SPSK vs LDP

Comparison between SP FUNDS DOW JONES GLOBAL SUKUK ETF (SPSK, ETF) and Cohen & Steers Ltd Duration Preferred and Income Fund Inc (LDP, ETF).

5-Year PerformanceLDP has outperformed SPSK, delivering a return of +3.0% compared to +1.0%

SPSK vs LDP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPSK(ETF)	LDP(ETF)
Net Assets	$644M	$642M
Expense Ratio	0.50%	N/A
Max Drawdown	16.47%	50.18%
Sharpe Ratio	-0.58	0.03
5Y Beta	0.07	0.41
5Y Dividends CAGR	9.65%	-0.15%

Net Assets

Winner

SPSK

$644M

LDP

$642M

Expense Ratio

SPSK

0.50%

LDP

N/A

Max Drawdown

Winner

SPSK

16.47%

LDP

50.18%

Sharpe Ratio

SPSK

-0.58

Winner

LDP

0.03

5Y Beta

Winner

SPSK

0.07

LDP

0.41

5Y Dividends CAGR

Winner

SPSK

9.65%

LDP

-0.15%

SPSK vs LDP - Historical Returns

Returns include dividend reinvestment.

Period	SPSK	LDP
1 month	+1.16%	+0.98%
3 months	+0.70%	+2.55%
6 months	-0.26%	-0.16%
1 year	+2.16%	+3.79%
5 years(CAGR)	+0.98%	+3.02%
10 years(CAGR)	N/A	+5.92%
Max(CAGR)	+1.15%	+6.71%

Winner

SPSK

+1.16%

LDP

+0.98%

SPSK

+0.70%

Winner

LDP

+2.55%

SPSK

-0.26%

Winner

LDP

-0.16%

SPSK

+2.16%

Winner

LDP

+3.79%

5Y(CAGR)

SPSK

+0.98%

Winner

LDP

+3.02%

10Y(CAGR)

SPSK

N/A

LDP

+5.92%

Max(CAGR)

SPSK

+1.15%

Winner

LDP

+6.71%

SPSK vs LDP - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	SPSK	LDP
2026	+0.64%	+1.68%
2025	+6.21%	+11.97%
2024	+3.19%	+17.42%
2023	+4.67%	+4.46%
2022	-7.58%	-21.82%
2021	-1.11%	+8.45%
2020	+3.72%	+9.41%
2019	+0.02%	+27.43%
2018	N/A	-9.51%
2017	N/A	+13.98%
2016	N/A	+17.42%
2015	N/A	+6.00%
2014	N/A	+8.99%
2013	N/A	-3.31%
2012	N/A	+2.69%

SPSK vs LDP Drawdown Comparison

The maximum drawdown for SPSK was -12.83%, occurring on Oct 25, 2022. Recovery took 1093 trading sessions.

The maximum drawdown for LDP was -49.59%, occurring on Mar 18, 2020. Recovery took 211 trading sessions.

The current SPSK drawdown is -0.45%. The current LDP drawdown is -1.79%.

Rank	SPSK	LDP
#1	-12.83% Feb 4, 2021 - Jun 12, 2025	-49.59% Feb 19, 2020 - Dec 17, 2020
#2	-7.99% Mar 5, 2020 - Jul 20, 2020	-32.20% Oct 13, 2021 - Sep 24, 2024
#3	-2.85% Feb 27, 2026 - Mar 24, 2026	-20.27% Sep 20, 2017 - Apr 3, 2019
#4	-1.13% Sep 15, 2020 - Oct 8, 2020	-17.06% Mar 28, 2013 - Jun 19, 2014
#5	-0.97% Oct 9, 2020 - Nov 4, 2020	-12.02% Oct 16, 2024 - Jun 11, 2025
#6	-0.91% Oct 27, 2025 - Feb 13, 2026	-10.95% Sep 7, 2016 - Jan 26, 2017
#7	-0.84% Dec 28, 2020 - Feb 4, 2021	-9.38% Feb 25, 2026 - Jun 29, 2026
#8	-0.68% Aug 28, 2020 - Sep 15, 2020	-8.38% Aug 4, 2015 - Mar 2, 2016
#9	-0.61% Aug 4, 2020 - Aug 28, 2020	-6.87% Sep 3, 2014 - Mar 5, 2015
#10	-0.60% Nov 4, 2020 - Nov 16, 2020	-5.72% Dec 31, 2020 - Apr 1, 2021
#11	-0.59% Sep 15, 2025 - Sep 29, 2025	-5.48% Apr 9, 2015 - Aug 4, 2015
#12	-0.50% Jun 12, 2025 - Jun 24, 2025	-5.41% May 4, 2021 - Jul 2, 2021
#13	-0.49% Jul 21, 2020 - Jul 29, 2020	-5.09% Jul 1, 2014 - Aug 29, 2014
#14	-0.48% Oct 22, 2025 - Oct 27, 2025	-4.79% Nov 11, 2025 - Feb 25, 2026
#15	-0.48% Aug 22, 2025 - Sep 3, 2025	-4.70% Aug 10, 2012 - Nov 6, 2012

Correlation

Correlation between SPSK and LDP is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2012 - 2026)

SPSK vs LDP dividend yield comparison.

Year	SPSK	LDP
2026	2.02%	5.07%
2025	3.63%	7.43%
2024	3.53%	7.78%
2023	2.95%	8.66%
2022	2.22%	8.52%
2021	2.56%	7.99%
2020	1.78%	6.74%
2019	0.00%	7.14%
2018	0.00%	8.58%
2017	0.00%	7.56%
2016	0.00%	7.67%
2015	0.00%	8.31%
2014	0.00%	9.59%
2013	0.00%	8.41%
2012	0.00%	2.70%