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SCD vs SPY

Comparison between LMP Capital and Income Fund Inc (SCD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SCD, delivering a return of +13.3% compared to +12.4%

SCD vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SCD
$391M
Winner
SPY
$735B
Expense Ratio
SCD
N/A
SPY
0.09%
Max Drawdown
SCD
71.26%
Winner
SPY
56.47%
Sharpe Ratio
SCD
0.02
Winner
SPY
1.62
5Y Beta
Winner
SCD
0.70
SPY
1.00
P/E Ratio
SCD
N/A
SPY
28.99
Forward P/E
SCD
N/A
SPY
22.37
5Y Dividends CAGR
SCD
-0.89%
Winner
SPY
5.43%
5Y EPS CAGR
SCD
N/A
SPY
26.05%
Debt to Equity
SCD
N/A
SPY
32.40%
P/S Ratio
SCD
N/A
SPY
3.74
P/B Ratio
SCD
N/A
SPY
5.61

SCD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SCD
+2.04%
SPY
+1.90%
3M
SCD
+0.90%
Winner
SPY
+8.55%
6M
SCD
+7.70%
Winner
SPY
+8.18%
1Y
SCD
+2.66%
Winner
SPY
+25.79%
5Y(CAGR)
SCD
+12.37%
Winner
SPY
+13.32%
10Y(CAGR)
SCD
+12.95%
Winner
SPY
+15.19%
Max(CAGR)
Winner
SCD
+10.54%
SPY
+8.47%

SCD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSCDSPY
2026+7.33%+8.26%
2025-3.02%+18.00%
2024+35.16%+25.59%
2023+29.22%+26.72%
2022-9.76%-18.64%
2021+49.78%+30.52%
2020-14.24%+17.28%
2019+54.20%+31.09%
2018-16.35%-5.24%
2017+14.05%+20.78%
2016+19.04%+13.59%
2015-20.57%+1.31%
2014+41.83%+14.56%
2013+21.76%+29.00%
2012+18.16%+14.17%
2011+5.52%+0.85%
2010+25.57%+13.14%
2009+34.05%+22.67%
2008-46.26%-36.25%
2007+12.29%+5.32%
2006+22.67%+13.85%
2005+12.66%+5.32%
2004-3.53%+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

SCD vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SCD drawdown is -1.73%. The current SPY drawdown is -2.90%.

RankSCDSPY
#1-62.30%
Dec 26, 2007 - Apr 28, 2011		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-60.76%
Jan 16, 2020 - Apr 26, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-37.83%
Jul 25, 2014 - Apr 24, 2017		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-27.12%
Oct 2, 2018 - Apr 23, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-23.76%
Mar 4, 2004 - Jul 5, 2005		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-23.38%
Dec 31, 2021 - Jul 18, 2023		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-21.81%
Jan 24, 2025 - Feb 6, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-19.99%
May 20, 2011 - Feb 7, 2012		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-15.50%
May 20, 2013 - Mar 31, 2014		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-14.49%
Jan 26, 2018 - Aug 20, 2018		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-13.63%
Oct 1, 2012 - Jan 4, 2013		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.99%
Jul 16, 2007 - Dec 26, 2007		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.85%
Aug 31, 2023 - Nov 20, 2023		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.92%
Mar 27, 2012 - Jul 17, 2012		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-9.01%
Sep 9, 2005 - Jan 25, 2006		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SCD and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

SCD vs SPY dividend yield comparison.

YearSCDSPY
20263.89%0.24%
20259.56%1.07%
20247.88%1.21%
20238.56%1.40%
202212.96%1.65%
202110.27%1.20%
202010.21%1.52%
20197.98%1.75%
201811.61%2.04%
20178.89%1.80%
20169.33%2.03%
20159.05%2.06%
201430.55%1.87%
20137.09%1.81%
20128.32%2.18%
20116.96%2.05%
20104.34%1.80%
20095.03%1.95%
200830.79%3.02%
200717.45%1.85%
200610.24%1.73%
200513.91%1.73%
20049.10%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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