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