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AOD vs. DIV
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

AOD vs. DIV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Abrdn Total Dynamic Dividend Fund (AOD) and Global X SuperDividend U.S. ETF (DIV). The values are adjusted to include any dividend payments, if applicable.

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AOD vs. DIV - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AOD
Abrdn Total Dynamic Dividend Fund
-2.57%32.14%16.03%12.65%-17.15%23.80%8.12%34.83%-17.63%35.37%
DIV
Global X SuperDividend U.S. ETF
10.31%3.10%11.27%-1.73%-3.92%30.60%-22.85%14.50%-6.60%9.90%

Returns By Period

In the year-to-date period, AOD achieves a -2.57% return, which is significantly lower than DIV's 10.31% return. Over the past 10 years, AOD has outperformed DIV with an annualized return of 11.74%, while DIV has yielded a comparatively lower 4.04% annualized return.


AOD

1D
4.07%
1M
-12.19%
YTD
-2.57%
6M
3.60%
1Y
24.67%
3Y*
16.72%
5Y*
9.38%
10Y*
11.74%

DIV

1D
0.16%
1M
-3.15%
YTD
10.31%
6M
10.64%
1Y
7.74%
3Y*
9.84%
5Y*
5.97%
10Y*
4.04%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

AOD vs. DIV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AOD
AOD Risk / Return Rank: 7878
Overall Rank
AOD Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
AOD Sortino Ratio Rank: 7474
Sortino Ratio Rank
AOD Omega Ratio Rank: 8080
Omega Ratio Rank
AOD Calmar Ratio Rank: 7272
Calmar Ratio Rank
AOD Martin Ratio Rank: 8383
Martin Ratio Rank

DIV
DIV Risk / Return Rank: 3030
Overall Rank
DIV Sharpe Ratio Rank: 3232
Sharpe Ratio Rank
DIV Sortino Ratio Rank: 3030
Sortino Ratio Rank
DIV Omega Ratio Rank: 3030
Omega Ratio Rank
DIV Calmar Ratio Rank: 3131
Calmar Ratio Rank
DIV Martin Ratio Rank: 2828
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AOD vs. DIV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Abrdn Total Dynamic Dividend Fund (AOD) and Global X SuperDividend U.S. ETF (DIV). 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.


AODDIVDifference

Sharpe ratio

Return per unit of total volatility

1.26

0.55

+0.70

Sortino ratio

Return per unit of downside risk

1.74

0.82

+0.92

Omega ratio

Gain probability vs. loss probability

1.28

1.12

+0.16

Calmar ratio

Return relative to maximum drawdown

1.48

0.71

+0.78

Martin ratio

Return relative to average drawdown

6.64

2.12

+4.51

AOD vs. DIV - Sharpe Ratio Comparison

The current AOD Sharpe Ratio is 1.26, which is higher than the DIV Sharpe Ratio of 0.55. The chart below compares the historical Sharpe Ratios of AOD and DIV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


AODDIVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.26

0.55

+0.70

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.57

0.44

+0.13

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.64

0.23

+0.41

Sharpe Ratio (All Time)

Calculated using the full available price history

0.13

0.27

-0.14

Correlation

The correlation between AOD and DIV is 0.58, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

AOD vs. DIV - Dividend Comparison

AOD's dividend yield for the trailing twelve months is around 12.81%, more than DIV's 6.78% yield.


TTM20252024202320222021202020192018201720162015
AOD
Abrdn Total Dynamic Dividend Fund
12.81%12.00%10.73%8.56%8.85%6.75%7.80%7.71%9.57%7.29%9.10%8.93%
DIV
Global X SuperDividend U.S. ETF
6.78%7.30%5.74%7.13%6.62%5.24%8.01%7.65%7.08%5.92%6.78%8.44%

Drawdowns

AOD vs. DIV - Drawdown Comparison

The maximum AOD drawdown since its inception was -72.26%, which is greater than DIV's maximum drawdown of -52.74%. Use the drawdown chart below to compare losses from any high point for AOD and DIV.


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Drawdown Indicators


AODDIVDifference

Max Drawdown

Largest peak-to-trough decline

-72.26%

-52.74%

-19.52%

Max Drawdown (1Y)

Largest decline over 1 year

-16.71%

-11.88%

-4.83%

Max Drawdown (5Y)

Largest decline over 5 years

-28.92%

-21.14%

-7.78%

Max Drawdown (10Y)

Largest decline over 10 years

-43.68%

-52.74%

+9.06%

Current Drawdown

Current decline from peak

-12.93%

-3.59%

-9.34%

Average Drawdown

Average peak-to-trough decline

-27.51%

-7.10%

-20.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.74%

3.94%

-0.20%

Volatility

AOD vs. DIV - Volatility Comparison

Abrdn Total Dynamic Dividend Fund (AOD) has a higher volatility of 9.44% compared to Global X SuperDividend U.S. ETF (DIV) at 3.19%. This indicates that AOD's price experiences larger fluctuations and is considered to be riskier than DIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AODDIVDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.44%

3.19%

+6.25%

Volatility (6M)

Calculated over the trailing 6-month period

12.94%

7.34%

+5.60%

Volatility (1Y)

Calculated over the trailing 1-year period

19.73%

14.07%

+5.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.51%

13.66%

+2.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.49%

17.96%

+0.53%