AOD vs. DIVO
Compare and contrast key facts about Abrdn Total Dynamic Dividend Fund (AOD) and Amplify CWP Enhanced Dividend Income ETF (DIVO).
DIVO is an actively managed fund by Amplify Investments. It was launched on Dec 14, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AOD or DIVO.
Key characteristics
| AOD | DIVO | |
|---|---|---|
| YTD Return | 18.08% | 18.96% |
| 1Y Return | 28.41% | 25.70% |
| 3Y Return (Ann) | 3.86% | 9.06% |
| 5Y Return (Ann) | 9.22% | 12.26% |
| Sharpe Ratio | 2.39 | 2.91 |
| Sortino Ratio | 3.15 | 4.22 |
| Omega Ratio | 1.44 | 1.54 |
| Calmar Ratio | 1.84 | 4.68 |
| Martin Ratio | 17.94 | 18.89 |
| Ulcer Index | 1.65% | 1.36% |
| Daily Std Dev | 12.39% | 8.79% |
| Max Drawdown | -72.28% | -30.04% |
| Current Drawdown | -2.65% | -0.57% |
Correlation
The correlation between AOD and DIVO is 0.66, 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.
Performance
AOD vs. DIVO - Performance Comparison
The year-to-date returns for both investments are quite close, with AOD having a 18.08% return and DIVO slightly higher at 18.96%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AOD vs. DIVO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Abrdn Total Dynamic Dividend Fund (AOD) and Amplify CWP Enhanced Dividend Income ETF (DIVO). 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.
Dividends
AOD vs. DIVO - Dividend Comparison
AOD's dividend yield for the trailing twelve months is around 9.38%, more than DIVO's 4.44% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOD Abrdn Total Dynamic Dividend Fund | 9.38% | 8.64% | 8.92% | 6.81% | 7.86% | 7.78% | 9.65% | 7.35% | 9.18% | 9.01% | 8.06% | 8.40% |
DIVO Amplify CWP Enhanced Dividend Income ETF | 4.44% | 4.67% | 4.76% | 4.79% | 4.92% | 8.16% | 5.27% | 3.83% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
AOD vs. DIVO - Drawdown Comparison
The maximum AOD drawdown since its inception was -72.28%, which is greater than DIVO's maximum drawdown of -30.04%. Use the drawdown chart below to compare losses from any high point for AOD and DIVO. For additional features, visit the drawdowns tool.
Volatility
AOD vs. DIVO - Volatility Comparison
The current volatility for Abrdn Total Dynamic Dividend Fund (AOD) is 3.13%, while Amplify CWP Enhanced Dividend Income ETF (DIVO) has a volatility of 3.40%. This indicates that AOD experiences smaller price fluctuations and is considered to be less risky than DIVO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.