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Screener

TAOZ vs TXUG

Thornburg American Opportunities Fund ETF Class vs Thornburg International Growth ETF

TAOZ

Thornburg American Opportunities Fund ETF Class

Annual cost

0.79%

Fund size

$490M

TXUG

Thornburg International Growth ETF

Annual cost

0.70%

Fund size

$5M

Key differences

  • TXUG costs 0.09% less per year.
  • TAOZ is significantly larger than TXUG — larger funds tend to be more liquid and less likely to close.
  • TAOZ is classified as mixed asset, while TXUG is equity — different risk/return profiles.
  • TAOZ covers north america markets; TXUG covers global.
  • TAOZ follows a active selection strategy; TXUG uses index tracking.

Side-by-side comparison

TAOZTXUG
Annual cost (TER)0.79%0.70%
Fund size (AUM)$490M$5M
Since20262025
Dividend yield0.48%
Asset classmixed assetequity
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1YN/A+6.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y16.92%
Max drawdown-3.85%-18.58%

Similar to TAOZ and TXUG