Screener
TAOZ vs TPLS
Thornburg American Opportunities Fund ETF Class vs Thornburg Core Plus Bond ETF
Key differences
- TPLS costs 0.34% less per year.
- TAOZ is significantly larger than TPLS — larger funds tend to be more liquid and less likely to close.
- TAOZ is classified as mixed asset, while TPLS is fixed income — different risk/return profiles.
Side-by-side comparison
| TAOZ | TPLS | |
|---|---|---|
| Annual cost (TER) | 0.79% | 0.45% |
| Fund size (AUM) | $490M | $20M |
| Since | 2026 | 2025 |
| Dividend yield | — | 4.56% |
| Asset class | mixed asset | fixed income |
| Region | north america | north america |
| Strategy | active selection | active selection |
| 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 | — | 3.95% |
| Max drawdown | -3.85% | -3.04% |
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