TAOZ vs BRRR

Comparison between THORNBURG AMERICAN OPPORTUNITIES FUND ETF CLASS (TAOZ, ETF) and Valkyrie Bitcoin Fund (BRRR, ETF).

TAOZ vs BRRR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TAOZ(ETF)	BRRR(ETF)
Net Assets	$490M	$490M
Expense Ratio	0.79%	N/A
Max Drawdown	3.85%	52.09%
Sharpe Ratio	2.08	-1.13
5Y Beta	0.82	1.26
P/E Ratio	25.12	N/A
Forward P/E	17.66	N/A
PEG Ratio	0.55	N/A
5Y EPS CAGR	16.93%	N/A
Debt to Equity	65.54%	N/A
P/S Ratio	1.79	N/A
P/B Ratio	3.58	N/A

Net Assets

TAOZ

$490M

Winner

BRRR

$490M

Expense Ratio

TAOZ

0.79%

BRRR

N/A

Max Drawdown

Winner

TAOZ

3.85%

BRRR

52.09%

Sharpe Ratio

Winner

TAOZ

2.08

BRRR

-1.13

5Y Beta

Winner

TAOZ

0.82

BRRR

1.26

P/E Ratio

TAOZ

25.12

BRRR

N/A

Forward P/E

TAOZ

17.66

BRRR

N/A

PEG Ratio

TAOZ

0.55

BRRR

N/A

5Y EPS CAGR

TAOZ

16.93%

BRRR

N/A

Debt to Equity

TAOZ

65.54%

BRRR

N/A

P/S Ratio

TAOZ

1.79

BRRR

N/A

P/B Ratio

TAOZ

3.58

BRRR

N/A

TAOZ vs BRRR - Historical Returns

Returns include dividend reinvestment.

Period	TAOZ	BRRR
1 month	+0.51%	-26.23%
3 months	N/A	-15.51%
6 months	N/A	-32.66%
1 year	N/A	-41.01%
Max(CAGR)	+35.18%	+10.78%

Winner

TAOZ

+0.51%

BRRR

-26.23%

TAOZ

N/A

BRRR

-15.51%

TAOZ

N/A

BRRR

-32.66%

TAOZ

N/A

BRRR

-41.01%

Max(CAGR)

Winner

TAOZ

+35.18%

BRRR

+10.78%

TAOZ vs BRRR - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	TAOZ	BRRR
2026	+5.51%	-33.00%
2025	N/A	-10.24%
2024	N/A	+99.02%

TAOZ vs BRRR Drawdown Comparison

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

The maximum drawdown for BRRR was -52.09%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The current TAOZ drawdown is -1.97%. The current BRRR drawdown is -52.09%.

Rank	TAOZ	BRRR
#1	-3.85% Apr 17, 2026 - Jun 4, 2026	-52.09% Oct 6, 2025 - Jun 5, 2026
#2	-1.97% Jun 4, 2026 - Jun 5, 2026	-28.13% Dec 17, 2024 - May 20, 2025
#3	-0.62% Apr 9, 2026 - Apr 13, 2026	-27.37% Mar 13, 2024 - Nov 6, 2024
#4	-0.50% Apr 15, 2026 - Apr 17, 2026	-16.33% Jan 11, 2024 - Feb 9, 2024
#5	-0.14% Apr 6, 2026 - Apr 8, 2026	-11.95% Aug 13, 2025 - Oct 6, 2025
#6	N/A	-8.58% Mar 4, 2024 - Mar 8, 2024
#7	N/A	-8.48% May 22, 2025 - Jul 9, 2025
#8	N/A	-8.37% Nov 22, 2024 - Dec 6, 2024
#9	N/A	-5.75% Jul 14, 2025 - Aug 13, 2025
#10	N/A	-5.32% Dec 6, 2024 - Dec 13, 2024
#11	N/A	-2.44% Nov 13, 2024 - Nov 15, 2024
#12	N/A	-2.03% Feb 20, 2024 - Feb 26, 2024
#13	N/A	-1.61% Feb 12, 2024 - Feb 14, 2024
#14	N/A	-0.98% Mar 11, 2024 - Mar 13, 2024