SCD vs FLTB

Comparison between LMP Capital and Income Fund Inc (SCD, ETF) and FIDELITY LIMITED TERM BOND ETF (FLTB, ETF).

5-Year PerformanceSCD has outperformed FLTB, delivering a return of +12.4% compared to +2.2%

SCD vs FLTB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCD(ETF)	FLTB(ETF)
Net Assets	$391M	$389M
Expense Ratio	N/A	0.25%
Max Drawdown	71.26%	11.00%
Sharpe Ratio	0.02	0.21
5Y Beta	0.70	0.01
5Y Dividends CAGR	-0.89%	32.39%

Net Assets

Winner

SCD

$391M

FLTB

$389M

Expense Ratio

SCD

N/A

FLTB

0.25%

Max Drawdown

SCD

71.26%

Winner

FLTB

11.00%

Sharpe Ratio

SCD

0.02

Winner

FLTB

0.21

5Y Beta

SCD

0.70

Winner

FLTB

0.01

5Y Dividends CAGR

SCD

-0.89%

Winner

FLTB

32.39%

SCD vs FLTB - Historical Returns

Returns include dividend reinvestment.

Period	SCD	FLTB
1 month	+2.04%	+0.07%
3 months	+0.90%	-0.00%
6 months	+7.70%	+0.94%
1 year	+2.66%	+4.25%
5 years(CAGR)	+12.37%	+2.21%
10 years(CAGR)	+12.95%	+2.45%
Max(CAGR)	+10.54%	+2.40%

Winner

SCD

+2.04%

FLTB

+0.07%

Winner

SCD

+0.90%

FLTB

-0.00%

Winner

SCD

+7.70%

FLTB

+0.94%

SCD

+2.66%

Winner

FLTB

+4.25%

5Y(CAGR)

Winner

SCD

+12.37%

FLTB

+2.21%

10Y(CAGR)

Winner

SCD

+12.95%

FLTB

+2.45%

Max(CAGR)

Winner

SCD

+10.54%

FLTB

+2.40%

SCD vs FLTB - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	SCD	FLTB
2026	+7.33%	+0.49%
2025	-3.02%	+6.52%
2024	+35.16%	+5.22%
2023	+29.22%	+5.83%
2022	-9.76%	-5.69%
2021	+49.78%	-1.20%
2020	-14.24%	+5.47%
2019	+54.20%	+5.93%
2018	-16.35%	+1.24%
2017	+14.05%	+2.10%
2016	+19.04%	+2.11%
2015	-20.57%	+0.83%
2014	+41.83%	-0.07%
2013	+21.76%	N/A
2012	+18.16%	N/A
2011	+5.52%	N/A
2010	+25.57%	N/A
2009	+34.05%	N/A
2008	-46.26%	N/A
2007	+12.29%	N/A
2006	+22.67%	N/A
2005	+12.66%	N/A
2004	-3.53%	N/A

SCD vs FLTB Drawdown Comparison

The maximum drawdown for SCD was -62.30%, occurring on Nov 20, 2008. Recovery took 841 trading sessions.

The maximum drawdown for FLTB was -9.37%, occurring on Oct 20, 2022. Recovery took 838 trading sessions.

The current SCD drawdown is -1.73%. The current FLTB drawdown is -0.48%.

Rank	SCD	FLTB
#1	-62.30% Dec 26, 2007 - Apr 28, 2011	-9.37% Feb 11, 2021 - Jun 12, 2024
#2	-60.76% Jan 16, 2020 - Apr 26, 2021	-8.20% Mar 5, 2020 - May 29, 2020
#3	-37.83% Jul 25, 2014 - Apr 24, 2017	-1.98% Aug 4, 2016 - May 17, 2017
#4	-27.12% Oct 2, 2018 - Apr 23, 2019	-1.76% Sep 7, 2017 - Dec 18, 2018
#5	-23.76% Mar 4, 2004 - Jul 5, 2005	-1.63% Oct 15, 2015 - Mar 17, 2016
#6	-23.38% Dec 31, 2021 - Jul 18, 2023	-1.52% Feb 23, 2026 - Mar 26, 2026
#7	-21.81% Jan 24, 2025 - Feb 6, 2026	-1.36% Apr 3, 2025 - Apr 28, 2025
#8	-19.99% May 20, 2011 - Feb 7, 2012	-1.19% Apr 27, 2015 - Oct 2, 2015
#9	-15.50% May 20, 2013 - Mar 31, 2014	-1.09% Oct 1, 2024 - Jan 27, 2025
#10	-14.49% Jan 26, 2018 - Aug 20, 2018	-1.08% Oct 15, 2014 - Jan 15, 2015
#11	-13.63% Oct 1, 2012 - Jan 4, 2013	-0.96% Feb 2, 2015 - Apr 1, 2015
#12	-12.99% Jul 16, 2007 - Dec 26, 2007	-0.85% Sep 4, 2019 - Oct 2, 2019
#13	-10.85% Aug 31, 2023 - Nov 20, 2023	-0.59% Apr 30, 2025 - May 30, 2025
#14	-9.92% Mar 27, 2012 - Jul 17, 2012	-0.55% Oct 4, 2019 - Dec 3, 2019
#15	-9.01% Sep 9, 2005 - Jan 25, 2006	-0.51% May 6, 2016 - Jun 3, 2016

Correlation

Correlation between SCD and FLTB is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2004 - 2026)

SCD vs FLTB dividend yield comparison.

Year	SCD	FLTB
2026	3.89%	1.80%
2025	9.56%	4.31%
2024	7.88%	4.11%
2023	8.56%	3.20%
2022	12.96%	1.63%
2021	10.27%	0.89%
2020	10.21%	1.56%
2019	7.98%	2.67%
2018	11.61%	2.50%
2017	8.89%	1.78%
2016	9.33%	1.59%
2015	9.05%	1.63%
2014	30.55%	0.35%
2013	7.09%	0.00%
2012	8.32%	0.00%
2011	6.96%	0.00%
2010	4.34%	0.00%
2009	5.03%	0.00%
2008	30.79%	0.00%
2007	17.45%	0.00%
2006	10.24%	0.00%
2005	13.91%	0.00%
2004	9.10%	0.00%