MAYW vs TAOZ

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 MAY ETF (MAYW, ETF) and THORNBURG AMERICAN OPPORTUNITIES FUND ETF CLASS (TAOZ, ETF).

MAYW vs TAOZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MAYW(ETF)	TAOZ(ETF)
Net Assets	$494M	$494M
Expense Ratio	0.74%	0.79%
Max Drawdown	7.93%	3.85%
Sharpe Ratio	1.53	2.18
5Y Beta	0.40	0.73
P/E Ratio	N/A	23.73
Forward P/E	N/A	16.76
PEG Ratio	N/A	0.47
5Y EPS CAGR	N/A	19.32%
Debt to Equity	N/A	77.09%
P/S Ratio	N/A	2.89
P/B Ratio	N/A	4.03

Net Assets

MAYW

$494M

Winner

TAOZ

$494M

Expense Ratio

Winner

MAYW

0.74%

TAOZ

0.79%

Max Drawdown

MAYW

7.93%

Winner

TAOZ

3.85%

Sharpe Ratio

MAYW

1.53

Winner

TAOZ

2.18

5Y Beta

Winner

MAYW

0.40

TAOZ

0.73

P/E Ratio

MAYW

N/A

TAOZ

23.73

Forward P/E

MAYW

N/A

TAOZ

16.76

PEG Ratio

MAYW

N/A

TAOZ

0.47

5Y EPS CAGR

MAYW

N/A

TAOZ

19.32%

Debt to Equity

MAYW

N/A

TAOZ

77.09%

P/S Ratio

MAYW

N/A

TAOZ

2.89

P/B Ratio

MAYW

N/A

TAOZ

4.03

MAYW vs TAOZ - Historical Returns

Returns include dividend reinvestment.

Period	MAYW	TAOZ
1 month	+0.46%	+1.56%
3 months	+2.80%	N/A
6 months	+3.79%	N/A
1 year	+8.84%	N/A
Max(CAGR)	+10.90%	+35.58%

MAYW

+0.46%

Winner

TAOZ

+1.56%

MAYW

+2.80%

TAOZ

N/A

MAYW

+3.79%

TAOZ

N/A

MAYW

+8.84%

TAOZ

N/A

Max(CAGR)

MAYW

+10.90%

Winner

TAOZ

+35.58%

MAYW vs TAOZ - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	MAYW	TAOZ
2026	+3.20%	+6.18%
2025	+10.27%	N/A
2024	+12.41%	N/A
2023	+8.18%	N/A

MAYW vs TAOZ Drawdown Comparison

The maximum drawdown for MAYW was -7.93%, occurring on Apr 8, 2025. Recovery took 56 trading sessions.

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

The current MAYW drawdown is -0.64%. The current TAOZ drawdown is -1.35%.

Rank	MAYW	TAOZ
#1	-7.93% Feb 20, 2025 - May 12, 2025	-3.85% Apr 17, 2026 - Jun 4, 2026
#2	-3.70% Aug 1, 2023 - Nov 14, 2023	-2.29% Jun 4, 2026 - Jun 10, 2026
#3	-2.99% Jul 16, 2024 - Aug 15, 2024	-0.62% Apr 9, 2026 - Apr 13, 2026
#4	-1.56% Jun 1, 2026 - Jun 10, 2026	-0.50% Apr 15, 2026 - Apr 17, 2026
#5	-1.45% Aug 30, 2024 - Sep 13, 2024	-0.14% Apr 6, 2026 - Apr 8, 2026
#6	-1.40% Feb 26, 2026 - Apr 8, 2026	N/A
#7	-1.38% May 1, 2023 - May 18, 2023	N/A
#8	-0.99% May 18, 2023 - May 26, 2023	N/A
#9	-0.87% Dec 11, 2024 - Dec 24, 2024	N/A
#10	-0.87% Dec 26, 2024 - Jan 15, 2025	N/A
#11	-0.86% Nov 12, 2025 - Nov 25, 2025	N/A
#12	-0.84% May 16, 2025 - Jun 2, 2025	N/A
#13	-0.81% Jan 23, 2025 - Feb 5, 2025	N/A
#14	-0.68% Jun 16, 2023 - Jun 30, 2023	N/A
#15	-0.59% Oct 22, 2024 - Nov 6, 2024	N/A