XCEM vs TY

Comparison between COLUMBIA EM CORE EX-CHINA ETF (XCEM, ETF) and Tri-Continental Corp (TY, ETF).

5-Year PerformanceXCEM has outperformed TY, delivering a return of +11.7% compared to +11.0%

XCEM vs TY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XCEM(ETF)	TY(ETF)
Net Assets	$2B	$2.10B
Expense Ratio	0.16%	N/A
Max Drawdown	43.98%	78.22%
Sharpe Ratio	1.98	1.99
5Y Beta	0.91	0.71
5Y Dividends CAGR	13.90%	15.01%

Net Assets

XCEM

$2B

Winner

$2.10B

Expense Ratio

XCEM

0.16%

N/A

Max Drawdown

Winner

XCEM

43.98%

78.22%

Sharpe Ratio

XCEM

1.98

Winner

1.99

5Y Beta

XCEM

0.91

Winner

0.71

5Y Dividends CAGR

XCEM

13.90%

Winner

15.01%

XCEM vs TY - Historical Returns

Returns include dividend reinvestment.

Period	XCEM	TY
1 month	+4.21%	+1.60%
3 months	+24.20%	+13.30%
6 months	+36.41%	+9.24%
1 year	+61.09%	+25.61%
5 years(CAGR)	+11.68%	+10.99%
10 years(CAGR)	+11.99%	+14.28%
Max(CAGR)	+12.27%	+6.13%

Winner

XCEM

+4.21%

+1.60%

Winner

XCEM

+24.20%

+13.30%

Winner

XCEM

+36.41%

+9.24%

Winner

XCEM

+61.09%

+25.61%

5Y(CAGR)

Winner

XCEM

+11.68%

+10.99%

10Y(CAGR)

XCEM

+11.99%

Winner

+14.28%

Max(CAGR)

Winner

XCEM

+12.27%

+6.13%

XCEM vs TY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	XCEM	TY
2026	+31.19%	+9.51%
2025	+33.80%	+17.62%
2024	+1.38%	+22.64%
2023	+20.52%	+17.19%
2022	-18.63%	-16.33%
2021	+6.23%	+31.10%
2020	+8.30%	+12.05%
2019	+18.74%	+28.15%
2018	-11.80%	-5.84%
2017	+33.04%	+27.70%
2016	+23.69%	+16.71%
2015	-0.89%	-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%

XCEM vs TY Drawdown Comparison

The maximum drawdown for XCEM was -41.24%, occurring on Mar 23, 2020. Recovery took 719 trading sessions.

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

The current XCEM drawdown is -6.33%. The current TY drawdown is -1.45%.

Rank	XCEM	TY
#1	-41.24% Jan 26, 2018 - Dec 3, 2020	-67.68% Dec 7, 1999 - Oct 18, 2013
#2	-29.65% Jun 4, 2021 - Jul 2, 2024	-38.60% Feb 12, 2020 - Nov 13, 2020
#3	-21.67% Oct 9, 2015 - Apr 13, 2016	-20.75% Dec 27, 2021 - Feb 9, 2024
#4	-18.87% Sep 26, 2024 - Jun 10, 2025	-17.72% Apr 24, 2015 - Jul 13, 2016
#5	-14.46% Feb 25, 2026 - Apr 17, 2026	-17.66% Oct 1, 2018 - Apr 3, 2019
#6	-10.00% Sep 6, 2016 - Jan 24, 2017	-16.08% Jan 24, 2025 - Jun 27, 2025
#7	-9.39% Jul 16, 2024 - Sep 24, 2024	-8.00% Jan 24, 2018 - Aug 7, 2018
#8	-9.16% Sep 17, 2015 - Oct 7, 2015	-7.84% Sep 5, 2014 - Nov 3, 2014
#9	-9.03% Apr 19, 2016 - Jun 8, 2016	-6.80% Feb 10, 2026 - Apr 14, 2026
#10	-8.95% Jun 2, 2026 - Jun 15, 2026	-6.34% Jul 31, 2024 - Aug 19, 2024
#11	-7.04% Jan 14, 2021 - Feb 11, 2021	-6.33% Dec 26, 2013 - Mar 31, 2014
#12	-6.33% Jun 22, 2026 - Jun 23, 2026	-6.25% May 3, 2019 - Jun 20, 2019
#13	-6.25% Jun 8, 2016 - Jun 23, 2016	-5.93% Jul 29, 2019 - Oct 25, 2019
#14	-5.86% May 8, 2026 - May 26, 2026	-5.06% Mar 28, 2024 - May 20, 2024
#15	-5.64% May 7, 2021 - Jun 1, 2021	-4.55% Nov 26, 2014 - Dec 23, 2014

Correlation

Correlation between XCEM and TY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (1999 - 2026)

XCEM vs TY dividend yield comparison.

Year	XCEM	TY
2026	0.00%	3.22%
2025	3.25%	11.97%
2024	2.76%	10.61%
2023	1.22%	4.36%
2022	2.42%	8.71%
2021	1.94%	14.13%
2020	1.63%	6.25%
2019	2.11%	6.86%
2018	2.70%	8.13%
2017	9.56%	4.69%
2016	1.24%	4.12%
2015	2.63%	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%