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TY vs QDF

Comparison between Tri-Continental Corp (TY, ETF) and FLEXSHARES QUALITY DIVIDEND INDEX FUND (QDF, ETF).

5-Year PerformanceQDF has outperformed TY, delivering a return of +12.1% compared to +11.1%

TY vs QDF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TY
$2.10B
Winner
QDF
$2.20B
Expense Ratio
TY
N/A
QDF
0.39%
Max Drawdown
TY
78.22%
Winner
QDF
37.16%
Sharpe Ratio
TY
1.25
Winner
QDF
1.43
5Y Beta
Winner
TY
0.70
QDF
0.88
P/E Ratio
TY
N/A
QDF
23.85
Forward P/E
TY
N/A
QDF
18.39
PEG Ratio
TY
N/A
QDF
0.28
5Y Dividends CAGR
Winner
TY
12.25%
QDF
3.70%
5Y EPS CAGR
TY
N/A
QDF
21.61%
Debt to Equity
TY
N/A
QDF
-12.58%
P/S Ratio
TY
N/A
QDF
3.78
P/B Ratio
TY
N/A
QDF
5.31

TY vs QDF - Historical Returns

Returns include dividend reinvestment.

1M
TY
+1.22%
Winner
QDF
+1.80%
3M
TY
+3.64%
Winner
QDF
+4.94%
6M
TY
+8.28%
Winner
QDF
+11.07%
1Y
TY
+18.27%
Winner
QDF
+22.87%
5Y(CAGR)
TY
+11.11%
Winner
QDF
+12.06%
10Y(CAGR)
Winner
TY
+13.89%
QDF
+12.07%
Max(CAGR)
TY
+6.14%
Winner
QDF
+12.77%

TY vs QDF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearTYQDF
2026+10.94%+14.18%
2025+17.62%+16.90%
2024+22.64%+17.35%
2023+17.19%+20.23%
2022-16.33%-12.32%
2021+31.10%+28.22%
2020+12.05%+4.57%
2019+28.15%+25.67%
2018-5.84%-8.42%
2017+27.70%+16.35%
2016+16.71%+18.28%
2015-2.05%-0.87%
2014+11.95%+12.97%
2013+26.03%+33.51%
2012+15.67%-1.59%
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 QDF Drawdown Comparison

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

The maximum drawdown for QDF was -36.64%, occurring on Mar 23, 2020. Recovery took 203 trading sessions.

The current TY drawdown is -1.30%. The current QDF drawdown is -1.33%.

RankTYQDF
#1-67.68%
Dec 7, 1999 - Oct 18, 2013
-36.64%
Feb 12, 2020 - Dec 1, 2020
#2-38.60%
Feb 12, 2020 - Nov 13, 2020
-22.06%
Jan 4, 2022 - Jul 19, 2023
#3-20.75%
Dec 27, 2021 - Feb 9, 2024
-19.87%
Sep 21, 2018 - Oct 21, 2019
#4-17.72%
Apr 24, 2015 - Jul 13, 2016
-18.01%
Dec 2, 2024 - Jun 27, 2025
#5-17.66%
Oct 1, 2018 - Apr 3, 2019
-13.20%
May 21, 2015 - Apr 13, 2016
#6-16.08%
Jan 24, 2025 - Jun 27, 2025
-10.62%
Jan 26, 2018 - Aug 21, 2018
#7-8.00%
Jan 24, 2018 - Aug 7, 2018
-10.52%
Jul 31, 2023 - Dec 11, 2023
#8-7.84%
Sep 5, 2014 - Nov 3, 2014
-7.89%
Feb 25, 2026 - Apr 17, 2026
#9-6.80%
Feb 10, 2026 - Apr 14, 2026
-6.90%
Sep 18, 2014 - Oct 31, 2014
#10-6.34%
Jul 31, 2024 - Aug 19, 2024
-6.04%
Dec 31, 2013 - Feb 28, 2014
#11-6.33%
Dec 26, 2013 - Mar 31, 2014
-5.75%
Jul 16, 2024 - Aug 19, 2024
#12-6.25%
May 3, 2019 - Jun 20, 2019
-5.75%
Mar 28, 2024 - May 15, 2024
#13-5.93%
Jul 29, 2019 - Oct 25, 2019
-5.22%
Aug 2, 2013 - Oct 17, 2013
#14-5.06%
Mar 28, 2024 - May 20, 2024
-5.18%
Jun 23, 2016 - Jul 8, 2016
#15-4.55%
Nov 26, 2014 - Dec 23, 2014
-5.05%
May 21, 2013 - Jul 9, 2013

Correlation

Correlation between TY and QDF is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (1999 - 2026)

TY vs QDF dividend yield comparison.

YearTYQDF
20261.60%0.60%
202511.97%1.65%
202410.61%1.93%
20234.36%2.19%
20228.71%2.45%
202114.13%1.90%
20206.25%2.38%
20196.86%3.05%
20188.13%4.29%
20174.69%2.70%
20164.12%3.07%
20154.05%3.04%
20143.51%2.70%
20133.38%2.08%
20123.74%0.49%
20111.93%0.00%
20101.81%0.00%
20093.32%0.00%
200821.44%0.00%
200711.69%0.00%
20061.25%0.00%
20051.29%0.00%
20041.26%0.00%
20031.04%0.00%
20021.96%0.00%
20017.43%0.00%
20001.56%0.00%
19990.43%0.00%

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