SCD vs PTMC

Comparison between LMP Capital and Income Fund Inc (SCD, ETF) and PACER TRENDPILOT US MID CAP ETF (PTMC, ETF).

5-Year PerformanceSCD has outperformed PTMC, delivering a return of +12.4% compared to +3.5%

SCD vs PTMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCD(ETF)	PTMC(ETF)
Net Assets	$391M	$393M
Expense Ratio	N/A	0.60%
Max Drawdown	71.26%	22.32%
Sharpe Ratio	0.02	0.88
5Y Beta	0.70	0.52
5Y Dividends CAGR	-0.89%	30.86%

Net Assets

SCD

$391M

Winner

PTMC

$393M

Expense Ratio

SCD

N/A

PTMC

0.60%

Max Drawdown

SCD

71.26%

Winner

PTMC

22.32%

Sharpe Ratio

SCD

0.02

Winner

PTMC

0.88

5Y Beta

SCD

0.70

Winner

PTMC

0.52

5Y Dividends CAGR

SCD

-0.89%

Winner

PTMC

30.86%

SCD vs PTMC - Historical Returns

Returns include dividend reinvestment.

Period	SCD	PTMC
1 month	+2.04%	+0.98%
3 months	+0.90%	+6.06%
6 months	+7.70%	+11.93%
1 year	+2.66%	+17.22%
5 years(CAGR)	+12.37%	+3.48%
10 years(CAGR)	+12.95%	+5.95%
Max(CAGR)	+10.54%	+6.38%

Winner

SCD

+2.04%

PTMC

+0.98%

SCD

+0.90%

Winner

PTMC

+6.06%

SCD

+7.70%

Winner

PTMC

+11.93%

SCD

+2.66%

Winner

PTMC

+17.22%

5Y(CAGR)

Winner

SCD

+12.37%

PTMC

+3.48%

10Y(CAGR)

Winner

SCD

+12.95%

PTMC

+5.95%

Max(CAGR)

Winner

SCD

+10.54%

PTMC

+6.38%

SCD vs PTMC - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	SCD	PTMC
2026	+7.33%	+10.66%
2025	-3.02%	-1.44%
2024	+35.16%	+13.65%
2023	+29.22%	+7.81%
2022	-9.76%	-14.05%
2021	+49.78%	+13.18%
2020	-14.24%	+6.61%
2019	+54.20%	+1.01%
2018	-16.35%	-0.91%
2017	+14.05%	+17.01%
2016	+19.04%	+15.52%
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 PTMC Drawdown Comparison

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

The maximum drawdown for PTMC was -20.52%, occurring on Sep 24, 2020. Recovery took 581 trading sessions.

The current SCD drawdown is -1.73%. The current PTMC drawdown is -1.91%.

Rank	SCD	PTMC
#1	-62.30% Dec 26, 2007 - Apr 28, 2011	-20.52% Sep 14, 2018 - Jan 6, 2021
#2	-60.76% Jan 16, 2020 - Apr 26, 2021	-16.92% Nov 15, 2021 - Mar 28, 2024
#3	-37.83% Jul 25, 2014 - Apr 24, 2017	-15.30% Nov 25, 2024 - Apr 17, 2026
#4	-27.12% Oct 2, 2018 - Apr 23, 2019	-10.16% Jan 26, 2018 - Jun 6, 2018
#5	-23.76% Mar 4, 2004 - Jul 5, 2005	-8.00% Jul 16, 2024 - Sep 19, 2024
#6	-23.38% Dec 31, 2021 - Jul 18, 2023	-7.24% Jun 8, 2016 - Jul 11, 2016
#7	-21.81% Jan 24, 2025 - Feb 6, 2026	-7.19% Mar 28, 2024 - May 15, 2024
#8	-19.99% May 20, 2011 - Feb 7, 2012	-6.95% Sep 7, 2016 - Nov 15, 2016
#9	-15.50% May 20, 2013 - Mar 31, 2014	-4.77% May 15, 2024 - Jul 15, 2024
#10	-14.49% Jan 26, 2018 - Aug 20, 2018	-4.28% May 6, 2026 - Jun 2, 2026
#11	-13.63% Oct 1, 2012 - Jan 4, 2013	-4.05% Jul 25, 2017 - Sep 18, 2017
#12	-12.99% Jul 16, 2007 - Dec 26, 2007	-3.95% May 7, 2021 - Aug 27, 2021
#13	-10.85% Aug 31, 2023 - Nov 20, 2023	-3.67% Mar 1, 2017 - Jun 1, 2017
#14	-9.92% Mar 27, 2012 - Jul 17, 2012	-3.53% Nov 11, 2024 - Nov 22, 2024
#15	-9.01% Sep 9, 2005 - Jan 25, 2006	-3.43% Mar 15, 2021 - Apr 15, 2021

Correlation

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

0.88

-101

Dividend Comparison (2004 - 2026)

SCD vs PTMC dividend yield comparison.

Year	SCD	PTMC
2026	3.89%	0.00%
2025	9.56%	1.84%
2024	7.88%	0.87%
2023	8.56%	1.92%
2022	12.96%	0.82%
2021	10.27%	0.12%
2020	10.21%	0.53%
2019	7.98%	1.40%
2018	11.61%	0.89%
2017	8.89%	0.67%
2016	9.33%	0.66%
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%