abrdn Dynamic Dividend Fund (ADVDX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ADVDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ADVDX
ADVDX charges 1.25% annually. There are 203 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | ADVDX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | ADVDX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | ADVDX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | ADVDX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | ADVDX vs UCEQX |
Best Risk-Adjusted Alternatives to ADVDX
ADVDX has a PortfoliosLab risk / return rank of 70. There are 56 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | ADVDX vs LVAGX | |
| Polaris Global Value Fund | 93 | — | May 1998 | ADVDX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | ADVDX vs EPSYX | |
| GMO Global Equity Allocation Fund | 91 | — | Nov 1996 | ADVDX vs GMGEX | |
| John Hancock Global Shareholder Yield Fund | 91 | — | Feb 2007 | ADVDX vs JGYIX |
Top Performing ADVDX Alternatives (YTD)
ADVDX is at 11.10% YTD. There are 108 mutual funds in the Global Equities category with higher YTD returns, going as high as 42.58%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 42.58% | — | Nov 2016 | ADVDX vs PGTIX | |
| Oberweis Global Opportunities Fund | 31.52% | — | Jan 1987 | ADVDX vs OBEGX | |
| Ariel Global Fund | 26.71% | — | Dec 2011 | ADVDX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 24.54% | — | Dec 1995 | ADVDX vs PRGSX | |
| Fidelity Advisor Worldwide Fund Class Z | 24.23% | — | Oct 2018 | ADVDX vs FIQOX |
Lowest Volatility Alternatives to ADVDX
ADVDX has 11.65% 1-year volatility. There are 34 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.03% | 2.00B | Dec 2013 | ADVDX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.05% | 2.00B | Dec 2013 | ADVDX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | ADVDX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.57% | — | Sep 1990 | ADVDX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.69% | — | Jan 2016 | ADVDX vs SGMAX |
Lowest Drawdown Alternatives to ADVDX
ADVDX has a 1-year max drawdown of -8.73%. There are 37 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | ADVDX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | ADVDX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | ADVDX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | ADVDX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | ADVDX vs SVTAX |
Other Mutual Funds from Aberdeen
The 10 most viewed Aberdeen mutual funds shown here include ASGI, STK, THQ and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Abrdn Global Infrastructure Income Fund | Industrials Equities | 21 | 4.88% | — | Jul 2020 | ADVDX vs ASGI | |
| Columbia Seligman Premium Technology Growth Closed... | Technology Equities | 94 | 48.09% | — | Nov 2009 | ADVDX vs STK | |
| Abrdn Healthcare Opportunities Fund | Health & Biotech Equities | 15 | 4.47% | — | Jul 2014 | ADVDX vs THQ | |
| abrdn Ultra Short Municipal Income Fund | Municipal Bonds | 99 | 1.01% | — | Dec 2002 | ADVDX vs ATOIX | |
| abrdn Asia-Pacific Income Fund Inc | Emerging Markets Bonds | 5 | -0.11% | — | Jan 1990 | ADVDX vs FAX | |
| abrdn Realty Income & Growth Fund | REIT | 39 | 16.35% | — | Dec 1998 | ADVDX vs AIGYX | |
| abrdn Emerging Markets ex-China Fund | Emerging Markets Diversified | 95 | 49.19% | — | Aug 2000 | ADVDX vs GLLSX | |
| abrdn World Healthcare Fund | Health & Biotech Equities | 60 | 4.72% | — | Jun 2015 | ADVDX vs THW | |
| abrdn U.S. Sustainable Leaders Fund | Large Cap Growth Equities | 12 | 4.20% | — | Jun 2000 | ADVDX vs GXXIX | |
| abrdn China A Share Equity Fund | China Equities | — | — | — | Jun 2004 | ADVDX vs GOPIX |
Often Compared With ADVDX
Investors most often compare ADVDX with AVUVX, DGRO, IXUS. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare ADVDX with Any Fund or Stock
Compare ADVDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ADVDX with funds that move differently
abrdn Dynamic Dividend Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ADVDX.
Explore ADVDX Diversifiers