PHO vs TY
Comparison between INVESCO WATER RESOURCES ETF (PHO, ETF) and Tri-Continental Corp (TY, ETF).
5-Year PerformanceTY has outperformed PHO, delivering a return of +11.0% compared to +5.3%
PHO vs TY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PHO vs TY - Historical Returns
Returns include dividend reinvestment.
PHO vs TY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PHO | TY |
|---|---|---|
| 2026 | -5.70% | +9.51% |
| 2025 | +8.35% | +17.62% |
| 2024 | +9.45% | +22.64% |
| 2023 | +18.88% | +17.19% |
| 2022 | -13.39% | -16.33% |
| 2021 | +33.29% | +31.10% |
| 2020 | +20.69% | +12.05% |
| 2019 | +38.21% | +28.15% |
| 2018 | -6.42% | -5.84% |
| 2017 | +22.55% | +27.70% |
| 2016 | +15.29% | +16.71% |
| 2015 | -15.22% | -2.05% |
| 2014 | +0.50% | +11.95% |
| 2013 | +23.97% | +26.03% |
| 2012 | +21.89% | +15.67% |
| 2011 | -11.75% | +4.25% |
| 2010 | +10.95% | +20.29% |
| 2009 | +13.91% | +16.94% |
| 2008 | -31.50% | -44.86% |
| 2007 | +17.56% | +3.50% |
| 2006 | +20.64% | +20.29% |
| 2005 | -1.72% | +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% |
PHO vs TY Drawdown Comparison
The maximum drawdown for PHO was -55.62%, occurring on Mar 9, 2009. Recovery took 1170 trading sessions.
The maximum drawdown for TY was -67.68%, occurring on Mar 9, 2009. Recovery took 3488 trading sessions.
The current PHO drawdown is -10.33%. The current TY drawdown is -1.45%.
| Rank | PHO | TY |
|---|---|---|
| #1 | -55.62% Jun 5, 2008 - Jan 29, 2013 | -67.68% Dec 7, 1999 - Oct 18, 2013 |
| #2 | -34.92% Feb 14, 2020 - Oct 7, 2020 | -38.60% Feb 12, 2020 - Nov 13, 2020 |
| #3 | -29.70% Jun 20, 2014 - Apr 25, 2017 | -20.75% Dec 27, 2021 - Feb 9, 2024 |
| #4 | -28.60% Dec 31, 2021 - Dec 19, 2023 | -17.72% Apr 24, 2015 - Jul 13, 2016 |
| #5 | -19.38% Oct 10, 2007 - May 30, 2008 | -17.66% Oct 1, 2018 - Apr 3, 2019 |
| #6 | -19.19% Dec 3, 2024 - Aug 12, 2025 | -16.08% Jan 24, 2025 - Jun 27, 2025 |
| #7 | -18.31% May 9, 2006 - Jan 31, 2007 | -8.00% Jan 24, 2018 - Aug 7, 2018 |
| #8 | -17.89% Sep 20, 2018 - Feb 13, 2019 | -7.84% Sep 5, 2014 - Nov 3, 2014 |
| #9 | -13.79% Oct 21, 2025 - May 19, 2026 | -6.80% Feb 10, 2026 - Apr 14, 2026 |
| #10 | -10.10% Jul 19, 2007 - Sep 19, 2007 | -6.34% Jul 31, 2024 - Aug 19, 2024 |
| #11 | -9.51% Jan 26, 2018 - Aug 6, 2018 | -6.33% Dec 26, 2013 - Mar 31, 2014 |
| #12 | -8.59% May 21, 2013 - Jul 15, 2013 | -6.25% May 3, 2019 - Jun 20, 2019 |
| #13 | -8.20% Sep 2, 2021 - Nov 12, 2021 | -5.93% Jul 29, 2019 - Oct 25, 2019 |
| #14 | -7.90% Feb 23, 2007 - Apr 20, 2007 | -5.06% Mar 28, 2024 - May 20, 2024 |
| #15 | -7.80% Mar 20, 2013 - May 17, 2013 | -4.55% Nov 26, 2014 - Dec 23, 2014 |
Correlation
Correlation between PHO and TY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
PHO vs TY dividend yield comparison.
| Year | PHO | TY |
|---|---|---|
| 2026 | 0.34% | 3.22% |
| 2025 | 0.54% | 11.97% |
| 2024 | 0.45% | 10.61% |
| 2023 | 0.59% | 4.36% |
| 2022 | 0.49% | 8.71% |
| 2021 | 0.20% | 14.13% |
| 2020 | 0.39% | 6.25% |
| 2019 | 0.43% | 6.86% |
| 2018 | 0.46% | 8.13% |
| 2017 | 0.34% | 4.69% |
| 2016 | 0.47% | 4.12% |
| 2015 | 0.75% | 4.05% |
| 2014 | 0.59% | 3.51% |
| 2013 | 0.49% | 3.38% |
| 2012 | 0.87% | 3.74% |
| 2011 | 0.64% | 1.93% |
| 2010 | 0.54% | 1.81% |
| 2009 | 0.69% | 3.32% |
| 2008 | 0.55% | 21.44% |
| 2007 | 0.40% | 11.69% |
| 2006 | 0.82% | 1.25% |
| 2005 | 0.22% | 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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