SCD vs VKI

Comparison between LMP Capital and Income Fund Inc (SCD, ETF) and Invesco Advantage Municipal Income Trust II (VKI, ETF).

5-Year PerformanceSCD has outperformed VKI, delivering a return of +12.6% compared to -1.1%

SCD vs VKI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCD(ETF)	VKI(ETF)
Net Assets	$397M	$397M
Max Drawdown	71.26%	61.69%
Sharpe Ratio	0.73	0.83
5Y Beta	0.68	0.25
5Y Dividends CAGR	-1.84%	4.83%

Net Assets

Winner

SCD

$397M

VKI

$397M

Max Drawdown

SCD

71.26%

Winner

VKI

61.69%

Sharpe Ratio

SCD

0.73

Winner

VKI

0.83

5Y Beta

SCD

0.68

Winner

VKI

0.25

5Y Dividends CAGR

SCD

-1.84%

Winner

VKI

4.83%

SCD vs VKI - Historical Returns

Returns include dividend reinvestment.

Period	SCD	VKI
1 month	+1.43%	-0.28%
3 months	+3.42%	+2.42%
6 months	+3.02%	-2.36%
1 year	+11.07%	+14.30%
5 years(CAGR)	+12.64%	-1.13%
10 years(CAGR)	+12.38%	+1.73%
Max(CAGR)	+10.57%	+5.58%

Winner

SCD

+1.43%

VKI

-0.28%

Winner

SCD

+3.42%

VKI

+2.42%

Winner

SCD

+3.02%

VKI

-2.36%

SCD

+11.07%

Winner

VKI

+14.30%

5Y(CAGR)

Winner

SCD

+12.64%

VKI

-1.13%

10Y(CAGR)

Winner

SCD

+12.38%

VKI

+1.73%

Max(CAGR)

Winner

SCD

+10.57%

VKI

+5.58%

SCD vs VKI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SCD	VKI
2026	+10.49%	+1.66%
2025	-3.02%	+11.28%
2024	+35.16%	+9.30%
2023	+29.22%	+2.46%
2022	-9.76%	-25.96%
2021	+49.78%	+12.89%
2020	-14.24%	+7.07%
2019	+54.20%	+16.75%
2018	-16.35%	-7.66%
2017	+14.05%	+8.11%
2016	+19.04%	+0.82%
2015	-20.57%	+8.01%
2014	+41.83%	+18.32%
2013	+21.76%	-15.90%
2012	+18.16%	+13.08%
2011	+5.52%	+18.94%
2010	+25.57%	+6.29%
2009	+34.05%	+55.49%
2008	-46.26%	-34.85%
2007	+12.29%	-6.41%
2006	+22.67%	+6.04%
2005	+12.66%	+7.40%
2004	-3.53%	-6.40%
2003	N/A	+12.27%
2002	N/A	+21.72%
2001	N/A	+12.53%
2000	N/A	+16.25%
1999	N/A	-3.32%

SCD vs VKI Drawdown Comparison

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

The maximum drawdown for VKI was -52.11%, occurring on Dec 15, 2008. Recovery took 404 trading sessions.

The current SCD drawdown is -1.64%. The current VKI drawdown is -7.37%.

Rank	SCD	VKI
#1	-62.30% Dec 26, 2007 - Apr 28, 2011	-52.11% Feb 12, 2008 - Sep 18, 2009
#2	-60.76% Jan 16, 2020 - Apr 26, 2021	-38.33% Sep 15, 2021 - Oct 25, 2023
#3	-37.83% Jul 25, 2014 - Apr 24, 2017	-25.25% Feb 25, 2020 - Nov 24, 2020
#4	-27.12% Oct 2, 2018 - Apr 23, 2019	-24.20% Oct 26, 2012 - Jan 30, 2015
#5	-23.76% Mar 4, 2004 - Jul 5, 2005	-19.70% Aug 10, 2016 - Jul 31, 2019
#6	-23.38% Dec 31, 2021 - Jul 18, 2023	-19.36% Mar 24, 2004 - Jan 11, 2006
#7	-21.81% Jan 24, 2025 - Feb 6, 2026	-17.56% Aug 17, 2010 - Aug 31, 2011
#8	-19.99% May 20, 2011 - Feb 7, 2012	-14.35% Apr 25, 2007 - Jan 24, 2008
#9	-15.50% May 20, 2013 - Mar 31, 2014	-12.14% Jun 10, 2003 - Nov 26, 2003
#10	-14.49% Jan 26, 2018 - Aug 20, 2018	-11.03% Feb 4, 2000 - Jul 5, 2000
#11	-13.63% Oct 1, 2012 - Jan 4, 2013	-10.96% Oct 6, 2009 - Feb 12, 2010
#12	-12.99% Jul 16, 2007 - Dec 26, 2007	-10.92% Nov 16, 1999 - Feb 3, 2000
#13	-10.85% Aug 31, 2023 - Nov 20, 2023	-8.78% Feb 2, 2015 - Dec 1, 2015
#14	-9.92% Mar 27, 2012 - Jul 17, 2012	-8.01% Oct 7, 2002 - Jan 30, 2003
#15	-9.01% Sep 9, 2005 - Jan 25, 2006	-7.88% Jan 27, 2006 - Oct 30, 2006

Correlation

Correlation between SCD and VKI is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (1999 - 2026)

SCD vs VKI dividend yield comparison.

Year	SCD	VKI
2026	6.19%	5.08%
2025	9.56%	7.36%
2024	7.88%	6.43%
2023	8.56%	4.61%
2022	12.96%	6.04%
2021	10.27%	4.77%
2020	10.21%	4.72%
2019	7.98%	4.91%
2018	11.61%	6.25%
2017	8.89%	5.77%
2016	9.33%	6.61%
2015	9.05%	6.62%
2014	30.55%	6.62%
2013	7.09%	7.61%
2012	8.32%	6.65%
2011	6.96%	7.03%
2010	4.34%	7.72%
2009	5.03%	6.87%
2008	30.79%	9.76%
2007	17.45%	5.72%
2006	10.24%	5.16%
2005	13.91%	8.51%
2004	9.10%	7.13%
2003	0.00%	6.58%
2002	0.00%	6.81%
2001	0.00%	5.21%
2000	0.00%	6.52%
1999	0.00%	1.19%