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AVIV vs TY

Comparison between AVANTIS INTERNATIONAL LARGE CAP VALUE ETF (AVIV, ETF) and Tri-Continental Corp (TY, ETF).

5-Year PerformanceAVIV has outperformed TY, delivering a return of +14.6% compared to +11.1%

AVIV vs TY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AVIV
$2B
Winner
TY
$2.10B
Expense Ratio
AVIV
0.25%
TY
N/A
Max Drawdown
Winner
AVIV
29.14%
TY
78.22%
Sharpe Ratio
Winner
AVIV
1.64
TY
1.25
5Y Beta
Winner
AVIV
0.67
TY
0.70
5Y Dividends CAGR
AVIV
N/A
TY
12.25%

AVIV vs TY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AVIV
+5.63%
TY
+1.22%
3M
Winner
AVIV
+6.54%
TY
+3.64%
6M
AVIV
+5.82%
Winner
TY
+8.28%
1Y
Winner
AVIV
+30.87%
TY
+18.27%
5Y(CAGR)
Winner
AVIV
+14.57%
TY
+11.11%
10Y(CAGR)
AVIV
N/A
TY
+13.89%
Max(CAGR)
Winner
AVIV
+14.57%
TY
+6.14%

AVIV vs TY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAVIVTY
2026+17.38%+10.94%
2025+42.08%+17.62%
2024+5.24%+22.64%
2023+18.14%+17.19%
2022-9.00%-16.33%
2021+1.92%+31.10%
2020N/A+12.05%
2019N/A+28.15%
2018N/A-5.84%
2017N/A+27.70%
2016N/A+16.71%
2015N/A-2.05%
2014N/A+11.95%
2013N/A+26.03%
2012N/A+15.67%
2011N/A+4.25%
2010N/A+20.29%
2009N/A+16.94%
2008N/A-44.86%
2007N/A+3.50%
2006N/A+20.29%
2005N/A+4.01%
2004N/A+12.95%
2003N/A+21.39%
2002N/A-28.57%
2001N/A-3.49%
2000N/A-21.17%
1999N/A-8.03%

AVIV vs TY Drawdown Comparison

The maximum drawdown for AVIV was -27.72%, occurring on Sep 27, 2022. Recovery took 384 trading sessions.

The maximum drawdown for TY was -67.68%, occurring on Mar 9, 2009. Recovery took 3488 trading sessions.

The current TY drawdown is -1.30%.

RankAVIVTY
#1-27.72%
Jan 14, 2022 - Jul 28, 2023
-67.68%
Dec 7, 1999 - Oct 18, 2013
#2-14.13%
Mar 19, 2025 - Apr 28, 2025
-38.60%
Feb 12, 2020 - Nov 13, 2020
#3-10.78%
Feb 27, 2026 - Jun 16, 2026
-20.75%
Dec 27, 2021 - Feb 9, 2024
#4-9.85%
Jul 31, 2023 - Dec 13, 2023
-17.72%
Apr 24, 2015 - Jul 13, 2016
#5-8.07%
Sep 26, 2024 - Feb 13, 2025
-17.66%
Oct 1, 2018 - Apr 3, 2019
#6-7.53%
Jul 17, 2024 - Aug 21, 2024
-16.08%
Jan 24, 2025 - Jun 27, 2025
#7-7.09%
Nov 8, 2021 - Jan 7, 2022
-8.00%
Jan 24, 2018 - Aug 7, 2018
#8-4.75%
Nov 12, 2025 - Dec 3, 2025
-7.84%
Sep 5, 2014 - Nov 3, 2014
#9-4.46%
May 20, 2024 - Jul 12, 2024
-6.80%
Feb 10, 2026 - Apr 14, 2026
#10-4.35%
Dec 27, 2023 - Feb 23, 2024
-6.34%
Jul 31, 2024 - Aug 19, 2024
#11-4.21%
Apr 9, 2024 - May 14, 2024
-6.33%
Dec 26, 2013 - Mar 31, 2014
#12-3.92%
Aug 30, 2024 - Sep 19, 2024
-6.25%
May 3, 2019 - Jun 20, 2019
#13-3.48%
Jul 23, 2025 - Aug 12, 2025
-5.93%
Jul 29, 2019 - Oct 25, 2019
#14-3.37%
Jun 16, 2026 - Jul 30, 2026
-5.06%
Mar 28, 2024 - May 20, 2024
#15-2.97%
Oct 6, 2025 - Oct 27, 2025
-4.55%
Nov 26, 2014 - Dec 23, 2014

Correlation

Correlation between AVIV and TY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

AVIV vs TY dividend yield comparison.

YearAVIVTY
20261.16%1.60%
20253.01%11.97%
20243.46%10.61%
20233.64%4.36%
20222.84%8.71%
20210.57%14.13%
20200.00%6.25%
20190.00%6.86%
20180.00%8.13%
20170.00%4.69%
20160.00%4.12%
20150.00%4.05%
20140.00%3.51%
20130.00%3.38%
20120.00%3.74%
20110.00%1.93%
20100.00%1.81%
20090.00%3.32%
20080.00%21.44%
20070.00%11.69%
20060.00%1.25%
20050.00%1.29%
20040.00%1.26%
20030.00%1.04%
20020.00%1.96%
20010.00%7.43%
20000.00%1.56%
19990.00%0.43%

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