LDP vs VUSE

Comparison between Cohen & Steers Ltd Duration Preferred and Income Fund Inc (LDP, ETF) and VIDENT U.S. EQUITY STRATEGY ETF (VUSE, ETF).

5-Year PerformanceVUSE has outperformed LDP, delivering a return of +10.4% compared to +3.0%

LDP vs VUSE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LDP(ETF)	VUSE(ETF)
Net Assets	$649M	$648M
Expense Ratio	N/A	0.50%
Max Drawdown	50.18%	45.51%
Sharpe Ratio	0.48	0.89
5Y Beta	0.40	0.93
P/E Ratio	N/A	27.10
Forward P/E	N/A	21.63
5Y Dividends CAGR	-2.01%	-6.58%
5Y EPS CAGR	N/A	28.51%
Debt to Equity	N/A	82.98%
P/S Ratio	N/A	4.46
P/B Ratio	N/A	7.83

Net Assets

Winner

LDP

$649M

VUSE

$648M

Expense Ratio

LDP

N/A

VUSE

0.50%

Max Drawdown

LDP

50.18%

Winner

VUSE

45.51%

Sharpe Ratio

LDP

0.48

Winner

VUSE

0.89

5Y Beta

Winner

LDP

0.40

VUSE

0.93

P/E Ratio

LDP

N/A

VUSE

27.10

Forward P/E

LDP

N/A

VUSE

21.63

5Y Dividends CAGR

Winner

LDP

-2.01%

VUSE

-6.58%

5Y EPS CAGR

LDP

N/A

VUSE

28.51%

Debt to Equity

LDP

N/A

VUSE

82.98%

P/S Ratio

LDP

N/A

VUSE

4.46

P/B Ratio

LDP

N/A

VUSE

7.83

LDP vs VUSE - Historical Returns

Returns include dividend reinvestment.

Period	LDP	VUSE
1 month	-0.67%	+1.52%
3 months	-0.03%	+6.69%
6 months	+0.25%	+5.96%
1 year	+7.69%	+15.50%
5 years(CAGR)	+3.01%	+10.36%
10 years(CAGR)	+6.40%	+12.01%
Max(CAGR)	+6.67%	+10.08%

LDP

-0.67%

Winner

VUSE

+1.52%

LDP

-0.03%

Winner

VUSE

+6.69%

LDP

+0.25%

Winner

VUSE

+5.96%

LDP

+7.69%

Winner

VUSE

+15.50%

5Y(CAGR)

LDP

+3.01%

Winner

VUSE

+10.36%

10Y(CAGR)

LDP

+6.40%

Winner

VUSE

+12.01%

Max(CAGR)

LDP

+6.67%

Winner

VUSE

+10.08%

LDP vs VUSE - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	LDP	VUSE
2026	-0.32%	+6.85%
2025	+11.97%	+13.18%
2024	+17.42%	+17.02%
2023	+4.46%	+24.78%
2022	-21.82%	-9.94%
2021	+8.45%	+37.02%
2020	+9.41%	+6.32%
2019	+27.43%	+19.64%
2018	-9.51%	-16.11%
2017	+13.98%	+15.59%
2016	+17.42%	+20.66%
2015	+6.00%	-5.69%
2014	+8.99%	+8.33%
2013	-3.31%	N/A
2012	+2.69%	N/A

LDP vs VUSE Drawdown Comparison

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

The maximum drawdown for VUSE was -43.92%, occurring on Mar 23, 2020. Recovery took 571 trading sessions.

The current LDP drawdown is -2.12%. The current VUSE drawdown is -3.35%.

Rank	LDP	VUSE
#1	-49.59% Feb 19, 2020 - Dec 17, 2020	-43.92% Aug 29, 2018 - Dec 4, 2020
#2	-32.20% Oct 13, 2021 - Sep 24, 2024	-21.34% Jan 4, 2022 - Jun 13, 2023
#3	-20.27% Sep 20, 2017 - Apr 3, 2019	-20.42% Jun 23, 2015 - Nov 14, 2016
#4	-17.06% Mar 28, 2013 - Jun 19, 2014	-18.92% Feb 13, 2025 - Jun 30, 2025
#5	-12.02% Oct 16, 2024 - Jun 11, 2025	-10.13% Jan 26, 2018 - Aug 21, 2018
#6	-10.95% Sep 7, 2016 - Jan 26, 2017	-9.28% Jan 12, 2026 - Apr 17, 2026
#7	-9.38% Feb 25, 2026 - Mar 30, 2026	-9.19% Jun 8, 2021 - Nov 3, 2021
#8	-8.38% Aug 4, 2015 - Mar 2, 2016	-9.04% Jul 31, 2023 - Dec 11, 2023
#9	-6.87% Sep 3, 2014 - Mar 5, 2015	-8.96% Sep 2, 2014 - Nov 21, 2014
#10	-5.72% Dec 31, 2020 - Apr 1, 2021	-8.09% Jul 16, 2024 - Sep 19, 2024
#11	-5.48% Apr 9, 2015 - Aug 4, 2015	-7.63% Nov 15, 2021 - Jan 4, 2022
#12	-5.41% May 4, 2021 - Jul 2, 2021	-6.76% Oct 27, 2025 - Jan 12, 2026
#13	-5.09% Jul 1, 2014 - Aug 29, 2014	-6.25% Jan 22, 2014 - Feb 27, 2014
#14	-4.79% Nov 11, 2025 - Feb 25, 2026	-6.06% Dec 6, 2024 - Feb 6, 2025
#15	-4.70% Aug 10, 2012 - Nov 6, 2012	-5.70% Mar 28, 2024 - Jul 2, 2024

Correlation

Correlation between LDP and VUSE is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2012 - 2026)

LDP vs VUSE dividend yield comparison.

Year	LDP	VUSE
2026	3.17%	0.11%
2025	7.43%	0.47%
2024	7.78%	0.84%
2023	8.66%	1.15%
2022	8.52%	1.57%
2021	7.99%	1.16%
2020	6.74%	1.33%
2019	7.14%	1.61%
2018	8.58%	1.55%
2017	7.56%	1.16%
2016	7.67%	1.25%
2015	8.31%	1.73%
2014	9.59%	1.29%
2013	8.41%	0.00%
2012	2.70%	0.00%