TY vs FIDU
Comparison between Tri-Continental Corp (TY, ETF) and FIDELITY MSCI INDUSTRIALS INDEX ETF (FIDU, ETF).
5-Year PerformanceFIDU has outperformed TY, delivering a return of +13.1% compared to +10.5%
TY vs FIDU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
TY vs FIDU - Historical Returns
Returns include dividend reinvestment.
TY vs FIDU - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | TY | FIDU |
|---|---|---|
| 2026 | +8.12% | +13.02% |
| 2025 | +17.62% | +19.17% |
| 2024 | +22.64% | +17.74% |
| 2023 | +17.19% | +22.28% |
| 2022 | -16.33% | -7.83% |
| 2021 | +31.10% | +23.98% |
| 2020 | +12.05% | +11.93% |
| 2019 | +28.15% | +30.46% |
| 2018 | -5.84% | -14.44% |
| 2017 | +27.70% | +21.32% |
| 2016 | +16.71% | +22.33% |
| 2015 | -2.05% | -3.22% |
| 2014 | +11.95% | +8.05% |
| 2013 | +26.03% | +7.91% |
| 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 FIDU Drawdown Comparison
The maximum drawdown for TY was -67.68%, occurring on Mar 9, 2009. Recovery took 3488 trading sessions.
The maximum drawdown for FIDU was -42.29%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.
The current TY drawdown is -1.07%. The current FIDU drawdown is -0.93%.
| Rank | TY | FIDU |
|---|---|---|
| #1 | -67.68% Dec 7, 1999 - Oct 18, 2013 | -42.29% Feb 12, 2020 - Nov 9, 2020 |
| #2 | -38.60% Feb 12, 2020 - Nov 13, 2020 | -24.52% Sep 21, 2018 - Jul 16, 2019 |
| #3 | -20.75% Dec 27, 2021 - Feb 9, 2024 | -22.86% Nov 16, 2021 - Jun 29, 2023 |
| #4 | -17.72% Apr 24, 2015 - Jul 13, 2016 | -20.53% Nov 29, 2024 - Jun 26, 2025 |
| #5 | -17.66% Oct 1, 2018 - Apr 3, 2019 | -16.19% Mar 2, 2015 - Apr 26, 2016 |
| #6 | -16.08% Jan 24, 2025 - Jun 27, 2025 | -12.97% Aug 1, 2023 - Dec 11, 2023 |
| #7 | -8.00% Jan 24, 2018 - Aug 7, 2018 | -12.23% Mar 2, 2026 - May 6, 2026 |
| #8 | -7.84% Sep 5, 2014 - Nov 3, 2014 | -11.25% Jun 9, 2014 - Nov 6, 2014 |
| #9 | -6.80% Feb 10, 2026 - Apr 14, 2026 | -11.11% Jan 26, 2018 - Sep 18, 2018 |
| #10 | -6.34% Jul 31, 2024 - Aug 19, 2024 | -7.70% Jul 24, 2019 - Sep 13, 2019 |
| #11 | -6.33% Dec 26, 2013 - Mar 31, 2014 | -7.31% Jan 15, 2014 - Mar 4, 2014 |
| #12 | -6.25% May 3, 2019 - Jun 20, 2019 | -6.60% Jun 8, 2016 - Jul 8, 2016 |
| #13 | -5.93% Jul 29, 2019 - Oct 25, 2019 | -6.54% Jul 16, 2024 - Aug 23, 2024 |
| #14 | -5.06% Mar 28, 2024 - May 20, 2024 | -6.38% Aug 11, 2021 - Oct 21, 2021 |
| #15 | -4.55% Nov 26, 2014 - Dec 23, 2014 | -6.37% Jan 12, 2021 - Feb 9, 2021 |
Correlation
Correlation between TY and FIDU is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
TY vs FIDU dividend yield comparison.
| Year | TY | FIDU |
|---|---|---|
| 2026 | 0.81% | 0.28% |
| 2025 | 11.97% | 1.02% |
| 2024 | 10.61% | 1.42% |
| 2023 | 4.36% | 1.42% |
| 2022 | 8.71% | 1.48% |
| 2021 | 14.13% | 1.12% |
| 2020 | 6.25% | 1.28% |
| 2019 | 6.86% | 1.73% |
| 2018 | 8.13% | 1.99% |
| 2017 | 4.69% | 1.60% |
| 2016 | 4.12% | 1.63% |
| 2015 | 4.05% | 1.98% |
| 2014 | 3.51% | 1.55% |
| 2013 | 3.38% | 0.31% |
| 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% |
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