SCD vs XJH

Comparison between LMP Capital and Income Fund Inc (SCD, ETF) and ISHARES ESG SELECT SCREENED S&P MID-CAP ETF (XJH, ETF).

5-Year PerformanceSCD has outperformed XJH, delivering a return of +12.1% compared to +8.0%

SCD vs XJH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCD(ETF)	XJH(ETF)
Net Assets	$396M	$395M
Expense Ratio	N/A	0.12%
Max Drawdown	71.26%	25.71%
Sharpe Ratio	0.69	1.33
5Y Beta	0.69	0.99
P/E Ratio	N/A	26.19
Forward P/E	N/A	16.54
5Y Dividends CAGR	-0.25%	20.75%
5Y EPS CAGR	N/A	12.23%
Debt to Equity	N/A	44.34%
P/S Ratio	N/A	1.53
P/B Ratio	N/A	2.72

Net Assets

Winner

SCD

$396M

XJH

$395M

Expense Ratio

SCD

N/A

XJH

0.12%

Max Drawdown

SCD

71.26%

Winner

XJH

25.71%

Sharpe Ratio

SCD

0.69

Winner

XJH

1.33

5Y Beta

Winner

SCD

0.69

XJH

0.99

P/E Ratio

SCD

N/A

XJH

26.19

Forward P/E

SCD

N/A

XJH

16.54

5Y Dividends CAGR

SCD

-0.25%

Winner

XJH

20.75%

5Y EPS CAGR

SCD

N/A

XJH

12.23%

Debt to Equity

SCD

N/A

XJH

44.34%

P/S Ratio

SCD

N/A

XJH

1.53

P/B Ratio

SCD

N/A

XJH

2.72

SCD vs XJH - Historical Returns

Returns include dividend reinvestment.

Period	SCD	XJH
1 month	+0.71%	+3.62%
3 months	+5.55%	+12.66%
6 months	+8.04%	+12.81%
1 year	+8.82%	+25.49%
5 years(CAGR)	+12.09%	+8.03%
10 years(CAGR)	+12.95%	N/A
Max(CAGR)	+10.52%	+15.02%

SCD

+0.71%

Winner

XJH

+3.62%

SCD

+5.55%

Winner

XJH

+12.66%

SCD

+8.04%

Winner

XJH

+12.81%

SCD

+8.82%

Winner

XJH

+25.49%

5Y(CAGR)

Winner

SCD

+12.09%

XJH

+8.03%

10Y(CAGR)

SCD

+12.95%

XJH

N/A

Max(CAGR)

SCD

+10.52%

Winner

XJH

+15.02%

SCD vs XJH - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	SCD	XJH
2026	+7.61%	+13.54%
2025	-3.02%	+8.63%
2024	+35.16%	+12.53%
2023	+29.22%	+17.08%
2022	-9.76%	-14.48%
2021	+49.78%	+25.63%
2020	-14.24%	+29.59%
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 XJH Drawdown Comparison

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

The maximum drawdown for XJH was -25.06%, occurring on Jun 16, 2022. Recovery took 564 trading sessions.

The current SCD drawdown is -1.48%. The current XJH drawdown is -0.38%.

Rank	SCD	XJH
#1	-62.30% Dec 26, 2007 - Apr 28, 2011	-25.06% Nov 16, 2021 - Feb 15, 2024
#2	-60.76% Jan 16, 2020 - Apr 26, 2021	-24.55% Nov 25, 2024 - Dec 10, 2025
#3	-37.83% Jul 25, 2014 - Apr 24, 2017	-9.61% Feb 20, 2026 - Apr 17, 2026
#4	-27.12% Oct 2, 2018 - Apr 23, 2019	-8.10% Jul 16, 2024 - Sep 19, 2024
#5	-23.76% Mar 4, 2004 - Jul 5, 2005	-7.62% Mar 28, 2024 - Jul 15, 2024
#6	-23.38% Dec 31, 2021 - Jul 18, 2023	-7.29% May 7, 2021 - Sep 2, 2021
#7	-21.81% Jan 24, 2025 - Feb 6, 2026	-6.13% Mar 15, 2021 - Apr 12, 2021
#8	-19.99% May 20, 2011 - Feb 7, 2012	-5.93% Oct 23, 2020 - Nov 5, 2020
#9	-15.50% May 20, 2013 - Mar 31, 2014	-5.17% Jan 20, 2021 - Feb 5, 2021
#10	-14.49% Jan 26, 2018 - Aug 20, 2018	-5.12% Sep 2, 2021 - Oct 20, 2021
#11	-13.63% Oct 1, 2012 - Jan 4, 2013	-4.91% Feb 24, 2021 - Mar 10, 2021
#12	-12.99% Jul 16, 2007 - Dec 26, 2007	-4.36% May 6, 2026 - May 26, 2026
#13	-10.85% Aug 31, 2023 - Nov 20, 2023	-3.42% Oct 18, 2024 - Nov 6, 2024
#14	-9.92% Mar 27, 2012 - Jul 17, 2012	-3.39% Nov 11, 2024 - Nov 22, 2024
#15	-9.01% Sep 9, 2005 - Jan 25, 2006	-2.80% Apr 20, 2026 - May 6, 2026

Correlation

Correlation between SCD and XJH is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2004 - 2026)

SCD vs XJH dividend yield comparison.

Year	SCD	XJH
2026	4.69%	0.43%
2025	9.56%	1.24%
2024	7.88%	1.24%
2023	8.56%	1.38%
2022	12.96%	1.45%
2021	10.27%	1.04%
2020	10.21%	0.36%
2019	7.98%	0.00%
2018	11.61%	0.00%
2017	8.89%	0.00%
2016	9.33%	0.00%
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%