TY vs ARKQ

Comparison between Tri-Continental Corp (TY, ETF) and ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF (ARKQ, ETF).

5-Year PerformanceARKQ has outperformed TY, delivering a return of +12.2% compared to +10.7%

TY vs ARKQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TY(ETF)	ARKQ(ETF)
Net Assets	$2B	$2.10B
Expense Ratio	N/A	0.75%
Max Drawdown	78.22%	60.20%
Sharpe Ratio	2.22	2.02
5Y Beta	0.72	1.66
P/E Ratio	N/A	-2319.13
Forward P/E	N/A	45.56
PEG Ratio	N/A	1.45
5Y Dividends CAGR	14.97%	N/A
5Y EPS CAGR	N/A	16.78%
P/S Ratio	N/A	4.55
P/B Ratio	N/A	5.71

Net Assets

$2B

Winner

ARKQ

$2.10B

Expense Ratio

N/A

ARKQ

0.75%

Max Drawdown

78.22%

Winner

ARKQ

60.20%

Sharpe Ratio

Winner

2.22

ARKQ

2.02

5Y Beta

Winner

0.72

ARKQ

1.66

P/E Ratio

N/A

ARKQ

-2319.13

Forward P/E

N/A

ARKQ

45.56

PEG Ratio

N/A

ARKQ

1.45

5Y Dividends CAGR

14.97%

ARKQ

N/A

5Y EPS CAGR

N/A

ARKQ

16.78%

P/S Ratio

N/A

ARKQ

4.55

P/B Ratio

N/A

ARKQ

5.71

TY vs ARKQ - Historical Returns

Returns include dividend reinvestment.

Period	TY	ARKQ
1 month	+4.91%	+15.12%
3 months	+3.94%	+11.30%
6 months	+8.22%	+19.48%
1 year	+25.34%	+81.50%
5 years(CAGR)	+10.68%	+12.20%
10 years(CAGR)	+14.33%	+23.16%
Max(CAGR)	+6.04%	+18.87%

+4.91%

Winner

ARKQ

+15.12%

+3.94%

Winner

ARKQ

+11.30%

+8.22%

Winner

ARKQ

+19.48%

+25.34%

Winner

ARKQ

+81.50%

5Y(CAGR)

+10.68%

Winner

ARKQ

+12.20%

10Y(CAGR)

+14.33%

Winner

ARKQ

+23.16%

Max(CAGR)

+6.04%

Winner

ARKQ

+18.87%

TY vs ARKQ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TY	ARKQ
2026	+6.42%	+15.84%
2025	+17.62%	+50.23%
2024	+22.64%	+36.90%
2023	+17.19%	+42.50%
2022	-16.33%	-47.92%
2021	+31.10%	+1.02%
2020	+12.05%	+103.11%
2019	+28.15%	+25.63%
2018	-5.84%	-10.07%
2017	+27.70%	+50.37%
2016	+16.71%	+16.82%
2015	-2.05%	-1.41%
2014	+11.95%	+0.15%
2013	+26.03%	N/A
2012	+15.67%	N/A
2011	+4.25%	N/A
2010	+20.29%	N/A
2009	+16.94%	N/A
2008	-44.86%	N/A
2007	+3.50%	N/A
2006	+20.29%	N/A
2005	+4.01%	N/A
2004	+12.95%	N/A
2003	+21.39%	N/A
2002	-28.57%	N/A
2001	-3.49%	N/A
2000	-21.17%	N/A
1999	-8.03%	N/A

TY vs ARKQ Drawdown Comparison

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

The maximum drawdown for ARKQ was -59.88%, occurring on Dec 28, 2022. Recovery took 1110 trading sessions.

The current TY drawdown is -0.20%.

Rank	TY	ARKQ
#1	-67.68% Dec 7, 1999 - Oct 18, 2013	-59.88% Feb 12, 2021 - Jul 17, 2025
#2	-38.60% Feb 12, 2020 - Nov 13, 2020	-36.74% Feb 19, 2020 - May 26, 2020
#3	-20.75% Dec 27, 2021 - Feb 9, 2024	-29.62% Apr 15, 2015 - Jul 26, 2016
#4	-17.72% Apr 24, 2015 - Jul 13, 2016	-22.97% Aug 29, 2018 - Dec 16, 2019
#5	-17.66% Oct 1, 2018 - Apr 3, 2019	-20.58% Jan 16, 2026 - May 8, 2026
#6	-16.08% Jan 24, 2025 - Jun 27, 2025	-18.79% Oct 29, 2025 - Jan 6, 2026
#7	-8.00% Jan 24, 2018 - Aug 7, 2018	-13.43% Mar 12, 2018 - Jun 18, 2018
#8	-7.84% Sep 5, 2014 - Nov 3, 2014	-13.00% Sep 2, 2020 - Oct 9, 2020
#9	-6.80% Feb 10, 2026 - Apr 14, 2026	-11.19% Jan 26, 2018 - Mar 12, 2018
#10	-6.34% Jul 31, 2024 - Aug 19, 2024	-10.26% Oct 5, 2016 - Dec 27, 2016
#11	-6.33% Dec 26, 2013 - Mar 31, 2014	-9.76% Nov 24, 2014 - Apr 10, 2015
#12	-6.25% May 3, 2019 - Jun 20, 2019	-9.21% Oct 14, 2020 - Nov 16, 2020
#13	-5.93% Jul 29, 2019 - Oct 25, 2019	-7.47% Jun 18, 2018 - Aug 27, 2018
#14	-5.06% Mar 28, 2024 - May 20, 2024	-7.19% Oct 3, 2014 - Oct 28, 2014
#15	-4.55% Nov 26, 2014 - Dec 23, 2014	-7.13% Jun 8, 2017 - Jul 25, 2017

Correlation

Correlation between TY and ARKQ is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (1999 - 2026)

TY vs ARKQ dividend yield comparison.

Year	TY	ARKQ
2026	0.83%	0.00%
2025	11.97%	0.27%
2024	10.61%	0.00%
2023	4.36%	0.00%
2022	8.71%	0.00%
2021	14.13%	0.80%
2020	6.25%	0.86%
2019	6.86%	0.00%
2018	8.13%	2.86%
2017	4.69%	1.54%
2016	4.12%	0.00%
2015	4.05%	0.98%
2014	3.51%	0.00%
2013	3.38%	0.00%
2012	3.74%	0.00%
2011	1.93%	0.00%
2010	1.81%	0.00%
2009	3.32%	0.00%
2008	21.44%	0.00%
2007	11.69%	0.00%
2006	1.25%	0.00%
2005	1.29%	0.00%
2004	1.26%	0.00%
2003	1.04%	0.00%
2002	1.96%	0.00%
2001	7.43%	0.00%
2000	1.56%	0.00%
1999	0.43%	0.00%