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DFII vs TPLS

Comparison between FT VEST BITCOIN STRATEGY & TARGET INCOME ETF (DFII, ETF) and THORNBURG CORE PLUS BOND ETF (TPLS, ETF).

DFII vs TPLS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
DFII
$20M
TPLS
$20M
Expense Ratio
DFII
0.85%
Winner
TPLS
0.45%
Max Drawdown
DFII
56.40%
Winner
TPLS
4.20%
Sharpe Ratio
DFII
-1.12
Winner
TPLS
0.32
5Y Beta
DFII
1.01
Winner
TPLS
0.04

DFII vs TPLS - Historical Returns

Returns include dividend reinvestment.

1M
DFII
-20.30%
Winner
TPLS
+0.64%
3M
DFII
-9.91%
Winner
TPLS
+0.44%
6M
DFII
-28.61%
Winner
TPLS
+1.00%
1Y
DFII
-39.47%
Winner
TPLS
+4.63%
Max(CAGR)
DFII
-19.55%
Winner
TPLS
+4.51%

DFII vs TPLS - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearDFIITPLS
2026-28.34%+0.59%
2025+5.73%+5.58%

DFII vs TPLS Drawdown Comparison

The maximum drawdown for DFII was -50.05%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The maximum drawdown for TPLS was -3.04%, occurring on May 19, 2026. This drawdown has not yet recovered.

The current DFII drawdown is -47.48%. The current TPLS drawdown is -1.48%.

RankDFIITPLS
#1-50.05%
Oct 6, 2025 - Jun 5, 2026
-3.04%
Feb 27, 2026 - May 19, 2026
#2-10.12%
Aug 13, 2025 - Oct 6, 2025
-2.92%
Apr 4, 2025 - Jun 30, 2025
#3-8.33%
Apr 4, 2025 - Apr 11, 2025
-1.39%
Jun 30, 2025 - Aug 1, 2025
#4-7.29%
May 22, 2025 - Jul 9, 2025
-1.31%
Feb 5, 2025 - Feb 21, 2025
#5-4.57%
Jul 22, 2025 - Aug 12, 2025
-1.19%
Oct 28, 2025 - Feb 5, 2026
#6-2.44%
Jul 14, 2025 - Jul 22, 2025
-1.04%
Mar 3, 2025 - Apr 1, 2025
#7-2.17%
May 2, 2025 - May 8, 2025
-0.79%
Sep 16, 2025 - Oct 10, 2025
#8-1.30%
Apr 25, 2025 - May 1, 2025
-0.55%
Aug 5, 2025 - Aug 26, 2025
#9-1.28%
May 13, 2025 - May 19, 2025
-0.45%
Aug 28, 2025 - Sep 3, 2025
#10-1.09%
May 9, 2025 - May 13, 2025
-0.25%
Feb 26, 2025 - Feb 28, 2025
#11-0.82%
Apr 14, 2025 - Apr 17, 2025
-0.20%
Feb 10, 2026 - Feb 12, 2026
#12-0.34%
Apr 23, 2025 - Apr 25, 2025
-0.19%
Sep 11, 2025 - Sep 16, 2025
#13N/A-0.15%
Feb 17, 2026 - Feb 23, 2026
#14N/A-0.14%
Sep 8, 2025 - Sep 10, 2025
#15N/A-0.14%
Oct 22, 2025 - Oct 27, 2025

Correlation

Correlation between DFII and TPLS is -0.70 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.70
-101

Dividend Comparison (2025 - 2026)

DFII vs TPLS dividend yield comparison.

YearDFIITPLS
202611.15%1.73%
202515.51%4.28%

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