LDP vs SPSK

Comparison between Cohen & Steers Ltd Duration Preferred and Income Fund Inc (LDP, ETF) and SP FUNDS DOW JONES GLOBAL SUKUK ETF (SPSK, ETF).

5-Year PerformanceLDP has outperformed SPSK, delivering a return of +3.0% compared to +1.0%

LDP vs SPSK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LDP(ETF)	SPSK(ETF)
Net Assets	$642M	$644M
Expense Ratio	N/A	0.50%
Max Drawdown	50.18%	16.47%
Sharpe Ratio	0.03	-0.58
5Y Beta	0.41	0.07
5Y Dividends CAGR	-0.15%	9.65%

Net Assets

LDP

$642M

Winner

SPSK

$644M

Expense Ratio

LDP

N/A

SPSK

0.50%

Max Drawdown

LDP

50.18%

Winner

SPSK

16.47%

Sharpe Ratio

Winner

LDP

0.03

SPSK

-0.58

5Y Beta

LDP

0.41

Winner

SPSK

0.07

5Y Dividends CAGR

LDP

-0.15%

Winner

SPSK

9.65%

LDP vs SPSK - Historical Returns

Returns include dividend reinvestment.

Period	LDP	SPSK
1 month	+0.98%	+1.16%
3 months	+2.55%	+0.70%
6 months	-0.16%	-0.26%
1 year	+3.79%	+2.16%
5 years(CAGR)	+3.02%	+0.98%
10 years(CAGR)	+5.92%	N/A
Max(CAGR)	+6.71%	+1.15%

LDP

+0.98%

Winner

SPSK

+1.16%

Winner

LDP

+2.55%

SPSK

+0.70%

Winner

LDP

-0.16%

SPSK

-0.26%

Winner

LDP

+3.79%

SPSK

+2.16%

5Y(CAGR)

Winner

LDP

+3.02%

SPSK

+0.98%

10Y(CAGR)

LDP

+5.92%

SPSK

N/A

Max(CAGR)

Winner

LDP

+6.71%

SPSK

+1.15%

LDP vs SPSK - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	LDP	SPSK
2026	+1.68%	+0.64%
2025	+11.97%	+6.21%
2024	+17.42%	+3.19%
2023	+4.46%	+4.67%
2022	-21.82%	-7.58%
2021	+8.45%	-1.11%
2020	+9.41%	+3.72%
2019	+27.43%	+0.02%
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 SPSK Drawdown Comparison

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

The maximum drawdown for SPSK was -12.83%, occurring on Oct 25, 2022. Recovery took 1093 trading sessions.

The current LDP drawdown is -1.79%. The current SPSK drawdown is -0.45%.

Rank	LDP	SPSK
#1	-49.59% Feb 19, 2020 - Dec 17, 2020	-12.83% Feb 4, 2021 - Jun 12, 2025
#2	-32.20% Oct 13, 2021 - Sep 24, 2024	-7.99% Mar 5, 2020 - Jul 20, 2020
#3	-20.27% Sep 20, 2017 - Apr 3, 2019	-2.85% Feb 27, 2026 - Mar 24, 2026
#4	-17.06% Mar 28, 2013 - Jun 19, 2014	-1.13% Sep 15, 2020 - Oct 8, 2020
#5	-12.02% Oct 16, 2024 - Jun 11, 2025	-0.97% Oct 9, 2020 - Nov 4, 2020
#6	-10.95% Sep 7, 2016 - Jan 26, 2017	-0.91% Oct 27, 2025 - Feb 13, 2026
#7	-9.38% Feb 25, 2026 - Jun 29, 2026	-0.84% Dec 28, 2020 - Feb 4, 2021
#8	-8.38% Aug 4, 2015 - Mar 2, 2016	-0.68% Aug 28, 2020 - Sep 15, 2020
#9	-6.87% Sep 3, 2014 - Mar 5, 2015	-0.61% Aug 4, 2020 - Aug 28, 2020
#10	-5.72% Dec 31, 2020 - Apr 1, 2021	-0.60% Nov 4, 2020 - Nov 16, 2020
#11	-5.48% Apr 9, 2015 - Aug 4, 2015	-0.59% Sep 15, 2025 - Sep 29, 2025
#12	-5.41% May 4, 2021 - Jul 2, 2021	-0.50% Jun 12, 2025 - Jun 24, 2025
#13	-5.09% Jul 1, 2014 - Aug 29, 2014	-0.49% Jul 21, 2020 - Jul 29, 2020
#14	-4.79% Nov 11, 2025 - Feb 25, 2026	-0.48% Oct 22, 2025 - Oct 27, 2025
#15	-4.70% Aug 10, 2012 - Nov 6, 2012	-0.48% Aug 22, 2025 - Sep 3, 2025

Correlation

Correlation between LDP and SPSK is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2012 - 2026)

LDP vs SPSK dividend yield comparison.

Year	LDP	SPSK
2026	5.07%	2.02%
2025	7.43%	3.63%
2024	7.78%	3.53%
2023	8.66%	2.95%
2022	8.52%	2.22%
2021	7.99%	2.56%
2020	6.74%	1.78%
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%