TAOZ vs IWB

ATAOZ

BIWB

Measures won0–2IWB wins · of 6 · 5Y

$10,000 · 5Y$16,664IWB

Lowest cost0.15%IWB · $15 on $10k

Most income0.92%IWB · $92 on $10k

Smallest drop−8.9%IWB · worst fall in 1Y

Held in common14.7%TAOZ and IWB

TAOZ

IWB

Thornburg American Opportunities Fund · $499MiShares Russell 1000 ETF · $48.0B

[…]3 years · per year[…] · $17,800+21.2%

[…]5 years · per year[…] · $16,664+10.8%

0.79%Expense ratio$79 · $15 on $10k · lower wins0.15%

0.00%12-mo yield$0 · $92 on $10k0.92%

[…]Worst dropSmaller wins

End-of-day Nov 13, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.92%	−0.4%	+11.3%	+11.3%	+21.2%	+10.8%	−8.9%	$48.0B
2	ATAOZ	Thornburg American Opportunities FundRead Desk		0.79%	0.00%	+0.3%	new	new	new	new	[…]	$499M

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIWB	iShares Russell 1000 ETFRead Desk		0.15%	0.92%	−0.4%	+11.3%	+11.3%	+21.2%	+10.8%	−8.9%	$48.0B
2	ATAOZ	Thornburg American Opportunities FundRead Desk		0.79%	0.00%	+0.3%	new	new	new	new	[…]	$499M

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TAOZ vs IWB

TAOZ

Thornburg American Opportunities Fund

[…]

IWB

iShares Russell 1000

$16,664

MeasureTAOZIWB

Fee0.79%0.15%

Cost on $10k a year$79$15

Yield0.00%0.92%

5 years, per year[…]+10.8%

3 years, per year[…]+21.2%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.8%

Loading…

TAOZ vs IWB

Both

Both

$10,000 in TAOZ, IWB

Overlap: TAOZ, IWB

TAOZ vs IWB

SCHD vs VIG

JEPQ vs JEPI

SPYM vs SPY

Overlap: TAOZ, IWB

Income After Fees on $10,000