LDP vs KAT

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

LDP vs KAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

LDP

$651M

Winner

KAT

$651M

Expense Ratio

LDP

N/A

KAT

0.75%

Max Drawdown

LDP

50.18%

Winner

KAT

9.25%

Sharpe Ratio

Winner

LDP

0.55

KAT

0.00

5Y Beta

Winner

LDP

0.40

KAT

0.49

P/E Ratio

LDP

N/A

KAT

26.56

Forward P/E

LDP

N/A

KAT

17.96

PEG Ratio

LDP

N/A

KAT

0.58

5Y Dividends CAGR

LDP

-1.74%

KAT

N/A

5Y EPS CAGR

LDP

N/A

KAT

17.51%

Debt to Equity

LDP

N/A

KAT

31.10%

P/S Ratio

LDP

N/A

KAT

1.37

P/B Ratio

LDP

N/A

KAT

3.51

LDP vs KAT - Historical Returns

Returns include dividend reinvestment.

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

LDP

+1.49%

Winner

KAT

+4.47%

Winner

LDP

+3.02%

KAT

+0.85%

Winner

LDP

+2.56%

KAT

+0.40%

Winner

LDP

+8.31%

KAT

+3.01%

5Y(CAGR)

LDP

+3.19%

KAT

N/A

10Y(CAGR)

LDP

+6.25%

KAT

N/A

Max(CAGR)

Winner

LDP

+6.84%

KAT

+3.34%

LDP vs KAT - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	LDP	KAT
2026	+2.75%	+2.02%
2025	+11.97%	+0.98%
2024	+17.42%	N/A
2023	+4.46%	N/A
2022	-21.82%	N/A
2021	+8.45%	N/A
2020	+9.41%	N/A
2019	+27.43%	N/A
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 KAT Drawdown Comparison

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

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

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

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

Correlation

Correlation between LDP and KAT 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)

LDP vs KAT dividend yield comparison.

Year	LDP	KAT
2026	4.36%	0.08%
2025	7.43%	0.00%
2024	7.78%	0.00%
2023	8.66%	0.00%
2022	8.52%	0.00%
2021	7.99%	0.00%
2020	6.74%	0.00%
2019	7.14%	0.00%
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%