FCPI vs TCAL
Comparison between FIDELITY STOCKS FOR INFLATION ETF (FCPI, ETF) and T. ROWE PRICE CAPITAL APPRECIATION PREMIUM INCOME ETF (TCAL, ETF).
FCPI vs TCAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
FCPI
$276M
TCAL
$276M
Expense Ratio
Winner
FCPI
0.15%
TCAL
0.34%
Max Drawdown
FCPI
37.71%
Winner
TCAL
13.74%
Sharpe Ratio
Winner
FCPI
1.12
TCAL
-0.17
5Y Beta
FCPI
0.89
Winner
TCAL
0.31
P/E Ratio
Winner
FCPI
18.54
TCAL
27.46
Forward P/E
Winner
FCPI
15.84
TCAL
21.68
PEG Ratio
Winner
FCPI
0.15
TCAL
0.93
5Y Dividends CAGR
FCPI
2.54%
TCAL
N/A
5Y EPS CAGR
FCPI
29.70%
TCAL
N/A
Debt to Equity
FCPI
49.26%
TCAL
N/A
P/S Ratio
Winner
FCPI
3.02
TCAL
3.10
P/B Ratio
Winner
FCPI
4.39
TCAL
5.18
FCPI vs TCAL - Holdings Comparison
FCPI and TCAL have 10 common holdings. Overlap is 7.48%
FCPI's top 25 holdings weight is 63.52%. TCAL's top 25 holdings weight is 37.08%.
| Rank | FCPI | TCAL |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 5.86% | DANAHER CORP (DHR) - 2.10% |
| #2 | APPLE INC (AAPL) - 5.65% | WATERS CORP (WAT) - 1.96% |
| #3 | MICROSOFT CORP (MSFT) - 3.63% | VERALTO CORP (VLTO) - 1.91% |
| #4 | TECHNIPFMC PLC (FTI) - 3.03% | WASTE CONNECTIONS INC (WCN) - 1.83% |
| #5 | APA CORP (APA) - 3.01% | VISA INC CLASS A (V) - 1.74% |
| #6 | NEWMONT CORP (NEM) - 2.84% | MCDONALD'S CORP (MCD) - 1.66% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 2.83% | AMAZON.COM INC (AMZN) - 1.63% |
| #8 | ANGLOGOLD ASHANTI PLC (AU) - 2.77% | YUM BRANDS INC (YUM) - 1.63% |
| #9 | SIMON PROPERTY GROUP INC (SPG) - 2.47% | LINDE PLC (LIN) - 1.61% |
| #10 | n/a (n/a) - 2.40% | LOCKHEED MARTIN CORP (LMT) - 1.61% |
| #11 | BROADCOM INC (AVGO) - 2.23% | NORTHROP GRUMMAN CORP (NOC) - 1.60% |
| #12 | MAPLEBEAR INC (CART) - 2.22% | MICROSOFT CORP (MSFT) - 1.58% |
| #13 | CNX RESOURCES CORP (CNX) - 2.21% | THERMO FISHER SCIENTIFIC INC (TMO) - 1.58% |
| #14 | MONSTER BEVERAGE CORP (MNST) - 2.21% | MASTERCARD INC CLASS A (MA) - 1.56% |
| #15 | JOHNSON & JOHNSON (JNJ) - 2.21% | GILEAD SCIENCES INC (GILD) - 1.53% |
| #16 | ALTRIA GROUP INC (MO) - 2.14% | STRYKER CORP (SYK) - 1.50% |
| #17 | NRG ENERGY INC (NRG) - 2.08% | WASTE MANAGEMENT INC (WM) - 1.49% |
| #18 | NATIONAL FUEL GAS CO (NFG) - 2.04% | REPUBLIC SERVICES INC (RSG) - 1.49% |
| #19 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.97% | SERVICE CORP INTERNATIONAL (SCI) - 1.46% |
| #20 | COLGATE-PALMOLIVE CO (CL) - 1.88% | TELEDYNE TECHNOLOGIES INC (TDY) - 1.45% |
| #21 | MERCK & CO INC (MRK) - 1.73% | JOHNSON & JOHNSON (JNJ) - 0.84% |
| #22 | MICRON TECHNOLOGY INC (MU) - 1.71% | DUKE ENERGY CORP (DUK) - 0.84% |
| #23 | ROYALTY PHARMA PLC CLASS A (RPRX) - 1.56% | CINTAS CORP (CTAS) - 0.83% |
| #24 | DOLLAR GENERAL CORP (DG) - 1.43% | AUTOMATIC DATA PROCESSING INC (ADP) - 0.83% |
| #25 | ADVANCED MICRO DEVICES INC (AMD) - 1.41% | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 0.82% |
| Total Holdings | 102 | 263 |
FCPI vs TCAL - Historical Returns
Returns include dividend reinvestment.
