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IVOL vs TCAL

Comparison between QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF (IVOL, ETF) and T. ROWE PRICE CAPITAL APPRECIATION PREMIUM INCOME ETF (TCAL, ETF).

IVOL vs TCAL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IVOL
$276M
TCAL
$276M
Expense Ratio
IVOL
0.98%
Winner
TCAL
0.34%
Max Drawdown
IVOL
40.47%
Winner
TCAL
13.74%
Sharpe Ratio
IVOL
-1.99
Winner
TCAL
-0.17
5Y Beta
Winner
IVOL
-0.19
TCAL
0.31
P/E Ratio
IVOL
N/A
TCAL
27.46
Forward P/E
IVOL
N/A
TCAL
21.68
PEG Ratio
IVOL
N/A
TCAL
0.93
5Y Dividends CAGR
IVOL
-7.48%
TCAL
N/A
P/S Ratio
IVOL
N/A
TCAL
3.10
P/B Ratio
IVOL
N/A
TCAL
5.18

IVOL vs TCAL - Historical Returns

Returns include dividend reinvestment.

1M
IVOL
+0.33%
Winner
TCAL
+3.72%
3M
IVOL
-5.66%
Winner
TCAL
+1.32%
6M
IVOL
-7.22%
Winner
TCAL
-0.76%
1Y
IVOL
-9.37%
Winner
TCAL
+1.82%
5Y(CAGR)
IVOL
-5.85%
TCAL
N/A
Max(CAGR)
IVOL
-1.60%
Winner
TCAL
+1.95%

IVOL vs TCAL - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

YearIVOLTCAL
2026-8.00%+0.66%
2025+12.03%+1.60%
2024-10.51%N/A
2023-4.63%N/A
2022-12.97%N/A
2021-0.69%N/A
2020+14.96%N/A
2019+3.23%N/A

IVOL vs TCAL Drawdown Comparison

The maximum drawdown for IVOL was -31.17%, occurring on Dec 18, 2024. This drawdown has not yet recovered.

The maximum drawdown for TCAL was -7.24%, occurring on Apr 8, 2025. Recovery took 49 trading sessions.

The current IVOL drawdown is -27.97%. The current TCAL drawdown is -2.66%.

RankIVOLTCAL
#1-31.17%
May 10, 2021 - Dec 18, 2024
-7.24%
Apr 2, 2025 - Jun 12, 2025
#2-8.02%
Mar 6, 2020 - Mar 26, 2020
-7.00%
Feb 27, 2026 - Jul 16, 2026
#3-3.93%
Mar 26, 2020 - Apr 8, 2020
-3.81%
Oct 20, 2025 - Feb 6, 2026
#4-3.23%
Jun 6, 2019 - Feb 28, 2020
-2.66%
Jul 20, 2026 - Jul 21, 2026
#5-2.52%
Apr 13, 2020 - May 8, 2020
-2.63%
Aug 20, 2025 - Oct 20, 2025
#6-2.26%
Feb 16, 2021 - May 5, 2021
-2.42%
Feb 6, 2026 - Feb 27, 2026
#7-1.94%
Aug 31, 2020 - Dec 2, 2020
-1.97%
Jun 12, 2025 - Jun 30, 2025
#8-1.50%
May 16, 2019 - May 30, 2019
-1.31%
Jul 16, 2026 - Jul 20, 2026
#9-1.37%
May 8, 2020 - Jun 4, 2020
-1.24%
Jul 25, 2025 - Aug 13, 2025
#10-1.22%
Jun 5, 2020 - Aug 5, 2020
-0.89%
Jul 10, 2025 - Jul 22, 2025
#11-0.51%
Aug 17, 2020 - Aug 25, 2020
-0.58%
Jul 1, 2025 - Jul 10, 2025
#12-0.47%
Jan 21, 2021 - Feb 3, 2021
-0.48%
Aug 13, 2025 - Aug 19, 2025
#13-0.39%
Dec 21, 2020 - Jan 4, 2021
-0.46%
Mar 27, 2025 - Mar 31, 2025
#14-0.39%
Jan 7, 2021 - Jan 14, 2021
-0.04%
Mar 31, 2025 - Apr 2, 2025
#15-0.31%
Feb 8, 2021 - Feb 12, 2021
N/A

Correlation

Correlation between IVOL and TCAL is 0.05 which considered as a very weak or no correlation - the stocks move independently of each other.

0.05
-101

Dividend Comparison (2019 - 2026)

IVOL vs TCAL dividend yield comparison.

YearIVOLTCAL
20261.92%6.35%
20253.61%8.34%
20243.83%0.00%
20233.73%0.00%
20223.92%0.00%
20213.93%0.00%
20203.44%0.00%
20192.02%0.00%

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