USTB vs TY

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

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

USTB vs TY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

USTB

$2B

Expense Ratio

USTB

0.34%

N/A

Max Drawdown

Winner

USTB

7.56%

78.22%

Sharpe Ratio

USTB

0.98

Winner

2.22

5Y Beta

Winner

USTB

0.01

0.72

5Y Dividends CAGR

Winner

USTB

15.32%

14.97%

USTB vs TY - Historical Returns

Returns include dividend reinvestment.

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

USTB

+0.44%

Winner

+4.91%

USTB

+0.46%

Winner

+3.94%

USTB

+1.72%

Winner

+8.22%

USTB

+5.15%

Winner

+25.34%

5Y(CAGR)

USTB

+3.51%

Winner

+10.68%

10Y(CAGR)

USTB

+3.46%

Winner

+14.33%

Max(CAGR)

USTB

+3.46%

Winner

+6.04%

USTB vs TY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	USTB	TY
2026	+1.03%	+6.42%
2025	+6.13%	+17.62%
2024	+6.81%	+22.64%
2023	+6.57%	+17.19%
2022	-2.72%	-16.33%
2021	+0.89%	+31.10%
2020	+5.00%	+12.05%
2019	+4.99%	+28.15%
2018	+1.12%	-5.84%
2017	+0.35%	+27.70%
2016	N/A	+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%

USTB vs TY Drawdown Comparison

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

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

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

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

Correlation

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

0.97

-101

Dividend Comparison (1999 - 2026)

USTB vs TY dividend yield comparison.

Year	USTB	TY
2026	1.57%	0.83%
2025	4.63%	11.97%
2024	5.05%	10.61%
2023	4.49%	4.36%
2022	2.54%	8.71%
2021	1.84%	14.13%
2020	2.59%	6.25%
2019	2.69%	6.86%
2018	2.32%	8.13%
2017	0.43%	4.69%
2016	0.00%	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%