FFA vs TAOZ
Comparison between First Trust Enhanced Equity Income Fund (FFA, ETF) and THORNBURG AMERICAN OPPORTUNITIES FUND ETF CLASS (TAOZ, ETF).
FFA vs TAOZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FFA
$493M
TAOZ
$491M
Expense Ratio
FFA
N/A
TAOZ
0.79%
Max Drawdown
FFA
67.57%
Winner
TAOZ
3.85%
Sharpe Ratio
FFA
1.04
Winner
TAOZ
1.65
5Y Beta
FFA
0.82
Winner
TAOZ
0.65
P/E Ratio
FFA
N/A
TAOZ
26.15
Forward P/E
FFA
N/A
TAOZ
17.78
PEG Ratio
FFA
N/A
TAOZ
0.51
5Y Dividends CAGR
FFA
5.05%
TAOZ
N/A
5Y EPS CAGR
FFA
N/A
TAOZ
19.22%
Debt to Equity
FFA
N/A
TAOZ
79.72%
P/S Ratio
FFA
N/A
TAOZ
3.13
P/B Ratio
FFA
N/A
TAOZ
4.27
FFA vs TAOZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FFA
+2.46%
TAOZ
+1.18%
3M
Winner
FFA
+3.93%
TAOZ
+1.38%
6M
FFA
+6.53%
TAOZ
N/A
1Y
FFA
+16.02%
TAOZ
N/A
5Y(CAGR)
FFA
+9.16%
TAOZ
N/A
10Y(CAGR)
FFA
+13.24%
TAOZ
N/A
Max(CAGR)
FFA
+8.79%
Winner
TAOZ
+20.82%
FFA vs TAOZ - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | FFA | TAOZ |
|---|---|---|
| 2026 | +6.23% | +6.03% |
| 2025 | +15.20% | N/A |
| 2024 | +21.85% | N/A |
| 2023 | +25.05% | N/A |
| 2022 | -21.72% | N/A |
| 2021 | +34.90% | N/A |
| 2020 | +12.91% | N/A |
| 2019 | +41.13% | N/A |
| 2018 | -16.34% | N/A |
| 2017 | +28.64% | N/A |
| 2016 | +12.51% | N/A |
| 2015 | -1.29% | N/A |
| 2014 | +15.77% | N/A |
| 2013 | +17.87% | N/A |
| 2012 | +16.62% | N/A |
| 2011 | -9.46% | N/A |
| 2010 | +15.50% | N/A |
| 2009 | +39.27% | N/A |
| 2008 | -36.55% | N/A |
| 2007 | -3.19% | N/A |
| 2006 | +16.38% | N/A |
| 2005 | -6.11% | N/A |
| 2004 | +2.75% | N/A |
FFA vs TAOZ Drawdown Comparison
The maximum drawdown for FFA was -57.63%, occurring on Mar 9, 2009. Recovery took 1207 trading sessions.
The maximum drawdown for TAOZ was -3.85%, occurring on Apr 29, 2026. Recovery took 33 trading sessions.
The current FFA drawdown is -1.49%. The current TAOZ drawdown is -3.26%.
| Rank | FFA | TAOZ |
|---|---|---|
| #1 | -57.63% Jun 1, 2007 - Mar 15, 2012 | -3.85% Apr 17, 2026 - Jun 4, 2026 |
| #2 | -44.35% Feb 20, 2020 - Nov 17, 2020 | -3.26% Jul 16, 2026 - Jul 23, 2026 |
| #3 | -29.93% Dec 30, 2021 - Mar 20, 2024 | -2.81% Jun 16, 2026 - Jul 6, 2026 |
| #4 | -24.26% Aug 29, 2018 - Jun 18, 2019 | -2.29% Jun 4, 2026 - Jun 16, 2026 |
| #5 | -21.28% May 20, 2015 - Dec 16, 2016 | -1.30% Jul 7, 2026 - Jul 13, 2026 |
| #6 | -19.96% Feb 19, 2025 - Jun 27, 2025 | -0.62% Apr 9, 2026 - Apr 13, 2026 |
| #7 | -13.35% Sep 7, 2005 - Sep 21, 2006 | -0.50% Apr 15, 2026 - Apr 17, 2026 |
| #8 | -11.37% Oct 17, 2012 - Jan 7, 2013 | -0.14% Apr 6, 2026 - Apr 8, 2026 |
| #9 | -11.24% Jan 2, 2018 - Jun 20, 2018 | -0.13% Jul 14, 2026 - Jul 16, 2026 |
| #10 | -10.52% Sep 5, 2014 - Nov 7, 2014 | N/A |
| #11 | -10.11% Feb 9, 2026 - Apr 16, 2026 | N/A |
| #12 | -9.82% Sep 8, 2021 - Dec 29, 2021 | N/A |
| #13 | -8.70% Apr 2, 2012 - Aug 3, 2012 | N/A |
| #14 | -8.32% Jul 16, 2024 - Sep 19, 2024 | N/A |
| #15 | -7.66% May 21, 2013 - Oct 29, 2013 | N/A |
Correlation
Correlation between FFA and TAOZ is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
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