TAOZ vs MAYW

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

TAOZ vs MAYW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

TAOZ

$494M

MAYW

$494M

Expense Ratio

TAOZ

0.79%

Winner

MAYW

0.74%

Max Drawdown

Winner

TAOZ

3.85%

MAYW

7.93%

Sharpe Ratio

Winner

TAOZ

2.18

MAYW

1.53

5Y Beta

TAOZ

0.73

Winner

MAYW

0.40

P/E Ratio

TAOZ

23.73

MAYW

N/A

Forward P/E

TAOZ

16.76

MAYW

N/A

PEG Ratio

TAOZ

0.47

MAYW

N/A

5Y EPS CAGR

TAOZ

19.32%

MAYW

N/A

Debt to Equity

TAOZ

77.09%

MAYW

N/A

P/S Ratio

TAOZ

2.89

MAYW

N/A

P/B Ratio

TAOZ

4.03

MAYW

N/A

TAOZ vs MAYW - Historical Returns

Returns include dividend reinvestment.

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

Winner

TAOZ

+1.56%

MAYW

+0.46%

TAOZ

N/A

MAYW

+2.80%

TAOZ

N/A

MAYW

+3.79%

TAOZ

N/A

MAYW

+8.84%

Max(CAGR)

Winner

TAOZ

+35.58%

MAYW

+10.90%

TAOZ vs MAYW - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

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

TAOZ vs MAYW Drawdown Comparison

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

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

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

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