1M
FCPI
+0.08%
Winner
TCAL
+3.72%
3M
Winner
FCPI
+4.68%
TCAL
+1.32%
6M
Winner
FCPI
+9.50%
TCAL
-0.76%
1Y
Winner
FCPI
+18.57%
TCAL
+1.82%
5Y(CAGR)
FCPI
+14.29%
TCAL
N/A
Max(CAGR)
Winner
FCPI
+14.54%
TCAL
+1.95%
FCPI vs TCAL - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | FCPI | TCAL |
|---|---|---|
| 2026 | +10.23% | +0.66% |
| 2025 | +15.44% | +1.60% |
| 2024 | +25.29% | N/A |
| 2023 | +16.77% | N/A |
| 2022 | -7.67% | N/A |
| 2021 | +35.59% | N/A |
| 2020 | +2.01% | N/A |
| 2019 | +4.43% | N/A |
FCPI vs TCAL Drawdown Comparison
The maximum drawdown for FCPI was -37.24%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.
The maximum drawdown for TCAL was -7.24%, occurring on Apr 8, 2025. Recovery took 49 trading sessions.
The current FCPI drawdown is -0.66%. The current TCAL drawdown is -2.66%.
| Rank | FCPI | TCAL |
|---|---|---|
| #1 | -37.24% Jan 17, 2020 - Jan 6, 2021 | -7.24% Apr 2, 2025 - Jun 12, 2025 |
| #2 | -18.25% Mar 29, 2022 - Nov 30, 2023 | -7.00% Feb 27, 2026 - Jul 16, 2026 |
| #3 | -17.43% Feb 19, 2025 - Jun 26, 2025 | -3.81% Oct 20, 2025 - Feb 6, 2026 |
| #4 | -7.90% Jan 4, 2022 - Mar 29, 2022 | -2.66% Jul 20, 2026 - Jul 21, 2026 |
| #5 | -7.87% Feb 25, 2026 - Apr 14, 2026 | -2.63% Aug 20, 2025 - Oct 20, 2025 |
| #6 | -7.48% Jul 16, 2024 - Aug 23, 2024 | -2.42% Feb 6, 2026 - Feb 27, 2026 |
| #7 | -7.03% Nov 29, 2024 - Jan 23, 2025 | -1.97% Jun 12, 2025 - Jun 30, 2025 |
| #8 | -5.55% Nov 24, 2021 - Dec 23, 2021 | -1.31% Jul 16, 2026 - Jul 20, 2026 |
| #9 | -5.55% Mar 28, 2024 - May 14, 2024 | -1.24% Jul 25, 2025 - Aug 13, 2025 |
| #10 | -5.42% Aug 30, 2024 - Sep 19, 2024 | -0.89% Jul 10, 2025 - Jul 22, 2025 |
| #11 | -5.16% Feb 10, 2021 - Mar 11, 2021 | -0.58% Jul 1, 2025 - Jul 10, 2025 |
| #12 | -4.59% Jun 30, 2021 - Aug 24, 2021 | -0.48% Aug 13, 2025 - Aug 19, 2025 |
| #13 | -4.56% Jun 2, 2026 - Jun 10, 2026 | -0.46% Mar 27, 2025 - Mar 31, 2025 |
| #14 | -4.50% Sep 2, 2021 - Oct 14, 2021 | -0.04% Mar 31, 2025 - Apr 2, 2025 |
| #15 | -4.48% Nov 12, 2025 - Dec 11, 2025 | N/A |
Correlation
Correlation between FCPI and TCAL is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.38
-101
Dividend Comparison (2019 - 2026)
FCPI vs TCAL dividend yield comparison.
| Year | FCPI | TCAL |
|---|---|---|
| 2026 | 0.69% | 6.35% |
| 2025 | 1.74% | 8.34% |
| 2024 | 1.29% | 0.00% |
| 2023 | 1.88% | 0.00% |
| 2022 | 1.77% | 0.00% |
| 2021 | 1.19% | 0.00% |
| 2020 | 3.53% | 0.00% |
| 2019 | 0.43% | 0.00% |
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