TY vs USTB

Comparison between Tri-Continental Corp (TY, ETF) and VICTORYSHARES SHORT-TERM BOND ETF FORMERLY VICTORYSHARES USAA CORE SHORT-TERM BOND ETF VICTORYSHARES SHORT-TERM BOND ETF (USTB, ETF).

5-Year PerformanceTY has outperformed USTB, delivering a return of +10.7% compared to +3.5%

TY vs USTB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	TY(ETF)	USTB(ETF)
Net Assets	$2B	$2B
Expense Ratio	N/A	0.34%
Max Drawdown	78.22%	7.56%
Sharpe Ratio	2.22	0.98
5Y Beta	0.72	0.01
5Y Dividends CAGR	14.97%	15.32%

Net Assets

$2B

USTB

$2B

Expense Ratio

N/A

USTB

0.34%

Max Drawdown

78.22%

Winner

USTB

7.56%

Sharpe Ratio

Winner

2.22

USTB

0.98

5Y Beta

0.72

Winner

USTB

0.01

5Y Dividends CAGR

14.97%

Winner

USTB

15.32%

TY vs USTB - Historical Returns

Returns include dividend reinvestment.

Period	TY	USTB
1 month	+4.91%	+0.44%
3 months	+3.94%	+0.46%
6 months	+8.22%	+1.72%
1 year	+25.34%	+5.15%
5 years(CAGR)	+10.68%	+3.51%
10 years(CAGR)	+14.33%	+3.46%
Max(CAGR)	+6.04%	+3.46%

Winner

+4.91%

USTB

+0.44%

Winner

+3.94%

USTB

+0.46%

Winner

+8.22%

USTB

+1.72%

Winner

+25.34%

USTB

+5.15%

5Y(CAGR)

Winner

+10.68%

USTB

+3.51%

10Y(CAGR)

Winner

+14.33%

USTB

+3.46%

Max(CAGR)

Winner

+6.04%

USTB

+3.46%

TY vs USTB - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	TY	USTB
2026	+6.42%	+1.03%
2025	+17.62%	+6.13%
2024	+22.64%	+6.81%
2023	+17.19%	+6.57%
2022	-16.33%	-2.72%
2021	+31.10%	+0.89%
2020	+12.05%	+5.00%
2019	+28.15%	+4.99%
2018	-5.84%	+1.12%
2017	+27.70%	+0.35%
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 USTB Drawdown Comparison

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

The maximum drawdown for USTB was -5.32%, occurring on Mar 24, 2020. Recovery took 65 trading sessions.

The current TY drawdown is -0.20%. The current USTB drawdown is -0.04%.

Rank	TY	USTB
#1	-67.68% Dec 7, 1999 - Oct 18, 2013	-5.32% Mar 4, 2020 - Jun 5, 2020
#2	-38.60% Feb 12, 2020 - Nov 13, 2020	-4.96% Sep 9, 2021 - Jul 13, 2023
#3	-20.75% Dec 27, 2021 - Feb 9, 2024	-1.02% Aug 30, 2023 - Nov 3, 2023
#4	-17.72% Apr 24, 2015 - Jul 13, 2016	-0.84% Feb 27, 2026 - May 1, 2026
#5	-17.66% Oct 1, 2018 - Apr 3, 2019	-0.81% Dec 29, 2017 - Aug 6, 2018
#6	-16.08% Jan 24, 2025 - Jun 27, 2025	-0.68% Sep 27, 2024 - Dec 3, 2024
#7	-8.00% Jan 24, 2018 - Aug 7, 2018	-0.67% Jul 13, 2023 - Aug 4, 2023
#8	-7.84% Sep 5, 2014 - Nov 3, 2014	-0.65% Apr 3, 2025 - Apr 28, 2025
#9	-6.80% Feb 10, 2026 - Apr 14, 2026	-0.62% Sep 4, 2019 - Oct 2, 2019
#10	-6.34% Jul 31, 2024 - Aug 19, 2024	-0.48% Apr 4, 2024 - May 2, 2024
#11	-6.33% Dec 26, 2013 - Mar 31, 2014	-0.46% Jan 31, 2024 - Mar 1, 2024
#12	-6.25% May 3, 2019 - Jun 20, 2019	-0.43% Aug 8, 2023 - Aug 25, 2023
#13	-5.93% Jul 29, 2019 - Oct 25, 2019	-0.40% Sep 21, 2018 - Nov 16, 2018
#14	-5.06% Mar 28, 2024 - May 20, 2024	-0.40% Oct 4, 2019 - Nov 22, 2019
#15	-4.55% Nov 26, 2014 - Dec 23, 2014	-0.38% Aug 2, 2024 - Aug 21, 2024

Correlation

Correlation between TY and USTB is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (1999 - 2026)

TY vs USTB dividend yield comparison.

Year	TY	USTB
2026	0.83%	1.57%
2025	11.97%	4.63%
2024	10.61%	5.05%
2023	4.36%	4.49%
2022	8.71%	2.54%
2021	14.13%	1.84%
2020	6.25%	2.59%
2019	6.86%	2.69%
2018	8.13%	2.32%
2017	4.69%	0.43%
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%