – Large Cap Blend segment of the market. There are other additional ETFs in the space that investors could consider as well.