abrdn Global Dynamic Dividend Fund (AGD) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to AGD
AGD charges 1.14% annually. Among mutual funds in the Global Equity Income category, these options have the lowest expense ratios among AGD alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Janus Henderson International Dividend Fund Class ... | 0.90% | Jun 5, 2017 | AGD vs HDDVX | |
| Janus Henderson Global Equity Income Fund Class T | 0.95% | Nov 30, 2006 | AGD vs HFQTX | |
| NXG Cushing® Midstream Energy Fund | 1.00% | Aug 24, 2007 | AGD vs SRV | |
| NXG NextGen Infrastructure Income Fund | 1.00% | Sep 28, 2012 | AGD vs NXG | |
| Eaton Vance Tax-Managed Global Diversified Equity ... | 1.07% | Feb 27, 2007 | AGD vs EXG |
Best Risk-Adjusted Alternatives to AGD
Among mutual funds in the Global Equity Income category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Janus Henderson Global Equity Income Fund Class T | 87 | Nov 30, 2006 | AGD vs HFQTX | |
| NXG NextGen Infrastructure Income Fund | 73 | Sep 28, 2012 | AGD vs NXG | |
| Janus Henderson International Dividend Fund Class ... | 64 | Jun 5, 2017 | AGD vs HDDVX | |
| Janus Henderson International Dividend Fund Class ... | 63 | Aug 1, 2012 | AGD vs HDQVX | |
| Eaton Vance Tax-Managed Global Diversified Equity ... | 48 | Feb 27, 2007 | AGD vs EXG |
Top Performing AGD Alternatives (YTD)
AGD alternatives from the Global Equity Income category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| NXG Cushing® Midstream Energy Fund | 17.58% | Aug 24, 2007 | AGD vs SRV | |
| NXG NextGen Infrastructure Income Fund | 12.14% | Sep 28, 2012 | AGD vs NXG | |
| Janus Henderson Global Equity Income Fund Class T | 3.72% | Nov 30, 2006 | AGD vs HFQTX | |
| Janus Henderson International Dividend Fund Class ... | -0.71% | Jun 5, 2017 | AGD vs HDDVX | |
| Janus Henderson International Dividend Fund Class ... | -0.72% | Aug 1, 2012 | AGD vs HDQVX |
Lowest Volatility Alternatives to AGD
AGD alternatives from the Global Equity Income category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Janus Henderson Global Equity Income Fund Class T | 12.81% | Nov 30, 2006 | AGD vs HFQTX | |
| Janus Henderson International Dividend Fund Class ... | 14.54% | Jun 5, 2017 | AGD vs HDDVX | |
| Janus Henderson International Dividend Fund Class ... | 14.56% | Aug 1, 2012 | AGD vs HDQVX | |
| Eaton Vance Tax-Managed Global Diversified Equity ... | 18.24% | Feb 27, 2007 | AGD vs EXG | |
| NXG Cushing® Midstream Energy Fund | 22.19% | Aug 24, 2007 | AGD vs SRV |
Lowest Drawdown Alternatives to AGD
AGD alternatives from the Global Equity Income category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Janus Henderson Global Equity Income Fund Class T | -10.02% | Nov 30, 2006 | AGD vs HFQTX | |
| Janus Henderson International Dividend Fund Class ... | -11.32% | Jun 5, 2017 | AGD vs HDDVX | |
| Janus Henderson International Dividend Fund Class ... | -11.33% | Aug 1, 2012 | AGD vs HDQVX | |
| Eaton Vance Tax-Managed Global Diversified Equity ... | -14.28% | Feb 27, 2007 | AGD vs EXG | |
| NXG Cushing® Midstream Energy Fund | -18.46% | Aug 24, 2007 | AGD vs SRV |
Other Mutual Funds from abrdn
Most popular abrdn mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| abrdn Global Premier Properties Fund | REIT | 18 | -1.11% | Feb 13, 2007 | AGD vs AWP | |
| abrdn Income Credit Strategies Fund | Multisector Bonds | 8 | -1.66% | Jan 27, 2011 | AGD vs ACP |
Often Compared With AGD
What investors most often compare with AGD, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Abrdn Total Dynamic Dividend Fund | 78 | -2.57% | Jan 26, 2007 | AGD vs AOD | ||
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | AGD vs SCHD | |
| Vanguard Total World Stock ETF | Global Equities | 77 | -1.71% | Jun 24, 2008 | AGD vs VT | |
| Voya Global Equity Dividend and Premium Opportunit... | Global Equity Income | 33 | 1.36% | Mar 28, 2005 | AGD vs IGD | |
| Nuveen Municipal Value Fund Inc. | Municipal Bonds | 54 | 0.29% | Apr 8, 1987 | AGD vs NUV |
Compare AGD with Any Fund or Stock
Compare AGD with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.