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FYLD vs LDP

Comparison between CAMBRIA FOREIGN SHAREHOLDER YIELD ETF (FYLD, ETF) and Cohen & Steers Ltd Duration Preferred and Income Fund Inc (LDP, ETF).

5-Year PerformanceFYLD has outperformed LDP, delivering a return of +12.6% compared to +3.2%

FYLD vs LDP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
FYLD
$651M
LDP
$651M
Expense Ratio
FYLD
0.59%
LDP
N/A
Max Drawdown
Winner
FYLD
49.15%
LDP
50.18%
Sharpe Ratio
Winner
FYLD
2.22
LDP
0.55
5Y Beta
FYLD
0.60
Winner
LDP
0.40
5Y Dividends CAGR
Winner
FYLD
16.60%
LDP
-1.74%

FYLD vs LDP - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FYLD
+1.51%
LDP
+1.49%
3M
FYLD
+2.51%
Winner
LDP
+3.02%
6M
Winner
FYLD
+13.19%
LDP
+2.56%
1Y
Winner
FYLD
+33.80%
LDP
+8.31%
5Y(CAGR)
Winner
FYLD
+12.60%
LDP
+3.19%
10Y(CAGR)
Winner
FYLD
+11.58%
LDP
+6.25%
Max(CAGR)
Winner
FYLD
+8.13%
LDP
+6.84%

FYLD vs LDP - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearFYLDLDP
2026+17.73%+2.75%
2025+33.68%+11.97%
2024+3.26%+17.42%
2023+13.55%+4.46%
2022-5.95%-21.82%
2021+17.62%+8.45%
2020+2.87%+9.41%
2019+18.63%+27.43%
2018-15.06%-9.51%
2017+28.99%+13.98%
2016+9.03%+17.42%
2015-7.57%+6.00%
2014-8.85%+8.99%
2013+4.42%-3.31%
2012N/A+2.69%

FYLD vs LDP Drawdown Comparison

The maximum drawdown for FYLD was -44.59%, occurring on Mar 23, 2020. Recovery took 737 trading sessions.

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

The current FYLD drawdown is -0.87%. The current LDP drawdown is -0.76%.

RankFYLDLDP
#1-44.59%
Jan 26, 2018 - Dec 30, 2020
-49.59%
Feb 19, 2020 - Dec 17, 2020
#2-30.06%
Jul 3, 2014 - Jul 19, 2017
-32.20%
Oct 13, 2021 - Sep 24, 2024
#3-25.11%
Jan 14, 2022 - Dec 19, 2023
-20.27%
Sep 20, 2017 - Apr 3, 2019
#4-15.15%
Mar 19, 2025 - May 13, 2025
-17.06%
Mar 28, 2013 - Jun 19, 2014
#5-10.96%
Jan 15, 2014 - Mar 4, 2014
-12.02%
Oct 16, 2024 - Jun 11, 2025
#6-10.70%
Sep 26, 2024 - Mar 19, 2025
-10.95%
Sep 7, 2016 - Jan 26, 2017
#7-9.56%
May 31, 2024 - Aug 23, 2024
-9.38%
Feb 25, 2026 - Jun 29, 2026
#8-7.85%
Jun 7, 2021 - Jan 11, 2022
-8.38%
Aug 4, 2015 - Mar 2, 2016
#9-5.75%
Jan 20, 2021 - Feb 9, 2021
-6.87%
Sep 3, 2014 - Mar 5, 2015
#10-5.66%
May 18, 2026 - Jul 1, 2026
-5.72%
Dec 31, 2020 - Apr 1, 2021
#11-5.44%
Feb 27, 2026 - Apr 8, 2026
-5.48%
Apr 9, 2015 - Aug 4, 2015
#12-4.73%
Aug 23, 2024 - Sep 19, 2024
-5.41%
May 4, 2021 - Jul 2, 2021
#13-4.15%
Mar 6, 2014 - Apr 9, 2014
-5.09%
Jul 1, 2014 - Aug 29, 2014
#14-3.88%
Sep 15, 2025 - Nov 10, 2025
-4.79%
Nov 11, 2025 - Feb 25, 2026
#15-3.87%
Dec 16, 2013 - Dec 31, 2013
-4.70%
Aug 10, 2012 - Nov 6, 2012

Correlation

Correlation between FYLD and LDP is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

Dividend Comparison (2012 - 2026)

FYLD vs LDP dividend yield comparison.

YearFYLDLDP
20261.20%4.36%
20254.07%7.43%
20245.41%7.78%
20236.06%8.66%
20226.13%8.52%
20214.74%7.99%
20203.94%6.74%
20193.73%7.14%
20185.17%8.58%
20172.85%7.56%
20162.72%7.67%
20153.98%8.31%
20145.13%9.59%
20130.07%8.41%
20120.00%2.70%

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