TY vs TCHP

Comparison between Tri-Continental Corp (TY, ETF) and T. ROWE PRICE BLUE CHIP GROWTH ETF (TCHP, ETF).

5-Year PerformanceTY has outperformed TCHP, delivering a return of +11.1% compared to +9.4%

TY vs TCHP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TY(ETF)	TCHP(ETF)
Net Assets	$2B	$2.10B
Expense Ratio	N/A	0.57%
Max Drawdown	78.22%	42.35%
Sharpe Ratio	1.49	0.40
5Y Beta	0.70	1.22
P/E Ratio	N/A	28.92
Forward P/E	N/A	25.33
PEG Ratio	N/A	0.27
5Y Dividends CAGR	12.25%	N/A
5Y EPS CAGR	N/A	39.23%
P/S Ratio	N/A	6.63
P/B Ratio	N/A	9.79

Net Assets

$2B

Winner

TCHP

$2.10B

Expense Ratio

N/A

TCHP

0.57%

Max Drawdown

78.22%

Winner

TCHP

42.35%

Sharpe Ratio

Winner

1.49

TCHP

0.40

5Y Beta

Winner

0.70

TCHP

1.22

P/E Ratio

N/A

TCHP

28.92

Forward P/E

N/A

TCHP

25.33

PEG Ratio

N/A

TCHP

0.27

5Y Dividends CAGR

12.25%

TCHP

N/A

5Y EPS CAGR

N/A

TCHP

39.23%

P/S Ratio

N/A

TCHP

6.63

P/B Ratio

N/A

TCHP

9.79

TY vs TCHP - Historical Returns

Returns include dividend reinvestment.

Period	TY	TCHP
1 month	+2.38%	+4.27%
3 months	+4.77%	+0.37%
6 months	+9.49%	+8.46%
1 year	+20.16%	+10.18%
5 years(CAGR)	+11.08%	+9.35%
10 years(CAGR)	+13.99%	N/A
Max(CAGR)	+6.16%	+12.65%

+2.38%

Winner

TCHP

+4.27%

Winner

+4.77%

TCHP

+0.37%

Winner

+9.49%

TCHP

+8.46%

Winner

+20.16%

TCHP

+10.18%

5Y(CAGR)

Winner

+11.08%

TCHP

+9.35%

10Y(CAGR)

+13.99%

TCHP

N/A

Max(CAGR)

+6.16%

Winner

TCHP

+12.65%

TY vs TCHP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TY	TCHP
2026	+11.37%	+3.95%
2025	+17.62%	+18.69%
2024	+22.64%	+38.25%
2023	+17.19%	+51.12%
2022	-16.33%	-38.19%
2021	+31.10%	+20.12%
2020	+12.05%	+11.37%
2019	+28.15%	N/A
2018	-5.84%	N/A
2017	+27.70%	N/A
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 TCHP Drawdown Comparison

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

The maximum drawdown for TCHP was -42.34%, occurring on Nov 9, 2022. Recovery took 571 trading sessions.

The current TCHP drawdown is -2.79%.

Rank	TY	TCHP
#1	-67.68% Dec 7, 1999 - Oct 18, 2013	-42.34% Nov 19, 2021 - Mar 1, 2024
#2	-38.60% Feb 12, 2020 - Nov 13, 2020	-22.92% Jan 23, 2025 - Jun 25, 2025
#3	-20.75% Dec 27, 2021 - Feb 9, 2024	-17.50% Oct 29, 2025 - May 8, 2026
#4	-17.72% Apr 24, 2015 - Jul 13, 2016	-13.08% Jul 10, 2024 - Oct 14, 2024
#5	-17.66% Oct 1, 2018 - Apr 3, 2019	-11.98% Sep 2, 2020 - Dec 17, 2020
#6	-16.08% Jan 24, 2025 - Jun 27, 2025	-11.41% Jun 1, 2026 - Jul 29, 2026
#7	-8.00% Jan 24, 2018 - Aug 7, 2018	-8.83% Feb 12, 2021 - Apr 9, 2021
#8	-7.84% Sep 5, 2014 - Nov 3, 2014	-8.04% Sep 7, 2021 - Nov 4, 2021
#9	-6.80% Feb 10, 2026 - Apr 14, 2026	-7.48% Apr 29, 2021 - Jun 14, 2021
#10	-6.34% Jul 31, 2024 - Aug 19, 2024	-6.54% Mar 22, 2024 - May 14, 2024
#11	-6.33% Dec 26, 2013 - Mar 31, 2014	-5.48% Dec 11, 2024 - Jan 22, 2025
#12	-6.25% May 3, 2019 - Jun 20, 2019	-4.34% Jan 21, 2021 - Feb 3, 2021
#13	-5.93% Jul 29, 2019 - Oct 25, 2019	-3.53% Oct 9, 2025 - Oct 24, 2025
#14	-5.06% Mar 28, 2024 - May 20, 2024	-3.30% Aug 6, 2020 - Aug 18, 2020
#15	-4.55% Nov 26, 2014 - Dec 23, 2014	-3.24% Jul 23, 2021 - Aug 27, 2021

Correlation

Correlation between TY and TCHP is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (1999 - 2026)

TY vs TCHP dividend yield comparison.

Year	TY	TCHP
2026	1.60%	0.00%
2025	11.97%	0.00%
2024	10.61%	0.00%
2023	4.36%	0.00%
2022	8.71%	0.00%
2021	14.13%	0.02%
2020	6.25%	0.00%
2019	6.86%	0.00%
2018	8.13%	0.00%
2017	4.69%	0.00%
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%