VUSE vs LDP

Comparison between VIDENT U.S. EQUITY STRATEGY ETF (VUSE, ETF) and Cohen & Steers Ltd Duration Preferred and Income Fund Inc (LDP, ETF).

5-Year PerformanceVUSE has outperformed LDP, delivering a return of +10.4% compared to +3.0%

VUSE vs LDP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VUSE(ETF)	LDP(ETF)
Net Assets	$648M	$649M
Expense Ratio	0.50%	N/A
Max Drawdown	45.51%	50.18%
Sharpe Ratio	0.89	0.48
5Y Beta	0.93	0.40
P/E Ratio	27.10	N/A
Forward P/E	21.63	N/A
5Y Dividends CAGR	-6.58%	-2.01%
5Y EPS CAGR	28.51%	N/A
Debt to Equity	82.98%	N/A
P/S Ratio	4.46	N/A
P/B Ratio	7.83	N/A

Net Assets

VUSE

$648M

Winner

LDP

$649M

Expense Ratio

VUSE

0.50%

LDP

N/A

Max Drawdown

Winner

VUSE

45.51%

LDP

50.18%

Sharpe Ratio

Winner

VUSE

0.89

LDP

0.48

5Y Beta

VUSE

0.93

Winner

LDP

0.40

P/E Ratio

VUSE

27.10

LDP

N/A

Forward P/E

VUSE

21.63

LDP

N/A

5Y Dividends CAGR

VUSE

-6.58%

Winner

LDP

-2.01%

5Y EPS CAGR

VUSE

28.51%

LDP

N/A

Debt to Equity

VUSE

82.98%

LDP

N/A

P/S Ratio

VUSE

4.46

LDP

N/A

P/B Ratio

VUSE

7.83

LDP

N/A

VUSE vs LDP - Historical Returns

Returns include dividend reinvestment.

Period	VUSE	LDP
1 month	+1.52%	-0.67%
3 months	+6.69%	-0.03%
6 months	+5.96%	+0.25%
1 year	+15.50%	+7.69%
5 years(CAGR)	+10.36%	+3.01%
10 years(CAGR)	+12.01%	+6.40%
Max(CAGR)	+10.08%	+6.67%

Winner

VUSE

+1.52%

LDP

-0.67%

Winner

VUSE

+6.69%

LDP

-0.03%

Winner

VUSE

+5.96%

LDP

+0.25%

Winner

VUSE

+15.50%

LDP

+7.69%

5Y(CAGR)

Winner

VUSE

+10.36%

LDP

+3.01%

10Y(CAGR)

Winner

VUSE

+12.01%

LDP

+6.40%

Max(CAGR)

Winner

VUSE

+10.08%

LDP

+6.67%

VUSE vs LDP - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	VUSE	LDP
2026	+6.85%	-0.32%
2025	+13.18%	+11.97%
2024	+17.02%	+17.42%
2023	+24.78%	+4.46%
2022	-9.94%	-21.82%
2021	+37.02%	+8.45%
2020	+6.32%	+9.41%
2019	+19.64%	+27.43%
2018	-16.11%	-9.51%
2017	+15.59%	+13.98%
2016	+20.66%	+17.42%
2015	-5.69%	+6.00%
2014	+8.33%	+8.99%
2013	N/A	-3.31%
2012	N/A	+2.69%

VUSE vs LDP Drawdown Comparison

The maximum drawdown for VUSE was -43.92%, occurring on Mar 23, 2020. Recovery took 571 trading sessions.

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

The current VUSE drawdown is -3.35%. The current LDP drawdown is -2.12%.

Rank	VUSE	LDP
#1	-43.92% Aug 29, 2018 - Dec 4, 2020	-49.59% Feb 19, 2020 - Dec 17, 2020
#2	-21.34% Jan 4, 2022 - Jun 13, 2023	-32.20% Oct 13, 2021 - Sep 24, 2024
#3	-20.42% Jun 23, 2015 - Nov 14, 2016	-20.27% Sep 20, 2017 - Apr 3, 2019
#4	-18.92% Feb 13, 2025 - Jun 30, 2025	-17.06% Mar 28, 2013 - Jun 19, 2014
#5	-10.13% Jan 26, 2018 - Aug 21, 2018	-12.02% Oct 16, 2024 - Jun 11, 2025
#6	-9.28% Jan 12, 2026 - Apr 17, 2026	-10.95% Sep 7, 2016 - Jan 26, 2017
#7	-9.19% Jun 8, 2021 - Nov 3, 2021	-9.38% Feb 25, 2026 - Mar 30, 2026
#8	-9.04% Jul 31, 2023 - Dec 11, 2023	-8.38% Aug 4, 2015 - Mar 2, 2016
#9	-8.96% Sep 2, 2014 - Nov 21, 2014	-6.87% Sep 3, 2014 - Mar 5, 2015
#10	-8.09% Jul 16, 2024 - Sep 19, 2024	-5.72% Dec 31, 2020 - Apr 1, 2021
#11	-7.63% Nov 15, 2021 - Jan 4, 2022	-5.48% Apr 9, 2015 - Aug 4, 2015
#12	-6.76% Oct 27, 2025 - Jan 12, 2026	-5.41% May 4, 2021 - Jul 2, 2021
#13	-6.25% Jan 22, 2014 - Feb 27, 2014	-5.09% Jul 1, 2014 - Aug 29, 2014
#14	-6.06% Dec 6, 2024 - Feb 6, 2025	-4.79% Nov 11, 2025 - Feb 25, 2026
#15	-5.70% Mar 28, 2024 - Jul 2, 2024	-4.70% Aug 10, 2012 - Nov 6, 2012

Correlation

Correlation between VUSE and LDP is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88

-101

Dividend Comparison (2012 - 2026)

VUSE vs LDP dividend yield comparison.

Year	VUSE	LDP
2026	0.11%	3.17%
2025	0.47%	7.43%
2024	0.84%	7.78%
2023	1.15%	8.66%
2022	1.57%	8.52%
2021	1.16%	7.99%
2020	1.33%	6.74%
2019	1.61%	7.14%
2018	1.55%	8.58%
2017	1.16%	7.56%
2016	1.25%	7.67%
2015	1.73%	8.31%
2014	1.29%	9.59%
2013	0.00%	8.41%
2012	0.00%	2.70%