TAOZ vs SCIO

Comparison between THORNBURG AMERICAN OPPORTUNITIES FUND ETF CLASS (TAOZ, ETF) and FIRST TRUST STRUCTURED CREDIT INCOME OPPORTUNITIES ETF (SCIO, ETF).

TAOZ vs SCIO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TAOZ(ETF)	SCIO(ETF)
Net Assets	$502M	$501M
Expense Ratio	0.79%	0.70%
Max Drawdown	3.85%	3.10%
Sharpe Ratio	2.59	0.30
5Y Beta	0.63	0.02
P/E Ratio	23.59	N/A
Forward P/E	17.52	N/A
PEG Ratio	0.41	N/A
5Y EPS CAGR	20.00%	N/A
Debt to Equity	83.14%	N/A
P/S Ratio	3.06	N/A
P/B Ratio	4.30	N/A

Net Assets

Winner

TAOZ

$502M

SCIO

$501M

Expense Ratio

TAOZ

0.79%

Winner

SCIO

0.70%

Max Drawdown

TAOZ

3.85%

Winner

SCIO

3.10%

Sharpe Ratio

Winner

TAOZ

2.59

SCIO

0.30

5Y Beta

TAOZ

0.63

Winner

SCIO

0.02

P/E Ratio

TAOZ

23.59

SCIO

N/A

Forward P/E

TAOZ

17.52

SCIO

N/A

PEG Ratio

TAOZ

0.41

SCIO

N/A

5Y EPS CAGR

TAOZ

20.00%

SCIO

N/A

Debt to Equity

TAOZ

83.14%

SCIO

N/A

P/S Ratio

TAOZ

3.06

SCIO

N/A

P/B Ratio

TAOZ

4.30

SCIO

N/A

TAOZ vs SCIO - Historical Returns

Returns include dividend reinvestment.

Period	TAOZ	SCIO
1 month	+7.75%	+0.95%
3 months	+8.19%	+1.29%
6 months	N/A	+1.08%
1 year	N/A	+4.56%
Max(CAGR)	+41.06%	+7.68%

Winner

TAOZ

+7.75%

SCIO

+0.95%

Winner

TAOZ

+8.19%

SCIO

+1.29%

TAOZ

N/A

SCIO

+1.08%

TAOZ

N/A

SCIO

+4.56%

Max(CAGR)

Winner

TAOZ

+41.06%

SCIO

+7.68%

TAOZ vs SCIO - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	TAOZ	SCIO
2026	+14.74%	+2.65%
2025	N/A	+10.19%
2024	N/A	+6.43%

TAOZ vs SCIO Drawdown Comparison

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

The maximum drawdown for SCIO was -1.72%, occurring on Mar 26, 2026. Recovery took 73 trading sessions.

The current TAOZ drawdown is -0.09%.

Rank	TAOZ	SCIO
#1	-3.85% Apr 17, 2026 - Jun 4, 2026	-1.72% Feb 27, 2026 - Jun 12, 2026
#2	-3.26% Jul 16, 2026 - Jul 28, 2026	-1.41% Apr 3, 2025 - May 7, 2025
#3	-2.81% Jun 16, 2026 - Jul 6, 2026	-0.97% Sep 3, 2025 - Oct 22, 2025
#4	-2.29% Jun 4, 2026 - Jun 16, 2026	-0.96% Jun 23, 2025 - Jul 14, 2025
#5	-1.45% Aug 13, 2026 - Aug 18, 2026	-0.89% Jul 14, 2025 - Aug 1, 2025
#6	-1.30% Jul 7, 2026 - Jul 13, 2026	-0.86% Oct 2, 2024 - Nov 26, 2024
#7	-0.68% Jul 28, 2026 - Aug 3, 2026	-0.85% Jun 29, 2026 - Aug 13, 2026
#8	-0.62% Apr 9, 2026 - Apr 13, 2026	-0.74% Dec 9, 2024 - Jan 16, 2025
#9	-0.50% Apr 15, 2026 - Apr 17, 2026	-0.74% Nov 7, 2025 - Nov 25, 2025
#10	-0.18% Aug 11, 2026 - Aug 13, 2026	-0.67% Mar 8, 2024 - Mar 26, 2024
#11	-0.14% Apr 6, 2026 - Apr 8, 2026	-0.66% Mar 27, 2024 - May 7, 2024
#12	-0.13% Jul 14, 2026 - Jul 16, 2026	-0.64% May 16, 2024 - Jun 4, 2024
#13	-0.07% Aug 5, 2026 - Aug 7, 2026	-0.59% Aug 5, 2024 - Aug 20, 2024
#14	-0.02% Aug 7, 2026 - Aug 11, 2026	-0.59% Jun 5, 2025 - Jun 11, 2025
#15	N/A	-0.57% Feb 6, 2025 - Feb 19, 2025