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 5 mutual funds in the Global Equity Income category with lower expense ratios, going as low as 0.90%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Janus Henderson International Dividend Fund Class ... | 0.90% | — | Jun 2017 | AGD vs HDDVX | |
| Janus Henderson Global Equity Income Fund Class T | 0.95% | — | Nov 2006 | AGD vs HFQTX | |
| NXG NextGen Infrastructure Income Fund | 1.00% | — | Sep 2012 | AGD vs NXG | |
| NXG Cushing® Midstream Energy Fund | 1.00% | — | Aug 2007 | AGD vs SRV | |
| Eaton Vance Tax-Managed Global Diversified Equity ... | 1.07% | — | Feb 2007 | AGD vs EXG |
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 56.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Janus Henderson Global Equity Income Fund Class T | 56 | — | Nov 2006 | AGD vs HFQTX | |
| NXG Cushing® Midstream Energy Fund | 53 | — | Aug 2007 | AGD vs SRV | |
| NXG NextGen Infrastructure Income Fund | 48 | — | Sep 2012 | AGD vs NXG | |
| Janus Henderson International Dividend Fund Class ... | 44 | — | Jun 2017 | AGD vs HDDVX | |
| Janus Henderson International Dividend Fund Class ... | 43 | — | Aug 2012 | AGD vs HDQVX |
Top Performing AGD Alternatives (YTD)
AGD is at 13.13% YTD. There are 4 mutual funds in the Global Equity Income category with higher YTD returns, going as high as 31.93%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| NXG Cushing® Midstream Energy Fund | 31.93% | — | Aug 2007 | AGD vs SRV | |
| NXG NextGen Infrastructure Income Fund | 24.20% | — | Sep 2012 | AGD vs NXG | |
| Janus Henderson International Dividend Fund Class ... | 15.78% | — | Jun 2017 | AGD vs HDDVX | |
| Janus Henderson International Dividend Fund Class ... | 15.75% | — | Aug 2012 | AGD vs HDQVX | |
| Janus Henderson Global Equity Income Fund Class T | 12.62% | — | Nov 2006 | AGD vs HFQTX |
Lowest Volatility Alternatives to AGD
AGD has 23.88% 1-year volatility. There are 6 mutual funds in the Global Equity Income category with lower 1-year volatility, going as low as 11.43%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Janus Henderson Global Equity Income Fund Class T | 11.43% | — | Nov 2006 | AGD vs HFQTX | |
| Janus Henderson International Dividend Fund Class ... | 13.43% | — | Jun 2017 | AGD vs HDDVX | |
| Janus Henderson International Dividend Fund Class ... | 13.46% | — | Aug 2012 | AGD vs HDQVX | |
| Eaton Vance Tax-Managed Global Diversified Equity ... | 13.68% | — | Feb 2007 | AGD vs EXG | |
| NXG Cushing® Midstream Energy Fund | 18.82% | — | Aug 2007 | AGD vs SRV |
Lowest Drawdown Alternatives to AGD
AGD has a 1-year max drawdown of -20.25%. There are 6 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 | |
|---|---|---|---|---|---|
| Janus Henderson Global Equity Income Fund Class T | -10.02% | — | Nov 2006 | AGD vs HFQTX | |
| Janus Henderson International Dividend Fund Class ... | -11.32% | — | Jun 2017 | AGD vs HDDVX | |
| Janus Henderson International Dividend Fund Class ... | -11.33% | — | Aug 2012 | AGD vs HDQVX | |
| NXG Cushing® Midstream Energy Fund | -13.13% | — | Aug 2007 | AGD vs SRV | |
| NXG NextGen Infrastructure Income Fund | -13.19% | — | 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 | |
|---|---|---|---|---|---|---|---|
| abrdn Global Premier Properties Fund | REIT | 6 | 3.18% | — | Feb 2007 | AGD vs AWP | |
| abrdn Income Credit Strategies Fund | Multisector Bonds | 7 | 4.22% | — | Jan 2011 | AGD vs ACP |
Often Compared With AGD
Investors most often compare AGD with AOD, IGD, SCHD. These 11 comparison targets span 8 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Abrdn Total Dynamic Dividend Fund | 87 | 12.82% | — | Jan 2007 | AGD vs AOD | ||
| Voya Global Equity Dividend and Premium Opportunit... | Global Equity Income | 48 | 12.86% | — | Mar 2005 | AGD vs IGD | |
| Schwab U.S. Dividend Equity ETF | Dividend | 80 | 19.01% | 94.95B | Oct 2011 | AGD vs SCHD | |
| Vanguard Total World Stock ETF | Global Equities | 67 | 12.24% | 90.20B | Jun 2008 | AGD vs VT | |
| Eaton Vance Risk-Managed Diversified Equity Income... | Global Equity Income | 5 | -0.14% | — | Jul 2007 | AGD vs ETJ | |
| Nuveen Municipal Value Fund Inc. | Municipal Bonds | 36 | 1.79% | — | Apr 1987 | AGD vs NUV | |
| Virtus Diversified Income & Convertible Fund | Diversified Portfolio | 60 | 10.61% | — | May 2015 | AGD vs ACV | |
| Clough Global Dividend and Income Fund | Global Equity Income | 62 | 12.02% | — | Jul 2004 | AGD vs GLV | |
| Nuveen Municipal Credit Opportunities Fund | High Yield Muni | 13 | 7.29% | — | Apr 2019 | AGD vs NMCO | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 6 | -4.15% | — | Oct 2004 | AGD vs PFN | |
| Abrdn Australia Equity Fund Inc | Foreign Large Cap Equities | 6 | 3.50% | — | Sep 1985 | AGD vs IAF |
Compare AGD with Any Fund or Stock
Compare AGD with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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