LDP vs VOO
LDP vs VOO
Cohen & Steers Limited Duration Preferred and Income Fund Inc. vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | LDP | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 1.55% | 0.03% | |
| AUM | $2,693.25 | $979.0B | |
| Dividend Yield | 7.03% | 1.09% | |
| Holdings | 286 | 509 | |
| YTD Return | +0.61% | +13.31% | |
| 1Y Return | +3.47% | +24.01% | |
| 3Y Return (annualized) | +12.42% | +21.17% | |
| 5Y Return (annualized) | +2.56% | +13.34% | |
| Volatility (annualized) | 13.7% | 14.1% | |
| Max Drawdown | -50.2% | -34.3% | |
| Fund Family | Cohen & Steers Funds | Vanguard (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Jul 27, 2012 | Sep 7, 2010 |
LDP vs VOO Performance
Cohen & Steers Limited Duration Preferred and Income Fund Inc. (LDP) is a ETF from Cohen & Steers Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year LDP returned +3.47% while VOO returned +24.01%. Year to date, LDP is up 0.61% versus a gain of 13.31% for VOO.
Over three years, LDP compounded at +12.42% per year against +21.17% for VOO; over five years the annualized figures are +2.56% and +13.34% respectively. Across the full 14-year window we track, VOO has the edge at +13.55% annualized vs +1.69%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.7% for LDP. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -50.2% for LDP and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.67. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LDP charges 1.55% per year while VOO charges 0.03%. On a $10,000 position that is $155 vs $3 annually, a gap of $152 per year that compounds over a long holding period. On income, LDP currently yields 7.03% against 1.09% for VOO.
Holdings Overlap
LDP and VOO share 4 holdings out of 656 unique holdings combined, representing a 0.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
Frequently Asked Questions
Which is cheaper, LDP or VOO?
LDP has an expense ratio of 1.55% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $152 per year of difference.
Which performed better, LDP or VOO?
Over the past year LDP returned +3.47% vs +24.01% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (14 years), LDP annualized +1.69% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, LDP or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 13.7% for LDP. Worst drawdown: LDP -50.2% vs VOO -34.3%.
Should I hold both LDP and VOO?
LDP and VOO have a monthly-return correlation of 0.67, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LDP and VOO?
LDP and VOO share 4 common holdings with a 0.7% weight overlap. Combined, they hold 656 unique securities.
Which pays a higher dividend, LDP or VOO?
LDP yields 7.03% while VOO yields 1.09%, so LDP currently pays the higher dividend yield.
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