SCD vs ZTR

Comparison between LMP Capital and Income Fund Inc (SCD, ETF) and Virtus Total Return Fund Inc (ZTR, ETF).

5-Year PerformanceSCD has outperformed ZTR, delivering a return of +12.4% compared to +3.1%

SCD vs ZTR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCD(ETF)	ZTR(ETF)
Net Assets	$391M	$391M
Max Drawdown	71.26%	84.80%
Sharpe Ratio	0.02	1.14
5Y Beta	0.70	0.40
5Y Dividends CAGR	-0.89%	-7.50%

Net Assets

SCD

$391M

Winner

ZTR

$391M

Max Drawdown

Winner

SCD

71.26%

ZTR

84.80%

Sharpe Ratio

SCD

0.02

Winner

ZTR

1.14

5Y Beta

SCD

0.70

Winner

ZTR

0.40

5Y Dividends CAGR

Winner

SCD

-0.89%

ZTR

-7.50%

SCD vs ZTR - Historical Returns

Returns include dividend reinvestment.

Period	SCD	ZTR
1 month	+2.04%	-2.85%
3 months	+0.90%	-1.35%
6 months	+7.70%	+8.90%
1 year	+2.66%	+18.27%
5 years(CAGR)	+12.37%	+3.14%
10 years(CAGR)	+12.95%	+6.61%
Max(CAGR)	+10.54%	+5.04%

Winner

SCD

+2.04%

ZTR

-2.85%

Winner

SCD

+0.90%

ZTR

-1.35%

SCD

+7.70%

Winner

ZTR

+8.90%

SCD

+2.66%

Winner

ZTR

+18.27%

5Y(CAGR)

Winner

SCD

+12.37%

ZTR

+3.14%

10Y(CAGR)

Winner

SCD

+12.95%

ZTR

+6.61%

Max(CAGR)

Winner

SCD

+10.54%

ZTR

+5.04%

SCD vs ZTR - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SCD	ZTR
2026	+7.33%	+8.38%
2025	-3.02%	+17.83%
2024	+35.16%	+18.28%
2023	+29.22%	-4.66%
2022	-9.76%	-22.41%
2021	+49.78%	+20.48%
2020	-14.24%	-12.48%
2019	+54.20%	+42.64%
2018	-16.35%	-25.04%
2017	+14.05%	+31.80%
2016	+19.04%	+10.64%
2015	-20.57%	-4.51%
2014	+41.83%	+8.76%
2013	+21.76%	+20.59%
2012	+18.16%	+9.53%
2011	+5.52%	-4.61%
2010	+25.57%	+0.82%
2009	+34.05%	+27.39%
2008	-46.26%	-18.35%
2007	+12.29%	-15.13%
2006	+22.67%	+35.97%
2005	+12.66%	-1.42%
2004	-3.53%	+14.95%
2003	N/A	-0.83%
2002	N/A	-14.89%
2001	N/A	+16.24%
2000	N/A	+10.90%
1999	N/A	-11.73%

SCD vs ZTR Drawdown Comparison

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

The maximum drawdown for ZTR was -57.21%, occurring on Mar 18, 2020. Recovery took 323 trading sessions.

The current SCD drawdown is -1.73%. The current ZTR drawdown is -4.69%.

Rank	SCD	ZTR
#1	-62.30% Dec 26, 2007 - Apr 28, 2011	-57.21% Feb 20, 2020 - Jun 2, 2021
#2	-60.76% Jan 16, 2020 - Apr 26, 2021	-46.50% Apr 17, 2007 - Mar 25, 2013
#3	-37.83% Jul 25, 2014 - Apr 24, 2017	-42.60% Apr 13, 2022 - Oct 2, 2025
#4	-27.12% Oct 2, 2018 - Apr 23, 2019	-33.40% Jan 24, 2018 - Jul 8, 2019
#5	-23.76% Mar 4, 2004 - Jul 5, 2005	-24.24% Feb 7, 2002 - Jul 21, 2006
#6	-23.38% Dec 31, 2021 - Jul 18, 2023	-20.28% Aug 9, 2001 - Jan 11, 2002
#7	-21.81% Jan 24, 2025 - Feb 6, 2026	-17.20% Feb 25, 2015 - Jul 21, 2016
#8	-19.99% May 20, 2011 - Feb 7, 2012	-15.10% Nov 9, 1999 - Aug 14, 2000
#9	-15.50% May 20, 2013 - Mar 31, 2014	-11.54% Jul 10, 2019 - Oct 31, 2019
#10	-14.49% Jan 26, 2018 - Aug 20, 2018	-9.69% Jan 3, 2007 - Mar 26, 2007
#11	-13.63% Oct 1, 2012 - Jan 4, 2013	-8.83% Sep 7, 2016 - Dec 27, 2016
#12	-12.99% Jul 16, 2007 - Dec 26, 2007	-8.54% Jul 22, 2014 - Dec 4, 2014
#13	-10.85% Aug 31, 2023 - Nov 20, 2023	-7.11% Nov 15, 2006 - Dec 11, 2006
#14	-9.92% Mar 27, 2012 - Jul 17, 2012	-7.09% Sep 14, 2000 - Jan 9, 2001
#15	-9.01% Sep 9, 2005 - Jan 25, 2006	-7.07% Mar 2, 2026 - Mar 20, 2026

Correlation

Correlation between SCD and ZTR is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90

-101

Dividend Comparison (1999 - 2026)

SCD vs ZTR dividend yield comparison.

Year	SCD	ZTR
2026	3.89%	3.78%
2025	9.56%	9.52%
2024	7.88%	10.24%
2023	8.56%	15.25%
2022	12.96%	15.88%
2021	10.27%	10.96%
2020	10.21%	13.72%
2019	7.98%	11.89%
2018	11.61%	15.18%
2017	8.89%	13.85%
2016	9.33%	10.58%
2015	9.05%	9.11%
2014	30.55%	7.32%
2013	7.09%	7.32%
2012	8.32%	9.03%
2011	6.96%	12.48%
2010	4.34%	11.12%
2009	5.03%	10.13%
2008	30.79%	12.37%
2007	17.45%	12.04%
2006	10.24%	7.93%
2005	13.91%	11.72%
2004	9.10%	6.42%
2003	0.00%	9.72%
2002	0.00%	11.29%
2001	0.00%	10.01%
2000	0.00%	11.26%
1999	0.00%	2.00%