TY vs DFEV

Comparison between Tri-Continental Corp (TY, ETF) and DIMENSIONAL EMERGING MARKETS VALUE ETF (DFEV, ETF).

TY vs DFEV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TY(ETF)	DFEV(ETF)
Net Assets	$2B	$2B
Expense Ratio	N/A	0.43%
Max Drawdown	78.22%	20.42%
Sharpe Ratio	1.61	1.46
5Y Beta	0.71	0.74
5Y Dividends CAGR	12.25%	N/A

Net Assets

$2B

DFEV

$2B

Expense Ratio

N/A

DFEV

0.43%

Max Drawdown

78.22%

Winner

DFEV

20.42%

Sharpe Ratio

Winner

1.61

DFEV

1.46

5Y Beta

Winner

0.71

DFEV

0.74

5Y Dividends CAGR

12.25%

DFEV

N/A

TY vs DFEV - Historical Returns

Returns include dividend reinvestment.

Period	TY	DFEV
1 month	-1.32%	-5.59%
3 months	+5.60%	+7.61%
6 months	+7.63%	+17.87%
1 year	+20.59%	+39.10%
5 years(CAGR)	+10.65%	+16.29%
10 years(CAGR)	+13.99%	N/A
Max(CAGR)	+6.11%	+16.29%

Winner

-1.32%

DFEV

-5.59%

+5.60%

Winner

DFEV

+7.61%

+7.63%

Winner

DFEV

+17.87%

+20.59%

Winner

DFEV

+39.10%

5Y(CAGR)

+10.65%

Winner

DFEV

+16.29%

10Y(CAGR)

+13.99%

DFEV

N/A

Max(CAGR)

+6.11%

Winner

DFEV

+16.29%

TY vs DFEV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TY	DFEV
2026	+9.41%	+20.95%
2025	+17.62%	+33.08%
2024	+22.64%	+8.41%
2023	+17.19%	+15.21%
2022	-16.33%	-6.68%
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 DFEV Drawdown Comparison

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

The maximum drawdown for DFEV was -18.47%, occurring on Oct 31, 2022. Recovery took 279 trading sessions.

The current TY drawdown is -1.32%. The current DFEV drawdown is -6.97%.

Rank	TY	DFEV
#1	-67.68% Dec 7, 1999 - Oct 18, 2013	-18.47% May 4, 2022 - Jun 14, 2023
#2	-38.60% Feb 12, 2020 - Nov 13, 2020	-17.94% Oct 7, 2024 - Jun 4, 2025
#3	-20.75% Dec 27, 2021 - Feb 9, 2024	-11.35% Feb 25, 2026 - Apr 17, 2026
#4	-17.72% Apr 24, 2015 - Jul 13, 2016	-10.73% Jul 31, 2023 - Dec 28, 2023
#5	-17.66% Oct 1, 2018 - Apr 3, 2019	-9.35% Jul 12, 2024 - Sep 24, 2024
#6	-16.08% Jan 24, 2025 - Jun 27, 2025	-8.25% Jun 22, 2026 - Jul 13, 2026
#7	-8.00% Jan 24, 2018 - Aug 7, 2018	-7.91% Jun 2, 2026 - Jun 18, 2026
#8	-7.84% Sep 5, 2014 - Nov 3, 2014	-5.71% Dec 29, 2023 - Feb 16, 2024
#9	-6.80% Feb 10, 2026 - Apr 14, 2026	-5.09% May 11, 2026 - May 26, 2026
#10	-6.34% Jul 31, 2024 - Aug 19, 2024	-4.66% Apr 9, 2024 - Apr 29, 2024
#11	-6.33% Dec 26, 2013 - Mar 31, 2014	-4.26% May 17, 2024 - Jul 3, 2024
#12	-6.25% May 3, 2019 - Jun 20, 2019	-4.11% Nov 12, 2025 - Dec 26, 2025
#13	-5.93% Jul 29, 2019 - Oct 25, 2019	-3.57% Oct 6, 2025 - Oct 16, 2025
#14	-5.06% Mar 28, 2024 - May 20, 2024	-3.42% Jun 15, 2023 - Jul 12, 2023
#15	-4.55% Nov 26, 2014 - Dec 23, 2014	-3.42% Jul 23, 2025 - Aug 13, 2025

Correlation

Correlation between TY and DFEV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (1999 - 2026)

TY vs DFEV dividend yield comparison.

Year	TY	DFEV
2026	1.62%	0.67%
2025	11.97%	2.69%
2024	10.61%	3.17%
2023	4.36%	3.47%
2022	8.71%	3.35%
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%