XSVM vs LDP
Comparison between INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF (XSVM, ETF) and Cohen & Steers Ltd Duration Preferred and Income Fund Inc (LDP, ETF).
5-Year PerformanceXSVM has outperformed LDP, delivering a return of +9.8% compared to +3.2%
XSVM vs LDP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XSVM vs LDP - Historical Returns
Returns include dividend reinvestment.
XSVM vs LDP - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | XSVM | LDP |
|---|---|---|
| 2026 | +24.90% | +2.75% |
| 2025 | +8.44% | +11.97% |
| 2024 | +2.66% | +17.42% |
| 2023 | +21.36% | +4.46% |
| 2022 | -14.95% | -21.82% |
| 2021 | +57.25% | +8.45% |
| 2020 | +5.22% | +9.41% |
| 2019 | +28.56% | +27.43% |
| 2018 | -12.72% | -9.51% |
| 2017 | +2.33% | +13.98% |
| 2016 | +38.71% | +17.42% |
| 2015 | -8.23% | +6.00% |
| 2014 | +7.12% | +8.99% |
| 2013 | +39.94% | -3.31% |
| 2012 | +19.01% | +2.69% |
| 2011 | -3.14% | N/A |
| 2010 | +16.35% | N/A |
| 2009 | +16.81% | N/A |
| 2008 | -30.67% | N/A |
| 2007 | -8.82% | N/A |
| 2006 | +15.68% | N/A |
| 2005 | +3.39% | N/A |
XSVM vs LDP Drawdown Comparison
The maximum drawdown for XSVM was -62.59%, occurring on Mar 9, 2009. Recovery took 1407 trading sessions.
The maximum drawdown for LDP was -49.59%, occurring on Mar 18, 2020. Recovery took 211 trading sessions.
The current XSVM drawdown is -1.06%. The current LDP drawdown is -0.76%.
| Rank | XSVM | LDP |
|---|---|---|
| #1 | -62.59% Jun 4, 2007 - Jan 4, 2013 | -49.59% Feb 19, 2020 - Dec 17, 2020 |
| #2 | -49.01% Dec 18, 2019 - Nov 24, 2020 | -32.20% Oct 13, 2021 - Sep 24, 2024 |
| #3 | -26.22% Nov 25, 2024 - Dec 11, 2025 | -20.27% Sep 20, 2017 - Apr 3, 2019 |
| #4 | -25.98% Nov 8, 2021 - Dec 26, 2023 | -17.06% Mar 28, 2013 - Jun 19, 2014 |
| #5 | -24.40% Jun 23, 2015 - Aug 23, 2016 | -12.02% Oct 16, 2024 - Jun 11, 2025 |
| #6 | -23.63% Aug 21, 2018 - Nov 25, 2019 | -10.95% Sep 7, 2016 - Jan 26, 2017 |
| #7 | -15.60% Jun 8, 2021 - Nov 3, 2021 | -9.38% Feb 25, 2026 - Jun 29, 2026 |
| #8 | -14.08% Mar 12, 2021 - May 26, 2021 | -8.38% Aug 4, 2015 - Mar 2, 2016 |
| #9 | -13.52% Jul 3, 2014 - Dec 29, 2014 | -6.87% Sep 3, 2014 - Mar 5, 2015 |
| #10 | -12.04% Jul 31, 2024 - Nov 6, 2024 | -5.72% Dec 31, 2020 - Apr 1, 2021 |
| #11 | -11.70% Jan 27, 2021 - Mar 3, 2021 | -5.48% Apr 9, 2015 - Aug 4, 2015 |
| #12 | -11.61% Jan 4, 2017 - Dec 4, 2017 | -5.41% May 4, 2021 - Jul 2, 2021 |
| #13 | -10.65% Mar 4, 2005 - Jun 16, 2005 | -5.09% Jul 1, 2014 - Aug 29, 2014 |
| #14 | -10.47% Jan 12, 2018 - May 18, 2018 | -4.79% Nov 11, 2025 - Feb 25, 2026 |
| #15 | -10.35% May 9, 2006 - Oct 13, 2006 | -4.70% Aug 10, 2012 - Nov 6, 2012 |
Correlation
Correlation between XSVM and LDP is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2005 - 2026)
XSVM vs LDP dividend yield comparison.
| Year | XSVM | LDP |
|---|---|---|
| 2026 | 0.84% | 4.36% |
| 2025 | 2.29% | 7.43% |
| 2024 | 1.69% | 7.78% |
| 2023 | 1.31% | 8.66% |
| 2022 | 1.79% | 8.52% |
| 2021 | 1.23% | 7.99% |
| 2020 | 1.21% | 6.74% |
| 2019 | 1.22% | 7.14% |
| 2018 | 2.54% | 8.58% |
| 2017 | 1.90% | 7.56% |
| 2016 | 2.29% | 7.67% |
| 2015 | 2.68% | 8.31% |
| 2014 | 1.32% | 9.59% |
| 2013 | 1.15% | 8.41% |
| 2012 | 2.10% | 2.70% |
| 2011 | 1.04% | 0.00% |
| 2010 | 1.18% | 0.00% |
| 2009 | 0.74% | 0.00% |
| 2008 | 1.07% | 0.00% |
| 2007 | 3.70% | 0.00% |
| 2006 | 0.63% | 0.00% |
| 2005 | 0.59% | 0.00% |
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