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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 +11.0% compared to +7.4%

TY vs DES - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TY
$2.10B
DES
$2.10B
Expense Ratio
TY
N/A
DES
0.38%
Max Drawdown
TY
78.22%
Winner
DES
68.10%
Sharpe Ratio
Winner
TY
1.99
DES
1.50
5Y Beta
Winner
TY
0.71
DES
0.82
P/E Ratio
TY
N/A
DES
22.32
Forward P/E
TY
N/A
DES
13.58
5Y Dividends CAGR
Winner
TY
15.01%
DES
5.94%
5Y EPS CAGR
TY
N/A
DES
7.13%
P/S Ratio
TY
N/A
DES
1.06
P/B Ratio
TY
N/A
DES
1.79

TY vs DES - Historical Returns

Returns include dividend reinvestment.

1M
TY
+1.60%
Winner
DES
+3.24%
3M
Winner
TY
+13.30%
DES
+12.36%
6M
TY
+9.24%
Winner
DES
+18.13%
1Y
TY
+25.61%
Winner
DES
+28.96%
5Y(CAGR)
Winner
TY
+10.99%
DES
+7.42%
10Y(CAGR)
Winner
TY
+14.28%
DES
+9.08%
Max(CAGR)
TY
+6.13%
Winner
DES
+12.16%

TY vs DES - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearTYDES
2026+9.51%+18.74%
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%+13.44%
2016+16.71%+42.07%
2015-2.05%+0.43%
2014+11.95%+15.15%
2013+26.03%+40.32%
2012+15.67%+26.09%
2011+4.25%+3.09%
2010+20.29%+34.43%
2009+16.94%+30.88%
2008-44.86%-19.68%
2007+3.50%-6.72%
2006+20.29%+20.76%
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 -59.89%, occurring on Mar 9, 2009. Recovery took 673 trading sessions.

The current TY drawdown is -1.45%. The current DES drawdown is -0.97%.

RankTYDES
#1-67.68%
Dec 7, 1999 - Oct 18, 2013
-59.89%
Jul 5, 2007 - Mar 8, 2010
#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
-21.37%
Jul 7, 2011 - Jan 18, 2012
#6-16.08%
Jan 24, 2025 - Jun 27, 2025
-16.52%
Jun 23, 2015 - Mar 18, 2016
#7-8.00%
Jan 24, 2018 - Aug 7, 2018
-15.96%
Apr 29, 2010 - Oct 13, 2010
#8-7.84%
Sep 5, 2014 - Nov 3, 2014
-9.64%
Jan 23, 2018 - Jun 4, 2018
#9-6.80%
Feb 10, 2026 - Apr 14, 2026
-9.36%
Jun 8, 2021 - Nov 3, 2021
#10-6.34%
Jul 31, 2024 - Aug 19, 2024
-9.15%
Apr 2, 2012 - Jun 29, 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
-8.34%
Sep 24, 2012 - Dec 17, 2012
#13-5.93%
Jul 29, 2019 - Oct 25, 2019
-8.17%
Nov 15, 2021 - Jan 4, 2022
#14-5.06%
Mar 28, 2024 - May 20, 2024
-8.14%
Jul 1, 2014 - Oct 28, 2014
#15-4.55%
Nov 26, 2014 - Dec 23, 2014
-7.94%
Apr 28, 2011 - Jul 1, 2011

Correlation

Correlation between TY and DES is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (1999 - 2026)

TY vs DES dividend yield comparison.

YearTYDES
20263.22%0.54%
202511.97%2.85%
202410.61%2.81%
20234.36%2.65%
20228.71%2.89%
202114.13%2.31%
20206.25%2.75%
20196.86%2.68%
20188.13%3.65%
20174.69%7.41%
20164.12%8.09%
20154.05%9.28%
20143.51%8.04%
20133.38%7.33%
20123.74%12.11%
20111.93%10.15%
20101.81%10.71%
20093.32%10.80%
200821.44%18.27%
200711.69%11.35%
20061.25%5.46%
20051.29%0.00%
20041.26%0.00%
20031.04%0.00%
20021.96%0.00%
20017.43%0.00%
20001.56%0.00%
19990.43%0.00%

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