SCD vs FLUD

Comparison between LMP Capital and Income Fund Inc (SCD, ETF) and FRANKLIN ULTRA SHORT BOND ETF (FLUD, ETF).

5-Year PerformanceSCD has outperformed FLUD, delivering a return of +12.1% compared to +3.6%

SCD vs FLUD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCD(ETF)	FLUD(ETF)
Net Assets	$396M	$395M
Expense Ratio	N/A	0.15%
Max Drawdown	71.26%	2.89%
Sharpe Ratio	0.69	0.32
5Y Beta	0.69	0.00
5Y Dividends CAGR	-0.25%	25.35%

Net Assets

Winner

SCD

$396M

FLUD

$395M

Expense Ratio

SCD

N/A

FLUD

0.15%

Max Drawdown

SCD

71.26%

Winner

FLUD

2.89%

Sharpe Ratio

Winner

SCD

0.69

FLUD

0.32

5Y Beta

SCD

0.69

Winner

FLUD

0.00

5Y Dividends CAGR

SCD

-0.25%

Winner

FLUD

25.35%

SCD vs FLUD - Historical Returns

Returns include dividend reinvestment.

Period	SCD	FLUD
1 month	+0.71%	+0.27%
3 months	+5.55%	+0.96%
6 months	+8.04%	+1.74%
1 year	+8.82%	+4.27%
5 years(CAGR)	+12.09%	+3.64%
10 years(CAGR)	+12.95%	N/A
Max(CAGR)	+10.52%	+3.24%

Winner

SCD

+0.71%

FLUD

+0.27%

Winner

SCD

+5.55%

FLUD

+0.96%

Winner

SCD

+8.04%

FLUD

+1.74%

Winner

SCD

+8.82%

FLUD

+4.27%

5Y(CAGR)

Winner

SCD

+12.09%

FLUD

+3.64%

10Y(CAGR)

SCD

+12.95%

FLUD

N/A

Max(CAGR)

Winner

SCD

+10.52%

FLUD

+3.24%

SCD vs FLUD - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	SCD	FLUD
2026	+7.61%	+1.54%
2025	-3.02%	+5.04%
2024	+35.16%	+5.42%
2023	+29.22%	+5.96%
2022	-9.76%	+0.18%
2021	+49.78%	+0.07%
2020	-14.24%	+0.77%
2019	+54.20%	N/A
2018	-16.35%	N/A
2017	+14.05%	N/A
2016	+19.04%	N/A
2015	-20.57%	N/A
2014	+41.83%	N/A
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 FLUD Drawdown Comparison

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

The maximum drawdown for FLUD was -1.66%, occurring on Jun 14, 2022. Recovery took 349 trading sessions.

The current SCD drawdown is -1.48%. The current FLUD drawdown is -0.04%.

Rank	SCD	FLUD
#1	-62.30% Dec 26, 2007 - Apr 28, 2011	-1.66% Aug 24, 2021 - Jan 12, 2023
#2	-60.76% Jan 16, 2020 - Apr 26, 2021	-0.65% Mar 13, 2023 - Apr 11, 2023
#3	-37.83% Jul 25, 2014 - Apr 24, 2017	-0.59% Nov 25, 2024 - Jan 15, 2025
#4	-27.12% Oct 2, 2018 - Apr 23, 2019	-0.44% Oct 17, 2025 - Nov 18, 2025
#5	-23.76% Mar 4, 2004 - Jul 5, 2005	-0.40% Oct 7, 2024 - Oct 15, 2024
#6	-23.38% Dec 31, 2021 - Jul 18, 2023	-0.36% Feb 5, 2021 - Jun 24, 2021
#7	-21.81% Jan 24, 2025 - Feb 6, 2026	-0.31% Aug 8, 2025 - Aug 19, 2025
#8	-19.99% May 20, 2011 - Feb 7, 2012	-0.30% Sep 25, 2024 - Oct 1, 2024
#9	-15.50% May 20, 2013 - Mar 31, 2014	-0.30% Sep 19, 2024 - Sep 23, 2024
#10	-14.49% Jan 26, 2018 - Aug 20, 2018	-0.30% Mar 25, 2026 - Apr 1, 2026
#11	-13.63% Oct 1, 2012 - Jan 4, 2013	-0.29% Sep 5, 2025 - Sep 11, 2025
#12	-12.99% Jul 16, 2007 - Dec 26, 2007	-0.28% Jun 6, 2024 - Jun 25, 2024
#13	-10.85% Aug 31, 2023 - Nov 20, 2023	-0.28% Apr 4, 2025 - Apr 22, 2025
#14	-9.92% Mar 27, 2012 - Jul 17, 2012	-0.27% Aug 7, 2024 - Aug 26, 2024
#15	-9.01% Sep 9, 2005 - Jan 25, 2006	-0.26% Sep 22, 2025 - Oct 7, 2025

Correlation

Correlation between SCD and FLUD is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2004 - 2026)

SCD vs FLUD dividend yield comparison.

Year	SCD	FLUD
2026	4.69%	1.56%
2025	9.56%	4.51%
2024	7.88%	4.97%
2023	8.56%	4.72%
2022	12.96%	1.39%
2021	10.27%	0.92%
2020	10.21%	0.93%
2019	7.98%	0.00%
2018	11.61%	0.00%
2017	8.89%	0.00%
2016	9.33%	0.00%
2015	9.05%	0.00%
2014	30.55%	0.00%
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%