PXH vs TY

Comparison between INVESCO FTSE RAFI EMERGING MARKETS ETF (PXH, ETF) and Tri-Continental Corp (TY, ETF).

5-Year PerformanceTY has outperformed PXH, delivering a return of +11.1% compared to +8.9%

PXH vs TY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	PXH(ETF)	TY(ETF)
Net Assets	$2B	$2.10B
Expense Ratio	0.47%	N/A
Max Drawdown	64.04%	78.22%
Sharpe Ratio	1.42	1.98
5Y Beta	0.72	0.71
5Y Dividends CAGR	12.94%	15.01%

Net Assets

PXH

$2B

Winner

$2.10B

Expense Ratio

PXH

0.47%

N/A

Max Drawdown

Winner

PXH

64.04%

78.22%

Sharpe Ratio

PXH

1.42

Winner

1.98

5Y Beta

PXH

0.72

Winner

0.71

5Y Dividends CAGR

PXH

12.94%

Winner

15.01%

PXH vs TY - Historical Returns

Returns include dividend reinvestment.

Period	PXH	TY
1 month	+0.77%	+3.10%
3 months	+6.22%	+10.93%
6 months	+15.40%	+12.12%
1 year	+29.76%	+26.38%
5 years(CAGR)	+8.92%	+11.12%
10 years(CAGR)	+10.64%	+14.50%
Max(CAGR)	+3.68%	+6.14%

PXH

+0.77%

Winner

+3.10%

PXH

+6.22%

Winner

+10.93%

Winner

PXH

+15.40%

+12.12%

Winner

PXH

+29.76%

+26.38%

5Y(CAGR)

PXH

+8.92%

Winner

+11.12%

10Y(CAGR)

PXH

+10.64%

Winner

+14.50%

Max(CAGR)

PXH

+3.68%

Winner

+6.14%

PXH vs TY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	PXH	TY
2026	+9.64%	+9.86%
2025	+32.33%	+17.62%
2024	+13.60%	+22.64%
2023	+13.38%	+17.19%
2022	-15.91%	-16.33%
2021	+8.12%	+31.10%
2020	-4.00%	+12.05%
2019	+15.53%	+28.15%
2018	-10.54%	-5.84%
2017	+24.12%	+27.70%
2016	+36.69%	+16.71%
2015	-21.91%	-2.05%
2014	-3.34%	+11.95%
2013	-9.11%	+26.03%
2012	+12.13%	+15.67%
2011	-20.56%	+4.25%
2010	+10.08%	+20.29%
2009	+60.24%	+16.94%
2008	-44.13%	-44.86%
2007	+1.04%	+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%

PXH vs TY Drawdown Comparison

The maximum drawdown for PXH was -63.64%, occurring on Nov 20, 2008. Recovery took 866 trading sessions.

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

The current PXH drawdown is -3.84%. The current TY drawdown is -1.14%.

Rank	PXH	TY
#1	-63.64% Oct 29, 2007 - Apr 6, 2011	-67.68% Dec 7, 1999 - Oct 18, 2013
#2	-49.58% Apr 7, 2011 - Jan 2, 2018	-38.60% Feb 12, 2020 - Nov 13, 2020
#3	-40.40% Jan 26, 2018 - Feb 11, 2021	-20.75% Dec 27, 2021 - Feb 9, 2024
#4	-29.62% Feb 16, 2022 - May 16, 2024	-17.72% Apr 24, 2015 - Jul 13, 2016
#5	-17.73% Oct 7, 2024 - Jun 9, 2025	-17.66% Oct 1, 2018 - Apr 3, 2019
#6	-10.24% Feb 25, 2026 - May 5, 2026	-16.08% Jan 24, 2025 - Jun 27, 2025
#7	-9.29% Jun 10, 2021 - Feb 9, 2022	-8.00% Jan 24, 2018 - Aug 7, 2018
#8	-8.97% May 17, 2024 - Sep 24, 2024	-7.84% Sep 5, 2014 - Nov 3, 2014
#9	-6.11% Jun 2, 2026 - Jun 10, 2026	-6.80% Feb 10, 2026 - Apr 14, 2026
#10	-6.09% Oct 12, 2007 - Oct 26, 2007	-6.34% Jul 31, 2024 - Aug 19, 2024
#11	-5.49% Feb 17, 2021 - May 7, 2021	-6.33% Dec 26, 2013 - Mar 31, 2014
#12	-4.78% Oct 6, 2025 - Oct 20, 2025	-6.25% May 3, 2019 - Jun 20, 2019
#13	-4.18% May 7, 2021 - May 27, 2021	-5.93% Jul 29, 2019 - Oct 25, 2019
#14	-4.06% Nov 12, 2025 - Jan 2, 2026	-5.06% Mar 28, 2024 - May 20, 2024
#15	-3.77% May 6, 2026 - Jun 2, 2026	-4.55% Nov 26, 2014 - Dec 23, 2014

Correlation

Correlation between PXH 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)

PXH vs TY dividend yield comparison.

Year	PXH	TY
2026	0.32%	3.21%
2025	4.02%	11.97%
2024	4.43%	10.61%
2023	4.84%	4.36%
2022	5.33%	8.71%
2021	4.69%	14.13%
2020	2.79%	6.25%
2019	3.28%	6.86%
2018	3.30%	8.13%
2017	2.74%	4.69%
2016	1.97%	4.12%
2015	3.44%	4.05%
2014	3.19%	3.51%
2013	2.80%	3.38%
2012	2.08%	3.74%
2011	2.46%	1.93%
2010	1.05%	1.81%
2009	0.83%	3.32%
2008	2.79%	21.44%
2007	0.44%	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%