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HYLB vs. TCAL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HYLB vs. TCAL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xtrackers USD High Yield Corporate Bond ETF (HYLB) and T. Rowe Price Capital Appreciation Premium Income ETF (TCAL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, HYLB achieves a 1.65% return, which is significantly higher than TCAL's -2.13% return.


HYLB

1D
0.11%
1M
0.35%
YTD
1.65%
6M
2.09%
1Y
6.78%
3Y*
8.79%
5Y*
4.06%
10Y*

TCAL

1D
0.78%
1M
-0.49%
YTD
-2.13%
6M
-1.99%
1Y
-0.79%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

HYLB vs. TCAL - Yearly Performance Comparison


Correlation

The correlation between HYLB and TCAL is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.35

Correlation (All Time)
Calculated using the full available price history since Mar 28, 2025

0.39

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Return for Risk

HYLB vs. TCAL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HYLB
HYLB Risk / Return Rank: 6262
Overall Rank
HYLB Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
HYLB Sortino Ratio Rank: 6060
Sortino Ratio Rank
HYLB Omega Ratio Rank: 6161
Omega Ratio Rank
HYLB Calmar Ratio Rank: 6262
Calmar Ratio Rank
HYLB Martin Ratio Rank: 7171
Martin Ratio Rank

TCAL
TCAL Risk / Return Rank: 88
Overall Rank
TCAL Sharpe Ratio Rank: 88
Sharpe Ratio Rank
TCAL Sortino Ratio Rank: 88
Sortino Ratio Rank
TCAL Omega Ratio Rank: 88
Omega Ratio Rank
TCAL Calmar Ratio Rank: 88
Calmar Ratio Rank
TCAL Martin Ratio Rank: 88
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

HYLB vs. TCAL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers USD High Yield Corporate Bond ETF (HYLB) and T. Rowe Price Capital Appreciation Premium Income ETF (TCAL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


HYLBTCALDifference
Sharpe ratioReturn per unit of total volatility

+1.93

Sortino ratioReturn per unit of downside risk

+2.85

Omega ratioGain probability vs. loss probability

1.36

0.99

+0.37

Calmar ratioReturn relative to maximum drawdown

3.00

-0.11

+3.11

Martin ratioReturn relative to average drawdown

12.90

-0.29

+13.20

HYLB vs. TCAL - Sharpe Ratio Comparison

The current HYLB Sharpe Ratio is 1.84, which is higher than the TCAL Sharpe Ratio of -0.08. The chart below compares the historical Sharpe Ratios of HYLB and TCAL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


HYLBTCALDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.84

-0.08

+1.93

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.55

Sharpe Ratio (All Time)

Calculated using the full available price history

0.58

-0.04

+0.63

Drawdowns

HYLB vs. TCAL - Drawdown Comparison

The maximum HYLB drawdown since its inception was -22.91%, which is greater than TCAL's maximum drawdown of -7.24%. Use the drawdown chart below to compare losses from any high point for HYLB and TCAL.


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Drawdown Indicators


HYLBTCALDifference

Max Drawdown

Largest peak-to-trough decline

-22.91%

-7.24%

-15.67%

Max Drawdown (1Y)

Largest decline over 1 year

-2.27%

-7.00%

+4.73%

Max Drawdown (3Y)

Largest decline over 3 years

-4.51%

Max Drawdown (5Y)

Largest decline over 5 years

-15.54%

Current Drawdown

Current decline from peak

-0.09%

-5.19%

+5.10%

Average Drawdown

Average peak-to-trough decline

-2.43%

-2.03%

-0.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.53%

2.69%

-2.16%

Volatility

HYLB vs. TCAL - Volatility Comparison

The current volatility for Xtrackers USD High Yield Corporate Bond ETF (HYLB) is 1.19%, while T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) has a volatility of 2.60%. This indicates that HYLB experiences smaller price fluctuations and is considered to be less risky than TCAL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HYLBTCALDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.19%

2.60%

-1.41%

Volatility (6M)

Calculated over the trailing 6-month period

2.92%

7.04%

-4.12%

Volatility (1Y)

Calculated over the trailing 1-year period

3.70%

9.35%

-5.65%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

7.47%

11.25%

-3.78%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

8.18%

11.25%

-3.07%

HYLB vs. TCAL - Expense Ratio Comparison

HYLB has a 0.15% expense ratio, which is lower than TCAL's 0.34% expense ratio.


Dividends

HYLB vs. TCAL - Dividend Comparison

HYLB's dividend yield for the trailing twelve months is around 6.48%, less than TCAL's 11.86% yield.


PositionTTM2025202420232022202120202019201820172016
HYLB
Xtrackers USD High Yield Corporate Bond ETF
6.48%6.29%6.31%5.84%5.53%4.45%5.22%5.71%5.95%5.85%0.27%
TCAL
T. Rowe Price Capital Appreciation Premium Income ETF
11.86%8.34%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


HYLB and TCAL have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TCAL has higher volatility (2.60%) compared to HYLB (1.19%). In terms of maximum drawdown, HYLB dropped -22.91% vs TCAL's -7.24%.

On 1-year performance, HYLB leads with 6.78% vs -0.79% for TCAL. On fees, HYLB is cheaper at 0.15% per year. On volatility, HYLB has been the lower-risk option at 1.19%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, HYLB has performed better with a 6.78% return vs -0.79%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

HYLB is cheaper with a 0.15% expense ratio, compared with 0.34% for TCAL.

TCAL has the higher dividend yield at 11.86%, compared with 6.48% for HYLB.

HYLB is categorized as High Yield Bonds, while TCAL is Derivative Income. They also come from different issuers: DWS and T. Rowe Price. Their fees differ too: 0.15% for HYLB and 0.34% for TCAL.

HYLB currently has the higher Sharpe Ratio (1.84 vs -0.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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