TY vs JMOM

Comparison between Tri-Continental Corp (TY, ETF) and JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF).

5-Year PerformanceJMOM has outperformed TY, delivering a return of +15.1% compared to +10.3%

TY vs JMOM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TY(ETF)	JMOM(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	N/A	0.12%
Max Drawdown	78.22%	34.31%
Sharpe Ratio	2.24	2.01
5Y Beta	0.72	1.04
P/E Ratio	N/A	33.21
Forward P/E	N/A	22.36
PEG Ratio	N/A	0.80
5Y Dividends CAGR	14.97%	12.88%
5Y EPS CAGR	N/A	23.62%
Debt to Equity	N/A	29.25%
P/S Ratio	N/A	2.39
P/B Ratio	N/A	5.11

Net Assets

$1.90B

JMOM

$1.90B

Expense Ratio

N/A

JMOM

0.12%

Max Drawdown

78.22%

Winner

JMOM

34.31%

Sharpe Ratio

Winner

2.24

JMOM

2.01

5Y Beta

Winner

0.72

JMOM

1.04

P/E Ratio

N/A

JMOM

33.21

Forward P/E

N/A

JMOM

22.36

PEG Ratio

N/A

JMOM

0.80

5Y Dividends CAGR

Winner

14.97%

JMOM

12.88%

5Y EPS CAGR

N/A

JMOM

23.62%

Debt to Equity

N/A

JMOM

29.25%

P/S Ratio

N/A

JMOM

2.39

P/B Ratio

N/A

JMOM

5.11

TY vs JMOM - Historical Returns

Returns include dividend reinvestment.

Period	TY	JMOM
1 month	+5.02%	+10.37%
3 months	+3.54%	+11.40%
6 months	+9.95%	+17.05%
1 year	+28.00%	+36.39%
5 years(CAGR)	+10.27%	+15.08%
10 years(CAGR)	+14.28%	+15.81%
Max(CAGR)	+6.03%	+15.81%

+5.02%

Winner

JMOM

+10.37%

+3.54%

Winner

JMOM

+11.40%

+9.95%

Winner

JMOM

+17.05%

+28.00%

Winner

JMOM

+36.39%

5Y(CAGR)

+10.27%

Winner

JMOM

+15.08%

10Y(CAGR)

+14.28%

Winner

JMOM

+15.81%

Max(CAGR)

+6.03%

Winner

JMOM

+15.81%

TY vs JMOM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TY	JMOM
2026	+6.11%	+15.25%
2025	+17.62%	+17.75%
2024	+22.64%	+29.74%
2023	+17.19%	+23.74%
2022	-16.33%	-20.41%
2021	+31.10%	+26.82%
2020	+12.05%	+28.12%
2019	+28.15%	+28.88%
2018	-5.84%	-5.24%
2017	+27.70%	+3.32%
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 JMOM Drawdown Comparison

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

The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.

The current TY drawdown is -0.49%.

Rank	TY	JMOM
#1	-67.68% Dec 7, 1999 - Oct 18, 2013	-34.31% Feb 19, 2020 - Jul 20, 2020
#2	-38.60% Feb 12, 2020 - Nov 13, 2020	-28.27% Nov 16, 2021 - Jan 30, 2024
#3	-20.75% Dec 27, 2021 - Feb 9, 2024	-21.59% Oct 3, 2018 - Jun 10, 2019
#4	-17.72% Apr 24, 2015 - Jul 13, 2016	-19.51% Feb 18, 2025 - Jun 24, 2025
#5	-17.66% Oct 1, 2018 - Apr 3, 2019	-10.94% Feb 12, 2021 - Apr 15, 2021
#6	-16.08% Jan 24, 2025 - Jun 27, 2025	-9.09% Jan 26, 2018 - Jun 5, 2018
#7	-8.00% Jan 24, 2018 - Aug 7, 2018	-8.49% Jul 16, 2024 - Aug 23, 2024
#8	-7.84% Sep 5, 2014 - Nov 3, 2014	-8.34% Oct 13, 2020 - Nov 24, 2020
#9	-6.80% Feb 10, 2026 - Apr 14, 2026	-8.27% Sep 2, 2020 - Oct 9, 2020
#10	-6.34% Jul 31, 2024 - Aug 19, 2024	-7.87% Mar 2, 2026 - Apr 8, 2026
#11	-6.33% Dec 26, 2013 - Mar 31, 2014	-6.88% Apr 26, 2021 - Jun 14, 2021
#12	-6.25% May 3, 2019 - Jun 20, 2019	-6.63% Sep 3, 2021 - Oct 21, 2021
#13	-5.93% Jul 29, 2019 - Oct 25, 2019	-6.24% Mar 21, 2024 - May 15, 2024
#14	-5.06% Mar 28, 2024 - May 20, 2024	-6.18% Dec 4, 2024 - Jan 23, 2025
#15	-4.55% Nov 26, 2014 - Dec 23, 2014	-6.07% Oct 27, 2025 - Dec 10, 2025

Correlation

Correlation between TY and JMOM is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (1999 - 2026)

TY vs JMOM dividend yield comparison.

Year	TY	JMOM
2026	0.83%	0.16%
2025	11.97%	0.86%
2024	10.61%	0.75%
2023	4.36%	1.21%
2022	8.71%	1.39%
2021	14.13%	0.64%
2020	6.25%	0.85%
2019	6.86%	1.11%
2018	8.13%	1.38%
2017	4.69%	0.29%
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%