PortfoliosLab logoPortfoliosLab logo
TCAL vs. HYLB
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

TCAL vs. HYLB - Performance Comparison

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

Loading graphics...

TCAL vs. HYLB - Yearly Performance Comparison


Returns By Period

In the year-to-date period, TCAL achieves a -2.47% return, which is significantly lower than HYLB's -0.81% return.


TCAL

1D
0.99%
1M
-5.52%
YTD
-2.47%
6M
-2.85%
1Y
-1.38%
3Y*
5Y*
10Y*

HYLB

1D
0.39%
1M
-1.60%
YTD
-0.81%
6M
0.56%
1Y
6.56%
3Y*
7.87%
5Y*
3.77%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


TCAL vs. HYLB - Expense Ratio Comparison

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


Return for Risk

TCAL vs. HYLB — Risk / Return Rank

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

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

HYLB
HYLB Risk / Return Rank: 7575
Overall Rank
HYLB Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
HYLB Sortino Ratio Rank: 7474
Sortino Ratio Rank
HYLB Omega Ratio Rank: 7878
Omega Ratio Rank
HYLB Calmar Ratio Rank: 7171
Calmar Ratio Rank
HYLB Martin Ratio Rank: 8383
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.

TCAL vs. HYLB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) and Xtrackers USD High Yield Corporate Bond ETF (HYLB). 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.


TCALHYLBDifference

Sharpe ratio

Return per unit of total volatility

-0.12

1.21

-1.33

Sortino ratio

Return per unit of downside risk

-0.09

1.80

-1.88

Omega ratio

Gain probability vs. loss probability

0.99

1.29

-0.30

Calmar ratio

Return relative to maximum drawdown

-0.07

1.73

-1.80

Martin ratio

Return relative to average drawdown

-0.22

9.04

-9.26

TCAL vs. HYLB - Sharpe Ratio Comparison

The current TCAL Sharpe Ratio is -0.12, which is lower than the HYLB Sharpe Ratio of 1.21. The chart below compares the historical Sharpe Ratios of TCAL and HYLB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


TCALHYLBDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.12

1.21

-1.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.51

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.08

0.56

-0.64

Correlation

The correlation between TCAL and HYLB is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

TCAL vs. HYLB - Dividend Comparison

TCAL's dividend yield for the trailing twelve months is around 11.74%, more than HYLB's 6.42% yield.


TTM2025202420232022202120202019201820172016
TCAL
T. Rowe Price Capital Appreciation Premium Income ETF
11.74%8.34%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
HYLB
Xtrackers USD High Yield Corporate Bond ETF
6.42%6.29%6.31%5.84%5.53%4.45%5.22%5.71%5.95%5.85%0.27%

Drawdowns

TCAL vs. HYLB - Drawdown Comparison

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


Loading graphics...

Drawdown Indicators


TCALHYLBDifference

Max Drawdown

Largest peak-to-trough decline

-7.24%

-22.91%

+15.67%

Max Drawdown (1Y)

Largest decline over 1 year

-7.24%

-3.88%

-3.36%

Max Drawdown (5Y)

Largest decline over 5 years

-15.54%

Current Drawdown

Current decline from peak

-5.52%

-1.84%

-3.68%

Average Drawdown

Average peak-to-trough decline

-1.59%

-2.47%

+0.88%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.13%

0.74%

+1.39%

Volatility

TCAL vs. HYLB - Volatility Comparison

T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) has a higher volatility of 3.36% compared to Xtrackers USD High Yield Corporate Bond ETF (HYLB) at 2.04%. This indicates that TCAL's price experiences larger fluctuations and is considered to be riskier than HYLB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


TCALHYLBDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.36%

2.04%

+1.32%

Volatility (6M)

Calculated over the trailing 6-month period

7.61%

2.71%

+4.90%

Volatility (1Y)

Calculated over the trailing 1-year period

11.70%

5.43%

+6.27%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

11.68%

7.44%

+4.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

11.68%

8.23%

+3.45%