LDP vs AFLG

Comparison between Cohen & Steers Ltd Duration Preferred and Income Fund Inc (LDP, ETF) and FIRST TRUST ACTIVE FACTOR LARGE CAP ETF (AFLG, ETF).

5-Year PerformanceAFLG has outperformed LDP, delivering a return of +13.2% compared to +3.1%

LDP vs AFLG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LDP(ETF)	AFLG(ETF)
Net Assets	$649M	$648M
Expense Ratio	N/A	0.55%
Max Drawdown	50.18%	35.84%
Sharpe Ratio	0.55	1.58
5Y Beta	0.39	0.90
P/E Ratio	N/A	23.25
Forward P/E	N/A	17.90
PEG Ratio	N/A	0.16
5Y Dividends CAGR	-0.30%	3.13%
5Y EPS CAGR	N/A	25.51%
Debt to Equity	N/A	32.52%

Net Assets

Winner

LDP

$649M

AFLG

$648M

Expense Ratio

LDP

N/A

AFLG

0.55%

Max Drawdown

LDP

50.18%

Winner

AFLG

35.84%

Sharpe Ratio

LDP

0.55

Winner

AFLG

1.58

5Y Beta

Winner

LDP

0.39

AFLG

0.90

P/E Ratio

LDP

N/A

AFLG

23.25

Forward P/E

LDP

N/A

AFLG

17.90

PEG Ratio

LDP

N/A

AFLG

0.16

5Y Dividends CAGR

LDP

-0.30%

Winner

AFLG

3.13%

5Y EPS CAGR

LDP

N/A

AFLG

25.51%

Debt to Equity

LDP

N/A

AFLG

32.52%

LDP vs AFLG - Historical Returns

Returns include dividend reinvestment.

Period	LDP	AFLG
1 month	+3.72%	+0.88%
3 months	+3.49%	+11.66%
6 months	+2.25%	+11.66%
1 year	+8.99%	+24.34%
5 years(CAGR)	+3.11%	+13.19%
10 years(CAGR)	+6.46%	N/A
Max(CAGR)	+6.78%	+13.85%

Winner

LDP

+3.72%

AFLG

+0.88%

LDP

+3.49%

Winner

AFLG

+11.66%

LDP

+2.25%

Winner

AFLG

+11.66%

LDP

+8.99%

Winner

AFLG

+24.34%

5Y(CAGR)

LDP

+3.11%

Winner

AFLG

+13.19%

10Y(CAGR)

LDP

+6.46%

AFLG

N/A

Max(CAGR)

LDP

+6.78%

Winner

AFLG

+13.85%

LDP vs AFLG - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	LDP	AFLG
2026	+1.34%	+10.49%
2025	+11.97%	+14.34%
2024	+17.42%	+27.88%
2023	+4.46%	+20.66%
2022	-21.82%	-16.03%
2021	+8.45%	+28.90%
2020	+9.41%	+9.97%
2019	+27.43%	+2.77%
2018	-9.51%	N/A
2017	+13.98%	N/A
2016	+17.42%	N/A
2015	+6.00%	N/A
2014	+8.99%	N/A
2013	-3.31%	N/A
2012	+2.69%	N/A

LDP vs AFLG Drawdown Comparison

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

The maximum drawdown for AFLG was -35.84%, occurring on Mar 23, 2020. Recovery took 138 trading sessions.

The current LDP drawdown is -0.50%. The current AFLG drawdown is -1.64%.

Rank	LDP	AFLG
#1	-49.59% Feb 19, 2020 - Dec 17, 2020	-35.84% Feb 14, 2020 - Sep 1, 2020
#2	-32.20% Oct 13, 2021 - Sep 24, 2024	-23.48% Dec 29, 2021 - Jan 10, 2024
#3	-20.27% Sep 20, 2017 - Apr 3, 2019	-17.49% Dec 4, 2024 - Jun 30, 2025
#4	-17.06% Mar 28, 2013 - Jun 19, 2014	-9.11% Sep 2, 2020 - Nov 16, 2020
#5	-12.02% Oct 16, 2024 - Jun 11, 2025	-8.19% Feb 25, 2026 - Apr 14, 2026
#6	-10.95% Sep 7, 2016 - Jan 26, 2017	-7.32% Jul 16, 2024 - Aug 21, 2024
#7	-9.38% Feb 25, 2026 - Mar 30, 2026	-5.99% Sep 2, 2021 - Nov 2, 2021
#8	-8.38% Aug 4, 2015 - Mar 2, 2016	-5.80% Mar 28, 2024 - May 15, 2024
#9	-6.87% Sep 3, 2014 - Mar 5, 2015	-5.21% Feb 12, 2021 - Mar 12, 2021
#10	-5.72% Dec 31, 2020 - Apr 1, 2021	-4.81% Oct 27, 2025 - Dec 10, 2025
#11	-5.48% Apr 9, 2015 - Aug 4, 2015	-4.21% Aug 30, 2024 - Sep 19, 2024
#12	-5.41% May 4, 2021 - Jul 2, 2021	-4.04% May 7, 2021 - Jun 25, 2021
#13	-5.09% Jul 1, 2014 - Aug 29, 2014	-3.83% Nov 16, 2021 - Dec 8, 2021
#14	-4.79% Nov 11, 2025 - Feb 25, 2026	-3.71% Jun 2, 2026 - Jun 10, 2026
#15	-4.70% Aug 10, 2012 - Nov 6, 2012	-3.40% Jan 25, 2021 - Feb 5, 2021

Correlation

Correlation between LDP and AFLG is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2012 - 2026)

LDP vs AFLG dividend yield comparison.

Year	LDP	AFLG
2026	3.77%	0.11%
2025	7.43%	0.84%
2024	7.78%	0.53%
2023	8.66%	1.53%
2022	8.52%	1.52%
2021	7.99%	0.93%
2020	6.74%	1.28%
2019	7.14%	0.20%
2018	8.58%	0.00%
2017	7.56%	0.00%
2016	7.67%	0.00%
2015	8.31%	0.00%
2014	9.59%	0.00%
2013	8.41%	0.00%
2012	2.70%	0.00%