AFLG vs LDP

Comparison between FIRST TRUST ACTIVE FACTOR LARGE CAP ETF (AFLG, ETF) and Cohen & Steers Ltd Duration Preferred and Income Fund Inc (LDP, ETF).

5-Year PerformanceAFLG has outperformed LDP, delivering a return of +12.7% compared to +3.3%

AFLG vs LDP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AFLG(ETF)	LDP(ETF)
Net Assets	$648M	$649M
Expense Ratio	0.55%	N/A
Max Drawdown	35.84%	50.18%
Sharpe Ratio	1.45	0.51
5Y Beta	0.90	0.40
P/E Ratio	23.08	N/A
Forward P/E	18.18	N/A
PEG Ratio	0.20	N/A
5Y Dividends CAGR	3.13%	-0.30%
5Y EPS CAGR	25.51%	N/A
Debt to Equity	32.51%	N/A
P/S Ratio	2.20	N/A
P/B Ratio	4.44	N/A

Net Assets

AFLG

$648M

Winner

LDP

$649M

Expense Ratio

AFLG

0.55%

LDP

N/A

Max Drawdown

Winner

AFLG

35.84%

LDP

50.18%

Sharpe Ratio

Winner

AFLG

1.45

LDP

0.51

5Y Beta

AFLG

0.90

Winner

LDP

0.40

P/E Ratio

AFLG

23.08

LDP

N/A

Forward P/E

AFLG

18.18

LDP

N/A

PEG Ratio

AFLG

0.20

LDP

N/A

5Y Dividends CAGR

Winner

AFLG

3.13%

LDP

-0.30%

5Y EPS CAGR

AFLG

25.51%

LDP

N/A

Debt to Equity

AFLG

32.51%

LDP

N/A

P/S Ratio

AFLG

2.20

LDP

N/A

P/B Ratio

AFLG

4.44

LDP

N/A

AFLG vs LDP - Historical Returns

Returns include dividend reinvestment.

Period	AFLG	LDP
1 month	+0.16%	+3.57%
3 months	+9.34%	+3.09%
6 months	+11.59%	+2.05%
1 year	+23.34%	+8.73%
5 years(CAGR)	+12.74%	+3.26%
10 years(CAGR)	N/A	+6.45%
Max(CAGR)	+13.73%	+6.77%

AFLG

+0.16%

Winner

LDP

+3.57%

Winner

AFLG

+9.34%

LDP

+3.09%

Winner

AFLG

+11.59%

LDP

+2.05%

Winner

AFLG

+23.34%

LDP

+8.73%

5Y(CAGR)

Winner

AFLG

+12.74%

LDP

+3.26%

10Y(CAGR)

AFLG

N/A

LDP

+6.45%

Max(CAGR)

Winner

AFLG

+13.73%

LDP

+6.77%

AFLG vs LDP - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	AFLG	LDP
2026	+9.70%	+1.19%
2025	+14.34%	+11.97%
2024	+27.88%	+17.42%
2023	+20.66%	+4.46%
2022	-16.03%	-21.82%
2021	+28.90%	+8.45%
2020	+9.97%	+9.41%
2019	+2.77%	+27.43%
2018	N/A	-9.51%
2017	N/A	+13.98%
2016	N/A	+17.42%
2015	N/A	+6.00%
2014	N/A	+8.99%
2013	N/A	-3.31%
2012	N/A	+2.69%

AFLG vs LDP Drawdown Comparison

The maximum drawdown for AFLG was -35.84%, occurring on Mar 23, 2020. Recovery took 138 trading sessions.

The maximum drawdown for LDP was -49.59%, occurring on Mar 18, 2020. Recovery took 211 trading sessions.

The current AFLG drawdown is -2.35%. The current LDP drawdown is -0.64%.

Rank	AFLG	LDP
#1	-35.84% Feb 14, 2020 - Sep 1, 2020	-49.59% Feb 19, 2020 - Dec 17, 2020
#2	-23.48% Dec 29, 2021 - Jan 10, 2024	-32.20% Oct 13, 2021 - Sep 24, 2024
#3	-17.49% Dec 4, 2024 - Jun 30, 2025	-20.27% Sep 20, 2017 - Apr 3, 2019
#4	-9.11% Sep 2, 2020 - Nov 16, 2020	-17.06% Mar 28, 2013 - Jun 19, 2014
#5	-8.19% Feb 25, 2026 - Apr 14, 2026	-12.02% Oct 16, 2024 - Jun 11, 2025
#6	-7.32% Jul 16, 2024 - Aug 21, 2024	-10.95% Sep 7, 2016 - Jan 26, 2017
#7	-5.99% Sep 2, 2021 - Nov 2, 2021	-9.38% Feb 25, 2026 - Mar 30, 2026
#8	-5.80% Mar 28, 2024 - May 15, 2024	-8.38% Aug 4, 2015 - Mar 2, 2016
#9	-5.21% Feb 12, 2021 - Mar 12, 2021	-6.87% Sep 3, 2014 - Mar 5, 2015
#10	-4.81% Oct 27, 2025 - Dec 10, 2025	-5.72% Dec 31, 2020 - Apr 1, 2021
#11	-4.21% Aug 30, 2024 - Sep 19, 2024	-5.48% Apr 9, 2015 - Aug 4, 2015
#12	-4.04% May 7, 2021 - Jun 25, 2021	-5.41% May 4, 2021 - Jul 2, 2021
#13	-3.83% Nov 16, 2021 - Dec 8, 2021	-5.09% Jul 1, 2014 - Aug 29, 2014
#14	-3.71% Jun 2, 2026 - Jun 10, 2026	-4.79% Nov 11, 2025 - Feb 25, 2026
#15	-3.40% Jan 25, 2021 - Feb 5, 2021	-4.70% Aug 10, 2012 - Nov 6, 2012

Correlation

Correlation between AFLG and LDP is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2012 - 2026)

AFLG vs LDP dividend yield comparison.

Year	AFLG	LDP
2026	0.12%	3.78%
2025	0.84%	7.43%
2024	0.53%	7.78%
2023	1.53%	8.66%
2022	1.52%	8.52%
2021	0.93%	7.99%
2020	1.28%	6.74%
2019	0.20%	7.14%
2018	0.00%	8.58%
2017	0.00%	7.56%
2016	0.00%	7.67%
2015	0.00%	8.31%
2014	0.00%	9.59%
2013	0.00%	8.41%
2012	0.00%	2.70%