ISCV vs LDP
Comparison between ISHARES MORNINGSTAR SMALL-CAP VALUE ETF (ISCV, ETF) and Cohen & Steers Ltd Duration Preferred and Income Fund Inc (LDP, ETF).
5-Year PerformanceISCV has outperformed LDP, delivering a return of +6.5% compared to +3.0%
ISCV vs LDP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ISCV vs LDP - Historical Returns
Returns include dividend reinvestment.
ISCV vs LDP - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | ISCV | LDP |
|---|---|---|
| 2026 | +8.88% | -0.32% |
| 2025 | +10.92% | +11.97% |
| 2024 | +9.68% | +17.42% |
| 2023 | +16.86% | +4.46% |
| 2022 | -11.52% | -21.82% |
| 2021 | +31.66% | +8.45% |
| 2020 | +1.05% | +9.41% |
| 2019 | +18.86% | +27.43% |
| 2018 | -17.59% | -9.51% |
| 2017 | +7.48% | +13.98% |
| 2016 | +29.41% | +17.42% |
| 2015 | -8.38% | +6.00% |
| 2014 | +11.06% | +8.99% |
| 2013 | +31.87% | -3.31% |
| 2012 | +16.54% | +2.69% |
| 2011 | -3.89% | N/A |
| 2010 | +23.12% | N/A |
| 2009 | +36.70% | N/A |
| 2008 | -30.60% | N/A |
| 2007 | -8.58% | N/A |
| 2006 | +17.67% | N/A |
| 2005 | +6.37% | N/A |
| 2004 | +17.35% | N/A |
ISCV vs LDP Drawdown Comparison
The maximum drawdown for ISCV was -63.12%, occurring on Mar 9, 2009. Recovery took 895 trading sessions.
The maximum drawdown for LDP was -49.59%, occurring on Mar 18, 2020. Recovery took 211 trading sessions.
The current ISCV drawdown is -1.35%. The current LDP drawdown is -2.12%.
| Rank | ISCV | LDP |
|---|---|---|
| #1 | -63.12% Jun 4, 2007 - Dec 20, 2010 | -49.59% Feb 19, 2020 - Dec 17, 2020 |
| #2 | -51.55% Aug 21, 2018 - Jan 7, 2021 | -32.20% Oct 13, 2021 - Sep 24, 2024 |
| #3 | -26.79% Apr 29, 2011 - Mar 13, 2012 | -20.27% Sep 20, 2017 - Apr 3, 2019 |
| #4 | -25.34% Nov 25, 2024 - Nov 26, 2025 | -17.06% Mar 28, 2013 - Jun 19, 2014 |
| #5 | -23.40% Apr 15, 2015 - Aug 8, 2016 | -12.02% Oct 16, 2024 - Jun 11, 2025 |
| #6 | -22.03% Nov 5, 2021 - Dec 19, 2023 | -10.95% Sep 7, 2016 - Jan 26, 2017 |
| #7 | -12.07% Jun 8, 2021 - Nov 3, 2021 | -9.38% Feb 25, 2026 - Mar 30, 2026 |
| #8 | -11.53% Mar 19, 2012 - Sep 6, 2012 | -8.38% Aug 4, 2015 - Mar 2, 2016 |
| #9 | -11.32% Jan 23, 2018 - Jul 9, 2018 | -6.87% Sep 3, 2014 - Mar 5, 2015 |
| #10 | -10.73% Jul 1, 2014 - Nov 24, 2014 | -5.72% Dec 31, 2020 - Apr 1, 2021 |
| #11 | -10.37% May 9, 2006 - Oct 12, 2006 | -5.48% Apr 9, 2015 - Aug 4, 2015 |
| #12 | -10.33% Aug 2, 2005 - Jan 6, 2006 | -5.41% May 4, 2021 - Jul 2, 2021 |
| #13 | -9.91% Dec 29, 2004 - Jun 14, 2005 | -5.09% Jul 1, 2014 - Aug 29, 2014 |
| #14 | -9.26% Feb 10, 2026 - Apr 17, 2026 | -4.79% Nov 11, 2025 - Feb 25, 2026 |
| #15 | -8.89% Sep 14, 2012 - Dec 18, 2012 | -4.70% Aug 10, 2012 - Nov 6, 2012 |
Correlation
Correlation between ISCV and LDP is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
ISCV vs LDP dividend yield comparison.
| Year | ISCV | LDP |
|---|---|---|
| 2026 | 0.36% | 3.17% |
| 2025 | 2.04% | 7.43% |
| 2024 | 2.01% | 7.78% |
| 2023 | 2.21% | 8.66% |
| 2022 | 2.12% | 8.52% |
| 2021 | 1.95% | 7.99% |
| 2020 | 2.01% | 6.74% |
| 2019 | 2.36% | 7.14% |
| 2018 | 2.48% | 8.58% |
| 2017 | 1.74% | 7.56% |
| 2016 | 2.49% | 7.67% |
| 2015 | 2.60% | 8.31% |
| 2014 | 2.40% | 9.59% |
| 2013 | 1.81% | 8.41% |
| 2012 | 2.65% | 2.70% |
| 2011 | 2.49% | 0.00% |
| 2010 | 1.80% | 0.00% |
| 2009 | 1.95% | 0.00% |
| 2008 | 3.30% | 0.00% |
| 2007 | 2.58% | 0.00% |
| 2006 | 2.00% | 0.00% |
| 2005 | 2.12% | 0.00% |
| 2004 | 1.09% | 0.00% |
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