EWP vs TY

Comparison between ISHARES MSCI SPAIN ETF (EWP, ETF) and Tri-Continental Corp (TY, ETF).

5-Year PerformanceEWP has outperformed TY, delivering a return of +21.1% compared to +11.1%

EWP vs TY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EWP(ETF)	TY(ETF)
Net Assets	$1.90B	$2B
Expense Ratio	0.50%	N/A
Max Drawdown	73.65%	78.22%
Sharpe Ratio	1.66	1.49
5Y Beta	0.69	0.70
5Y Dividends CAGR	13.88%	12.25%

Net Assets

EWP

$1.90B

Winner

$2B

Expense Ratio

EWP

0.50%

N/A

Max Drawdown

Winner

EWP

73.65%

78.22%

Sharpe Ratio

Winner

EWP

1.66

1.49

5Y Beta

Winner

EWP

0.69

0.70

5Y Dividends CAGR

Winner

EWP

13.88%

12.25%

EWP vs TY - Historical Returns

Returns include dividend reinvestment.

Period	EWP	TY
1 month	+4.75%	+2.38%
3 months	+12.09%	+4.77%
6 months	+12.74%	+9.49%
1 year	+38.30%	+20.16%
5 years(CAGR)	+21.10%	+11.08%
10 years(CAGR)	+12.86%	+13.99%
Max(CAGR)	+6.91%	+6.16%

Winner

EWP

+4.75%

+2.38%

Winner

EWP

+12.09%

+4.77%

Winner

EWP

+12.74%

+9.49%

Winner

EWP

+38.30%

+20.16%

5Y(CAGR)

Winner

EWP

+21.10%

+11.08%

10Y(CAGR)

EWP

+12.86%

Winner

+13.99%

Max(CAGR)

Winner

EWP

+6.91%

+6.16%

EWP vs TY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EWP	TY
2026	+16.37%	+11.37%
2025	+78.53%	+17.62%
2024	+6.19%	+22.64%
2023	+29.44%	+17.19%
2022	-6.16%	-16.33%
2021	-0.54%	+31.10%
2020	-5.20%	+12.05%
2019	+11.70%	+28.15%
2018	-16.24%	-5.84%
2017	+25.38%	+27.70%
2016	-0.48%	+16.71%
2015	-16.36%	-2.05%
2014	-3.56%	+11.95%
2013	+30.86%	+26.03%
2012	+3.18%	+15.67%
2011	-9.61%	+4.25%
2010	-21.26%	+20.29%
2009	+31.36%	+16.94%
2008	-36.80%	-44.86%
2007	+19.88%	+3.50%
2006	+44.57%	+20.29%
2005	+5.10%	+4.01%
2004	+27.54%	+12.95%
2003	+55.21%	+21.39%
2002	-15.29%	-28.57%
2001	-11.66%	-3.49%
2000	-17.31%	-21.17%
1999	+10.78%	-8.03%

EWP vs TY Drawdown Comparison

The maximum drawdown for EWP was -61.20%, occurring on Mar 9, 2009. Recovery took 4204 trading sessions.

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

Rank	EWP	TY
#1	-61.20% Dec 10, 2007 - Aug 23, 2024	-67.68% Dec 7, 1999 - Oct 18, 2013
#2	-47.57% Mar 16, 2000 - Jan 2, 2004	-38.60% Feb 12, 2020 - Nov 13, 2020
#3	-13.47% Feb 17, 2004 - Oct 21, 2004	-20.75% Dec 27, 2021 - Feb 9, 2024
#4	-12.89% May 10, 2006 - Aug 15, 2006	-17.72% Apr 24, 2015 - Jul 13, 2016
#5	-12.19% Apr 3, 2025 - Apr 17, 2025	-17.66% Oct 1, 2018 - Apr 3, 2019
#6	-11.69% Sep 26, 2024 - Feb 12, 2025	-16.08% Jan 24, 2025 - Jun 27, 2025
#7	-11.38% Feb 25, 2026 - Apr 17, 2026	-8.00% Jan 24, 2018 - Aug 7, 2018
#8	-9.96% Jan 3, 2000 - Mar 2, 2000	-7.84% Sep 5, 2014 - Nov 3, 2014
#9	-9.86% Feb 20, 2007 - Apr 2, 2007	-6.80% Feb 10, 2026 - Apr 14, 2026
#10	-9.48% Mar 4, 2005 - Aug 9, 2005	-6.34% Jul 31, 2024 - Aug 19, 2024
#11	-9.38% Jul 19, 2007 - Oct 2, 2007	-6.33% Dec 26, 2013 - Mar 31, 2014
#12	-6.87% Sep 29, 2005 - Jan 3, 2006	-6.25% May 3, 2019 - Jun 20, 2019
#13	-6.49% Jun 4, 2007 - Jul 12, 2007	-5.93% Jul 29, 2019 - Oct 25, 2019
#14	-6.31% Dec 30, 2004 - Feb 14, 2005	-5.06% Mar 28, 2024 - May 20, 2024
#15	-6.03% Apr 17, 2026 - Jun 12, 2026	-4.55% Nov 26, 2014 - Dec 23, 2014

Correlation

Correlation between EWP and TY is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76

-101

Dividend Comparison (1999 - 2026)

EWP vs TY dividend yield comparison.

Year	EWP	TY
2026	1.47%	1.60%
2025	2.27%	11.97%
2024	4.35%	10.61%
2023	2.70%	4.36%
2022	3.07%	8.71%
2021	3.29%	14.13%
2020	2.56%	6.25%
2019	3.72%	6.86%
2018	3.69%	8.13%
2017	2.72%	4.69%
2016	4.65%	4.12%
2015	3.85%	4.05%
2014	4.72%	3.51%
2013	2.84%	3.38%
2012	4.64%	3.74%
2011	9.66%	1.93%
2010	5.85%	1.81%
2009	4.26%	3.32%
2008	7.09%	21.44%
2007	1.82%	11.69%
2006	0.71%	1.25%
2005	2.05%	1.29%
2004	1.73%	1.26%
2003	0.98%	1.04%
2002	0.88%	1.96%
2001	0.79%	7.43%
2000	4.14%	1.56%
1999	0.00%	0.43%