CHW vs LDP

Comparison between Calamos Global Dynamic Income Fund (CHW, ETF) and Cohen & Steers Ltd Duration Preferred and Income Fund Inc (LDP, ETF).

5-Year PerformanceCHW has outperformed LDP, delivering a return of +5.1% compared to +3.3%

CHW vs LDP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CHW(ETF)	LDP(ETF)
Net Assets	$650M	$649M
Max Drawdown	72.87%	50.18%
Sharpe Ratio	1.79	0.51
5Y Beta	0.88	0.40
5Y Dividends CAGR	-5.00%	-0.30%

Net Assets

Winner

CHW

$650M

LDP

$649M

Max Drawdown

CHW

72.87%

Winner

LDP

50.18%

Sharpe Ratio

Winner

CHW

1.79

LDP

0.51

5Y Beta

CHW

0.88

Winner

LDP

0.40

5Y Dividends CAGR

CHW

-5.00%

Winner

LDP

-0.30%

CHW vs LDP - Historical Returns

Returns include dividend reinvestment.

Period	CHW	LDP
1 month	+4.32%	+3.57%
3 months	+18.43%	+3.09%
6 months	+27.62%	+2.05%
1 year	+38.74%	+8.73%
5 years(CAGR)	+5.10%	+3.26%
10 years(CAGR)	+12.86%	+6.45%
Max(CAGR)	+7.26%	+6.77%

Winner

CHW

+4.32%

LDP

+3.57%

Winner

CHW

+18.43%

LDP

+3.09%

Winner

CHW

+27.62%

LDP

+2.05%

Winner

CHW

+38.74%

LDP

+8.73%

5Y(CAGR)

Winner

CHW

+5.10%

LDP

+3.26%

10Y(CAGR)

Winner

CHW

+12.86%

LDP

+6.45%

Max(CAGR)

Winner

CHW

+7.26%

LDP

+6.77%

CHW vs LDP - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	CHW	LDP
2026	+21.17%	+1.19%
2025	+20.25%	+11.97%
2024	+29.15%	+17.42%
2023	+13.92%	+4.46%
2022	-37.66%	-21.82%
2021	+16.61%	+8.45%
2020	+22.85%	+9.41%
2019	+42.73%	+27.43%
2018	-20.91%	-9.51%
2017	+44.00%	+13.98%
2016	+9.71%	+17.42%
2015	-11.37%	+6.00%
2014	+13.84%	+8.99%
2013	+14.81%	-3.31%
2012	+22.73%	+2.69%
2011	-7.00%	N/A
2010	+13.76%	N/A
2009	+45.50%	N/A
2008	-47.92%	N/A
2007	-11.08%	N/A

CHW vs LDP Drawdown Comparison

The maximum drawdown for CHW was -66.81%, occurring on Nov 20, 2008. Recovery took 1371 trading sessions.

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

The current CHW drawdown is -3.49%. The current LDP drawdown is -0.64%.

Rank	CHW	LDP
#1	-66.81% Jul 26, 2007 - Jan 4, 2013	-49.59% Feb 19, 2020 - Dec 17, 2020
#2	-53.47% Feb 20, 2020 - Aug 31, 2020	-32.20% Oct 13, 2021 - Sep 24, 2024
#3	-46.07% Jul 29, 2021 - Sep 19, 2025	-20.27% Sep 20, 2017 - Apr 3, 2019
#4	-31.90% Sep 12, 2018 - Nov 4, 2019	-17.06% Mar 28, 2013 - Jun 19, 2014
#5	-29.24% Jul 24, 2014 - Feb 7, 2017	-12.02% Oct 16, 2024 - Jun 11, 2025
#6	-15.50% Feb 25, 2026 - Apr 27, 2026	-10.95% Sep 7, 2016 - Jan 26, 2017
#7	-11.96% Oct 13, 2020 - Nov 11, 2020	-9.38% Feb 25, 2026 - Mar 30, 2026
#8	-11.53% May 14, 2013 - Oct 22, 2013	-8.38% Aug 4, 2015 - Mar 2, 2016
#9	-10.79% Jan 26, 2018 - Sep 12, 2018	-6.87% Sep 3, 2014 - Mar 5, 2015
#10	-7.74% Oct 9, 2025 - Jan 9, 2026	-5.72% Dec 31, 2020 - Apr 1, 2021
#11	-7.11% Aug 31, 2020 - Oct 7, 2020	-5.48% Apr 9, 2015 - Aug 4, 2015
#12	-6.63% May 14, 2026 - May 27, 2026	-5.41% May 4, 2021 - Jul 2, 2021
#13	-6.56% Apr 12, 2021 - Jun 8, 2021	-5.09% Jul 1, 2014 - Aug 29, 2014
#14	-6.34% Jun 2, 2026 - Jun 10, 2026	-4.79% Nov 11, 2025 - Feb 25, 2026
#15	-6.30% Aug 7, 2017 - Sep 19, 2017	-4.70% Aug 10, 2012 - Nov 6, 2012

Correlation

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

0.97

-101

Dividend Comparison (2007 - 2026)

CHW vs LDP dividend yield comparison.

Year	CHW	LDP
2026	2.85%	3.78%
2025	8.10%	7.43%
2024	8.89%	7.78%
2023	10.40%	8.66%
2022	13.62%	8.52%
2021	8.43%	7.99%
2020	8.79%	6.74%
2019	9.67%	7.14%
2018	12.82%	8.58%
2017	9.25%	7.56%
2016	12.05%	7.67%
2015	11.73%	8.31%
2014	8.93%	9.59%
2013	8.29%	8.41%
2012	8.91%	2.70%
2011	8.22%	0.00%
2010	7.17%	0.00%
2009	10.05%	0.00%
2008	21.28%	0.00%
2007	5.21%	0.00%