Current Value
$73.551 Year Return
Current Value
$73.551 Year Return
SeekingAlpha
Your Index Matters: Using The Right Building Blocks For Your U.S. Equity Portfolio
Yahoo
LOS ANGELES, June 13, 2025--The TCW Group, a leading global asset management firm, today announced that, effective June 27, 2025, the listing exchange for shares of each of the following series (each, an "ETF" and, collectively, the "ETFs") of TCW ETF Trust (the "Trust") will be changed from the New York Stock Exchange to the NASDAQ.
SeekingAlpha
In virtually every case, the total return will outperform the price return over time because it reflects the compounding benefit of reinvested income.
SeekingAlpha
Q2 2025 Equity Market Outlook
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| NEOG | -0.02% | $1.14B | -64.43% | 0.00% |
| MSEX | -0.28% | $982.21M | +2.01% | 2.46% |
| JNJ | 0.38% | $374.84B | +5.94% | 3.23% |
| SO | 0.43% | $100.30B | +16.82% | 3.18% |
| AGL | -0.45% | $989.35M | -58.43% | 0.00% |
| VSTA | -0.50% | $332.04M | +38.00% | 0.00% |
| HUSA | -0.77% | $18.72M | -18.25% | 0.00% |
| EXC | -0.94% | $43.41B | +24.89% | 3.62% |
| DFDV | -0.95% | $298.06M | +2,070.86% | 0.00% |
| VRCA | -1.10% | $79.72M | -89.21% | 0.00% |
| LITB | 1.29% | $23.17M | -74.54% | 0.00% |
| STG | -1.43% | $31.09M | -22.74% | 0.00% |
| AEP | -1.43% | $55.53B | +18.55% | 3.53% |
| TEF | 1.68% | $29.46B | +22.82% | 6.25% |
| ZCMD | -1.82% | $30.81M | +2.52% | 0.00% |
| PPC | 1.87% | $10.85B | +36.15% | 0.00% |
| UUU | -1.98% | $8.42M | +150.90% | 0.00% |
| DUK | -2.07% | $90.40B | +15.23% | 3.60% |
| MO | -2.15% | $100.29B | +27.49% | 6.88% |
| ALHC | 2.18% | $2.71B | +75.99% | 0.00% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| BBUS | 99.78% | $5.09B | 0.02% | |
| SPLG | 99.75% | $75.15B | 0.02% | |
| GSUS | 99.73% | $2.64B | 0.07% | |
| ILCB | 99.73% | $1.07B | 0.03% | |
| PBUS | 99.73% | $8.18B | 0.04% | |
| SCHK | 99.72% | $4.37B | 0.03% | |
| VOO | 99.72% | $694.25B | 0.03% | |
| IWB | 99.72% | $41.52B | 0.15% | |
| IVV | 99.72% | $633.55B | 0.03% | |
| IYY | 99.71% | $2.50B | 0.2% | |
| SCHX | 99.69% | $56.63B | 0.03% | |
| VV | 99.68% | $42.86B | 0.04% | |
| ESGU | 99.66% | $13.87B | 0.15% | |
| ITOT | 99.64% | $71.88B | 0.03% | |
| SPTM | 99.64% | $10.67B | 0.03% | |
| VONE | 99.62% | $6.45B | 0.07% | |
| VTI | 99.62% | $506.22B | 0.03% | |
| DFUS | 99.61% | $15.74B | 0.09% | |
| SCHB | 99.61% | $34.79B | 0.03% | |
| BKLC | 99.58% | $3.54B | 0% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| YEAR | -0.16% | $1.47B | 0.25% | |
| CGCB | 0.24% | $2.51B | 0.27% | |
| LMBS | -0.30% | $5.10B | 0.64% | |
| NUBD | 0.36% | $397.11M | 0.16% | |
| TLH | 0.46% | $11.35B | 0.15% | |
| BNDW | 0.54% | $1.29B | 0.05% | |
| IBMS | -0.81% | $89.52M | 0.18% | |
| MLN | -0.91% | $514.61M | 0.24% | |
| CTA | -0.95% | $1.06B | 0.76% | |
| SGOV | -0.96% | $50.43B | 0.09% | |
| IBND | -1.13% | $410.99M | 0.5% | |
| WEAT | -1.19% | $124.20M | 0.28% | |
| SUB | 1.22% | $9.92B | 0.07% | |
| NYF | 1.31% | $890.40M | 0.25% | |
| FMB | 1.39% | $1.89B | 0.65% | |
| FIXD | 1.40% | $3.41B | 0.65% | |
| SCHQ | 1.41% | $773.67M | 0.03% | |
| IBMN | 1.45% | $445.03M | 0.18% | |
| VGLT | 1.49% | $9.69B | 0.04% | |
| BSMR | 1.53% | $258.34M | 0.18% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| TAIL | -88.06% | $95.09M | 0.59% | |
| VIXY | -80.33% | $185.99M | 0.85% | |
| BTAL | -65.49% | $312.42M | 1.43% | |
| IVOL | -44.12% | $342.02M | 1.02% | |
