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SPBO vs TY

Comparison between STATE STREET(R) SPDR PORTFOLIO CORPORATE BOND ETF (SPBO, ETF) and Tri-Continental Corp (TY, ETF).

5-Year PerformanceTY has outperformed SPBO, delivering a return of +11.0% compared to +0.5%

SPBO vs TY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPBO
$2B
Winner
TY
$2.10B
Expense Ratio
SPBO
0.03%
TY
N/A
Max Drawdown
Winner
SPBO
26.39%
TY
78.22%
Sharpe Ratio
SPBO
0.42
Winner
TY
1.99
5Y Beta
Winner
SPBO
0.11
TY
0.71
5Y Dividends CAGR
SPBO
10.13%
Winner
TY
15.01%

SPBO vs TY - Historical Returns

Returns include dividend reinvestment.

1M
SPBO
+0.74%
Winner
TY
+1.60%
3M
SPBO
+1.49%
Winner
TY
+13.30%
6M
SPBO
+0.98%
Winner
TY
+9.24%
1Y
SPBO
+5.33%
Winner
TY
+25.61%
5Y(CAGR)
SPBO
+0.51%
Winner
TY
+10.99%
10Y(CAGR)
SPBO
+2.78%
Winner
TY
+14.28%
Max(CAGR)
SPBO
+3.44%
Winner
TY
+6.13%

SPBO vs TY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSPBOTY
2026+0.94%+9.51%
2025+7.86%+17.62%
2024+3.11%+22.64%
2023+8.19%+17.19%
2022-14.96%-16.33%
2021-1.18%+31.10%
2020+9.91%+12.05%
2019+14.16%+28.15%
2018-1.58%-5.84%
2017+4.77%+27.70%
2016+4.43%+16.71%
2015-1.60%-2.05%
2014+8.40%+11.95%
2013-2.29%+26.03%
2012+7.92%+15.67%
2011+5.89%+4.25%
2010N/A+20.29%
2009N/A+16.94%
2008N/A-44.86%
2007N/A+3.50%
2006N/A+20.29%
2005N/A+4.01%
2004N/A+12.95%
2003N/A+21.39%
2002N/A-28.57%
2001N/A-3.49%
2000N/A-21.17%
1999N/A-8.03%

SPBO vs TY Drawdown Comparison

The maximum drawdown for SPBO was -22.23%, occurring on Oct 20, 2022. Recovery took 1027 trading sessions.

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

The current SPBO drawdown is -0.70%. The current TY drawdown is -1.45%.

RankSPBOTY
#1-22.23%
Sep 22, 2021 - Oct 24, 2025
-67.68%
Dec 7, 1999 - Oct 18, 2013
#2-20.04%
Mar 6, 2020 - Jun 15, 2020
-38.60%
Feb 12, 2020 - Nov 13, 2020
#3-9.01%
May 1, 2013 - May 2, 2014
-20.75%
Dec 27, 2021 - Feb 9, 2024
#4-5.59%
Dec 31, 2020 - Jul 19, 2021
-17.72%
Apr 24, 2015 - Jul 13, 2016
#5-5.09%
Apr 24, 2015 - May 4, 2016
-17.66%
Oct 1, 2018 - Apr 3, 2019
#6-4.45%
Aug 23, 2016 - May 19, 2017
-16.08%
Jan 24, 2025 - Jun 27, 2025
#7-4.17%
Sep 8, 2017 - Jan 31, 2019
-8.00%
Jan 24, 2018 - Aug 7, 2018
#8-3.44%
Nov 1, 2011 - Jan 31, 2012
-7.84%
Sep 5, 2014 - Nov 3, 2014
#9-3.13%
Oct 21, 2014 - Jan 6, 2015
-6.80%
Feb 10, 2026 - Apr 14, 2026
#10-2.86%
Feb 26, 2026 - Mar 27, 2026
-6.34%
Jul 31, 2024 - Aug 19, 2024
#11-2.76%
Jan 30, 2015 - Apr 24, 2015
-6.33%
Dec 26, 2013 - Mar 31, 2014
#12-2.75%
Aug 6, 2020 - Nov 23, 2020
-6.25%
May 3, 2019 - Jun 20, 2019
#13-2.62%
Aug 28, 2014 - Oct 15, 2014
-5.93%
Jul 29, 2019 - Oct 25, 2019
#14-2.50%
Aug 28, 2019 - Nov 26, 2019
-5.06%
Mar 28, 2024 - May 20, 2024
#15-2.18%
Feb 1, 2012 - Apr 20, 2012
-4.55%
Nov 26, 2014 - Dec 23, 2014

Correlation

Correlation between SPBO 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)

SPBO vs TY dividend yield comparison.

YearSPBOTY
20262.12%3.22%
20255.09%11.97%
20245.28%10.61%
20234.73%4.36%
20223.54%8.71%
20212.42%14.13%
20202.75%6.25%
20193.46%6.86%
20183.60%8.13%
20173.15%4.69%
20163.35%4.12%
20153.07%4.05%
20143.21%3.51%
20133.76%3.38%
20123.70%3.74%
20112.53%1.93%
20100.00%1.81%
20090.00%3.32%
20080.00%21.44%
20070.00%11.69%
20060.00%1.25%
20050.00%1.29%
20040.00%1.26%
20030.00%1.04%
20020.00%1.96%
20010.00%7.43%
20000.00%1.56%
19990.00%0.43%

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