AGD Alternatives & Similar Mutual Funds

abrdn Global Dynamic Dividend Fund (AGD) belongs to the Global Equity Income category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with AGD. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to AGD

AGD charges 1.14% annually. There are 4 mutual funds in the Global Equity Income category with lower expense ratios, going as low as 0.90%.

Symbol	Name	Expense Ratio	AUM	Inception
HDDVX	Janus Henderson International Dividend Fund Class ...	0.90%	—	Jun 2017	AGD vs HDDVX
HFQTX	Janus Henderson Global Equity Income Fund Class T	0.95%	—	Nov 2006	AGD vs HFQTX
NXG	NXG NextGen Infrastructure Income Fund	1.00%	—	Sep 2012	AGD vs NXG
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	1.07%	—	Feb 2007	AGD vs EXG
HDQVX	Janus Henderson International Dividend Fund Class ...	1.27%	—	Aug 2012	AGD vs HDQVX

Best Risk-Adjusted Alternatives to AGD

AGD has a PortfoliosLab risk / return rank of 23. There are 5 mutual funds in the Global Equity Income category with higher risk-adjusted ranks, going as high as 86.

Symbol	Name	Risk / Return Rank	AUM	Inception
HFQTX	Janus Henderson Global Equity Income Fund Class T	86	—	Nov 2006	AGD vs HFQTX
HDDVX	Janus Henderson International Dividend Fund Class ...	75	—	Jun 2017	AGD vs HDDVX
HDQVX	Janus Henderson International Dividend Fund Class ...	74	—	Aug 2012	AGD vs HDQVX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	57	—	Feb 2007	AGD vs EXG
NXG	NXG NextGen Infrastructure Income Fund	37	—	Sep 2012	AGD vs NXG

Top Performing AGD Alternatives (YTD)

AGD is at 11.60% YTD. There are 4 mutual funds in the Global Equity Income category with higher YTD returns, going as high as 22.68%.

Symbol	Name	YTD Return	AUM	Inception
NXG	NXG NextGen Infrastructure Income Fund	22.68%	—	Sep 2012	AGD vs NXG
HDDVX	Janus Henderson International Dividend Fund Class ...	19.11%	—	Jun 2017	AGD vs HDDVX
HDQVX	Janus Henderson International Dividend Fund Class ...	18.96%	—	Aug 2012	AGD vs HDQVX
HFQTX	Janus Henderson Global Equity Income Fund Class T	17.82%	—	Nov 2006	AGD vs HFQTX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	7.73%	—	Feb 2007	AGD vs EXG

Lowest Volatility Alternatives to AGD

AGD has 24.55% 1-year volatility. There are 5 mutual funds in the Global Equity Income category with lower 1-year volatility, going as low as 12.15%.

Symbol	Name	Volatility 1Y	AUM	Inception
HFQTX	Janus Henderson Global Equity Income Fund Class T	12.15%	—	Nov 2006	AGD vs HFQTX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	14.20%	—	Feb 2007	AGD vs EXG
HDDVX	Janus Henderson International Dividend Fund Class ...	14.82%	—	Jun 2017	AGD vs HDDVX
HDQVX	Janus Henderson International Dividend Fund Class ...	14.85%	—	Aug 2012	AGD vs HDQVX
NXG	NXG NextGen Infrastructure Income Fund	21.48%	—	Sep 2012	AGD vs NXG

Lowest Drawdown Alternatives to AGD

AGD has a 1-year max drawdown of -20.25%. There are 5 mutual funds in the Global Equity Income category with shallower 1-year drawdowns, going as shallow as -10.02%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
HFQTX	Janus Henderson Global Equity Income Fund Class T	-10.02%	—	Nov 2006	AGD vs HFQTX
HDDVX	Janus Henderson International Dividend Fund Class ...	-11.32%	—	Jun 2017	AGD vs HDDVX
HDQVX	Janus Henderson International Dividend Fund Class ...	-11.33%	—	Aug 2012	AGD vs HDQVX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	-14.28%	—	Feb 2007	AGD vs EXG
NXG	NXG NextGen Infrastructure Income Fund	-15.55%	—	Sep 2012	AGD vs NXG

Other Mutual Funds from abrdn

The 2 most viewed abrdn mutual funds shown here include AWP, ACP and span 2 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AWP	abrdn Global Premier Properties Fund	REIT	43	12.37%	—	Feb 2007	AGD vs AWP
ACP	abrdn Income Credit Strategies Fund	Multisector Bonds	5	3.47%	—	Jan 2011	AGD vs ACP

Often Compared With AGD

Investors most often compare AGD with AOD, IGD, SCHD. These 17 comparison targets span 11 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AOD	Abrdn Total Dynamic Dividend Fund		88	16.10%	—	Jan 2007	AGD vs AOD
IGD	Voya Global Equity Dividend and Premium Opportunit...	Global Equity Income	89	20.40%	—	Mar 2005	AGD vs IGD
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	24.03%	104.16B	Oct 2011	AGD vs SCHD
SRV	NXG Cushing® Midstream Energy Fund	Energy Equities	58	29.04%	—	Aug 2007	AGD vs SRV
ACV	Virtus Diversified Income & Convertible Fund	Diversified Portfolio, Convertible Bonds	64	6.59%	—	May 2015	AGD vs ACV
VT	Vanguard Total World Stock ETF	Global Equities	70	11.15%	97.00B	Jun 2008	AGD vs VT
NMCO	Nuveen Municipal Credit Opportunities Fund	High Yield Muni	53	6.72%	—	Apr 2019	AGD vs NMCO
NUV	Nuveen Municipal Value Fund Inc.	Municipal Bonds	79	3.54%	—	Apr 1987	AGD vs NUV
ETJ	Eaton Vance Risk-Managed Diversified Equity Income...	Global Equity Income	7	0.82%	—	Jul 2007	AGD vs ETJ
GLV	Clough Global Dividend and Income Fund	Global Equity Income	76	12.23%	—	Jul 2004	AGD vs GLV
IAF	Abrdn Australia Equity Fund Inc	Foreign Large Cap Equities	9	4.40%	—	Sep 1985	AGD vs IAF
PFN	PIMCO Income Strategy Fund II	Multisector Bonds	15	1.29%	—	Oct 2004	AGD vs PFN
GIAX	Nicholas Global Equity and Income ETF	Derivative Income	19	5.38%	105.09M	Jul 2024	AGD vs GIAX
RVI	Robinhood Ventures Fund I		—	—	—	—	AGD vs RVI
FGD	First Trust Dow Jones Global Select Dividend Index...	Global Equities, Dividend	89	16.13%	1.56B	Nov 2007	AGD vs FGD
MPLX	MPLX LP		79	13.84%	—	—	AGD vs MPLX
VYMI	Vanguard International High Dividend Yield ETF	Dividend, Foreign Large Cap Equities	91	17.41%	20.40B	Feb 2016	AGD vs VYMI

Compare AGD with Any Fund or Stock

Compare AGD with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair AGD with funds that move differently

abrdn Global Dynamic Dividend Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to AGD.

Explore AGD Diversifiers

abrdn Global Dynamic Dividend Fund (AGD) Alternatives