KSA vs LDP

Comparison between ISHARES MSCI SAUDI ARABIA ETF (KSA, ETF) and Cohen & Steers Ltd Duration Preferred and Income Fund Inc (LDP, ETF).

5-Year PerformanceLDP has outperformed KSA, delivering a return of +3.2% compared to +1.6%

KSA vs LDP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KSA(ETF)	LDP(ETF)
Net Assets	$650M	$651M
Expense Ratio	0.75%	N/A
Max Drawdown	41.80%	50.18%
Sharpe Ratio	-0.19	0.55
5Y Beta	0.46	0.40
5Y Dividends CAGR	12.77%	-1.74%

Net Assets

KSA

$650M

Winner

LDP

$651M

Expense Ratio

KSA

0.75%

LDP

N/A

Max Drawdown

Winner

KSA

41.80%

LDP

50.18%

Sharpe Ratio

KSA

-0.19

Winner

LDP

0.55

5Y Beta

KSA

0.46

Winner

LDP

0.40

5Y Dividends CAGR

Winner

KSA

12.77%

LDP

-1.74%

KSA vs LDP - Historical Returns

Returns include dividend reinvestment.

Period	KSA	LDP
1 month	-3.76%	+1.49%
3 months	-5.68%	+3.02%
6 months	-2.28%	+2.56%
1 year	+0.17%	+8.31%
5 years(CAGR)	+1.64%	+3.19%
10 years(CAGR)	+7.33%	+6.25%
Max(CAGR)	+5.87%	+6.84%

KSA

-3.76%

Winner

LDP

+1.49%

KSA

-5.68%

Winner

LDP

+3.02%

KSA

-2.28%

Winner

LDP

+2.56%

KSA

+0.17%

Winner

LDP

+8.31%

5Y(CAGR)

KSA

+1.64%

Winner

LDP

+3.19%

10Y(CAGR)

Winner

KSA

+7.33%

LDP

+6.25%

Max(CAGR)

KSA

+5.87%

Winner

LDP

+6.84%

KSA vs LDP - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	KSA	LDP
2026	+1.79%	+2.75%
2025	-8.51%	+11.97%
2024	-1.75%	+17.42%
2023	+12.85%	+4.46%
2022	-7.14%	-21.82%
2021	+33.62%	+8.45%
2020	+1.25%	+9.41%
2019	+7.88%	+27.43%
2018	+13.85%	-9.51%
2017	+5.92%	+13.98%
2016	+10.81%	+17.42%
2015	-5.83%	+6.00%
2014	N/A	+8.99%
2013	N/A	-3.31%
2012	N/A	+2.69%

KSA vs LDP Drawdown Comparison

The maximum drawdown for KSA was -40.56%, occurring on Mar 16, 2020. Recovery took 466 trading sessions.

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

The current KSA drawdown is -18.44%. The current LDP drawdown is -0.76%.

Rank	KSA	LDP
#1	-40.56% May 3, 2019 - Mar 10, 2021	-49.59% Feb 19, 2020 - Dec 17, 2020
#2	-28.74% Oct 13, 2015 - Jun 21, 2017	-32.20% Oct 13, 2021 - Sep 24, 2024
#3	-28.10% Apr 18, 2022 - Mar 17, 2023	-20.27% Sep 20, 2017 - Apr 3, 2019
#4	-13.77% Jul 20, 2018 - Jan 16, 2019	-17.06% Mar 28, 2013 - Jun 19, 2014
#5	-10.56% Nov 12, 2021 - Jan 12, 2022	-12.02% Oct 16, 2024 - Jun 11, 2025
#6	-9.88% Jun 23, 2017 - Jan 12, 2018	-10.95% Sep 7, 2016 - Jan 26, 2017
#7	-5.79% Jan 26, 2018 - Mar 9, 2018	-9.38% Feb 25, 2026 - Jun 29, 2026
#8	-5.64% Apr 23, 2018 - Jun 1, 2018	-8.38% Aug 4, 2015 - Mar 2, 2016
#9	-5.13% Sep 17, 2015 - Oct 7, 2015	-6.87% Sep 3, 2014 - Mar 5, 2015
#10	-4.87% Apr 28, 2021 - Jun 1, 2021	-5.72% Dec 31, 2020 - Apr 1, 2021
#11	-4.63% Jun 5, 2018 - Jul 20, 2018	-5.48% Apr 9, 2015 - Aug 4, 2015
#12	-3.81% Jun 29, 2021 - Aug 2, 2021	-5.41% May 4, 2021 - Jul 2, 2021
#13	-3.35% Feb 7, 2019 - Mar 21, 2019	-5.09% Jul 1, 2014 - Aug 29, 2014
#14	-3.13% Mar 8, 2022 - Mar 24, 2022	-4.79% Nov 11, 2025 - Feb 25, 2026
#15	-3.10% Jan 20, 2022 - Jan 31, 2022	-4.70% Aug 10, 2012 - Nov 6, 2012

Correlation

Correlation between KSA and LDP is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (2012 - 2026)

KSA vs LDP dividend yield comparison.

Year	KSA	LDP
2026	1.61%	4.36%
2025	2.95%	7.43%
2024	3.44%	7.78%
2023	2.44%	8.66%
2022	1.93%	8.52%
2021	1.58%	7.99%
2020	1.76%	6.74%
2019	2.15%	7.14%
2018	2.51%	8.58%
2017	2.30%	7.56%
2016	3.05%	7.67%
2015	0.04%	8.31%
2014	0.00%	9.59%
2013	0.00%	8.41%
2012	0.00%	2.70%