IBTP vs TCAL
Comparison between ISHARES IBONDS DEC 2034 TERM TREASURY ETF (IBTP, ETF) and T. ROWE PRICE CAPITAL APPRECIATION PREMIUM INCOME ETF (TCAL, ETF).
IBTP vs TCAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBTP
$285M
TCAL
$284M
Expense Ratio
Winner
IBTP
0.07%
TCAL
0.34%
Max Drawdown
Winner
IBTP
8.50%
TCAL
13.74%
Sharpe Ratio
IBTP
-0.44
Winner
TCAL
0.16
5Y Beta
Winner
IBTP
0.01
TCAL
0.31
P/E Ratio
IBTP
N/A
TCAL
27.54
Forward P/E
IBTP
N/A
TCAL
22.20
PEG Ratio
IBTP
N/A
TCAL
0.88
Debt to Equity
IBTP
N/A
TCAL
-32.88%
P/S Ratio
IBTP
N/A
TCAL
2.76
P/B Ratio
IBTP
N/A
TCAL
4.80
IBTP vs TCAL - Historical Returns
Returns include dividend reinvestment.
1M
IBTP
+0.88%
Winner
TCAL
+4.23%
3M
IBTP
+0.28%
Winner
TCAL
+8.18%
6M
IBTP
-1.89%
Winner
TCAL
+4.62%
1Y
IBTP
+1.92%
Winner
TCAL
+5.86%
Max(CAGR)
IBTP
+3.65%
Winner
TCAL
+5.74%
IBTP vs TCAL - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | IBTP | TCAL |
|---|---|---|
| 2026 | -0.31% | +6.19% |
| 2025 | +8.08% | +1.60% |
| 2024 | +0.42% | N/A |
IBTP vs TCAL Drawdown Comparison
The maximum drawdown for IBTP was -7.40%, occurring on Jan 14, 2025. Recovery took 242 trading sessions.
The maximum drawdown for TCAL was -7.24%, occurring on Apr 8, 2025. Recovery took 49 trading sessions.
The current IBTP drawdown is -2.56%.
| Rank | IBTP | TCAL |
|---|---|---|
| #1 | -7.40% Sep 16, 2024 - Sep 4, 2025 | -7.24% Apr 2, 2025 - Jun 12, 2025 |
| #2 | -3.98% Feb 27, 2026 - May 19, 2026 | -7.00% Feb 27, 2026 - Jul 16, 2026 |
| #3 | -1.93% Jun 14, 2024 - Jul 11, 2024 | -3.81% Oct 20, 2025 - Feb 6, 2026 |
| #4 | -1.67% Aug 5, 2024 - Sep 4, 2024 | -2.66% Jul 20, 2026 - Jul 28, 2026 |
| #5 | -1.49% Nov 26, 2025 - Feb 12, 2026 | -2.63% Aug 20, 2025 - Oct 20, 2025 |
| #6 | -1.31% Oct 22, 2025 - Nov 25, 2025 | -2.42% Feb 6, 2026 - Feb 27, 2026 |
| #7 | -1.09% Sep 11, 2025 - Oct 14, 2025 | -1.97% Jun 12, 2025 - Jun 30, 2025 |
| #8 | -1.03% Jul 17, 2024 - Jul 30, 2024 | -1.31% Jul 16, 2026 - Jul 20, 2026 |
| #9 | -0.33% Jul 12, 2024 - Jul 16, 2024 | -1.24% Jul 25, 2025 - Aug 13, 2025 |
| #10 | -0.25% Sep 10, 2024 - Sep 16, 2024 | -1.00% Jul 28, 2026 - Aug 4, 2026 |
| #11 | -0.23% Feb 13, 2026 - Feb 23, 2026 | -0.89% Jul 10, 2025 - Jul 22, 2025 |
| #12 | -0.21% Oct 16, 2025 - Oct 21, 2025 | -0.82% Aug 14, 2026 - Aug 25, 2026 |
| #13 | -0.13% Sep 8, 2025 - Sep 10, 2025 | -0.58% Jul 1, 2025 - Jul 10, 2025 |
| #14 | -0.11% Feb 23, 2026 - Feb 26, 2026 | -0.48% Aug 13, 2025 - Aug 19, 2025 |
| #15 | -0.08% Oct 14, 2025 - Oct 16, 2025 | -0.46% Mar 27, 2025 - Mar 31, 2025 |
Correlation
Correlation between IBTP and TCAL is 0.41 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.41
-101
Dividend Comparison (2024 - 2026)
IBTP vs TCAL dividend yield comparison.
| Year | IBTP | TCAL |
|---|---|---|
| 2026 | 2.34% | 7.16% |
| 2025 | 3.92% | 8.34% |
| 2024 | 1.78% | 0.00% |
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