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NVII vs. TCAL
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

NVII vs. TCAL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in REX NVDA Growth & Income ETF (NVII) 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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NVII vs. TCAL - Yearly Performance Comparison


Returns By Period

In the year-to-date period, NVII achieves a -4.80% return, which is significantly lower than TCAL's -2.47% return.


NVII

1D
6.41%
1M
0.12%
YTD
-4.80%
6M
-5.03%
1Y
3Y*
5Y*
10Y*

TCAL

1D
0.99%
1M
-5.52%
YTD
-2.47%
6M
-2.85%
1Y
-1.38%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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NVII vs. TCAL - Expense Ratio Comparison

NVII has a 0.99% expense ratio, which is higher than TCAL's 0.34% expense ratio.


Return for Risk

NVII vs. TCAL — Risk / Return Rank

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

NVII

TCAL
TCAL Risk / Return Rank: 99
Overall Rank
TCAL Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
TCAL Sortino Ratio Rank: 88
Sortino Ratio Rank
TCAL Omega Ratio Rank: 88
Omega Ratio Rank
TCAL Calmar Ratio Rank: 1111
Calmar Ratio Rank
TCAL Martin Ratio Rank: 1010
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.

NVII vs. TCAL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for REX NVDA Growth & Income ETF (NVII) 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

NVII vs. TCAL - Sharpe Ratio Comparison


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Sharpe Ratios by Period


NVIITCALDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.12

Sharpe Ratio (All Time)

Calculated using the full available price history

1.48

-0.08

+1.56

Correlation

The correlation between NVII and TCAL is -0.11. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

NVII vs. TCAL - Dividend Comparison

NVII's dividend yield for the trailing twelve months is around 47.99%, more than TCAL's 11.74% yield.


Drawdowns

NVII vs. TCAL - Drawdown Comparison

The maximum NVII drawdown since its inception was -18.47%, which is greater than TCAL's maximum drawdown of -7.24%. Use the drawdown chart below to compare losses from any high point for NVII and TCAL.


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Drawdown Indicators


NVIITCALDifference

Max Drawdown

Largest peak-to-trough decline

-18.47%

-7.24%

-11.23%

Max Drawdown (1Y)

Largest decline over 1 year

-7.24%

Current Drawdown

Current decline from peak

-13.24%

-5.52%

-7.72%

Average Drawdown

Average peak-to-trough decline

-5.62%

-1.59%

-4.03%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.13%

Volatility

NVII vs. TCAL - Volatility Comparison


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Volatility by Period


NVIITCALDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.36%

Volatility (6M)

Calculated over the trailing 6-month period

7.61%

Volatility (1Y)

Calculated over the trailing 1-year period

34.50%

11.70%

+22.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

34.50%

11.68%

+22.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.50%

11.68%

+22.82%