TPLS vs TOCT

Comparison between THORNBURG CORE PLUS BOND ETF (TPLS, ETF) and Innovator Equity Defined Protection ETF 2 Yr to October 2027 (TOCT, ETF).

TPLS vs TOCT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TPLS(ETF)	TOCT(ETF)
Net Assets	$20M	$20M
Expense Ratio	0.45%	0.79%
Max Drawdown	4.20%	2.02%
Sharpe Ratio	0.21	-0.11
5Y Beta	0.04	0.19

Net Assets

TPLS

$20M

Winner

TOCT

$20M

Expense Ratio

Winner

TPLS

0.45%

TOCT

0.79%

Max Drawdown

TPLS

4.20%

Winner

TOCT

2.02%

Sharpe Ratio

Winner

TPLS

0.21

TOCT

-0.11

5Y Beta

Winner

TPLS

0.04

TOCT

0.19

TPLS vs TOCT - Historical Returns

Returns include dividend reinvestment.

Period	TPLS	TOCT
1 month	+0.08%	+0.35%
3 months	-1.09%	+1.62%
6 months	+0.31%	+1.96%
1 year	+4.61%	N/A
Max(CAGR)	+4.19%	+3.29%

TPLS

+0.08%

Winner

TOCT

+0.35%

TPLS

-1.09%

Winner

TOCT

+1.62%

TPLS

+0.31%

Winner

TOCT

+1.96%

TPLS

+4.61%

TOCT

N/A

Max(CAGR)

Winner

TPLS

+4.19%

TOCT

+3.29%

TPLS vs TOCT - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	TPLS	TOCT
2026	+0.09%	+1.87%
2025	+5.58%	+0.49%

TPLS vs TOCT 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 TOCT was -2.02%, occurring on Mar 27, 2026. Recovery took 37 trading sessions.

The current TPLS drawdown is -1.97%. The current TOCT drawdown is -0.42%.

Rank	TPLS	TOCT
#1	-3.04% Feb 27, 2026 - May 19, 2026	-2.02% Feb 20, 2026 - Apr 15, 2026
#2	-2.92% Apr 4, 2025 - Jun 30, 2025	-1.33% Oct 27, 2025 - Jan 7, 2026
#3	-1.39% Jun 30, 2025 - Aug 1, 2025	-0.61% Feb 2, 2026 - Feb 9, 2026
#4	-1.31% Feb 5, 2025 - Feb 21, 2025	-0.47% Jan 12, 2026 - Jan 27, 2026
#5	-1.19% Oct 28, 2025 - Feb 5, 2026	-0.42% May 29, 2026 - Jun 5, 2026
#6	-1.04% Mar 3, 2025 - Apr 1, 2025	-0.36% Oct 2, 2025 - Oct 17, 2025
#7	-0.79% Sep 16, 2025 - Oct 10, 2025	-0.30% Feb 9, 2026 - Feb 20, 2026
#8	-0.55% Aug 5, 2025 - Aug 26, 2025	-0.30% May 14, 2026 - May 21, 2026
#9	-0.45% Aug 28, 2025 - Sep 3, 2025	-0.28% Oct 20, 2025 - Oct 24, 2025
#10	-0.25% Feb 26, 2025 - Feb 28, 2025	-0.22% May 1, 2026 - May 6, 2026
#11	-0.20% Feb 10, 2026 - Feb 12, 2026	-0.19% Apr 17, 2026 - Apr 24, 2026
#12	-0.19% Sep 11, 2025 - Sep 16, 2025	-0.19% Apr 27, 2026 - Apr 30, 2026
#13	-0.15% Feb 17, 2026 - Feb 23, 2026	-0.11% May 8, 2026 - May 14, 2026
#14	-0.14% Sep 8, 2025 - Sep 10, 2025	-0.04% Jan 27, 2026 - Feb 2, 2026
#15	-0.14% Oct 22, 2025 - Oct 27, 2025	-0.04% Jan 7, 2026 - Jan 9, 2026