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TAOZ vs TMB
Thornburg American Opportunities Fund ETF Class vs Thornburg Multi Sector Bond ETF
Key differences
- TMB costs 0.24% less per year.
- TAOZ is classified as mixed asset, while TMB is fixed income — different risk/return profiles.
- TAOZ follows a active selection strategy; TMB uses index tracking.
Side-by-side comparison
| TAOZ | TMB | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.55% |
| Fund size (AUM) | $490M | $179M |
| Since | 2026 | 2025 |
| Dividend yield | — | 4.21% |
| Asset class | mixed asset | fixed income |
| Region | north america | — |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +5.7% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 2.80% |
| Max drawdown | -3.85% | -2.01% |
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