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