SPXT vs TCAL
Comparison between PROSHARES S&P 500 EX-TECHNOLOGY ETF (SPXT, ETF) and T. ROWE PRICE CAPITAL APPRECIATION PREMIUM INCOME ETF (TCAL, ETF).
SPXT vs TCAL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPXT
$284M
Winner
TCAL
$284M
Expense Ratio
Winner
SPXT
0.09%
TCAL
0.34%
Max Drawdown
SPXT
34.38%
Winner
TCAL
13.74%
Sharpe Ratio
Winner
SPXT
1.00
TCAL
0.16
5Y Beta
SPXT
0.74
Winner
TCAL
0.31
P/E Ratio
Winner
SPXT
22.08
TCAL
27.54
Forward P/E
Winner
SPXT
19.71
TCAL
22.20
PEG Ratio
Winner
SPXT
0.41
TCAL
0.88
5Y Dividends CAGR
SPXT
7.79%
TCAL
N/A
5Y EPS CAGR
SPXT
17.09%
TCAL
N/A
Debt to Equity
SPXT
39.20%
Winner
TCAL
-32.88%
P/S Ratio
Winner
SPXT
2.69
TCAL
2.76
P/B Ratio
Winner
SPXT
4.13
TCAL
4.80
SPXT vs TCAL - Holdings Comparison
SPXT and TCAL have 53 common holdings. Overlap is 15.55%
SPXT's top 25 holdings weight is 45.02%. TCAL's top 25 holdings weight is 37.15%.
| Rank | SPXT | TCAL |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 6.24% | WATERS CORP (WAT) - 2.07% |
| #2 | ALPHABET INC CLASS A (GOOGL) - 4.85% | LOCKHEED MARTIN CORP (LMT) - 1.84% |
| #3 | ALPHABET INC CLASS C (GOOG) - 3.88% | MICROSOFT CORP (MSFT) - 1.84% |
| #4 | META PLATFORMS INC CLASS A (META) - 2.88% | MASTERCARD INC CLASS A (MA) - 1.83% |
| #5 | ELI LILLY AND CO (LLY) - 2.43% | VERALTO CORP (VLTO) - 1.82% |
| #6 | TESLA INC (TSLA) - 2.37% | DANAHER CORP (DHR) - 1.76% |
| #7 | JPMORGAN CHASE & CO (JPM) - 2.30% | THERMO FISHER SCIENTIFIC INC (TMO) - 1.71% |
| #8 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.20% | NORTHROP GRUMMAN CORP (NOC) - 1.71% |
| #9 | EXXONMOBIL HOLDINGS CORP (XOM) - 1.64% | WASTE CONNECTIONS INC (WCN) - 1.69% |
| #10 | JOHNSON & JOHNSON (JNJ) - 1.58% | AMAZON.COM INC (AMZN) - 1.64% |
| #11 | VISA INC CLASS A (V) - 1.46% | ABBOTT LABORATORIES (ABT) - 1.62% |
| #12 | WALMART INC (WMT) - 1.20% | MOTOROLA SOLUTIONS INC (MSI) - 1.59% |
| #13 | ABBVIE INC (ABBV) - 1.13% | MCDONALD'S CORP (MCD) - 1.58% |
| #14 | MASTERCARD INC CLASS A (MA) - 1.11% | IDEX CORP (IEX) - 1.54% |
| #15 | COSTCO WHOLESALE CORP (COST) - 1.02% | SERVICE CORP INTERNATIONAL (SCI) - 1.48% |
| #16 | BANK OF AMERICA CORP (BAC) - 0.99% | TELEDYNE TECHNOLOGIES INC (TDY) - 1.47% |
| #17 | CHEVRON CORP (CVX) - 0.92% | AMETEK INC (AME) - 1.46% |
| #18 | MERCK & CO INC (MRK) - 0.90% | LINDE PLC (LIN) - 1.45% |
| #19 | CATERPILLAR INC (CAT) - 0.90% | n/a (GEHC) - 1.45% |
| #20 | GE AEROSPACE (GE) - 0.89% | REPUBLIC SERVICES INC (RSG) - 1.40% |
| #21 | UNITEDHEALTH GROUP INC (UNH) - 0.85% | YUM BRANDS INC (YUM) - 0.86% |
| #22 | COCA-COLA CO (KO) - 0.84% | SPX TECHNOLOGIES INC (SPXC) - 0.85% |
| #23 | THE HOME DEPOT INC (HD) - 0.82% | AUTOMATIC DATA PROCESSING INC (ADP) - 0.85% |
| #24 | PROCTER & GAMBLE CO (PG) - 0.81% | GENERAL DYNAMICS CORP (GD) - 0.83% |
| #25 | NETFLIX INC (NFLX) - 0.81% | FORTIVE CORP (FTV) - 0.81% |
| Total Holdings | 432 | 586 |
SPXT vs TCAL - Historical Returns
Returns include dividend reinvestment.
