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
FFA
$489M
Winner
TAOZ
$490M
Expense Ratio
FFA
N/A
TAOZ
0.79%
Max Drawdown
FFA
67.57%
Winner
TAOZ
3.85%
Sharpe Ratio
FFA
1.39
Winner
TAOZ
2.08
5Y Beta
FFA
0.83
Winner
TAOZ
0.82
P/E Ratio
FFA
N/A
TAOZ
25.12
Forward P/E
FFA
N/A
TAOZ
17.66
PEG Ratio
FFA
N/A
TAOZ
0.55
5Y Dividends CAGR
FFA
10.32%
TAOZ
N/A
5Y EPS CAGR
FFA
N/A
TAOZ
16.93%
Debt to Equity
FFA
N/A
TAOZ
65.54%
P/S Ratio
FFA
N/A
TAOZ
1.79
P/B Ratio
FFA
N/A
TAOZ
3.58
FFA vs TAOZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
FFA
+0.99%
TAOZ
+0.51%
3M
FFA
+5.42%
TAOZ
N/A
6M
FFA
+6.81%
TAOZ
N/A
1Y
FFA
+22.57%
TAOZ
N/A
5Y(CAGR)
FFA
+9.95%
TAOZ
N/A
10Y(CAGR)
FFA
+13.36%
TAOZ
N/A
Max(CAGR)
FFA
+8.76%
Winner
TAOZ
+35.18%
FFA vs TAOZ - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | FFA | TAOZ |
|---|---|---|
| 2026 | +4.45% | +5.51% |
| 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 -2.90%. The current TAOZ drawdown is -1.97%.
| 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 | -1.97% Jun 4, 2026 - Jun 5, 2026 |
| #3 | -29.93% Dec 30, 2021 - Mar 20, 2024 | -0.62% Apr 9, 2026 - Apr 13, 2026 |
| #4 | -24.26% Aug 29, 2018 - Jun 18, 2019 | -0.50% Apr 15, 2026 - Apr 17, 2026 |
| #5 | -21.28% May 20, 2015 - Dec 16, 2016 | -0.14% Apr 6, 2026 - Apr 8, 2026 |
| #6 | -19.96% Feb 19, 2025 - Jun 27, 2025 | N/A |
| #7 | -13.35% Sep 7, 2005 - Sep 21, 2006 | N/A |
| #8 | -11.37% Oct 17, 2012 - Jan 7, 2013 | N/A |
| #9 | -11.24% Jan 2, 2018 - Jun 20, 2018 | N/A |
| #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 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Select Stocks to Compare
Popular: FFA vs SPYTAOZ vs SPY
More Comparisons
Compare with similar stocks