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FMB vs TY

Comparison between FIRST TRUST MANAGED MUNICIPAL ETF (FMB, ETF) and Tri-Continental Corp (TY, ETF).

5-Year PerformanceTY has outperformed FMB, delivering a return of +11.0% compared to +0.8%

FMB vs TY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FMB
$2B
Winner
TY
$2.10B
Expense Ratio
FMB
0.39%
TY
N/A
Max Drawdown
Winner
FMB
16.84%
TY
78.22%
Sharpe Ratio
FMB
1.11
Winner
TY
1.99
5Y Beta
Winner
FMB
0.02
TY
0.71
5Y Dividends CAGR
FMB
8.25%
Winner
TY
15.01%

FMB vs TY - Historical Returns

Returns include dividend reinvestment.

1M
FMB
+1.34%
Winner
TY
+1.60%
3M
FMB
+1.76%
Winner
TY
+13.30%
6M
FMB
+2.03%
Winner
TY
+9.24%
1Y
FMB
+6.76%
Winner
TY
+25.61%
5Y(CAGR)
FMB
+0.77%
Winner
TY
+10.99%
10Y(CAGR)
FMB
+2.31%
Winner
TY
+14.28%
Max(CAGR)
FMB
+2.97%
Winner
TY
+6.13%

FMB vs TY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFMBTY
2026+1.85%+9.51%
2025+3.55%+17.62%
2024+2.11%+22.64%
2023+6.09%+17.19%
2022-9.81%-16.33%
2021+2.41%+31.10%
2020+4.36%+12.05%
2019+8.01%+28.15%
2018+1.23%-5.84%
2017+7.24%+27.70%
2016+1.40%+16.71%
2015+4.50%-2.05%
2014+4.26%+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%

FMB vs TY Drawdown Comparison

The maximum drawdown for FMB was -14.16%, occurring on Oct 26, 2022. Recovery took 1067 trading sessions.

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

The current FMB drawdown is -0.32%. The current TY drawdown is -1.45%.

RankFMBTY
#1-14.16%
Jul 19, 2021 - Oct 16, 2025
-67.68%
Dec 7, 1999 - Oct 18, 2013
#2-13.92%
Mar 6, 2020 - Dec 3, 2020
-38.60%
Feb 12, 2020 - Nov 13, 2020
#3-6.01%
Sep 7, 2016 - Jun 6, 2017
-20.75%
Dec 27, 2021 - Feb 9, 2024
#4-2.73%
Feb 27, 2026 - Mar 26, 2026
-17.72%
Apr 24, 2015 - Jul 13, 2016
#5-2.10%
Feb 10, 2021 - May 25, 2021
-17.66%
Oct 1, 2018 - Apr 3, 2019
#6-2.01%
Aug 15, 2018 - Dec 7, 2018
-16.08%
Jan 24, 2025 - Jun 27, 2025
#7-2.00%
Apr 14, 2015 - Oct 7, 2015
-8.00%
Jan 24, 2018 - Aug 7, 2018
#8-1.96%
Dec 6, 2017 - Jul 13, 2018
-7.84%
Sep 5, 2014 - Nov 3, 2014
#9-1.59%
Jan 28, 2015 - Mar 19, 2015
-6.80%
Feb 10, 2026 - Apr 14, 2026
#10-1.51%
Oct 30, 2014 - Dec 12, 2014
-6.34%
Jul 31, 2024 - Aug 19, 2024
#11-1.48%
Sep 3, 2019 - Oct 8, 2019
-6.33%
Dec 26, 2013 - Mar 31, 2014
#12-1.34%
Oct 8, 2019 - Jan 3, 2020
-6.25%
May 3, 2019 - Jun 20, 2019
#13-1.20%
May 16, 2014 - Jun 26, 2014
-5.93%
Jul 29, 2019 - Oct 25, 2019
#14-1.16%
Jun 26, 2014 - Jul 28, 2014
-5.06%
Mar 28, 2024 - May 20, 2024
#15-1.05%
Feb 19, 2016 - Apr 4, 2016
-4.55%
Nov 26, 2014 - Dec 23, 2014

Correlation

Correlation between FMB and TY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (1999 - 2026)

FMB vs TY dividend yield comparison.

YearFMBTY
20261.51%3.22%
20253.37%11.97%
20243.22%10.61%
20232.98%4.36%
20222.47%8.71%
20211.96%14.13%
20202.19%6.25%
20192.47%6.86%
20182.58%8.13%
20172.49%4.69%
20162.93%4.12%
20153.07%4.05%
20141.70%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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