USPX vs TY

Comparison between FRANKLIN U.S. EQUITY INDEX ETF (USPX, ETF) and Tri-Continental Corp (TY, ETF).

5-Year PerformanceUSPX has outperformed TY, delivering a return of +11.9% compared to +11.0%

USPX vs TY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USPX(ETF)	TY(ETF)
Net Assets	$2B	$2.10B
Expense Ratio	0.03%	N/A
Max Drawdown	31.21%	78.22%
Sharpe Ratio	1.49	1.99
5Y Beta	0.99	0.71
P/E Ratio	28.09	N/A
Forward P/E	21.34	N/A
PEG Ratio	0.43	N/A
5Y Dividends CAGR	-2.37%	15.01%
5Y EPS CAGR	25.58%	N/A
Debt to Equity	33.64%	N/A
P/S Ratio	3.63	N/A
P/B Ratio	5.44	N/A

Net Assets

USPX

$2B

Winner

$2.10B

Expense Ratio

USPX

0.03%

N/A

Max Drawdown

Winner

USPX

31.21%

78.22%

Sharpe Ratio

USPX

1.49

Winner

1.99

5Y Beta

USPX

0.99

Winner

0.71

P/E Ratio

USPX

28.09

N/A

Forward P/E

USPX

21.34

N/A

PEG Ratio

USPX

0.43

N/A

5Y Dividends CAGR

USPX

-2.37%

Winner

15.01%

5Y EPS CAGR

USPX

25.58%

N/A

Debt to Equity

USPX

33.64%

N/A

P/S Ratio

USPX

3.63

N/A

P/B Ratio

USPX

5.44

N/A

USPX vs TY - Historical Returns

Returns include dividend reinvestment.

Period	USPX	TY
1 month	-1.38%	+2.42%
3 months	+12.71%	+12.99%
6 months	+6.37%	+9.99%
1 year	+21.57%	+25.08%
5 years(CAGR)	+11.86%	+11.01%
10 years(CAGR)	+12.58%	+14.69%
Max(CAGR)	+12.35%	+6.16%

USPX

-1.38%

Winner

+2.42%

USPX

+12.71%

Winner

+12.99%

USPX

+6.37%

Winner

+9.99%

USPX

+21.57%

Winner

+25.08%

5Y(CAGR)

Winner

USPX

+11.86%

+11.01%

10Y(CAGR)

USPX

+12.58%

Winner

+14.69%

Max(CAGR)

Winner

USPX

+12.35%

+6.16%

USPX vs TY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	USPX	TY
2026	+7.51%	+10.39%
2025	+17.86%	+17.62%
2024	+25.51%	+22.64%
2023	+27.54%	+17.19%
2022	-18.84%	-16.33%
2021	+19.84%	+31.10%
2020	+9.12%	+12.05%
2019	+26.44%	+28.15%
2018	-8.05%	-5.84%
2017	+23.80%	+27.70%
2016	+3.92%	+16.71%
2015	N/A	-2.05%
2014	N/A	+11.95%
2013	N/A	+26.03%
2012	N/A	+15.67%
2011	N/A	+4.25%
2010	N/A	+20.29%
2009	N/A	+16.94%
2008	N/A	-44.86%
2007	N/A	+3.50%
2006	N/A	+20.29%
2005	N/A	+4.01%
2004	N/A	+12.95%
2003	N/A	+21.39%
2002	N/A	-28.57%
2001	N/A	-3.49%
2000	N/A	-21.17%
1999	N/A	-8.03%

USPX vs TY Drawdown Comparison

The maximum drawdown for USPX was -31.21%, occurring on Mar 23, 2020. Recovery took 158 trading sessions.

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

The current USPX drawdown is -3.33%. The current TY drawdown is -0.66%.

Rank	USPX	TY
#1	-31.21% Jan 17, 2020 - Sep 2, 2020	-67.68% Dec 7, 1999 - Oct 18, 2013
#2	-24.60% Dec 29, 2021 - Dec 12, 2023	-38.60% Feb 12, 2020 - Nov 13, 2020
#3	-19.21% Feb 19, 2025 - Jun 26, 2025	-20.75% Dec 27, 2021 - Feb 9, 2024
#4	-16.43% Jan 26, 2018 - Jun 20, 2019	-17.72% Apr 24, 2015 - Jul 13, 2016
#5	-9.15% Jan 27, 2026 - Apr 15, 2026	-17.66% Oct 1, 2018 - Apr 3, 2019
#6	-8.61% Jul 16, 2024 - Sep 19, 2024	-16.08% Jan 24, 2025 - Jun 27, 2025
#7	-7.47% Oct 12, 2020 - Nov 9, 2020	-8.00% Jan 24, 2018 - Aug 7, 2018
#8	-6.70% Sep 3, 2021 - Dec 15, 2021	-7.84% Sep 5, 2014 - Nov 3, 2014
#9	-6.08% Mar 28, 2024 - May 14, 2024	-6.80% Feb 10, 2026 - Apr 14, 2026
#10	-5.82% Sep 2, 2020 - Oct 12, 2020	-6.34% Jul 31, 2024 - Aug 19, 2024
#11	-5.59% Jul 24, 2019 - Sep 12, 2019	-6.33% Dec 26, 2013 - Mar 31, 2014
#12	-5.34% Aug 15, 2016 - Jan 4, 2017	-6.25% May 3, 2019 - Jun 20, 2019
#13	-5.15% Oct 28, 2025 - Dec 11, 2025	-5.93% Jul 29, 2019 - Oct 25, 2019
#14	-4.66% Feb 16, 2021 - Mar 26, 2021	-5.06% Mar 28, 2024 - May 20, 2024
#15	-4.60% Dec 6, 2024 - Jan 23, 2025	-4.55% Nov 26, 2014 - Dec 23, 2014

Correlation

Correlation between USPX and TY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99

-101

Dividend Comparison (1999 - 2026)

USPX vs TY dividend yield comparison.

Year	USPX	TY
2026	0.25%	3.19%
2025	1.07%	11.97%
2024	1.23%	10.61%
2023	1.35%	4.36%
2022	2.21%	8.71%
2021	2.40%	14.13%
2020	2.51%	6.25%
2019	3.07%	6.86%
2018	2.91%	8.13%
2017	2.60%	4.69%
2016	4.89%	4.12%
2015	0.00%	4.05%
2014	0.00%	3.51%
2013	0.00%	3.38%
2012	0.00%	3.74%
2011	0.00%	1.93%
2010	0.00%	1.81%
2009	0.00%	3.32%
2008	0.00%	21.44%
2007	0.00%	11.69%
2006	0.00%	1.25%
2005	0.00%	1.29%
2004	0.00%	1.26%
2003	0.00%	1.04%
2002	0.00%	1.96%
2001	0.00%	7.43%
2000	0.00%	1.56%
1999	0.00%	0.43%