TY vs DES

Comparison between Tri-Continental Corp (TY, ETF) and WisdomTree U.S. SmallCap Dividend Fund (DES, ETF).

5-Year PerformanceTY has outperformed DES, delivering a return of +10.3% compared to +6.2%

TY vs DES - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TY(ETF)	DES(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	N/A	0.38%
Max Drawdown	78.22%	68.10%
Sharpe Ratio	2.24	1.46
5Y Beta	0.72	0.83
P/E Ratio	N/A	21.88
Forward P/E	N/A	13.20
5Y Dividends CAGR	14.97%	6.06%
5Y EPS CAGR	N/A	8.81%
P/S Ratio	N/A	1.07
P/B Ratio	N/A	1.66

Net Assets

$1.90B

DES

$1.90B

Expense Ratio

N/A

DES

0.38%

Max Drawdown

78.22%

Winner

DES

68.10%

Sharpe Ratio

Winner

2.24

DES

1.46

5Y Beta

Winner

0.72

DES

0.83

P/E Ratio

N/A

DES

21.88

Forward P/E

N/A

DES

13.20

5Y Dividends CAGR

Winner

14.97%

DES

6.06%

5Y EPS CAGR

N/A

DES

8.81%

P/S Ratio

N/A

DES

1.07

P/B Ratio

N/A

DES

1.66

TY vs DES - Historical Returns

Returns include dividend reinvestment.

Period	TY	DES
1 month	+5.02%	+3.81%
3 months	+3.54%	+3.26%
6 months	+9.95%	+18.98%
1 year	+28.00%	+28.33%
5 years(CAGR)	+10.27%	+6.17%
10 years(CAGR)	+14.28%	+8.38%
Max(CAGR)	+6.03%	+7.72%

Winner

+5.02%

DES

+3.81%

Winner

+3.54%

DES

+3.26%

+9.95%

Winner

DES

+18.98%

+28.00%

Winner

DES

+28.33%

5Y(CAGR)

Winner

+10.27%

DES

+6.17%

10Y(CAGR)

Winner

+14.28%

DES

+8.38%

Max(CAGR)

+6.03%

Winner

DES

+7.72%

TY vs DES - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TY	DES
2026	+6.11%	+15.52%
2025	+17.62%	+0.96%
2024	+22.64%	+9.71%
2023	+17.19%	+16.28%
2022	-16.33%	-11.65%
2021	+31.10%	+27.88%
2020	+12.05%	-3.69%
2019	+28.15%	+19.33%
2018	-5.84%	-13.42%
2017	+27.70%	+8.08%
2016	+16.71%	+33.60%
2015	-2.05%	-5.29%
2014	+11.95%	+8.94%
2013	+26.03%	+32.90%
2012	+15.67%	+16.16%
2011	+4.25%	-3.63%
2010	+20.29%	+24.59%
2009	+16.94%	+20.08%
2008	-44.86%	-27.07%
2007	+3.50%	-12.85%
2006	+20.29%	+16.40%
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 DES Drawdown Comparison

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

The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.

The current TY drawdown is -0.49%. The current DES drawdown is -0.51%.

Rank	TY	DES
#1	-67.68% Dec 7, 1999 - Oct 18, 2013	-65.45% Jun 4, 2007 - Feb 3, 2012
#2	-38.60% Feb 12, 2020 - Nov 13, 2020	-45.63% Aug 21, 2018 - Jan 14, 2021
#3	-20.75% Dec 27, 2021 - Feb 9, 2024	-25.16% Nov 25, 2024 - Feb 4, 2026
#4	-17.72% Apr 24, 2015 - Jul 13, 2016	-21.70% Jan 4, 2022 - Dec 14, 2023
#5	-17.66% Oct 1, 2018 - Apr 3, 2019	-19.34% Jun 23, 2015 - Apr 26, 2016
#6	-16.08% Jan 24, 2025 - Jun 27, 2025	-9.64% Jan 23, 2018 - Jun 4, 2018
#7	-8.00% Jan 24, 2018 - Aug 7, 2018	-9.47% Jul 1, 2014 - Nov 5, 2014
#8	-7.84% Sep 5, 2014 - Nov 3, 2014	-9.36% Jun 8, 2021 - Nov 3, 2021
#9	-6.80% Feb 10, 2026 - Apr 14, 2026	-9.15% Apr 2, 2012 - Jul 3, 2012
#10	-6.34% Jul 31, 2024 - Aug 19, 2024	-9.09% Sep 14, 2012 - Dec 20, 2012
#11	-6.33% Dec 26, 2013 - Mar 31, 2014	-8.96% Jul 31, 2024 - Oct 16, 2024
#12	-6.25% May 3, 2019 - Jun 20, 2019	-8.17% Nov 15, 2021 - Jan 4, 2022
#13	-5.93% Jul 29, 2019 - Oct 25, 2019	-7.64% Feb 20, 2026 - Apr 9, 2026
#14	-5.06% Mar 28, 2024 - May 20, 2024	-7.50% Dec 27, 2023 - Mar 28, 2024
#15	-4.55% Nov 26, 2014 - Dec 23, 2014	-7.44% Sep 7, 2016 - Nov 11, 2016

Correlation

Correlation between TY and DES is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (1999 - 2026)

TY vs DES dividend yield comparison.

Year	TY	DES
2026	0.83%	0.41%
2025	11.97%	2.85%
2024	10.61%	2.81%
2023	4.36%	2.65%
2022	8.71%	2.89%
2021	14.13%	2.31%
2020	6.25%	2.75%
2019	6.86%	2.68%
2018	8.13%	3.65%
2017	4.69%	2.89%
2016	4.12%	2.70%
2015	4.05%	3.09%
2014	3.51%	2.68%
2013	3.38%	2.45%
2012	3.74%	4.04%
2011	1.93%	3.38%
2010	1.81%	3.57%
2009	3.32%	3.60%
2008	21.44%	6.09%
2007	11.69%	3.78%
2006	1.25%	1.82%
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%