BGRN vs TAOZ

Comparison between ISHARES USD GREEN BOND ETF (BGRN, ETF) and THORNBURG AMERICAN OPPORTUNITIES FUND ETF CLASS (TAOZ, ETF).

BGRN vs TAOZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BGRN(ETF)	TAOZ(ETF)
Net Assets	$501M	$502M
Expense Ratio	0.20%	0.79%
Max Drawdown	21.52%	3.85%
Sharpe Ratio	-0.35	2.59
5Y Beta	0.08	0.63
P/E Ratio	N/A	23.59
Forward P/E	N/A	17.52
PEG Ratio	N/A	0.41
5Y Dividends CAGR	52.64%	N/A
5Y EPS CAGR	N/A	20.00%
Debt to Equity	N/A	83.14%
P/S Ratio	N/A	3.06
P/B Ratio	N/A	4.30

Net Assets

BGRN

$501M

Winner

TAOZ

$502M

Expense Ratio

Winner

BGRN

0.20%

TAOZ

0.79%

Max Drawdown

BGRN

21.52%

Winner

TAOZ

3.85%

Sharpe Ratio

BGRN

-0.35

Winner

TAOZ

2.59

5Y Beta

Winner

BGRN

0.08

TAOZ

0.63

P/E Ratio

BGRN

N/A

TAOZ

23.59

Forward P/E

BGRN

N/A

TAOZ

17.52

PEG Ratio

BGRN

N/A

TAOZ

0.41

5Y Dividends CAGR

BGRN

52.64%

TAOZ

N/A

5Y EPS CAGR

BGRN

N/A

TAOZ

20.00%

Debt to Equity

BGRN

N/A

TAOZ

83.14%

P/S Ratio

BGRN

N/A

TAOZ

3.06

P/B Ratio

BGRN

N/A

TAOZ

4.30

BGRN vs TAOZ - Historical Returns

Returns include dividend reinvestment.

Period	BGRN	TAOZ
1 month	+0.90%	+7.75%
3 months	+0.46%	+8.19%
6 months	-0.30%	N/A
1 year	+2.82%	N/A
5 years(CAGR)	+0.22%	N/A
Max(CAGR)	+2.22%	+41.06%

BGRN

+0.90%

Winner

TAOZ

+7.75%

BGRN

+0.46%

Winner

TAOZ

+8.19%

BGRN

-0.30%

TAOZ

N/A

BGRN

+2.82%

TAOZ

N/A

5Y(CAGR)

BGRN

+0.22%

TAOZ

N/A

Max(CAGR)

BGRN

+2.22%

Winner

TAOZ

+41.06%

BGRN vs TAOZ - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	BGRN	TAOZ
2026	+0.85%	+14.74%
2025	+7.28%	N/A
2024	+3.27%	N/A
2023	+6.13%	N/A
2022	-12.53%	N/A
2021	-2.90%	N/A
2020	+6.48%	N/A
2019	+9.71%	N/A
2018	+1.14%	N/A

BGRN vs TAOZ Drawdown Comparison

The maximum drawdown for BGRN was -19.16%, occurring on Oct 20, 2022. Recovery took 1298 trading sessions.

The maximum drawdown for TAOZ was -3.85%, occurring on Apr 29, 2026. Recovery took 33 trading sessions.

The current BGRN drawdown is -0.50%. The current TAOZ drawdown is -0.09%.

Rank	BGRN	TAOZ
#1	-19.16% Dec 11, 2020 - Feb 13, 2026	-3.85% Apr 17, 2026 - Jun 4, 2026
#2	-6.56% Mar 9, 2020 - Jul 21, 2020	-3.26% Jul 16, 2026 - Jul 28, 2026
#3	-2.23% Feb 27, 2026 - Mar 27, 2026	-2.81% Jun 16, 2026 - Jul 6, 2026
#4	-2.22% Aug 28, 2019 - Jan 30, 2020	-2.29% Jun 4, 2026 - Jun 16, 2026
#5	-0.93% Aug 4, 2020 - Sep 21, 2020	-1.45% Aug 13, 2026 - Aug 18, 2026
#6	-0.86% Jul 3, 2019 - Jul 19, 2019	-1.30% Jul 7, 2026 - Jul 13, 2026
#7	-0.84% Nov 5, 2020 - Nov 19, 2020	-0.68% Jul 28, 2026 - Aug 3, 2026
#8	-0.62% Aug 15, 2019 - Aug 28, 2019	-0.62% Apr 9, 2026 - Apr 13, 2026
#9	-0.57% Nov 20, 2020 - Dec 8, 2020	-0.50% Apr 15, 2026 - Apr 17, 2026
#10	-0.52% Jan 31, 2020 - Feb 18, 2020	-0.18% Aug 11, 2026 - Aug 13, 2026
#11	-0.48% Mar 28, 2019 - Apr 24, 2019	-0.14% Apr 6, 2026 - Apr 8, 2026
#12	-0.36% Sep 21, 2020 - Sep 29, 2020	-0.13% Jul 14, 2026 - Jul 16, 2026
#13	-0.36% Jun 7, 2019 - Jun 14, 2019	-0.07% Aug 5, 2026 - Aug 7, 2026
#14	-0.35% Feb 22, 2019 - Mar 6, 2019	-0.02% Aug 7, 2026 - Aug 11, 2026
#15	-0.34% Oct 15, 2020 - Oct 27, 2020	N/A