AOD vs. AOMR
AOD (Abrdn Total Dynamic Dividend Fund) and AOMR (Angel Oak Mortgage, Inc.) are both stocks. AOD operates in Asset Management (Financial Services), while AOMR operates in REIT - Mortgage (Real Estate). Over the past 5 years, AOD returned 10.87%/yr vs -1.29%/yr for AOMR. At a 0.36 correlation, their price movements are largely independent.
Performance
AOD vs. AOMR - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with AOD having a 12.61% return and AOMR slightly lower at 12.27%.
AOD
- 1D
- 1.27%
- 1M
- -0.09%
- YTD
- 12.61%
- 6M
- 11.13%
- 1Y
- 33.31%
- 3Y*
- 20.75%
- 5Y*
- 10.87%
- 10Y*
- 13.38%
AOMR
- 1D
- -0.88%
- 1M
- 8.99%
- YTD
- 12.27%
- 6M
- 11.88%
- 1Y
- 10.35%
- 3Y*
- 17.08%
- 5Y*
- -1.29%
- 10Y*
- —
AOD vs. AOMR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
AOD Abrdn Total Dynamic Dividend Fund | 12.61% | 32.14% | 16.03% | 12.65% | -17.15% | 3.02% |
AOMR Angel Oak Mortgage, Inc. | 12.27% | 6.20% | -1.89% | 159.86% | -67.27% | -10.21% |
Correlation
The correlation between AOD and AOMR is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.29 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.34 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since Jun 17, 2021 | 0.36 |
Fundamentals
AOD:
$93.67M
AOMR:
$61.18M
AOD:
$252.71M
AOMR:
$51.68M
AOD:
$55.11M
AOMR:
$39.68M
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Return for Risk
AOD vs. AOMR — Risk / Return Rank
AOD
AOMR
AOD vs. AOMR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Abrdn Total Dynamic Dividend Fund (AOD) and Angel Oak Mortgage, Inc. (AOMR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AOD | AOMR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.67 | ||
| Sortino ratioReturn per unit of downside risk | +2.10 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.09 | +0.30 |
| Calmar ratioReturn relative to maximum drawdown | 2.00 | 0.67 | +1.33 |
| Martin ratioReturn relative to average drawdown | 8.59 | 1.34 | +7.25 |
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Drawdowns
AOD vs. AOMR - Drawdown Comparison
The maximum AOD drawdown since its inception was -72.26%, roughly equal to the maximum AOMR drawdown of -71.21%. Use the drawdown chart below to compare losses from any high point for AOD and AOMR.
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Drawdown Indicators
| AOD | AOMR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.26% | -71.21% | -1.05% |
Max Drawdown (1Y)Largest decline over 1 year | -16.71% | -15.57% | -1.14% |
Max Drawdown (3Y)Largest decline over 3 years | -16.71% | -37.21% | +20.50% |
Max Drawdown (5Y)Largest decline over 5 years | -28.92% | -71.21% | +42.29% |
Max Drawdown (10Y)Largest decline over 10 years | -43.68% | — | — |
Current DrawdownCurrent decline from peak | -1.78% | -11.37% | +9.59% |
Average DrawdownAverage peak-to-trough decline | -27.20% | -23.32% | -3.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.89% | 7.74% | -3.85% |
Volatility
AOD vs. AOMR - Volatility Comparison
The current volatility for Abrdn Total Dynamic Dividend Fund (AOD) is 5.22%, while Angel Oak Mortgage, Inc. (AOMR) has a volatility of 8.71%. This indicates that AOD experiences smaller price fluctuations and is considered to be less risky than AOMR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AOD | AOMR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.22% | 8.71% | -3.49% |
Volatility (6M)Calculated over the trailing 6-month period | 13.70% | 16.94% | -3.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.99% | 24.49% | -8.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.77% | 38.64% | -21.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.52% | 38.61% | -20.09% |
Dividends
AOD vs. AOMR - Dividend Comparison
AOD's dividend yield for the trailing twelve months is around 11.81%, less than AOMR's 14.27% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOD Abrdn Total Dynamic Dividend Fund | 11.81% | 12.00% | 10.73% | 8.56% | 8.85% | 6.75% | 7.80% | 7.71% | 9.57% | 7.29% | 9.10% | 8.93% |
AOMR Angel Oak Mortgage, Inc. | 14.27% | 14.87% | 13.79% | 12.08% | 35.31% | 2.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
AOD vs. AOMR - Financials Comparison
This section allows you to compare key financial metrics between Abrdn Total Dynamic Dividend Fund and Angel Oak Mortgage, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
AOD and AOMR have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AOMR has higher volatility (8.71%) compared to AOD (5.22%). In terms of maximum drawdown, AOD dropped -72.26% vs AOMR's -71.21%.
AOD currently has the higher Sharpe Ratio (2.10 vs 0.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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