IVOG vs TY

Comparison between VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND ETF SHARES (IVOG, ETF) and Tri-Continental Corp (TY, ETF).

5-Year PerformanceTY has outperformed IVOG, delivering a return of +11.1% compared to +8.5%

IVOG vs TY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IVOG(ETF)	TY(ETF)
Net Assets	$1.80B	$2.10B
Expense Ratio	0.10%	N/A
Max Drawdown	39.32%	78.22%
Sharpe Ratio	1.13	1.25
5Y Beta	1.06	0.70
P/E Ratio	30.80	N/A
Forward P/E	20.91	N/A
PEG Ratio	0.09	N/A
5Y Dividends CAGR	20.28%	12.25%
5Y EPS CAGR	18.80%	N/A
Debt to Equity	41.92%	N/A
P/S Ratio	3.29	N/A
P/B Ratio	4.79	N/A

Net Assets

IVOG

$1.80B

Winner

$2.10B

Expense Ratio

IVOG

0.10%

N/A

Max Drawdown

Winner

IVOG

39.32%

78.22%

Sharpe Ratio

IVOG

1.13

Winner

1.25

5Y Beta

IVOG

1.06

Winner

0.70

P/E Ratio

IVOG

30.80

N/A

Forward P/E

IVOG

20.91

N/A

PEG Ratio

IVOG

0.09

N/A

5Y Dividends CAGR

Winner

IVOG

20.28%

12.25%

5Y EPS CAGR

IVOG

18.80%

N/A

Debt to Equity

IVOG

41.92%

N/A

P/S Ratio

IVOG

3.29

N/A

P/B Ratio

IVOG

4.79

N/A

IVOG vs TY - Historical Returns

Returns include dividend reinvestment.

Period	IVOG	TY
1 month	+1.79%	+1.22%
3 months	+4.42%	+3.64%
6 months	+8.73%	+8.28%
1 year	+25.36%	+18.27%
5 years(CAGR)	+8.53%	+11.11%
10 years(CAGR)	+11.14%	+13.89%
Max(CAGR)	+12.46%	+6.14%

Winner

IVOG

+1.79%

+1.22%

Winner

IVOG

+4.42%

+3.64%

Winner

IVOG

+8.73%

+8.28%

Winner

IVOG

+25.36%

+18.27%

5Y(CAGR)

IVOG

+8.53%

Winner

+11.11%

10Y(CAGR)

IVOG

+11.14%

Winner

+13.89%

Max(CAGR)

Winner

IVOG

+12.46%

+6.14%

IVOG vs TY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IVOG	TY
2026	+18.04%	+10.94%
2025	+7.11%	+17.62%
2024	+16.46%	+22.64%
2023	+18.27%	+17.19%
2022	-18.88%	-16.33%
2021	+20.53%	+31.10%
2020	+22.12%	+12.05%
2019	+27.38%	+28.15%
2018	-11.40%	-5.84%
2017	+19.41%	+27.70%
2016	+16.53%	+16.71%
2015	+1.88%	-2.05%
2014	+8.55%	+11.95%
2013	+29.01%	+26.03%
2012	+16.10%	+15.67%
2011	-2.34%	+4.25%
2010	+21.95%	+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%

IVOG vs TY Drawdown Comparison

The maximum drawdown for IVOG was -39.32%, occurring on Mar 23, 2020. Recovery took 121 trading sessions.

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

The current IVOG drawdown is -3.00%. The current TY drawdown is -1.30%.

Rank	IVOG	TY
#1	-39.32% Feb 20, 2020 - Aug 12, 2020	-67.68% Dec 7, 1999 - Oct 18, 2013
#2	-29.32% Nov 16, 2021 - Feb 29, 2024	-38.60% Feb 12, 2020 - Nov 13, 2020
#3	-25.89% Jul 7, 2011 - Sep 13, 2012	-20.75% Dec 27, 2021 - Feb 9, 2024
#4	-25.61% Nov 25, 2024 - Dec 10, 2025	-17.72% Apr 24, 2015 - Jul 13, 2016
#5	-23.78% Sep 14, 2018 - Nov 27, 2019	-17.66% Oct 1, 2018 - Apr 3, 2019
#6	-18.22% Aug 17, 2015 - Jul 8, 2016	-16.08% Jan 24, 2025 - Jun 27, 2025
#7	-11.00% Jul 1, 2014 - Nov 12, 2014	-8.00% Jan 24, 2018 - Aug 7, 2018
#8	-9.73% Jan 26, 2018 - Jun 6, 2018	-7.84% Sep 5, 2014 - Nov 3, 2014
#9	-9.69% Mar 2, 2026 - Apr 17, 2026	-6.80% Feb 10, 2026 - Apr 14, 2026
#10	-9.31% Jul 16, 2024 - Oct 14, 2024	-6.34% Jul 31, 2024 - Aug 19, 2024
#11	-8.40% Apr 29, 2011 - Jul 7, 2011	-6.33% Dec 26, 2013 - Mar 31, 2014
#12	-8.23% Sep 2, 2020 - Oct 7, 2020	-6.25% May 3, 2019 - Jun 20, 2019
#13	-8.17% May 21, 2013 - Jul 18, 2013	-5.93% Jul 29, 2019 - Oct 25, 2019
#14	-8.02% Feb 12, 2021 - Mar 15, 2021	-5.06% Mar 28, 2024 - May 20, 2024
#15	-7.86% Sep 7, 2016 - Nov 22, 2016	-4.55% Nov 26, 2014 - Dec 23, 2014

Correlation

Correlation between IVOG and TY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (1999 - 2026)

IVOG vs TY dividend yield comparison.

Year	IVOG	TY
2026	0.00%	1.60%
2025	0.64%	11.97%
2024	0.79%	10.61%
2023	1.15%	4.36%
2022	1.05%	8.71%
2021	0.47%	14.13%
2020	0.74%	6.25%
2019	1.17%	6.86%
2018	1.01%	8.13%
2017	0.93%	4.69%
2016	1.11%	4.12%
2015	1.04%	4.05%
2014	0.81%	3.51%
2013	0.66%	3.38%
2012	0.70%	3.74%
2011	0.55%	1.93%
2010	0.33%	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%