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TCAL vs IVOL

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

TCAL vs IVOL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

TCAL vs IVOL - Historical Returns

Returns include dividend reinvestment.

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

TCAL vs IVOL - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

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

TCAL vs IVOL Drawdown Comparison

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

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

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

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

Correlation

Correlation between TCAL and IVOL 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)

TCAL vs IVOL dividend yield comparison.

YearTCALIVOL
20266.35%1.92%
20258.34%3.61%
20240.00%3.83%
20230.00%3.73%
20220.00%3.92%
20210.00%3.93%
20200.00%3.44%
20190.00%2.02%

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