TY vs BSVO

Comparison between Tri-Continental Corp (TY, ETF) and EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF (BSVO, ETF).

TY vs BSVO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TY(ETF)	BSVO(ETF)
Net Assets	$1.90B	$2B
Expense Ratio	N/A	0.45%
Max Drawdown	78.22%	29.80%
Sharpe Ratio	2.24	2.06
5Y Beta	0.72	0.97
P/E Ratio	N/A	1357.21
Forward P/E	N/A	10.99
5Y Dividends CAGR	14.97%	N/A
Debt to Equity	N/A	144.99%
P/S Ratio	N/A	0.60
P/B Ratio	N/A	1.20

Net Assets

$1.90B

Winner

BSVO

$2B

Expense Ratio

N/A

BSVO

0.45%

Max Drawdown

78.22%

Winner

BSVO

29.80%

Sharpe Ratio

Winner

2.24

BSVO

2.06

5Y Beta

Winner

0.72

BSVO

0.97

P/E Ratio

N/A

BSVO

1357.21

Forward P/E

N/A

BSVO

10.99

5Y Dividends CAGR

14.97%

BSVO

N/A

Debt to Equity

N/A

BSVO

144.99%

P/S Ratio

N/A

BSVO

0.60

P/B Ratio

N/A

BSVO

1.20

TY vs BSVO - Historical Returns

Returns include dividend reinvestment.

Period	TY	BSVO
1 month	+5.02%	+5.44%
3 months	+3.54%	+4.93%
6 months	+9.95%	+25.74%
1 year	+28.00%	+47.95%
5 years(CAGR)	+10.27%	N/A
10 years(CAGR)	+14.28%	N/A
Max(CAGR)	+6.03%	+17.66%

+5.02%

Winner

BSVO

+5.44%

+3.54%

Winner

BSVO

+4.93%

+9.95%

Winner

BSVO

+25.74%

+28.00%

Winner

BSVO

+47.95%

5Y(CAGR)

+10.27%

BSVO

N/A

10Y(CAGR)

+14.28%

BSVO

N/A

Max(CAGR)

+6.03%

Winner

BSVO

+17.66%

TY vs BSVO - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TY	BSVO
2026	+6.11%	+18.80%
2025	+17.62%	+9.58%
2024	+22.64%	+4.97%
2023	+17.19%	+22.41%
2022	-16.33%	N/A
2021	+31.10%	N/A
2020	+12.05%	N/A
2019	+28.15%	N/A
2018	-5.84%	N/A
2017	+27.70%	N/A
2016	+16.71%	N/A
2015	-2.05%	N/A
2014	+11.95%	N/A
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 BSVO Drawdown Comparison

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

The maximum drawdown for BSVO was -28.66%, occurring on Apr 8, 2025. Recovery took 255 trading sessions.

The current TY drawdown is -0.49%. The current BSVO drawdown is -0.73%.

Rank	TY	BSVO
#1	-67.68% Dec 7, 1999 - Oct 18, 2013	-28.66% Nov 25, 2024 - Dec 3, 2025
#2	-38.60% Feb 12, 2020 - Nov 13, 2020	-12.52% Aug 7, 2023 - Dec 4, 2023
#3	-20.75% Dec 27, 2021 - Feb 9, 2024	-11.59% Jul 31, 2024 - Nov 6, 2024
#4	-17.72% Apr 24, 2015 - Jul 13, 2016	-10.18% Mar 14, 2023 - Jun 7, 2023
#5	-17.66% Oct 1, 2018 - Apr 3, 2019	-8.45% Dec 27, 2023 - Jul 15, 2024
#6	-16.08% Jan 24, 2025 - Jun 27, 2025	-8.31% Feb 6, 2026 - Apr 9, 2026
#7	-8.00% Jan 24, 2018 - Aug 7, 2018	-4.27% Jun 7, 2023 - Jul 11, 2023
#8	-7.84% Sep 5, 2014 - Nov 3, 2014	-3.85% Nov 11, 2024 - Nov 25, 2024
#9	-6.80% Feb 10, 2026 - Apr 14, 2026	-3.68% Dec 11, 2025 - Jan 8, 2026
#10	-6.34% Jul 31, 2024 - Aug 19, 2024	-2.59% Jan 22, 2026 - Feb 2, 2026
#11	-6.33% Dec 26, 2013 - Mar 31, 2014	-2.49% Jul 17, 2024 - Jul 23, 2024
#12	-6.25% May 3, 2019 - Jun 20, 2019	-2.21% Jan 15, 2026 - Jan 21, 2026
#13	-5.93% Jul 29, 2019 - Oct 25, 2019	-1.93% Dec 4, 2023 - Dec 8, 2023
#14	-5.06% Mar 28, 2024 - May 20, 2024	-1.77% Jul 23, 2024 - Jul 25, 2024
#15	-4.55% Nov 26, 2014 - Dec 23, 2014	-1.67% May 1, 2026 - May 6, 2026

Correlation

Correlation between TY and BSVO is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (1999 - 2026)

TY vs BSVO dividend yield comparison.

Year	TY	BSVO
2026	0.83%	0.00%
2025	11.97%	1.52%
2024	10.61%	1.61%
2023	4.36%	1.43%
2022	8.71%	0.00%
2021	14.13%	0.00%
2020	6.25%	0.00%
2019	6.86%	0.00%
2018	8.13%	0.00%
2017	4.69%	0.00%
2016	4.12%	0.00%
2015	4.05%	0.00%
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%