Screener
TPLS vs TAOZ
Thornburg Core Plus Bond ETF vs Thornburg American Opportunities Fund ETF Class
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.
- TPLS is classified as fixed income, while TAOZ is mixed asset — different risk/return profiles.
Side-by-side comparison
| TPLS | TAOZ | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.79% |
| Fund size (AUM) | $20M | $490M |
| Since | 2025 | 2026 |
| Dividend yield | 4.56% | — |
| Asset class | fixed income | mixed asset |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.7% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 3.95% | — |
| Max drawdown | -3.04% | -3.85% |
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