TY vs PSC

Comparison between Tri-Continental Corp (TY, ETF) and Principal U.S. Small-Cap ETF (PSC, ETF).

5-Year PerformanceTY has outperformed PSC, delivering a return of +10.5% compared to +7.8%

TY vs PSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TY(ETF)	PSC(ETF)
Net Assets	$2.10B	$2.10B
Expense Ratio	N/A	0.38%
Max Drawdown	78.22%	47.89%
Sharpe Ratio	1.89	1.16
5Y Beta	0.72	1.05
P/E Ratio	N/A	25.64
Forward P/E	N/A	14.93
5Y Dividends CAGR	14.97%	-2.75%
5Y EPS CAGR	N/A	16.05%
Debt to Equity	N/A	49.44%
P/S Ratio	N/A	1.30
P/B Ratio	N/A	2.19

Net Assets

$2.10B

PSC

$2.10B

Expense Ratio

N/A

PSC

0.38%

Max Drawdown

78.22%

Winner

PSC

47.89%

Sharpe Ratio

Winner

1.89

PSC

1.16

5Y Beta

Winner

0.72

PSC

1.05

P/E Ratio

N/A

PSC

25.64

Forward P/E

N/A

PSC

14.93

5Y Dividends CAGR

Winner

14.97%

PSC

-2.75%

5Y EPS CAGR

N/A

PSC

16.05%

Debt to Equity

N/A

PSC

49.44%

P/S Ratio

N/A

PSC

1.30

P/B Ratio

N/A

PSC

2.19

TY vs PSC - Historical Returns

Returns include dividend reinvestment.

Period	TY	PSC
1 month	+1.89%	+1.39%
3 months	+9.43%	+12.37%
6 months	+9.22%	+13.28%
1 year	+24.53%	+25.28%
5 years(CAGR)	+10.46%	+7.83%
10 years(CAGR)	+14.09%	+11.61%
Max(CAGR)	+6.08%	+11.61%

Winner

+1.89%

PSC

+1.39%

+9.43%

Winner

PSC

+12.37%

+9.22%

Winner

PSC

+13.28%

+24.53%

Winner

PSC

+25.28%

5Y(CAGR)

Winner

+10.46%

PSC

+7.83%

10Y(CAGR)

Winner

+14.09%

PSC

+11.61%

Max(CAGR)

+6.08%

Winner

PSC

+11.61%

TY vs PSC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TY	PSC
2026	+8.12%	+13.22%
2025	+17.62%	+13.28%
2024	+22.64%	+13.10%
2023	+17.19%	+19.25%
2022	-16.33%	-16.77%
2021	+31.10%	+33.74%
2020	+12.05%	+13.43%
2019	+28.15%	+20.08%
2018	-5.84%	-10.11%
2017	+27.70%	+16.07%
2016	+16.71%	+9.38%
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 PSC Drawdown Comparison

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

The maximum drawdown for PSC was -46.69%, occurring on Mar 18, 2020. Recovery took 564 trading sessions.

The current TY drawdown is -1.07%. The current PSC drawdown is -1.42%.

Rank	TY	PSC
#1	-67.68% Dec 7, 1999 - Oct 18, 2013	-46.69% Aug 29, 2018 - Nov 24, 2020
#2	-38.60% Feb 12, 2020 - Nov 13, 2020	-25.87% Nov 8, 2021 - Mar 1, 2024
#3	-20.75% Dec 27, 2021 - Feb 9, 2024	-23.49% Nov 25, 2024 - Sep 8, 2025
#4	-17.72% Apr 24, 2015 - Jul 13, 2016	-9.95% Jan 22, 2026 - Apr 17, 2026
#5	-17.66% Oct 1, 2018 - Apr 3, 2019	-9.37% Jul 16, 2024 - Oct 14, 2024
#6	-16.08% Jan 24, 2025 - Jun 27, 2025	-9.19% Jan 23, 2018 - May 17, 2018
#7	-8.00% Jan 24, 2018 - Aug 7, 2018	-9.03% Jun 8, 2021 - Oct 25, 2021
#8	-7.84% Sep 5, 2014 - Nov 3, 2014	-8.59% Mar 15, 2021 - May 7, 2021
#9	-6.80% Feb 10, 2026 - Apr 14, 2026	-7.12% Mar 28, 2024 - Jul 11, 2024
#10	-6.34% Jul 31, 2024 - Aug 19, 2024	-7.12% Oct 8, 2025 - Nov 28, 2025
#11	-6.33% Dec 26, 2013 - Mar 31, 2014	-6.67% Sep 22, 2016 - Nov 14, 2016
#12	-6.25% May 3, 2019 - Jun 20, 2019	-5.90% Jul 27, 2017 - Sep 28, 2017
#13	-5.93% Jul 29, 2019 - Oct 25, 2019	-5.57% Nov 11, 2024 - Nov 25, 2024
#14	-5.06% Mar 28, 2024 - May 20, 2024	-5.37% May 7, 2021 - May 27, 2021
#15	-4.55% Nov 26, 2014 - Dec 23, 2014	-4.61% Apr 27, 2017 - Jun 9, 2017

Correlation

Correlation between TY and PSC is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (1999 - 2026)

TY vs PSC dividend yield comparison.

Year	TY	PSC
2026	0.81%	0.16%
2025	11.97%	0.67%
2024	10.61%	0.75%
2023	4.36%	0.73%
2022	8.71%	1.92%
2021	14.13%	1.45%
2020	6.25%	1.25%
2019	6.86%	1.47%
2018	8.13%	1.30%
2017	4.69%	0.95%
2016	4.12%	0.35%
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%