PSC vs TY

Comparison between Principal U.S. Small-Cap ETF (PSC, ETF) and Tri-Continental Corp (TY, ETF).

5-Year PerformanceTY has outperformed PSC, delivering a return of +10.5% compared to +7.8%

PSC vs TY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PSC(ETF)	TY(ETF)
Net Assets	$2.10B	$2.10B
Expense Ratio	0.38%	N/A
Max Drawdown	47.89%	78.22%
Sharpe Ratio	1.16	1.89
5Y Beta	1.05	0.72
P/E Ratio	25.64	N/A
Forward P/E	14.93	N/A
5Y Dividends CAGR	-2.75%	14.97%
5Y EPS CAGR	16.05%	N/A
Debt to Equity	49.44%	N/A
P/S Ratio	1.30	N/A
P/B Ratio	2.19	N/A

Net Assets

PSC

$2.10B

Expense Ratio

PSC

0.38%

N/A

Max Drawdown

Winner

PSC

47.89%

78.22%

Sharpe Ratio

PSC

1.16

Winner

1.89

5Y Beta

PSC

1.05

Winner

0.72

P/E Ratio

PSC

25.64

N/A

Forward P/E

PSC

14.93

N/A

5Y Dividends CAGR

PSC

-2.75%

Winner

14.97%

5Y EPS CAGR

PSC

16.05%

N/A

Debt to Equity

PSC

49.44%

N/A

P/S Ratio

PSC

1.30

N/A

P/B Ratio

PSC

2.19

N/A

PSC vs TY - Historical Returns

Returns include dividend reinvestment.

Period	PSC	TY
1 month	+1.39%	+1.89%
3 months	+12.37%	+9.43%
6 months	+13.28%	+9.22%
1 year	+25.28%	+24.53%
5 years(CAGR)	+7.83%	+10.46%
10 years(CAGR)	+11.61%	+14.09%
Max(CAGR)	+11.61%	+6.08%

PSC

+1.39%

Winner

+1.89%

Winner

PSC

+12.37%

+9.43%

Winner

PSC

+13.28%

+9.22%

Winner

PSC

+25.28%

+24.53%

5Y(CAGR)

PSC

+7.83%

Winner

+10.46%

10Y(CAGR)

PSC

+11.61%

Winner

+14.09%

Max(CAGR)

Winner

PSC

+11.61%

+6.08%

PSC vs TY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PSC	TY
2026	+13.22%	+8.12%
2025	+13.28%	+17.62%
2024	+13.10%	+22.64%
2023	+19.25%	+17.19%
2022	-16.77%	-16.33%
2021	+33.74%	+31.10%
2020	+13.43%	+12.05%
2019	+20.08%	+28.15%
2018	-10.11%	-5.84%
2017	+16.07%	+27.70%
2016	+9.38%	+16.71%
2015	N/A	-2.05%
2014	N/A	+11.95%
2013	N/A	+26.03%
2012	N/A	+15.67%
2011	N/A	+4.25%
2010	N/A	+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%

PSC vs TY Drawdown Comparison

The maximum drawdown for PSC was -46.69%, occurring on Mar 18, 2020. Recovery took 564 trading sessions.

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

The current PSC drawdown is -1.42%. The current TY drawdown is -1.07%.

Rank	PSC	TY
#1	-46.69% Aug 29, 2018 - Nov 24, 2020	-67.68% Dec 7, 1999 - Oct 18, 2013
#2	-25.87% Nov 8, 2021 - Mar 1, 2024	-38.60% Feb 12, 2020 - Nov 13, 2020
#3	-23.49% Nov 25, 2024 - Sep 8, 2025	-20.75% Dec 27, 2021 - Feb 9, 2024
#4	-9.95% Jan 22, 2026 - Apr 17, 2026	-17.72% Apr 24, 2015 - Jul 13, 2016
#5	-9.37% Jul 16, 2024 - Oct 14, 2024	-17.66% Oct 1, 2018 - Apr 3, 2019
#6	-9.19% Jan 23, 2018 - May 17, 2018	-16.08% Jan 24, 2025 - Jun 27, 2025
#7	-9.03% Jun 8, 2021 - Oct 25, 2021	-8.00% Jan 24, 2018 - Aug 7, 2018
#8	-8.59% Mar 15, 2021 - May 7, 2021	-7.84% Sep 5, 2014 - Nov 3, 2014
#9	-7.12% Mar 28, 2024 - Jul 11, 2024	-6.80% Feb 10, 2026 - Apr 14, 2026
#10	-7.12% Oct 8, 2025 - Nov 28, 2025	-6.34% Jul 31, 2024 - Aug 19, 2024
#11	-6.67% Sep 22, 2016 - Nov 14, 2016	-6.33% Dec 26, 2013 - Mar 31, 2014
#12	-5.90% Jul 27, 2017 - Sep 28, 2017	-6.25% May 3, 2019 - Jun 20, 2019
#13	-5.57% Nov 11, 2024 - Nov 25, 2024	-5.93% Jul 29, 2019 - Oct 25, 2019
#14	-5.37% May 7, 2021 - May 27, 2021	-5.06% Mar 28, 2024 - May 20, 2024
#15	-4.61% Apr 27, 2017 - Jun 9, 2017	-4.55% Nov 26, 2014 - Dec 23, 2014

Correlation

Correlation between PSC and TY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (1999 - 2026)

PSC vs TY dividend yield comparison.

Year	PSC	TY
2026	0.16%	0.81%
2025	0.67%	11.97%
2024	0.75%	10.61%
2023	0.73%	4.36%
2022	1.92%	8.71%
2021	1.45%	14.13%
2020	1.25%	6.25%
2019	1.47%	6.86%
2018	1.30%	8.13%
2017	0.95%	4.69%
2016	0.35%	4.12%
2015	0.00%	4.05%
2014	0.00%	3.51%
2013	0.00%	3.38%
2012	0.00%	3.74%
2011	0.00%	1.93%
2010	0.00%	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%