ZTR vs SCD

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

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

ZTR vs SCD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

ZTR

$391M

SCD

$391M

Max Drawdown

ZTR

84.80%

Winner

SCD

71.26%

Sharpe Ratio

Winner

ZTR

1.14

SCD

0.02

5Y Beta

Winner

ZTR

0.40

SCD

0.70

5Y Dividends CAGR

ZTR

-7.50%

Winner

SCD

-0.89%

ZTR vs SCD - Historical Returns

Returns include dividend reinvestment.

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

ZTR

-2.85%

Winner

SCD

+2.04%

ZTR

-1.35%

Winner

SCD

+0.90%

Winner

ZTR

+8.90%

SCD

+7.70%

Winner

ZTR

+18.27%

SCD

+2.66%

5Y(CAGR)

ZTR

+3.14%

Winner

SCD

+12.37%

10Y(CAGR)

ZTR

+6.61%

Winner

SCD

+12.95%

Max(CAGR)

ZTR

+5.04%

Winner

SCD

+10.54%

ZTR vs SCD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

ZTR vs SCD Drawdown Comparison

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

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

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

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

Correlation

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

0.90

-101

Dividend Comparison (1999 - 2026)

ZTR vs SCD dividend yield comparison.

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