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SCD vs SFTY

Comparison between LMP Capital and Income Fund Inc (SCD, ETF) and HORIZON MANAGED RISK ETF (SFTY, ETF).

SCD vs SFTY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SCD
$396M
Winner
SFTY
$397M
Expense Ratio
SCD
N/A
SFTY
0.77%
Max Drawdown
SCD
71.26%
Winner
SFTY
8.64%
Sharpe Ratio
SCD
0.69
Winner
SFTY
1.30
5Y Beta
Winner
SCD
0.69
SFTY
0.94
P/E Ratio
SCD
N/A
SFTY
26.96
Forward P/E
SCD
N/A
SFTY
21.36
PEG Ratio
SCD
N/A
SFTY
0.51
5Y Dividends CAGR
SCD
-0.25%
SFTY
N/A
5Y EPS CAGR
SCD
N/A
SFTY
25.26%
Debt to Equity
SCD
N/A
SFTY
3.52%
P/S Ratio
SCD
N/A
SFTY
3.54
P/B Ratio
SCD
N/A
SFTY
5.67

SCD vs SFTY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SCD
+0.71%
SFTY
-1.27%
3M
SCD
+5.55%
Winner
SFTY
+11.39%
6M
Winner
SCD
+8.04%
SFTY
+6.04%
1Y
SCD
+8.82%
Winner
SFTY
+19.99%
5Y(CAGR)
SCD
+12.09%
SFTY
N/A
10Y(CAGR)
SCD
+12.95%
SFTY
N/A
Max(CAGR)
SCD
+10.52%
Winner
SFTY
+20.12%

SCD vs SFTY - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearSCDSFTY
2026+7.61%+7.09%
2025-3.02%+11.73%
2024+35.16%N/A
2023+29.22%N/A
2022-9.76%N/A
2021+49.78%N/A
2020-14.24%N/A
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 SFTY Drawdown Comparison

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

The maximum drawdown for SFTY was -8.64%, occurring on Mar 30, 2026. Recovery took 54 trading sessions.

The current SCD drawdown is -1.48%. The current SFTY drawdown is -2.55%.

RankSCDSFTY
#1-62.30%
Dec 26, 2007 - Apr 28, 2011
-8.64%
Jan 27, 2026 - Apr 15, 2026
#2-60.76%
Jan 16, 2020 - Apr 26, 2021
-4.59%
Oct 28, 2025 - Dec 10, 2025
#3-37.83%
Jul 25, 2014 - Apr 24, 2017
-3.77%
Jun 2, 2026 - Jun 10, 2026
#4-27.12%
Oct 2, 2018 - Apr 23, 2019
-2.75%
Dec 11, 2025 - Dec 23, 2025
#5-23.76%
Mar 4, 2004 - Jul 5, 2005
-2.56%
Oct 8, 2025 - Oct 20, 2025
#6-23.38%
Dec 31, 2021 - Jul 18, 2023
-2.42%
Jan 12, 2026 - Jan 27, 2026
#7-21.81%
Jan 24, 2025 - Feb 6, 2026
-1.88%
May 14, 2026 - May 26, 2026
#8-19.99%
May 20, 2011 - Feb 7, 2012
-1.57%
Jul 25, 2025 - Aug 6, 2025
#9-15.50%
May 20, 2013 - Mar 31, 2014
-1.45%
Aug 12, 2025 - Aug 28, 2025
#10-14.49%
Jan 26, 2018 - Aug 20, 2018
-1.34%
Sep 22, 2025 - Oct 6, 2025
#11-13.63%
Oct 1, 2012 - Jan 4, 2013
-1.26%
Dec 24, 2025 - Jan 9, 2026
#12-12.99%
Jul 16, 2007 - Dec 26, 2007
-1.10%
Apr 17, 2026 - Apr 24, 2026
#13-10.85%
Aug 31, 2023 - Nov 20, 2023
-1.04%
Aug 28, 2025 - Sep 4, 2025
#14-9.92%
Mar 27, 2012 - Jul 17, 2012
-0.79%
Jul 3, 2025 - Jul 17, 2025
#15-9.01%
Sep 9, 2005 - Jan 25, 2006
-0.61%
Oct 20, 2025 - Oct 23, 2025

Correlation

Correlation between SCD and SFTY is 0.73 which considered as a strong positive correlation - the stocks tend to move together.

0.73
-101

Dividend Comparison (2004 - 2026)

SCD vs SFTY dividend yield comparison.

YearSCDSFTY
20264.69%0.00%
20259.56%0.19%
20247.88%0.00%
20238.56%0.00%
202212.96%0.00%
202110.27%0.00%
202010.21%0.00%
20197.98%0.00%
201811.61%0.00%
20178.89%0.00%
20169.33%0.00%
20159.05%0.00%
201430.55%0.00%
20137.09%0.00%
20128.32%0.00%
20116.96%0.00%
20104.34%0.00%
20095.03%0.00%
200830.79%0.00%
200717.45%0.00%
200610.24%0.00%
200513.91%0.00%
20049.10%0.00%

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