1M
SPXT
+3.84%
Winner
TCAL
+4.23%
3M
SPXT
+4.11%
Winner
TCAL
+8.18%
6M
Winner
SPXT
+5.66%
TCAL
+4.62%
1Y
Winner
SPXT
+15.51%
TCAL
+5.86%
5Y(CAGR)
SPXT
+9.54%
TCAL
N/A
10Y(CAGR)
SPXT
+11.60%
TCAL
N/A
Max(CAGR)
Winner
SPXT
+11.92%
TCAL
+5.74%
SPXT vs TCAL - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | SPXT | TCAL |
|---|---|---|
| 2026 | +8.95% | +6.19% |
| 2025 | +15.31% | +1.60% |
| 2024 | +19.71% | N/A |
| 2023 | +16.43% | N/A |
| 2022 | -14.39% | N/A |
| 2021 | +28.06% | N/A |
| 2020 | +9.82% | N/A |
| 2019 | +26.20% | N/A |
| 2018 | -7.09% | N/A |
| 2017 | +17.70% | N/A |
| 2016 | +14.03% | N/A |
| 2015 | +6.52% | N/A |
SPXT vs TCAL Drawdown Comparison
The maximum drawdown for SPXT was -34.38%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The maximum drawdown for TCAL was -7.24%, occurring on Apr 8, 2025. Recovery took 49 trading sessions.
The current SPXT drawdown is -0.16%.
| Rank | SPXT | TCAL |
|---|---|---|
| #1 | -34.38% Feb 19, 2020 - Sep 2, 2020 | -7.24% Apr 2, 2025 - Jun 12, 2025 |
| #2 | -21.46% Jan 4, 2022 - Jan 26, 2024 | -7.00% Feb 27, 2026 - Jul 16, 2026 |
| #3 | -18.68% Sep 24, 2018 - Jun 20, 2019 | -3.81% Oct 20, 2025 - Feb 6, 2026 |
| #4 | -15.58% Jan 30, 2025 - Jul 3, 2025 | -2.66% Jul 20, 2026 - Jul 28, 2026 |
| #5 | -10.46% Dec 22, 2015 - Apr 19, 2016 | -2.63% Aug 20, 2025 - Oct 20, 2025 |
| #6 | -8.89% Jan 23, 2018 - Aug 24, 2018 | -2.42% Feb 6, 2026 - Feb 27, 2026 |
| #7 | -8.22% Sep 2, 2020 - Nov 9, 2020 | -1.97% Jun 12, 2025 - Jun 30, 2025 |
| #8 | -7.90% Feb 27, 2026 - Apr 17, 2026 | -1.31% Jul 16, 2026 - Jul 20, 2026 |
| #9 | -5.80% Jul 26, 2019 - Sep 13, 2019 | -1.24% Jul 25, 2025 - Aug 13, 2025 |
| #10 | -5.56% Jul 16, 2024 - Aug 19, 2024 | -1.00% Jul 28, 2026 - Aug 4, 2026 |
| #11 | -4.96% Nov 5, 2021 - Dec 27, 2021 | -0.89% Jul 10, 2025 - Jul 22, 2025 |
| #12 | -4.52% Sep 2, 2021 - Oct 20, 2021 | -0.82% Aug 14, 2026 - Aug 25, 2026 |
| #13 | -4.50% Nov 29, 2024 - Jan 23, 2025 | -0.58% Jul 1, 2025 - Jul 10, 2025 |
| #14 | -4.28% Mar 28, 2024 - May 15, 2024 | -0.48% Aug 13, 2025 - Aug 19, 2025 |
| #15 | -4.11% Sep 13, 2019 - Oct 23, 2019 | -0.46% Mar 27, 2025 - Mar 31, 2025 |
Correlation
Correlation between SPXT and TCAL is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.64
-101
Dividend Comparison (2015 - 2026)
SPXT vs TCAL dividend yield comparison.
| Year | SPXT | TCAL |
|---|---|---|
| 2026 | 0.63% | 7.16% |
| 2025 | 1.38% | 8.34% |
| 2024 | 1.29% | 0.00% |
| 2023 | 1.53% | 0.00% |
| 2022 | 1.86% | 0.00% |
| 2021 | 1.15% | 0.00% |
| 2020 | 1.63% | 0.00% |
| 2019 | 1.63% | 0.00% |
| 2018 | 2.03% | 0.00% |
| 2017 | 1.55% | 0.00% |
| 2016 | 2.67% | 0.00% |
| 2015 | 0.56% | 0.00% |
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