| SPTS | -34.80% | $5.77B | 0.03% | |
| FTSD | -33.94% | $233.04M | 0.25% | |
| XONE | -33.37% | $627.68M | 0.03% | |
| FXY | -32.56% | $812.67M | 0.4% | |
| UTWO | -29.43% | $376.38M | 0.15% | |
| SCHO | -28.92% | $11.00B | 0.03% | |
| VGSH | -28.33% | $22.64B | 0.03% | |
| IBTI | -24.21% | $1.06B | 0.07% | |
| IBTG | -24.07% | $1.92B | 0.07% | |
| IBTH | -23.41% | $1.61B | 0.07% | |
| XHLF | -22.82% | $1.73B | 0.03% | |
| BILS | -21.71% | $3.80B | 0.1356% | |
| IBTJ | -21.37% | $682.49M | 0.07% | |
| SHYM | -20.12% | $355.63M | 0.35% | |
| IEI | -19.47% | $15.58B | 0.15% | |
| IBTK | -18.23% | $446.70M | 0.07% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -20.66% | $24.35B | +37.95% | 1.09% |
| ED | -14.73% | $35.78B | +11.77% | 3.38% |
| AWK | -12.75% | $27.50B | +7.88% | 2.23% |
| K | -10.24% | $27.53B | +40.77% | 2.87% |
| MKTX | -9.20% | $8.13B | +6.08% | 1.38% |
| CME | -7.30% | $99.33B | +45.14% | 1.75% |
| DG | -6.16% | $24.80B | -12.33% | 2.62% |
| BCE | -5.46% | $22.04B | -24.19% | 10.28% |
| KR | -4.80% | $46.11B | +34.48% | 1.84% |
| ASPS | -4.67% | $129.76M | +30.25% | 0.00% |
| TU | -4.15% | $25.24B | +7.19% | 6.97% |
| AMT | -3.76% | $103.32B | +12.63% | 3.03% |
| VSA | -3.23% | $8.76M | -15.57% | 0.00% |
| LTM | -2.94% | $12.62B | -95.43% | 2.40% |
| WTRG | -2.62% | $10.40B | -0.30% | 3.52% |
| MO | -2.15% | $100.29B | +27.49% | 6.88% |
| DUK | -2.07% | $90.40B | +15.23% | 3.60% |
| UUU | -1.98% | $8.42M | +150.90% | 0.00% |
| ZCMD | -1.82% | $30.81M | +2.52% | 0.00% |
| AEP | -1.43% | $55.53B | +18.55% | 3.53% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| BN | 84.79% | $103.50B | +46.08% | 0.54% |
| BNT | 83.79% | $12.62B | +46.50% | 0.00% |
| ITT | 82.92% | $12.41B | +25.16% | 0.84% |
| PH | 82.81% | $90.33B | +38.97% | 0.94% |
| JHG | 82.74% | $6.34B | +16.95% | 3.87% |
| AXP | 82.34% | $222.07B | +33.32% | 0.95% |
| KKR | 81.20% | $122.86B | +30.65% | 0.51% |
| TROW | 80.82% | $21.97B | -12.87% | 5.02% |
| ADI | 80.77% | $121.66B | +5.66% | 1.55% |
| MKSI | 80.69% | $7.01B | -22.60% | 0.84% |
| WAB | 80.53% | $36.24B | +34.69% | 0.42% |
| AMZN | 80.04% | $2.33T | +10.04% | 0.00% |
| EMR | 80.03% | $78.04B | +26.59% | 1.51% |
| GS | 79.94% | $213.95B | +47.47% | 1.71% |
| ARES | 79.79% | $38.25B | +29.92% | 2.33% |
| BX | 79.74% | $189.69B | +28.92% | 2.23% |
| APO | 79.73% | $82.87B | +24.28% | 1.30% |
| BLK | 79.62% | $166.55B | +34.00% | 1.91% |
| SEIC | 79.47% | $11.50B | +43.78% | 1.06% |
| EVR | 79.15% | $11.04B | +33.03% | 1.13% |
VOTE - TCW Transform 500 ETF contains 507 holdings. The top holdings include NVDA, MSFT, AAPL, AMZN, META
Name | Weight |
|---|---|
 NVDANVIDIA Corp. | 6.90% |
 MSFTMicrosoft Corp. | 6.84% |
 AAPLApple, Inc. | 5.82% |
 AMZNAmazon.com, Inc. | 4.00% |
2.91% | |
 AVGOBroadcom Inc. | 2.33% |
 GOOGLAlphabet, Inc. | 1.91% |
 GOOGAlphabet, Inc. | 1.68% |
1.63% | |
 TSLATesla, Inc. | 1.52% |
1.51% | |
1.14% | |
1.14% | |
 NFLXNetflix, Inc. | 1.02% |
0.89% | |
0.86% | |
0.81% | |
0.80% | |
 ORCLOracle Corp. | 0.70% |
0.70% | |
0.69% | |
0.67% | |
0.61% | |
 ABBVAbbVie, Inc. | 0.61% |
0.55% | |
0.52% | |
0.51% | |
0.51% | |
0.51% | |
0.50% | |
Sector | Weight |
|---|---|
Information Technology | 33.13% |
Financials | 14.12% |
Consumer Discretionary | 10.61% |
Communication Services | 9.79% |
Health Care | 9.11% |
Industrials | 8.67% |
Consumer Staples | 5.39% |
Energy | 3.24% |
Utilities | 2.25% |
Materials | 2.01% |
Real Estate | 1.85% |
