LDP vs SPY
Comparison between Cohen & Steers Ltd Duration Preferred and Income Fund Inc (LDP, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed LDP, delivering a return of +13.3% compared to +3.0%
LDP vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
LDP vs SPY - Historical Returns
Returns include dividend reinvestment.
LDP vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | LDP | SPY |
|---|---|---|
| 2026 | -0.32% | +8.26% |
| 2025 | +11.97% | +18.00% |
| 2024 | +17.42% | +25.59% |
| 2023 | +4.46% | +26.72% |
| 2022 | -21.82% | -18.64% |
| 2021 | +8.45% | +30.52% |
| 2020 | +9.41% | +17.28% |
| 2019 | +27.43% | +31.09% |
| 2018 | -9.51% | -5.24% |
| 2017 | +13.98% | +20.78% |
| 2016 | +17.42% | +13.59% |
| 2015 | +6.00% | +1.31% |
| 2014 | +8.99% | +14.56% |
| 2013 | -3.31% | +29.00% |
| 2012 | +2.69% | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
LDP vs SPY Drawdown Comparison
The maximum drawdown for LDP was -49.59%, occurring on Mar 18, 2020. Recovery took 211 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current LDP drawdown is -2.12%. The current SPY drawdown is -2.90%.
| Rank | LDP | SPY |
|---|---|---|
| #1 | -49.59% Feb 19, 2020 - Dec 17, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -32.20% Oct 13, 2021 - Sep 24, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -20.27% Sep 20, 2017 - Apr 3, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -17.06% Mar 28, 2013 - Jun 19, 2014 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -12.02% Oct 16, 2024 - Jun 11, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -10.95% Sep 7, 2016 - Jan 26, 2017 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -9.38% Feb 25, 2026 - Mar 30, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -8.38% Aug 4, 2015 - Mar 2, 2016 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.87% Sep 3, 2014 - Mar 5, 2015 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -5.72% Dec 31, 2020 - Apr 1, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.48% Apr 9, 2015 - Aug 4, 2015 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.41% May 4, 2021 - Jul 2, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.09% Jul 1, 2014 - Aug 29, 2014 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.79% Nov 11, 2025 - Feb 25, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.70% Aug 10, 2012 - Nov 6, 2012 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between LDP and SPY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
LDP vs SPY dividend yield comparison.
| Year | LDP | SPY |
|---|---|---|
| 2026 | 3.17% | 0.24% |
| 2025 | 7.43% | 1.07% |
| 2024 | 7.78% | 1.21% |
| 2023 | 8.66% | 1.40% |
| 2022 | 8.52% | 1.65% |
| 2021 | 7.99% | 1.20% |
| 2020 | 6.74% | 1.52% |
| 2019 | 7.14% | 1.75% |
| 2018 | 8.58% | 2.04% |
| 2017 | 7.56% | 1.80% |
| 2016 | 7.67% | 2.03% |
| 2015 | 8.31% | 2.06% |
| 2014 | 9.59% | 1.87% |
| 2013 | 8.41% | 1.81% |
| 2012 | 2.70% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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