TAOZ vs SCHB

ATAOZ

BSCHB

Measures won0–2SCHB wins · of 6 · 5Y

$10,000 · 5Y$16,600SCHB

Lowest cost0.03%SCHB · $3 on $10k

Most income1.06%SCHB · $106 on $10k

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

Held in common14.3%TAOZ and SCHB

TAOZ

SCHB

Thornburg American Opportunities Fund · $488MSchwab U.S. Broad Market ETF · $44.1B

[…]3 years · per year[…] · $17,818+21.2%

[…]5 years · per year[…] · $16,600+10.7%

0.79%Expense ratio$79 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $106 on $10k1.06%

[…]Worst dropSmaller wins

End-of-day Nov 10, 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	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.06%	−0.2%	+11.1%	+13.1%	+21.2%	+10.7%	−8.9%	$44.1B
2	ATAOZ	Thornburg American Opportunities FundRead Desk		0.79%	0.00%	−0.4%	new	new	new	new	[…]	$488M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.06%	−0.2%	+11.1%	+13.1%	+21.2%	+10.7%	−8.9%	$44.1B
2	ATAOZ	Thornburg American Opportunities FundRead Desk		0.79%	0.00%	−0.4%	new	new	new	new	[…]	$488M

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

TAOZ vs SCHB

TAOZ

Thornburg American Opportunities Fund

[…]

SCHB

Schwab U.S. Broad Market

$16,600

MeasureTAOZSCHB

Fee0.79%0.03%

Cost on $10k a year$79$3

Yield0.00%1.06%

5 years, per year[…]+10.7%

3 years, per year[…]+21.2%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]14.0%

Loading…

TAOZ vs SCHB

Both

Both

$10,000 in TAOZ, SCHB

Overlap: TAOZ, SCHB

TAOZ vs SCHB

VTI vs ITOT

SCHD vs VIG

JEPQ vs JEPI

Overlap: TAOZ, SCHB

Income After Fees on $10,000