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TPLS vs DFII

Comparison between THORNBURG CORE PLUS BOND ETF (TPLS, ETF) and FT VEST BITCOIN STRATEGY & TARGET INCOME ETF (DFII, ETF).

TPLS vs DFII - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TPLS
$20M
Winner
DFII
$20M
Expense Ratio
Winner
TPLS
0.45%
DFII
0.85%
Max Drawdown
Winner
TPLS
4.20%
DFII
56.40%
Sharpe Ratio
Winner
TPLS
0.32
DFII
-1.12
5Y Beta
Winner
TPLS
0.04
DFII
1.01

TPLS vs DFII - Historical Returns

Returns include dividend reinvestment.

1M
Winner
TPLS
+0.64%
DFII
-20.30%
3M
Winner
TPLS
+0.44%
DFII
-9.91%
6M
Winner
TPLS
+1.00%
DFII
-28.61%
1Y
Winner
TPLS
+4.63%
DFII
-39.47%
Max(CAGR)
Winner
TPLS
+4.51%
DFII
-19.55%

TPLS vs DFII - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearTPLSDFII
2026+0.59%-28.34%
2025+5.58%+5.73%

TPLS vs DFII Drawdown Comparison

The maximum drawdown for TPLS was -3.04%, occurring on May 19, 2026. This drawdown has not yet recovered.

The maximum drawdown for DFII was -50.05%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The current TPLS drawdown is -1.48%. The current DFII drawdown is -47.48%.

RankTPLSDFII
#1-3.04%
Feb 27, 2026 - May 19, 2026
-50.05%
Oct 6, 2025 - Jun 5, 2026
#2-2.92%
Apr 4, 2025 - Jun 30, 2025
-10.12%
Aug 13, 2025 - Oct 6, 2025
#3-1.39%
Jun 30, 2025 - Aug 1, 2025
-8.33%
Apr 4, 2025 - Apr 11, 2025
#4-1.31%
Feb 5, 2025 - Feb 21, 2025
-7.29%
May 22, 2025 - Jul 9, 2025
#5-1.19%
Oct 28, 2025 - Feb 5, 2026
-4.57%
Jul 22, 2025 - Aug 12, 2025
#6-1.04%
Mar 3, 2025 - Apr 1, 2025
-2.44%
Jul 14, 2025 - Jul 22, 2025
#7-0.79%
Sep 16, 2025 - Oct 10, 2025
-2.17%
May 2, 2025 - May 8, 2025
#8-0.55%
Aug 5, 2025 - Aug 26, 2025
-1.30%
Apr 25, 2025 - May 1, 2025
#9-0.45%
Aug 28, 2025 - Sep 3, 2025
-1.28%
May 13, 2025 - May 19, 2025
#10-0.25%
Feb 26, 2025 - Feb 28, 2025
-1.09%
May 9, 2025 - May 13, 2025
#11-0.20%
Feb 10, 2026 - Feb 12, 2026
-0.82%
Apr 14, 2025 - Apr 17, 2025
#12-0.19%
Sep 11, 2025 - Sep 16, 2025
-0.34%
Apr 23, 2025 - Apr 25, 2025
#13-0.15%
Feb 17, 2026 - Feb 23, 2026
N/A
#14-0.14%
Sep 8, 2025 - Sep 10, 2025
N/A
#15-0.14%
Oct 22, 2025 - Oct 27, 2025
N/A

Correlation

Correlation between TPLS and DFII is -0.70 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.70
-101

Dividend Comparison (2025 - 2026)

TPLS vs DFII dividend yield comparison.

YearTPLSDFII
20261.73%11.15%
20254.28%15.51%

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