SCD vs JPEM

Comparison between LMP Capital and Income Fund Inc (SCD, ETF) and JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF (JPEM, ETF).

5-Year PerformanceSCD has outperformed JPEM, delivering a return of +12.4% compared to +5.5%

SCD vs JPEM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCD(ETF)	JPEM(ETF)
Net Assets	$391M	$390M
Expense Ratio	N/A	0.44%
Max Drawdown	71.26%	43.82%
Sharpe Ratio	0.02	1.10
5Y Beta	0.70	0.53
5Y Dividends CAGR	-0.89%	12.48%

Net Assets

Winner

SCD

$391M

JPEM

$390M

Expense Ratio

SCD

N/A

JPEM

0.44%

Max Drawdown

SCD

71.26%

Winner

JPEM

43.82%

Sharpe Ratio

SCD

0.02

Winner

JPEM

1.10

5Y Beta

SCD

0.70

Winner

JPEM

0.53

5Y Dividends CAGR

SCD

-0.89%

Winner

JPEM

12.48%

SCD vs JPEM - Historical Returns

Returns include dividend reinvestment.

Period	SCD	JPEM
1 month	+2.04%	-3.07%
3 months	+0.90%	+0.22%
6 months	+7.70%	+6.35%
1 year	+2.66%	+18.40%
5 years(CAGR)	+12.37%	+5.46%
10 years(CAGR)	+12.95%	+7.50%
Max(CAGR)	+10.54%	+5.49%

Winner

SCD

+2.04%

JPEM

-3.07%

Winner

SCD

+0.90%

JPEM

+0.22%

Winner

SCD

+7.70%

JPEM

+6.35%

SCD

+2.66%

Winner

JPEM

+18.40%

5Y(CAGR)

Winner

SCD

+12.37%

JPEM

+5.46%

10Y(CAGR)

Winner

SCD

+12.95%

JPEM

+7.50%

Max(CAGR)

Winner

SCD

+10.54%

JPEM

+5.49%

SCD vs JPEM - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	SCD	JPEM
2026	+7.33%	+3.76%
2025	-3.02%	+23.12%
2024	+35.16%	+4.67%
2023	+29.22%	+10.68%
2022	-9.76%	-9.65%
2021	+49.78%	+7.76%
2020	-14.24%	-1.85%
2019	+54.20%	+15.56%
2018	-16.35%	-11.95%
2017	+14.05%	+27.87%
2016	+19.04%	+18.19%
2015	-20.57%	-17.70%
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 JPEM Drawdown Comparison

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

The maximum drawdown for JPEM was -40.21%, occurring on Mar 23, 2020. Recovery took 818 trading sessions.

The current SCD drawdown is -1.73%. The current JPEM drawdown is -5.55%.

Rank	SCD	JPEM
#1	-62.30% Dec 26, 2007 - Apr 28, 2011	-40.21% Jan 26, 2018 - Apr 28, 2021
#2	-60.76% Jan 16, 2020 - Apr 26, 2021	-34.10% Apr 28, 2015 - Jul 14, 2017
#3	-37.83% Jul 25, 2014 - Apr 24, 2017	-21.58% Feb 16, 2022 - Mar 7, 2024
#4	-27.12% Oct 2, 2018 - Apr 23, 2019	-14.31% Oct 7, 2024 - Jun 10, 2025
#5	-23.76% Mar 4, 2004 - Jul 5, 2005	-10.32% Feb 25, 2026 - Mar 20, 2026
#6	-23.38% Dec 31, 2021 - Jul 18, 2023	-8.08% Sep 13, 2021 - Feb 16, 2022
#7	-21.81% Jan 24, 2025 - Feb 6, 2026	-6.92% May 17, 2024 - Sep 24, 2024
#8	-19.99% May 20, 2011 - Feb 7, 2012	-6.45% Feb 13, 2015 - Apr 2, 2015
#9	-15.50% May 20, 2013 - Mar 31, 2014	-5.67% Jun 10, 2021 - Sep 7, 2021
#10	-14.49% Jan 26, 2018 - Aug 20, 2018	-4.06% Nov 22, 2017 - Dec 28, 2017
#11	-13.63% Oct 1, 2012 - Jan 4, 2013	-3.98% Jan 23, 2015 - Feb 13, 2015
#12	-12.99% Jul 16, 2007 - Dec 26, 2007	-3.40% Jan 28, 2026 - Feb 11, 2026
#13	-10.85% Aug 31, 2023 - Nov 20, 2023	-3.40% Apr 9, 2024 - May 2, 2024
#14	-9.92% Mar 27, 2012 - Jul 17, 2012	-3.19% May 7, 2021 - May 26, 2021
#15	-9.01% Sep 9, 2005 - Jan 25, 2006	-3.08% Sep 11, 2017 - Oct 11, 2017

Correlation

Correlation between SCD and JPEM is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2004 - 2026)

SCD vs JPEM dividend yield comparison.

Year	SCD	JPEM
2026	3.89%	0.41%
2025	9.56%	4.65%
2024	7.88%	5.12%
2023	8.56%	4.46%
2022	12.96%	4.71%
2021	10.27%	4.40%
2020	10.21%	2.85%
2019	7.98%	3.47%
2018	11.61%	2.79%
2017	8.89%	2.14%
2016	9.33%	1.28%
2015	9.05%	3.22%
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%