SCD vs FXZ
Comparison between LMP Capital and Income Fund Inc (SCD, ETF) and FIRST TRUST MATERIALS ALPHADEX FUND (FXZ, ETF).
5-Year PerformanceSCD has outperformed FXZ, delivering a return of +12.3% compared to +8.5%
SCD vs FXZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SCD vs FXZ - Historical Returns
Returns include dividend reinvestment.
SCD vs FXZ - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | SCD | FXZ |
|---|---|---|
| 2026 | +8.52% | +16.92% |
| 2025 | -3.02% | +17.64% |
| 2024 | +35.16% | -16.23% |
| 2023 | +29.22% | +16.19% |
| 2022 | -9.76% | -0.61% |
| 2021 | +49.78% | +32.14% |
| 2020 | -14.24% | +23.28% |
| 2019 | +54.20% | +21.08% |
| 2018 | -16.35% | -24.45% |
| 2017 | +14.05% | +22.38% |
| 2016 | +19.04% | +30.33% |
| 2015 | -20.57% | -9.94% |
| 2014 | +41.83% | -0.28% |
| 2013 | +21.76% | +23.25% |
| 2012 | +18.16% | +22.00% |
| 2011 | +5.52% | -11.56% |
| 2010 | +25.57% | +24.41% |
| 2009 | +34.05% | +53.09% |
| 2008 | -46.26% | -43.60% |
| 2007 | +12.29% | +10.42% |
| 2006 | +22.67% | N/A |
| 2005 | +12.66% | N/A |
| 2004 | -3.53% | N/A |
SCD vs FXZ Drawdown Comparison
The maximum drawdown for SCD was -62.30%, occurring on Nov 20, 2008. Recovery took 841 trading sessions.
The maximum drawdown for FXZ was -65.46%, occurring on Mar 6, 2009. Recovery took 648 trading sessions.
The current SCD drawdown is -1.46%. The current FXZ drawdown is -8.80%.
| Rank | SCD | FXZ |
|---|---|---|
| #1 | -62.30% Dec 26, 2007 - Apr 28, 2011 | -65.46% May 16, 2008 - Dec 10, 2010 |
| #2 | -60.76% Jan 16, 2020 - Apr 26, 2021 | -49.41% Jan 26, 2018 - Nov 16, 2020 |
| #3 | -37.83% Jul 25, 2014 - Apr 24, 2017 | -33.99% Apr 9, 2024 - Jan 9, 2026 |
| #4 | -27.12% Oct 2, 2018 - Apr 23, 2019 | -32.59% May 10, 2011 - Dec 18, 2012 |
| #5 | -23.76% Mar 4, 2004 - Jul 5, 2005 | -31.20% Apr 20, 2022 - Apr 3, 2024 |
| #6 | -23.38% Dec 31, 2021 - Jul 18, 2023 | -26.86% Jul 3, 2014 - Jul 11, 2016 |
| #7 | -21.81% Jan 24, 2025 - Feb 6, 2026 | -18.78% Jul 19, 2007 - Oct 5, 2007 |
| #8 | -19.99% May 20, 2011 - Feb 7, 2012 | -18.28% Oct 29, 2007 - Apr 17, 2008 |
| #9 | -15.50% May 20, 2013 - Mar 31, 2014 | -14.68% Jun 1, 2021 - Nov 11, 2021 |
| #10 | -14.49% Jan 26, 2018 - Aug 20, 2018 | -12.75% Feb 11, 2026 - Apr 8, 2026 |
| #11 | -13.63% Oct 1, 2012 - Jan 4, 2013 | -11.29% Jun 15, 2026 - Jul 20, 2026 |
| #12 | -12.99% Jul 16, 2007 - Dec 26, 2007 | -10.88% Nov 12, 2021 - Jan 12, 2022 |
| #13 | -10.85% Aug 31, 2023 - Nov 20, 2023 | -10.29% Jan 14, 2022 - Feb 16, 2022 |
| #14 | -9.92% Mar 27, 2012 - Jul 17, 2012 | -10.17% Jan 12, 2021 - Feb 24, 2021 |
| #15 | -9.01% Sep 9, 2005 - Jan 25, 2006 | -9.01% Feb 17, 2011 - May 10, 2011 |
Correlation
Correlation between SCD and FXZ is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
SCD vs FXZ dividend yield comparison.
| Year | SCD | FXZ |
|---|---|---|
| 2026 | 4.65% | 0.53% |
| 2025 | 9.56% | 1.74% |
| 2024 | 7.88% | 1.81% |
| 2023 | 8.56% | 1.97% |
| 2022 | 12.96% | 1.56% |
| 2021 | 10.27% | 1.11% |
| 2020 | 10.21% | 1.51% |
| 2019 | 7.98% | 1.58% |
| 2018 | 11.61% | 1.38% |
| 2017 | 8.89% | 1.01% |
| 2016 | 9.33% | 1.19% |
| 2015 | 9.05% | 1.26% |
| 2014 | 30.55% | 1.73% |
| 2013 | 7.09% | 0.90% |
| 2012 | 8.32% | 2.81% |
| 2011 | 6.96% | 0.36% |
| 2010 | 4.34% | 1.61% |
| 2009 | 5.03% | 1.32% |
| 2008 | 30.79% | 1.88% |
| 2007 | 17.45% | 0.34% |
| 2006 | 10.24% | 0.00% |
| 2005 | 13.91% | 0.00% |
| 2004 | 9.10% | 0.00% |
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