XSOE vs TY

Comparison between WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND (XSOE, ETF) and Tri-Continental Corp (TY, ETF).

5-Year PerformanceTY has outperformed XSOE, delivering a return of +10.7% compared to +5.3%

XSOE vs TY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XSOE(ETF)	TY(ETF)
Net Assets	$2B	$2B
Expense Ratio	0.32%	N/A
Max Drawdown	47.21%	78.22%
Sharpe Ratio	2.24	2.22
5Y Beta	0.79	0.72
5Y Dividends CAGR	9.13%	14.97%

Net Assets

XSOE

$2B

Expense Ratio

XSOE

0.32%

N/A

Max Drawdown

Winner

XSOE

47.21%

78.22%

Sharpe Ratio

Winner

XSOE

2.24

2.22

5Y Beta

XSOE

0.79

Winner

0.72

5Y Dividends CAGR

XSOE

9.13%

Winner

14.97%

XSOE vs TY - Historical Returns

Returns include dividend reinvestment.

Period	XSOE	TY
1 month	+12.54%	+4.91%
3 months	+11.23%	+3.94%
6 months	+23.87%	+8.22%
1 year	+49.55%	+25.34%
5 years(CAGR)	+5.28%	+10.68%
10 years(CAGR)	+10.13%	+14.33%
Max(CAGR)	+7.93%	+6.04%

Winner

XSOE

+12.54%

+4.91%

Winner

XSOE

+11.23%

+3.94%

Winner

XSOE

+23.87%

+8.22%

Winner

XSOE

+49.55%

+25.34%

5Y(CAGR)

XSOE

+5.28%

Winner

+10.68%

10Y(CAGR)

XSOE

+10.13%

Winner

+14.33%

Max(CAGR)

Winner

XSOE

+7.93%

+6.04%

XSOE vs TY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	XSOE	TY
2026	+20.51%	+6.42%
2025	+30.05%	+17.62%
2024	+8.65%	+22.64%
2023	+9.13%	+17.19%
2022	-26.15%	-16.33%
2021	-6.70%	+31.10%
2020	+26.34%	+12.05%
2019	+25.07%	+28.15%
2018	-20.54%	-5.84%
2017	+49.23%	+27.70%
2016	+6.66%	+16.71%
2015	-11.84%	-2.05%
2014	+0.33%	+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%

XSOE vs TY Drawdown Comparison

The maximum drawdown for XSOE was -45.25%, occurring on Oct 24, 2022. Recovery took 1239 trading sessions.

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

The current TY drawdown is -0.20%.

Rank	XSOE	TY
#1	-45.25% Feb 16, 2021 - Jan 22, 2026	-67.68% Dec 7, 1999 - Oct 18, 2013
#2	-35.05% Jan 26, 2018 - Aug 5, 2020	-38.60% Feb 12, 2020 - Nov 13, 2020
#3	-31.24% Apr 28, 2015 - May 9, 2017	-20.75% Dec 27, 2021 - Feb 9, 2024
#4	-13.31% Feb 25, 2026 - Apr 17, 2026	-17.72% Apr 24, 2015 - Jul 13, 2016
#5	-6.06% Jan 22, 2015 - Apr 2, 2015	-17.66% Oct 1, 2018 - Apr 3, 2019
#6	-5.54% Nov 22, 2017 - Jan 2, 2018	-16.08% Jan 24, 2025 - Jun 27, 2025
#7	-5.52% Aug 28, 2020 - Oct 8, 2020	-8.00% Jan 24, 2018 - Aug 7, 2018
#8	-5.48% Jan 25, 2021 - Feb 5, 2021	-7.84% Sep 5, 2014 - Nov 3, 2014
#9	-4.10% Dec 10, 2014 - Dec 22, 2014	-6.80% Feb 10, 2026 - Apr 14, 2026
#10	-4.09% Dec 26, 2014 - Jan 20, 2015	-6.34% Jul 31, 2024 - Aug 19, 2024
#11	-3.41% Sep 19, 2017 - Oct 10, 2017	-6.33% Dec 26, 2013 - Mar 31, 2014
#12	-3.41% Jan 28, 2026 - Feb 10, 2026	-6.25% May 3, 2019 - Jun 20, 2019
#13	-3.37% Aug 8, 2017 - Aug 23, 2017	-5.93% Jul 29, 2019 - Oct 25, 2019
#14	-2.99% Oct 12, 2020 - Nov 4, 2020	-5.06% Mar 28, 2024 - May 20, 2024
#15	-2.59% Aug 6, 2020 - Aug 25, 2020	-4.55% Nov 26, 2014 - Dec 23, 2014

Correlation

Correlation between XSOE and TY is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (1999 - 2026)

XSOE vs TY dividend yield comparison.

Year	XSOE	TY
2026	0.10%	0.83%
2025	1.50%	11.97%
2024	1.44%	10.61%
2023	1.78%	4.36%
2022	2.53%	8.71%
2021	1.36%	14.13%
2020	1.02%	6.25%
2019	2.01%	6.86%
2018	1.56%	8.13%
2017	0.65%	4.69%
2016	1.43%	4.12%
2015	3.93%	4.05%
2014	0.21%	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%