DFEV vs TY
Comparison between DIMENSIONAL EMERGING MARKETS VALUE ETF (DFEV, ETF) and Tri-Continental Corp (TY, ETF).
DFEV vs TY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFEV
$2B
Winner
TY
$2.10B
Expense Ratio
DFEV
0.43%
TY
N/A
Max Drawdown
Winner
DFEV
20.42%
TY
78.22%
Sharpe Ratio
Winner
DFEV
2.03
TY
1.98
5Y Beta
Winner
DFEV
0.71
TY
0.71
5Y Dividends CAGR
DFEV
N/A
TY
15.01%
DFEV vs TY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFEV
+6.47%
TY
+3.10%
3M
Winner
DFEV
+17.88%
TY
+10.93%
6M
Winner
DFEV
+33.06%
TY
+12.12%
1Y
Winner
DFEV
+52.07%
TY
+26.38%
5Y(CAGR)
Winner
DFEV
+17.75%
TY
+11.12%
10Y(CAGR)
DFEV
N/A
TY
+14.50%
Max(CAGR)
Winner
DFEV
+17.75%
TY
+6.14%
DFEV vs TY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DFEV | TY |
|---|---|---|
| 2026 | +25.94% | +9.86% |
| 2025 | +33.08% | +17.62% |
| 2024 | +8.41% | +22.64% |
| 2023 | +15.21% | +17.19% |
| 2022 | -6.68% | -16.33% |
| 2021 | N/A | +31.10% |
| 2020 | N/A | +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% |
DFEV vs TY Drawdown Comparison
The maximum drawdown for DFEV was -18.47%, occurring on Oct 31, 2022. Recovery took 279 trading sessions.
The maximum drawdown for TY was -67.68%, occurring on Mar 9, 2009. Recovery took 3488 trading sessions.
The current DFEV drawdown is -2.19%. The current TY drawdown is -1.14%.
| Rank | DFEV | TY |
|---|---|---|
| #1 | -18.47% May 4, 2022 - Jun 14, 2023 | -67.68% Dec 7, 1999 - Oct 18, 2013 |
| #2 | -17.94% Oct 7, 2024 - Jun 4, 2025 | -38.60% Feb 12, 2020 - Nov 13, 2020 |
| #3 | -11.35% Feb 25, 2026 - Apr 17, 2026 | -20.75% Dec 27, 2021 - Feb 9, 2024 |
| #4 | -10.73% Jul 31, 2023 - Dec 28, 2023 | -17.72% Apr 24, 2015 - Jul 13, 2016 |
| #5 | -9.35% Jul 12, 2024 - Sep 24, 2024 | -17.66% Oct 1, 2018 - Apr 3, 2019 |
| #6 | -7.91% Jun 2, 2026 - Jun 5, 2026 | -16.08% Jan 24, 2025 - Jun 27, 2025 |
| #7 | -5.71% Dec 29, 2023 - Feb 16, 2024 | -8.00% Jan 24, 2018 - Aug 7, 2018 |
| #8 | -5.09% May 11, 2026 - May 26, 2026 | -7.84% Sep 5, 2014 - Nov 3, 2014 |
| #9 | -4.66% Apr 9, 2024 - Apr 29, 2024 | -6.80% Feb 10, 2026 - Apr 14, 2026 |
| #10 | -4.26% May 17, 2024 - Jul 3, 2024 | -6.34% Jul 31, 2024 - Aug 19, 2024 |
| #11 | -4.11% Nov 12, 2025 - Dec 26, 2025 | -6.33% Dec 26, 2013 - Mar 31, 2014 |
| #12 | -3.57% Oct 6, 2025 - Oct 16, 2025 | -6.25% May 3, 2019 - Jun 20, 2019 |
| #13 | -3.42% Jun 15, 2023 - Jul 12, 2023 | -5.93% Jul 29, 2019 - Oct 25, 2019 |
| #14 | -3.42% Jul 23, 2025 - Aug 13, 2025 | -5.06% Mar 28, 2024 - May 20, 2024 |
| #15 | -2.16% Jun 16, 2025 - Jun 24, 2025 | -4.55% Nov 26, 2014 - Dec 23, 2014 |
Correlation
Correlation between DFEV and TY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (1999 - 2026)
DFEV vs TY dividend yield comparison.
| Year | DFEV | TY |
|---|---|---|
| 2026 | 0.08% | 3.21% |
| 2025 | 2.69% | 11.97% |
| 2024 | 3.17% | 10.61% |
| 2023 | 3.47% | 4.36% |
| 2022 | 3.35% | 8.71% |
| 2021 | 0.00% | 14.13% |
| 2020 | 0.00% | 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% |
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