AOD vs. DTD
Compare and contrast key facts about Abrdn Total Dynamic Dividend Fund (AOD) and WisdomTree U.S. Total Dividend Fund (DTD).
DTD is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Dividend Index. It was launched on Jun 16, 2006.
Performance
AOD vs. DTD - Performance Comparison
Loading graphics...
AOD vs. DTD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
DTD WisdomTree U.S. Total Dividend Fund | 2.18% | 14.25% | 18.56% | 10.63% | -3.83% | 26.26% | 2.45% | 28.19% | -6.47% | 17.35% |
Returns By Period
In the year-to-date period, AOD achieves a -2.57% return, which is significantly lower than DTD's 2.18% return. Both investments have delivered pretty close results over the past 10 years, with AOD having a 11.74% annualized return and DTD not far behind at 11.56%.
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%
DTD
- 1D
- 1.94%
- 1M
- -3.94%
- YTD
- 2.18%
- 6M
- 3.83%
- 1Y
- 14.58%
- 3Y*
- 15.06%
- 5Y*
- 11.28%
- 10Y*
- 11.56%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
AOD vs. DTD — Risk / Return Rank
AOD
DTD
AOD vs. DTD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Abrdn Total Dynamic Dividend Fund (AOD) and WisdomTree U.S. Total Dividend Fund (DTD). 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.
| AOD | DTD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 1.02 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.74 | 1.48 | +0.26 |
Omega ratioGain probability vs. loss probability | 1.28 | 1.23 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.36 | +0.12 |
Martin ratioReturn relative to average drawdown | 6.64 | 6.60 | +0.04 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| AOD | DTD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 1.02 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.57 | 0.83 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.72 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.51 | -0.38 |
Correlation
The correlation between AOD and DTD is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AOD vs. DTD - Dividend Comparison
AOD's dividend yield for the trailing twelve months is around 12.81%, more than DTD's 1.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
DTD WisdomTree U.S. Total Dividend Fund | 1.98% | 1.99% | 2.07% | 2.43% | 2.62% | 2.04% | 2.73% | 2.50% | 2.93% | 2.36% | 2.66% | 2.81% |
Drawdowns
AOD vs. DTD - Drawdown Comparison
The maximum AOD drawdown since its inception was -72.26%, which is greater than DTD's maximum drawdown of -58.19%. Use the drawdown chart below to compare losses from any high point for AOD and DTD.
Loading graphics...
Drawdown Indicators
| AOD | DTD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.26% | -58.19% | -14.07% |
Max Drawdown (1Y)Largest decline over 1 year | -16.71% | -11.45% | -5.26% |
Max Drawdown (5Y)Largest decline over 5 years | -28.92% | -16.14% | -12.78% |
Max Drawdown (10Y)Largest decline over 10 years | -43.68% | -37.29% | -6.39% |
Current DrawdownCurrent decline from peak | -12.93% | -4.39% | -8.54% |
Average DrawdownAverage peak-to-trough decline | -27.51% | -7.40% | -20.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.74% | 2.36% | +1.38% |
Volatility
AOD vs. DTD - Volatility Comparison
Abrdn Total Dynamic Dividend Fund (AOD) has a higher volatility of 9.44% compared to WisdomTree U.S. Total Dividend Fund (DTD) at 3.93%. This indicates that AOD's price experiences larger fluctuations and is considered to be riskier than DTD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| AOD | DTD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.44% | 3.93% | +5.51% |
Volatility (6M)Calculated over the trailing 6-month period | 12.94% | 7.26% | +5.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.73% | 14.37% | +5.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.51% | 13.62% | +2.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.49% | 16.22% | +2.27% |