BKMC vs LDP

Comparison between BNY MELLON US MID CAP CORE EQUITY ETF (BKMC, ETF) and Cohen & Steers Ltd Duration Preferred and Income Fund Inc (LDP, ETF).

5-Year PerformanceBKMC has outperformed LDP, delivering a return of +8.0% compared to +3.3%

BKMC vs LDP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BKMC(ETF)	LDP(ETF)
Net Assets	$652M	$649M
Expense Ratio	0.04%	N/A
Max Drawdown	26.22%	50.18%
Sharpe Ratio	1.13	0.51
5Y Beta	0.98	0.40
P/E Ratio	33.08	N/A
Forward P/E	16.98	N/A
5Y Dividends CAGR	17.61%	-0.30%
5Y EPS CAGR	10.42%	N/A
P/S Ratio	1.73	N/A
P/B Ratio	2.75	N/A

Net Assets

Winner

BKMC

$652M

LDP

$649M

Expense Ratio

BKMC

0.04%

LDP

N/A

Max Drawdown

Winner

BKMC

26.22%

LDP

50.18%

Sharpe Ratio

Winner

BKMC

1.13

LDP

0.51

5Y Beta

BKMC

0.98

Winner

LDP

0.40

P/E Ratio

BKMC

33.08

LDP

N/A

Forward P/E

BKMC

16.98

LDP

N/A

5Y Dividends CAGR

Winner

BKMC

17.61%

LDP

-0.30%

5Y EPS CAGR

BKMC

10.42%

LDP

N/A

P/S Ratio

BKMC

1.73

LDP

N/A

P/B Ratio

BKMC

2.75

LDP

N/A

BKMC vs LDP - Historical Returns

Returns include dividend reinvestment.

Period	BKMC	LDP
1 month	+3.62%	+3.57%
3 months	+8.10%	+3.09%
6 months	+10.99%	+2.05%
1 year	+23.16%	+8.73%
5 years(CAGR)	+8.01%	+3.26%
10 years(CAGR)	N/A	+6.45%
Max(CAGR)	+15.55%	+6.77%

Winner

BKMC

+3.62%

LDP

+3.57%

Winner

BKMC

+8.10%

LDP

+3.09%

Winner

BKMC

+10.99%

LDP

+2.05%

Winner

BKMC

+23.16%

LDP

+8.73%

5Y(CAGR)

Winner

BKMC

+8.01%

LDP

+3.26%

10Y(CAGR)

BKMC

N/A

LDP

+6.45%

Max(CAGR)

Winner

BKMC

+15.55%

LDP

+6.77%

BKMC vs LDP - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	BKMC	LDP
2026	+9.45%	+1.19%
2025	+8.88%	+11.97%
2024	+14.54%	+17.42%
2023	+17.86%	+4.46%
2022	-15.69%	-21.82%
2021	+25.81%	+8.45%
2020	+45.92%	+9.41%
2019	N/A	+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%

BKMC vs LDP Drawdown Comparison

The maximum drawdown for BKMC was -25.04%, occurring on Oct 14, 2022. Recovery took 571 trading sessions.

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

The current BKMC drawdown is -1.68%. The current LDP drawdown is -0.64%.

Rank	BKMC	LDP
#1	-25.04% Nov 16, 2021 - Feb 27, 2024	-49.59% Feb 19, 2020 - Dec 17, 2020
#2	-23.68% Nov 25, 2024 - Sep 8, 2025	-32.20% Oct 13, 2021 - Sep 24, 2024
#3	-9.82% Feb 26, 2026 - Apr 17, 2026	-20.27% Sep 20, 2017 - Apr 3, 2019
#4	-9.55% Jun 8, 2020 - Aug 3, 2020	-17.06% Mar 28, 2013 - Jun 19, 2014
#5	-7.77% Mar 28, 2024 - Jul 16, 2024	-12.02% Oct 16, 2024 - Jun 11, 2025
#6	-7.68% Jul 16, 2024 - Aug 23, 2024	-10.95% Sep 7, 2016 - Jan 26, 2017
#7	-7.45% Sep 2, 2020 - Oct 8, 2020	-9.38% Feb 25, 2026 - Mar 30, 2026
#8	-6.43% Oct 27, 2025 - Dec 4, 2025	-8.38% Aug 4, 2015 - Mar 2, 2016
#9	-6.36% Apr 29, 2020 - May 20, 2020	-6.87% Sep 3, 2014 - Mar 5, 2015
#10	-6.19% Oct 12, 2020 - Nov 5, 2020	-5.72% Dec 31, 2020 - Apr 1, 2021
#11	-5.02% Feb 24, 2021 - Mar 11, 2021	-5.48% Apr 9, 2015 - Aug 4, 2015
#12	-4.68% Apr 17, 2020 - Apr 28, 2020	-5.41% May 4, 2021 - Jul 2, 2021
#13	-4.59% Jan 20, 2021 - Feb 5, 2021	-5.09% Jul 1, 2014 - Aug 29, 2014
#14	-4.55% Sep 2, 2021 - Oct 19, 2021	-4.79% Nov 11, 2025 - Feb 25, 2026
#15	-4.49% Aug 30, 2024 - Sep 17, 2024	-4.70% Aug 10, 2012 - Nov 6, 2012

Correlation

Correlation between BKMC and LDP is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2012 - 2026)

BKMC vs LDP dividend yield comparison.

Year	BKMC	LDP
2026	0.44%	3.78%
2025	1.35%	7.43%
2024	1.54%	7.78%
2023	1.38%	8.66%
2022	1.63%	8.52%
2021	1.15%	7.99%
2020	0.86%	6.74%
2019	0.00%	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%