BBMC vs TY

Comparison between JPMORGAN BETABUILDERS U.S. MID CAP EQUITY ETF (BBMC, ETF) and Tri-Continental Corp (TY, ETF).

5-Year PerformanceTY has outperformed BBMC, delivering a return of +10.5% compared to +8.1%

BBMC vs TY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBMC(ETF)	TY(ETF)
Net Assets	$2.10B	$2.10B
Expense Ratio	0.07%	N/A
Max Drawdown	30.54%	78.22%
Sharpe Ratio	1.54	1.91
5Y Beta	1.04	0.71
P/E Ratio	34.04	N/A
Forward P/E	17.60	N/A
5Y Dividends CAGR	20.05%	14.97%
5Y EPS CAGR	10.92%	N/A
Debt to Equity	30.99%	N/A
P/S Ratio	1.75	N/A
P/B Ratio	2.83	N/A

Net Assets

BBMC

$2.10B

Expense Ratio

BBMC

0.07%

N/A

Max Drawdown

Winner

BBMC

30.54%

78.22%

Sharpe Ratio

BBMC

1.54

Winner

1.91

5Y Beta

BBMC

1.04

Winner

0.71

P/E Ratio

BBMC

34.04

N/A

Forward P/E

BBMC

17.60

N/A

5Y Dividends CAGR

Winner

BBMC

20.05%

14.97%

5Y EPS CAGR

BBMC

10.92%

N/A

Debt to Equity

BBMC

30.99%

N/A

P/S Ratio

BBMC

1.75

N/A

P/B Ratio

BBMC

2.83

N/A

BBMC vs TY - Historical Returns

Returns include dividend reinvestment.

Period	BBMC	TY
1 month	+4.12%	+2.18%
3 months	+16.03%	+11.58%
6 months	+16.20%	+9.45%
1 year	+32.62%	+24.42%
5 years(CAGR)	+8.15%	+10.47%
10 years(CAGR)	N/A	+14.32%
Max(CAGR)	+17.86%	+6.10%

Winner

BBMC

+4.12%

+2.18%

Winner

BBMC

+16.03%

+11.58%

Winner

BBMC

+16.20%

+9.45%

Winner

BBMC

+32.62%

+24.42%

5Y(CAGR)

BBMC

+8.15%

Winner

+10.47%

10Y(CAGR)

BBMC

N/A

+14.32%

Max(CAGR)

Winner

BBMC

+17.86%

+6.10%

BBMC vs TY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BBMC	TY
2026	+15.99%	+8.71%
2025	+12.44%	+17.62%
2024	+15.88%	+22.64%
2023	+19.07%	+17.19%
2022	-20.05%	-16.33%
2021	+19.73%	+31.10%
2020	+61.97%	+12.05%
2019	N/A	+28.15%
2018	N/A	-5.84%
2017	N/A	+27.70%
2016	N/A	+16.71%
2015	N/A	-2.05%
2014	N/A	+11.95%
2013	N/A	+26.03%
2012	N/A	+15.67%
2011	N/A	+4.25%
2010	N/A	+20.29%
2009	N/A	+16.94%
2008	N/A	-44.86%
2007	N/A	+3.50%
2006	N/A	+20.29%
2005	N/A	+4.01%
2004	N/A	+12.95%
2003	N/A	+21.39%
2002	N/A	-28.57%
2001	N/A	-3.49%
2000	N/A	-21.17%
1999	N/A	-8.03%

BBMC vs TY Drawdown Comparison

The maximum drawdown for BBMC was -30.12%, occurring on Jun 16, 2022. Recovery took 719 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 -0.54%.

Rank	BBMC	TY
#1	-30.12% Nov 8, 2021 - Sep 19, 2024	-67.68% Dec 7, 1999 - Oct 18, 2013
#2	-24.18% Nov 25, 2024 - Aug 28, 2025	-38.60% Feb 12, 2020 - Nov 13, 2020
#3	-9.94% Jun 8, 2020 - Aug 5, 2020	-20.75% Dec 27, 2021 - Feb 9, 2024
#4	-9.75% Feb 26, 2026 - Apr 16, 2026	-17.72% Apr 24, 2015 - Jul 13, 2016
#5	-7.55% Sep 2, 2020 - Oct 5, 2020	-17.66% Oct 1, 2018 - Apr 3, 2019
#6	-7.21% Apr 29, 2020 - May 20, 2020	-16.08% Jan 24, 2025 - Jun 27, 2025
#7	-7.05% Apr 27, 2021 - Jun 25, 2021	-8.00% Jan 24, 2018 - Aug 7, 2018
#8	-6.71% Mar 15, 2021 - Apr 16, 2021	-7.84% Sep 5, 2014 - Nov 3, 2014
#9	-6.62% Jun 25, 2021 - Aug 27, 2021	-6.80% Feb 10, 2026 - Apr 14, 2026
#10	-6.45% Oct 27, 2025 - Nov 28, 2025	-6.34% Jul 31, 2024 - Aug 19, 2024
#11	-6.27% Feb 12, 2021 - Mar 12, 2021	-6.33% Dec 26, 2013 - Mar 31, 2014
#12	-6.13% Oct 12, 2020 - Nov 5, 2020	-6.25% May 3, 2019 - Jun 20, 2019
#13	-5.49% Jan 20, 2021 - Feb 5, 2021	-5.93% Jul 29, 2019 - Oct 25, 2019
#14	-4.82% Sep 2, 2021 - Oct 19, 2021	-5.06% Mar 28, 2024 - May 20, 2024
#15	-4.22% May 6, 2026 - May 26, 2026	-4.55% Nov 26, 2014 - Dec 23, 2014

Correlation

Correlation between BBMC and TY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (1999 - 2026)

BBMC vs TY dividend yield comparison.

Year	BBMC	TY
2026	0.18%	0.81%
2025	1.25%	11.97%
2024	1.31%	10.61%
2023	1.36%	4.36%
2022	1.48%	8.71%
2021	0.87%	14.13%
2020	0.69%	6.25%
2019	0.00%	6.86%
2018	0.00%	8.13%
2017	0.00%	4.69%
2016	0.00%	4.12%
2015	0.00%	4.05%
2014	0.00%	3.51%
2013	0.00%	3.38%
2012	0.00%	3.74%
2011	0.00%	1.93%
2010	0.00%	1.81%
2009	0.00%	3.32%
2008	0.00%	21.44%
2007	0.00%	11.69%
2006	0.00%	1.25%
2005	0.00%	1.29%
2004	0.00%	1.26%
2003	0.00%	1.04%
2002	0.00%	1.96%
2001	0.00%	7.43%
2000	0.00%	1.56%
1999	0.00%	0.43%