IYJ vs TY

Comparison between ISHARES U.S. INDUSTRIALS ETF (IYJ, ETF) and Tri-Continental Corp (TY, ETF).

5-Year PerformanceTY has outperformed IYJ, delivering a return of +10.9% compared to +9.4%

IYJ vs TY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IYJ(ETF)	TY(ETF)
Net Assets	$1.90B	$2B
Expense Ratio	0.38%	N/A
Max Drawdown	62.80%	78.22%
Sharpe Ratio	0.91	1.46
5Y Beta	0.92	0.70
P/E Ratio	32.29	N/A
Forward P/E	24.52	N/A
PEG Ratio	0.52	N/A
5Y Dividends CAGR	5.34%	12.25%
5Y EPS CAGR	13.36%	N/A
Debt to Equity	140.36%	N/A
P/S Ratio	3.33	N/A
P/B Ratio	6.25	N/A

Net Assets

IYJ

$1.90B

Winner

$2B

Expense Ratio

IYJ

0.38%

N/A

Max Drawdown

Winner

IYJ

62.80%

78.22%

Sharpe Ratio

IYJ

0.91

Winner

1.46

5Y Beta

IYJ

0.92

Winner

0.70

P/E Ratio

IYJ

32.29

N/A

Forward P/E

IYJ

24.52

N/A

PEG Ratio

IYJ

0.52

N/A

5Y Dividends CAGR

IYJ

5.34%

Winner

12.25%

5Y EPS CAGR

IYJ

13.36%

N/A

Debt to Equity

IYJ

140.36%

N/A

P/S Ratio

IYJ

3.33

N/A

P/B Ratio

IYJ

6.25

N/A

IYJ vs TY - Historical Returns

Returns include dividend reinvestment.

Period	IYJ	TY
1 month	+0.59%	+1.63%
3 months	+5.84%	+3.71%
6 months	+5.50%	+8.73%
1 year	+18.59%	+19.68%
5 years(CAGR)	+9.37%	+10.93%
10 years(CAGR)	+12.69%	+13.93%
Max(CAGR)	+8.13%	+6.14%

IYJ

+0.59%

Winner

+1.63%

Winner

IYJ

+5.84%

+3.71%

IYJ

+5.50%

Winner

+8.73%

IYJ

+18.59%

Winner

+19.68%

5Y(CAGR)

IYJ

+9.37%

Winner

+10.93%

10Y(CAGR)

IYJ

+12.69%

Winner

+13.93%

Max(CAGR)

Winner

IYJ

+8.13%

+6.14%

IYJ vs TY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IYJ	TY
2026	+12.60%	+10.59%
2025	+12.53%	+17.62%
2024	+18.77%	+22.64%
2023	+19.58%	+17.19%
2022	-13.50%	-16.33%
2021	+19.46%	+31.10%
2020	+15.88%	+12.05%
2019	+31.97%	+28.15%
2018	-12.24%	-5.84%
2017	+23.04%	+27.70%
2016	+20.78%	+16.71%
2015	-1.81%	-2.05%
2014	+8.23%	+11.95%
2013	+36.67%	+26.03%
2012	+15.31%	+15.67%
2011	-2.11%	+4.25%
2010	+23.31%	+20.29%
2009	+21.43%	+16.94%
2008	-38.70%	-44.86%
2007	+12.74%	+3.50%
2006	+12.27%	+20.29%
2005	+5.23%	+4.01%
2004	+16.58%	+12.95%
2003	+28.35%	+21.39%
2002	-24.94%	-28.57%
2001	-4.82%	-3.49%
2000	-6.56%	-21.17%
1999	N/A	-8.03%

IYJ vs TY Drawdown Comparison

The maximum drawdown for IYJ was -61.97%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.

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

The current IYJ drawdown is -0.81%. The current TY drawdown is -0.34%.

Rank	IYJ	TY
#1	-61.97% Oct 9, 2007 - Mar 15, 2012	-67.68% Dec 7, 1999 - Oct 18, 2013
#2	-49.53% Sep 1, 2000 - Feb 27, 2006	-38.60% Feb 12, 2020 - Nov 13, 2020
#3	-40.20% Feb 12, 2020 - Sep 2, 2020	-20.75% Dec 27, 2021 - Feb 9, 2024
#4	-26.24% Sep 2, 2021 - Dec 14, 2023	-17.72% Apr 24, 2015 - Jul 13, 2016
#5	-24.00% Sep 21, 2018 - Apr 18, 2019	-17.66% Oct 1, 2018 - Apr 3, 2019
#6	-19.67% Nov 29, 2024 - Jul 1, 2025	-16.08% Jan 24, 2025 - Jun 27, 2025
#7	-15.27% Mar 2, 2015 - Apr 19, 2016	-8.00% Jan 24, 2018 - Aug 7, 2018
#8	-13.21% May 9, 2006 - Dec 27, 2006	-7.84% Sep 5, 2014 - Nov 3, 2014
#9	-11.97% Mar 19, 2012 - Sep 13, 2012	-6.80% Feb 10, 2026 - Apr 14, 2026
#10	-11.39% Mar 2, 2026 - Jun 16, 2026	-6.34% Jul 31, 2024 - Aug 19, 2024
#11	-11.05% Jan 26, 2018 - Sep 14, 2018	-6.33% Dec 26, 2013 - Mar 31, 2014
#12	-10.45% Jun 9, 2014 - Nov 6, 2014	-6.25% May 3, 2019 - Jun 20, 2019
#13	-10.40% Jul 19, 2007 - Oct 9, 2007	-5.93% Jul 29, 2019 - Oct 25, 2019
#14	-8.24% Jul 20, 2000 - Aug 21, 2000	-5.06% Mar 28, 2024 - May 20, 2024
#15	-7.39% Oct 16, 2020 - Nov 6, 2020	-4.55% Nov 26, 2014 - Dec 23, 2014

Correlation

Correlation between IYJ and TY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00

-101

Dividend Comparison (1999 - 2026)

IYJ vs TY dividend yield comparison.

Year	IYJ	TY
2026	0.29%	1.61%
2025	0.83%	11.97%
2024	0.88%	10.61%
2023	1.05%	4.36%
2022	1.05%	8.71%
2021	0.76%	14.13%
2020	1.01%	6.25%
2019	1.32%	6.86%
2018	1.43%	8.13%
2017	1.29%	4.69%
2016	1.38%	4.12%
2015	1.53%	4.05%
2014	1.46%	3.51%
2013	1.14%	3.38%
2012	1.66%	3.74%
2011	1.55%	1.93%
2010	1.55%	1.81%
2009	1.72%	3.32%
2008	2.31%	21.44%
2007	1.20%	11.69%
2006	1.07%	1.25%
2005	1.10%	1.29%
2004	0.82%	1.26%
2003	0.80%	1.04%
2002	0.96%	1.96%
2001	0.59%	7.43%
2000	0.50%	1.56%
1999	0.00%	0.43%