KAT vs LDP

Comparison between SCHARF ETF (KAT, ETF) and Cohen & Steers Ltd Duration Preferred and Income Fund Inc (LDP, ETF).

KAT vs LDP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KAT(ETF)	LDP(ETF)
Net Assets	$651M	$651M
Expense Ratio	0.75%	N/A
Max Drawdown	9.25%	50.18%
Sharpe Ratio	0.00	0.55
5Y Beta	0.49	0.40
P/E Ratio	26.56	N/A
Forward P/E	17.96	N/A
PEG Ratio	0.58	N/A
5Y Dividends CAGR	N/A	-1.74%
5Y EPS CAGR	17.51%	N/A
Debt to Equity	31.10%	N/A
P/S Ratio	1.37	N/A
P/B Ratio	3.51	N/A

Net Assets

Winner

KAT

$651M

LDP

$651M

Expense Ratio

KAT

0.75%

LDP

N/A

Max Drawdown

Winner

KAT

9.25%

LDP

50.18%

Sharpe Ratio

KAT

0.00

Winner

LDP

0.55

5Y Beta

KAT

0.49

Winner

LDP

0.40

P/E Ratio

KAT

26.56

LDP

N/A

Forward P/E

KAT

17.96

LDP

N/A

PEG Ratio

KAT

0.58

LDP

N/A

5Y Dividends CAGR

KAT

N/A

LDP

-1.74%

5Y EPS CAGR

KAT

17.51%

LDP

N/A

Debt to Equity

KAT

31.10%

LDP

N/A

P/S Ratio

KAT

1.37

LDP

N/A

P/B Ratio

KAT

3.51

LDP

N/A

KAT vs LDP - Historical Returns

Returns include dividend reinvestment.

Period	KAT	LDP
1 month	+4.47%	+1.49%
3 months	+0.85%	+3.02%
6 months	+0.40%	+2.56%
1 year	+3.01%	+8.31%
5 years(CAGR)	N/A	+3.19%
10 years(CAGR)	N/A	+6.25%
Max(CAGR)	+3.34%	+6.84%

Winner

KAT

+4.47%

LDP

+1.49%

KAT

+0.85%

Winner

LDP

+3.02%

KAT

+0.40%

Winner

LDP

+2.56%

KAT

+3.01%

Winner

LDP

+8.31%

5Y(CAGR)

KAT

N/A

LDP

+3.19%

10Y(CAGR)

KAT

N/A

LDP

+6.25%

Max(CAGR)

KAT

+3.34%

Winner

LDP

+6.84%

KAT vs LDP - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	KAT	LDP
2026	+2.02%	+2.75%
2025	+0.98%	+11.97%
2024	N/A	+17.42%
2023	N/A	+4.46%
2022	N/A	-21.82%
2021	N/A	+8.45%
2020	N/A	+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%

KAT vs LDP Drawdown Comparison

The maximum drawdown for KAT was -9.25%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

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

The current KAT drawdown is -3.43%. The current LDP drawdown is -0.76%.

Rank	KAT	LDP
#1	-9.25% Mar 2, 2026 - Mar 27, 2026	-49.59% Feb 19, 2020 - Dec 17, 2020
#2	-7.55% Oct 6, 2025 - Feb 24, 2026	-32.20% Oct 13, 2021 - Sep 24, 2024
#3	-1.54% Sep 11, 2025 - Sep 22, 2025	-20.27% Sep 20, 2017 - Apr 3, 2019
#4	-1.08% Sep 22, 2025 - Sep 30, 2025	-17.06% Mar 28, 2013 - Jun 19, 2014
#5	-0.84% Aug 27, 2025 - Sep 9, 2025	-12.02% Oct 16, 2024 - Jun 11, 2025
#6	-0.37% Oct 1, 2025 - Oct 3, 2025	-10.95% Sep 7, 2016 - Jan 26, 2017
#7	-0.02% Aug 25, 2025 - Aug 27, 2025	-9.38% Feb 25, 2026 - Jun 29, 2026
#8	N/A	-8.38% Aug 4, 2015 - Mar 2, 2016
#9	N/A	-6.87% Sep 3, 2014 - Mar 5, 2015
#10	N/A	-5.72% Dec 31, 2020 - Apr 1, 2021
#11	N/A	-5.48% Apr 9, 2015 - Aug 4, 2015
#12	N/A	-5.41% May 4, 2021 - Jul 2, 2021
#13	N/A	-5.09% Jul 1, 2014 - Aug 29, 2014
#14	N/A	-4.79% Nov 11, 2025 - Feb 25, 2026
#15	N/A	-4.70% Aug 10, 2012 - Nov 6, 2012

Correlation

Correlation between KAT and LDP is 0.40 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.40

-101

Dividend Comparison (2012 - 2026)

KAT vs LDP dividend yield comparison.

Year	KAT	LDP
2026	0.08%	4.36%
2025	0.00%	7.43%
2024	0.00%	7.78%
2023	0.00%	8.66%
2022	0.00%	8.52%
2021	0.00%	7.99%
2020	0.00%	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%