TY vs PDP

Comparison between Tri-Continental Corp (TY, ETF) and INVESCO DORSEY WRIGHT MOMENTUM ETF (PDP, ETF).

5-Year PerformanceTY has outperformed PDP, delivering a return of +10.6% compared to +10.0%

TY vs PDP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TY(ETF)	PDP(ETF)
Net Assets	$2B	$2.10B
Expense Ratio	N/A	0.62%
Max Drawdown	78.22%	59.45%
Sharpe Ratio	1.61	0.99
5Y Beta	0.71	1.18
P/E Ratio	N/A	56.60
Forward P/E	N/A	26.55
5Y Dividends CAGR	12.25%	9.90%
5Y EPS CAGR	N/A	23.79%
Debt to Equity	N/A	17.40%
P/S Ratio	N/A	3.68
P/B Ratio	N/A	8.50

Net Assets

$2B

Winner

PDP

$2.10B

Expense Ratio

N/A

PDP

0.62%

Max Drawdown

78.22%

Winner

PDP

59.45%

Sharpe Ratio

Winner

1.61

PDP

0.99

5Y Beta

Winner

0.71

PDP

1.18

P/E Ratio

N/A

PDP

56.60

Forward P/E

N/A

PDP

26.55

5Y Dividends CAGR

Winner

12.25%

PDP

9.90%

5Y EPS CAGR

N/A

PDP

23.79%

Debt to Equity

N/A

PDP

17.40%

P/S Ratio

N/A

PDP

3.68

P/B Ratio

N/A

PDP

8.50

TY vs PDP - Historical Returns

Returns include dividend reinvestment.

Period	TY	PDP
1 month	-1.32%	-4.70%
3 months	+5.60%	+7.02%
6 months	+7.63%	+15.49%
1 year	+20.59%	+29.02%
5 years(CAGR)	+10.65%	+10.01%
10 years(CAGR)	+13.99%	+13.02%
Max(CAGR)	+6.11%	+9.96%

Winner

-1.32%

PDP

-4.70%

+5.60%

Winner

PDP

+7.02%

+7.63%

Winner

PDP

+15.49%

+20.59%

Winner

PDP

+29.02%

5Y(CAGR)

Winner

+10.65%

PDP

+10.01%

10Y(CAGR)

Winner

+13.99%

PDP

+13.02%

Max(CAGR)

+6.11%

Winner

PDP

+9.96%

TY vs PDP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TY	PDP
2026	+9.41%	+19.66%
2025	+17.62%	+8.02%
2024	+22.64%	+28.47%
2023	+17.19%	+21.82%
2022	-16.33%	-23.37%
2021	+31.10%	+9.40%
2020	+12.05%	+35.79%
2019	+28.15%	+34.74%
2018	-5.84%	-6.40%
2017	+27.70%	+22.97%
2016	+16.71%	+4.62%
2015	-2.05%	+1.55%
2014	+11.95%	+13.29%
2013	+26.03%	+28.69%
2012	+15.67%	+17.82%
2011	+4.25%	+0.33%
2010	+20.29%	+24.50%
2009	+16.94%	+24.87%
2008	-44.86%	-45.65%
2007	+3.50%	+13.82%
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 PDP Drawdown Comparison

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

The maximum drawdown for PDP was -59.34%, occurring on Mar 9, 2009. Recovery took 1087 trading sessions.

The current TY drawdown is -1.32%. The current PDP drawdown is -7.32%.

Rank	TY	PDP
#1	-67.68% Dec 7, 1999 - Oct 18, 2013	-59.34% Dec 10, 2007 - Apr 3, 2012
#2	-38.60% Feb 12, 2020 - Nov 13, 2020	-34.70% Feb 19, 2020 - Jul 17, 2020
#3	-20.75% Dec 27, 2021 - Feb 9, 2024	-33.92% Nov 8, 2021 - Jul 12, 2024
#4	-17.72% Apr 24, 2015 - Jul 13, 2016	-24.54% Sep 14, 2018 - Jun 10, 2019
#5	-17.66% Oct 1, 2018 - Apr 3, 2019	-23.79% Dec 4, 2024 - Sep 19, 2025
#6	-16.08% Jan 24, 2025 - Jun 27, 2025	-19.14% Mar 20, 2015 - Feb 9, 2017
#7	-8.00% Jan 24, 2018 - Aug 7, 2018	-13.91% Jul 13, 2007 - Oct 9, 2007
#8	-7.84% Sep 5, 2014 - Nov 3, 2014	-13.47% Feb 12, 2021 - Aug 5, 2021
#9	-6.80% Feb 10, 2026 - Apr 14, 2026	-11.87% Oct 29, 2025 - Jan 13, 2026
#10	-6.34% Jul 31, 2024 - Aug 19, 2024	-11.63% Feb 25, 2026 - Apr 10, 2026
#11	-6.33% Dec 26, 2013 - Mar 31, 2014	-9.80% May 2, 2012 - Sep 14, 2012
#12	-6.25% May 3, 2019 - Jun 20, 2019	-9.76% Sep 5, 2014 - Nov 3, 2014
#13	-5.93% Jul 29, 2019 - Oct 25, 2019	-9.59% Jul 16, 2024 - Sep 19, 2024
#14	-5.06% Mar 28, 2024 - May 20, 2024	-9.53% Jan 26, 2018 - May 30, 2018
#15	-4.55% Nov 26, 2014 - Dec 23, 2014	-9.08% Jun 22, 2026 - Jul 13, 2026

Correlation

Correlation between TY and PDP 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 PDP dividend yield comparison.

Year	TY	PDP
2026	1.62%	0.00%
2025	11.97%	0.17%
2024	10.61%	0.15%
2023	4.36%	0.42%
2022	8.71%	0.45%
2021	14.13%	0.00%
2020	6.25%	0.11%
2019	6.86%	0.25%
2018	8.13%	0.18%
2017	4.69%	0.28%
2016	4.12%	0.81%
2015	4.05%	0.39%
2014	3.51%	0.15%
2013	3.38%	0.28%
2012	3.74%	0.85%
2011	1.93%	0.16%
2010	1.81%	0.24%
2009	3.32%	0.54%
2008	21.44%	0.27%
2007	11.69%	0.09%
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%