TCAF vs BKLN

Comparison between T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF (TCAF, ETF) and INVESCO SENIOR LOAN ETF (BKLN, ETF).

TCAF vs BKLN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TCAF(ETF)	BKLN(ETF)
Net Assets	$6.20B	$6.30B
Expense Ratio	0.31%	0.65%
Max Drawdown	16.57%	32.19%
Sharpe Ratio	1.61	0.89
5Y Beta	0.88	0.15
P/E Ratio	33.83	N/A
Forward P/E	22.46	N/A
PEG Ratio	0.62	N/A
5Y Dividends CAGR	N/A	14.20%
5Y EPS CAGR	24.87%	N/A
P/S Ratio	2.50	N/A
P/B Ratio	5.08	N/A

Net Assets

TCAF

$6.20B

Winner

BKLN

$6.30B

Expense Ratio

Winner

TCAF

0.31%

BKLN

0.65%

Max Drawdown

Winner

TCAF

16.57%

BKLN

32.19%

Sharpe Ratio

Winner

TCAF

1.61

BKLN

0.89

5Y Beta

TCAF

0.88

Winner

BKLN

0.15

P/E Ratio

TCAF

33.83

BKLN

N/A

Forward P/E

TCAF

22.46

BKLN

N/A

PEG Ratio

TCAF

0.62

BKLN

N/A

5Y Dividends CAGR

TCAF

N/A

BKLN

14.20%

5Y EPS CAGR

TCAF

24.87%

BKLN

N/A

P/S Ratio

TCAF

2.50

BKLN

N/A

P/B Ratio

TCAF

5.08

BKLN

N/A

TCAF vs BKLN - Historical Returns

Returns include dividend reinvestment.

Period	TCAF	BKLN
1 month	+8.45%	+0.75%
3 months	+6.55%	+1.43%
6 months	+5.91%	+1.81%
1 year	+24.34%	+6.03%
5 years(CAGR)	N/A	+5.33%
10 years(CAGR)	N/A	+4.36%
Max(CAGR)	+17.37%	+3.76%

Winner

TCAF

+8.45%

BKLN

+0.75%

Winner

TCAF

+6.55%

BKLN

+1.43%

Winner

TCAF

+5.91%

BKLN

+1.81%

Winner

TCAF

+24.34%

BKLN

+6.03%

5Y(CAGR)

TCAF

N/A

BKLN

+5.33%

10Y(CAGR)

TCAF

N/A

BKLN

+4.36%

Max(CAGR)

Winner

TCAF

+17.37%

BKLN

+3.76%

TCAF vs BKLN - Annual Returns (2011 - 2026)

Returns include dividend reinvestment.

Year	TCAF	BKLN
2026	+5.35%	+0.35%
2025	+15.83%	+6.88%
2024	+21.95%	+8.25%
2023	+8.40%	+12.04%
2022	N/A	-2.47%
2021	N/A	+2.50%
2020	N/A	+1.11%
2019	N/A	+9.72%
2018	N/A	-1.53%
2017	N/A	+1.99%
2016	N/A	+9.18%
2015	N/A	-2.90%
2014	N/A	+0.55%
2013	N/A	+3.82%
2012	N/A	+9.61%
2011	N/A	-2.04%

TCAF vs BKLN Drawdown Comparison

The maximum drawdown for TCAF was -16.37%, occurring on Apr 8, 2025. Recovery took 102 trading sessions.

The maximum drawdown for BKLN was -24.16%, occurring on Mar 23, 2020. Recovery took 228 trading sessions.

The current BKLN drawdown is -0.05%.

Rank	TCAF	BKLN
#1	-16.37% Jan 28, 2025 - Jun 25, 2025	-24.16% Jan 8, 2020 - Dec 2, 2020
#2	-11.33% Oct 28, 2025 - Apr 17, 2026	-8.75% May 13, 2011 - Feb 2, 2012
#3	-8.80% Jul 28, 2023 - Nov 20, 2023	-7.31% Jan 14, 2022 - Jan 23, 2023
#4	-5.99% Jul 16, 2024 - Aug 19, 2024	-7.07% May 4, 2015 - Jul 8, 2016
#5	-4.56% Mar 27, 2024 - May 14, 2024	-5.69% Oct 2, 2018 - Feb 22, 2019
#6	-4.20% Dec 4, 2024 - Jan 23, 2025	-3.73% Jul 2, 2014 - Apr 7, 2015
#7	-3.86% Aug 30, 2024 - Sep 16, 2024	-3.71% May 4, 2012 - Jul 13, 2012
#8	-3.08% Oct 14, 2024 - Nov 6, 2024	-3.55% Feb 18, 2025 - May 2, 2025
#9	-2.77% Oct 8, 2025 - Oct 24, 2025	-3.07% Jan 9, 2026 - May 5, 2026
#10	-2.71% Nov 8, 2024 - Nov 29, 2024	-2.66% Mar 3, 2023 - Apr 11, 2023
#11	-2.49% May 21, 2024 - Jun 5, 2024	-2.39% Mar 3, 2011 - Apr 4, 2011
#12	-2.45% Jun 15, 2023 - Jul 13, 2023	-2.04% May 22, 2013 - Oct 28, 2013
#13	-2.10% Jul 25, 2025 - Aug 13, 2025	-1.66% Jul 22, 2024 - Aug 16, 2024
#14	-2.03% Dec 27, 2023 - Jan 19, 2024	-1.57% Sep 17, 2019 - Dec 4, 2019
#15	-1.55% Feb 9, 2024 - Feb 15, 2024	-1.52% Oct 17, 2012 - Dec 6, 2012

Correlation

Correlation between TCAF and BKLN is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2011 - 2026)

TCAF vs BKLN dividend yield comparison.

Year	TCAF	BKLN
2026	0.00%	2.08%
2025	0.50%	6.95%
2024	0.43%	8.41%
2023	0.26%	8.59%
2022	0.00%	4.94%
2021	0.00%	3.11%
2020	0.00%	3.56%
2019	0.00%	4.86%
2018	0.00%	4.51%
2017	0.00%	3.50%
2016	0.00%	4.54%
2015	0.00%	4.12%
2014	0.00%	4.12%
2013	0.00%	4.40%
2012	0.00%	4.81%
2011	0.00%	3.39%