SHYG vs TCAF
Comparison between ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF (SHYG, ETF) and T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF (TCAF, ETF).
SHYG vs TCAF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SHYG
$7.60B
TCAF
$7.40B
Expense Ratio
Winner
SHYG
0.30%
TCAF
0.31%
Max Drawdown
SHYG
26.29%
Winner
TCAF
16.57%
Sharpe Ratio
SHYG
0.65
Winner
TCAF
1.08
5Y Beta
Winner
SHYG
0.22
TCAF
0.88
P/E Ratio
SHYG
N/A
TCAF
35.90
Forward P/E
SHYG
N/A
TCAF
21.79
PEG Ratio
SHYG
N/A
TCAF
0.57
5Y Dividends CAGR
SHYG
5.36%
TCAF
N/A
5Y EPS CAGR
SHYG
N/A
TCAF
23.88%
P/S Ratio
SHYG
N/A
TCAF
2.56
P/B Ratio
SHYG
N/A
TCAF
5.40
SHYG vs TCAF - Historical Returns
Returns include dividend reinvestment.
1M
SHYG
+0.17%
Winner
TCAF
+2.71%
3M
SHYG
+1.03%
Winner
TCAF
+7.71%
6M
SHYG
+1.64%
Winner
TCAF
+7.57%
1Y
SHYG
+5.76%
Winner
TCAF
+17.03%
5Y(CAGR)
SHYG
+4.87%
TCAF
N/A
10Y(CAGR)
SHYG
+5.01%
TCAF
N/A
Max(CAGR)
SHYG
+4.40%
Winner
TCAF
+17.58%
SHYG vs TCAF - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | SHYG | TCAF |
|---|---|---|
| 2026 | +1.99% | +9.18% |
| 2025 | +7.71% | +15.83% |
| 2024 | +8.38% | +21.95% |
| 2023 | +10.24% | +8.40% |
| 2022 | -4.63% | N/A |
| 2021 | +4.78% | N/A |
| 2020 | +2.98% | N/A |
| 2019 | +10.08% | N/A |
| 2018 | +0.04% | N/A |
| 2017 | +4.86% | N/A |
| 2016 | +12.94% | N/A |
| 2015 | -3.10% | N/A |
| 2014 | +0.23% | N/A |
| 2013 | +1.99% | N/A |
SHYG vs TCAF Drawdown Comparison
The maximum drawdown for SHYG was -19.27%, occurring on Mar 23, 2020. Recovery took 192 trading sessions.
The maximum drawdown for TCAF was -16.37%, occurring on Apr 8, 2025. Recovery took 102 trading sessions.
The current SHYG drawdown is -0.05%. The current TCAF drawdown is -0.72%.
| Rank | SHYG | TCAF |
|---|---|---|
| #1 | -19.27% Feb 14, 2020 - Nov 17, 2020 | -16.37% Jan 28, 2025 - Jun 25, 2025 |
| #2 | -10.32% May 29, 2015 - Jul 8, 2016 | -11.33% Oct 28, 2025 - Apr 17, 2026 |
| #3 | -9.39% Dec 27, 2021 - Jul 13, 2023 | -8.80% Jul 28, 2023 - Nov 20, 2023 |
| #4 | -5.15% Jun 23, 2014 - Apr 9, 2015 | -5.99% Jul 16, 2024 - Aug 19, 2024 |
| #5 | -5.04% Oct 1, 2018 - Jan 31, 2019 | -4.56% Mar 27, 2024 - May 14, 2024 |
| #6 | -4.53% Feb 28, 2025 - May 12, 2025 | -4.20% Dec 4, 2024 - Jan 23, 2025 |
| #7 | -2.69% Oct 24, 2016 - Dec 6, 2016 | -3.99% May 29, 2026 - Jul 1, 2026 |
| #8 | -2.39% Sep 1, 2023 - Nov 3, 2023 | -3.86% Aug 30, 2024 - Sep 16, 2024 |
| #9 | -1.86% Jan 26, 2018 - Apr 12, 2018 | -3.08% Oct 14, 2024 - Nov 6, 2024 |
| #10 | -1.75% Feb 2, 2026 - Apr 8, 2026 | -2.77% Oct 8, 2025 - Oct 24, 2025 |
| #11 | -1.74% Mar 27, 2024 - May 3, 2024 | -2.71% Nov 8, 2024 - Nov 29, 2024 |
| #12 | -1.61% Nov 5, 2021 - Dec 23, 2021 | -2.49% May 21, 2024 - Jun 5, 2024 |
| #13 | -1.57% Mar 1, 2017 - Apr 20, 2017 | -2.45% Jun 15, 2023 - Jul 13, 2023 |
| #14 | -1.48% May 3, 2019 - Jun 18, 2019 | -2.10% Jul 25, 2025 - Aug 13, 2025 |
| #15 | -1.38% Oct 20, 2017 - Jan 3, 2018 | -2.03% Dec 27, 2023 - Jan 19, 2024 |
Correlation
Correlation between SHYG and TCAF is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2013 - 2026)
SHYG vs TCAF dividend yield comparison.
| Year | SHYG | TCAF |
|---|---|---|
| 2026 | 3.50% | 0.00% |
| 2025 | 7.03% | 0.50% |
| 2024 | 6.93% | 0.43% |
| 2023 | 6.54% | 0.26% |
| 2022 | 5.57% | 0.00% |
| 2021 | 4.83% | 0.00% |
| 2020 | 5.07% | 0.00% |
| 2019 | 5.33% | 0.00% |
| 2018 | 5.90% | 0.00% |
| 2017 | 5.49% | 0.00% |
| 2016 | 5.53% | 0.00% |
| 2015 | 5.17% | 0.00% |
| 2014 | 4.33% | 0.00% |
| 2013 | 0.85% | 0.00% |
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