TY vs SPY
Comparison between Tri-Continental Corp (TY, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed TY, delivering a return of +13.3% compared to +10.3%
TY vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TY
$1.90B
Winner
SPY
$652B
Expense Ratio
TY
N/A
SPY
0.09%
Max Drawdown
TY
78.22%
Winner
SPY
56.47%
Sharpe Ratio
Winner
TY
2.24
SPY
2.07
5Y Beta
Winner
TY
0.72
SPY
1.00
P/E Ratio
TY
N/A
SPY
28.24
Forward P/E
TY
N/A
SPY
21.85
5Y Dividends CAGR
Winner
TY
14.97%
SPY
5.43%
5Y EPS CAGR
TY
N/A
SPY
25.79%
Debt to Equity
TY
N/A
SPY
22.35%
P/S Ratio
TY
N/A
SPY
3.55
P/B Ratio
TY
N/A
SPY
5.29
TY vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
TY
+5.02%
Winner
SPY
+9.11%
3M
TY
+3.54%
Winner
SPY
+6.59%
6M
TY
+9.95%
Winner
SPY
+10.56%
1Y
TY
+28.00%
Winner
SPY
+32.04%
5Y(CAGR)
TY
+10.27%
Winner
SPY
+13.35%
10Y(CAGR)
TY
+14.28%
Winner
SPY
+15.49%
Max(CAGR)
TY
+6.03%
Winner
SPY
+8.50%
TY vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | TY | SPY |
|---|---|---|
| 2026 | +6.11% | +8.27% |
| 2025 | +17.62% | +18.00% |
| 2024 | +22.64% | +25.59% |
| 2023 | +17.19% | +26.72% |
| 2022 | -16.33% | -18.64% |
| 2021 | +31.10% | +30.52% |
| 2020 | +12.05% | +17.28% |
| 2019 | +28.15% | +31.09% |
| 2018 | -5.84% | -5.24% |
| 2017 | +27.70% | +20.78% |
| 2016 | +16.71% | +13.59% |
| 2015 | -2.05% | +1.31% |
| 2014 | +11.95% | +14.56% |
| 2013 | +26.03% | +29.00% |
| 2012 | +15.67% | +14.17% |
| 2011 | +4.25% | +0.85% |
| 2010 | +20.29% | +13.14% |
| 2009 | +16.94% | +22.67% |
| 2008 | -44.86% | -36.25% |
| 2007 | +3.50% | +5.32% |
| 2006 | +20.29% | +13.85% |
| 2005 | +4.01% | +5.32% |
| 2004 | +12.95% | +10.75% |
| 2003 | +21.39% | +24.18% |
| 2002 | -28.57% | -22.42% |
| 2001 | -3.49% | -10.13% |
| 2000 | -21.17% | -8.84% |
| 1999 | -8.03% | +8.61% |
TY vs SPY Drawdown Comparison
The maximum drawdown for TY was -67.68%, occurring on Mar 9, 2009. Recovery took 3488 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current TY drawdown is -0.49%.
| Rank | TY | SPY |
|---|---|---|
| #1 | -67.68% Dec 7, 1999 - Oct 18, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -38.60% Feb 12, 2020 - Nov 13, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -20.75% Dec 27, 2021 - Feb 9, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -17.72% Apr 24, 2015 - Jul 13, 2016 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -17.66% Oct 1, 2018 - Apr 3, 2019 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -16.08% Jan 24, 2025 - Jun 27, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -8.00% Jan 24, 2018 - Aug 7, 2018 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -7.84% Sep 5, 2014 - Nov 3, 2014 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.80% Feb 10, 2026 - Apr 14, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.34% Jul 31, 2024 - Aug 19, 2024 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -6.33% Dec 26, 2013 - Mar 31, 2014 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -6.25% May 3, 2019 - Jun 20, 2019 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.93% Jul 29, 2019 - Oct 25, 2019 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -5.06% Mar 28, 2024 - May 20, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.55% Nov 26, 2014 - Dec 23, 2014 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between TY and SPY 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 SPY dividend yield comparison.
| Year | TY | SPY |
|---|---|---|
| 2026 | 0.83% | 0.24% |
| 2025 | 11.97% | 1.07% |
| 2024 | 10.61% | 1.21% |
| 2023 | 4.36% | 1.40% |
| 2022 | 8.71% | 1.65% |
| 2021 | 14.13% | 1.20% |
| 2020 | 6.25% | 1.52% |
| 2019 | 6.86% | 1.75% |
| 2018 | 8.13% | 2.04% |
| 2017 | 4.69% | 1.80% |
| 2016 | 4.12% | 2.03% |
| 2015 | 4.05% | 2.06% |
| 2014 | 3.51% | 1.87% |
| 2013 | 3.38% | 1.81% |
| 2012 | 3.74% | 2.18% |
| 2011 | 1.93% | 2.05% |
| 2010 | 1.81% | 1.80% |
| 2009 | 3.32% | 1.95% |
| 2008 | 21.44% | 3.02% |
| 2007 | 11.69% | 1.85% |
| 2006 | 1.25% | 1.73% |
| 2005 | 1.29% | 1.73% |
| 2004 | 1.26% | 1.82% |
| 2003 | 1.04% | 1.47% |
| 2002 | 1.96% | 1.70% |
| 2001 | 7.43% | 1.25% |
| 2000 | 1.56% | 1.15% |
| 1999 | 0.43% | 0.24% |
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