TMB vs CZA
Comparison between THORNBURG MULTI SECTOR BOND ETF (TMB, ETF) and INVESCO ZACKS MID-CAP ETF (CZA, ETF).
TMB vs CZA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
TMB
$185M
CZA
$184M
Expense Ratio
Winner
TMB
0.55%
CZA
0.69%
Max Drawdown
Winner
TMB
0.53%
CZA
53.86%
Sharpe Ratio
Winner
TMB
1.07
CZA
0.94
5Y Beta
Winner
TMB
0.15
CZA
0.75
P/E Ratio
TMB
N/A
CZA
17.60
Forward P/E
TMB
N/A
CZA
15.45
PEG Ratio
TMB
N/A
CZA
0.23
5Y Dividends CAGR
TMB
N/A
CZA
7.13%
5Y EPS CAGR
TMB
N/A
CZA
16.17%
P/S Ratio
TMB
N/A
CZA
1.31
P/B Ratio
TMB
N/A
CZA
2.13
TMB vs CZA - Historical Returns
Returns include dividend reinvestment.
1M
TMB
N/A
CZA
+3.21%
3M
TMB
N/A
CZA
+8.89%
6M
TMB
N/A
CZA
+8.04%
1Y
TMB
N/A
CZA
+15.85%
5Y(CAGR)
TMB
N/A
CZA
+7.21%
10Y(CAGR)
TMB
N/A
CZA
+10.51%
Max(CAGR)
TMB
+8.08%
Winner
CZA
+9.61%
TMB vs CZA - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | TMB | CZA |
|---|---|---|
| 2026 | +0.36% | +8.02% |
| 2025 | N/A | +8.91% |
| 2024 | N/A | +12.40% |
| 2023 | N/A | +7.13% |
| 2022 | N/A | -5.38% |
| 2021 | N/A | +29.39% |
| 2020 | N/A | -0.00% |
| 2019 | N/A | +33.06% |
| 2018 | N/A | -9.19% |
| 2017 | N/A | +21.26% |
| 2016 | N/A | +16.93% |
| 2015 | N/A | -1.42% |
| 2014 | N/A | +10.81% |
| 2013 | N/A | +32.43% |
| 2012 | N/A | +14.15% |
| 2011 | N/A | +2.97% |
| 2010 | N/A | +21.93% |
| 2009 | N/A | +40.05% |
| 2008 | N/A | -35.54% |
| 2007 | N/A | +1.98% |
TMB vs CZA Drawdown Comparison
The maximum drawdown for TMB was -0.42%, occurring on Jun 5, 2026. Recovery took 9 trading sessions.
The maximum drawdown for CZA was -53.20%, occurring on Mar 9, 2009. Recovery took 832 trading sessions.
The current TMB drawdown is -0.10%.
| Rank | TMB | CZA |
|---|---|---|
| #1 | -0.42% May 29, 2026 - Jun 11, 2026 | -53.20% Jul 17, 2007 - Nov 2, 2010 |
| #2 | -0.10% Jun 11, 2026 - Jun 12, 2026 | -46.18% Feb 18, 2020 - Jan 12, 2021 |
| #3 | N/A | -23.45% Jul 7, 2011 - Mar 15, 2012 |
| #4 | N/A | -18.92% Nov 29, 2024 - Dec 10, 2025 |
| #5 | N/A | -18.83% Jun 19, 2015 - Jun 1, 2016 |
| #6 | N/A | -18.05% Sep 21, 2018 - Apr 1, 2019 |
| #7 | N/A | -17.45% Jan 4, 2022 - Feb 2, 2023 |
| #8 | N/A | -16.01% Feb 2, 2023 - Dec 27, 2023 |
| #9 | N/A | -10.21% Sep 2, 2014 - Nov 21, 2014 |
| #10 | N/A | -9.65% May 1, 2012 - Sep 6, 2012 |
| #11 | N/A | -9.21% Mar 2, 2026 - Jun 4, 2026 |
| #12 | N/A | -9.04% Jan 26, 2018 - Aug 27, 2018 |
| #13 | N/A | -7.42% Jun 8, 2016 - Jul 14, 2016 |
| #14 | N/A | -6.84% Jul 24, 2019 - Sep 16, 2019 |
| #15 | N/A | -6.56% Nov 16, 2021 - Dec 27, 2021 |
Correlation
Correlation between TMB and CZA is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.
-1.00
-101
Dividend Comparison (2007 - 2026)
TMB vs CZA dividend yield comparison.
| Year | TMB | CZA |
|---|---|---|
| 2026 | 0.36% | 0.00% |
| 2025 | 0.00% | 1.56% |
| 2024 | 0.00% | 1.27% |
| 2023 | 0.00% | 1.36% |
| 2022 | 0.00% | 1.71% |
| 2021 | 0.00% | 0.89% |
| 2020 | 0.00% | 1.42% |
| 2019 | 0.00% | 1.40% |
| 2018 | 0.00% | 1.27% |
| 2017 | 0.00% | 1.10% |
| 2016 | 0.00% | 1.87% |
| 2015 | 0.00% | 1.37% |
| 2014 | 0.00% | 0.74% |
| 2013 | 0.00% | 1.01% |
| 2012 | 0.00% | 1.23% |
| 2011 | 0.00% | 0.24% |
| 2010 | 0.00% | 0.68% |
| 2009 | 0.00% | 0.08% |
| 2008 | 0.00% | 1.01% |
| 2007 | 0.00% | 0.37% |
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