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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AOD or DTD.
Key characteristics
| AOD | DTD | |
|---|---|---|
| YTD Return | 18.08% | 23.34% |
| 1Y Return | 28.41% | 34.70% |
| 3Y Return (Ann) | 3.86% | 10.69% |
| 5Y Return (Ann) | 9.22% | 11.99% |
| 10Y Return (Ann) | 9.03% | 10.87% |
| Sharpe Ratio | 2.39 | 3.33 |
| Sortino Ratio | 3.15 | 4.62 |
| Omega Ratio | 1.44 | 1.62 |
| Calmar Ratio | 1.84 | 6.16 |
| Martin Ratio | 17.94 | 23.28 |
| Ulcer Index | 1.65% | 1.48% |
| Daily Std Dev | 12.39% | 10.35% |
| Max Drawdown | -72.28% | -58.20% |
| Current Drawdown | -2.65% | -0.55% |
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.
Performance
AOD vs. DTD - Performance Comparison
In the year-to-date period, AOD achieves a 18.08% return, which is significantly lower than DTD's 23.34% return. Over the past 10 years, AOD has underperformed DTD with an annualized return of 9.03%, while DTD has yielded a comparatively higher 10.87% annualized return. 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. DTD - Risk-Adjusted Performance 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.
Dividends
AOD vs. DTD - Dividend Comparison
AOD's dividend yield for the trailing twelve months is around 9.38%, more than DTD's 2.23% 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% |
DTD WisdomTree U.S. Total Dividend Fund | 2.23% | 2.43% | 2.62% | 2.04% | 2.73% | 2.50% | 2.93% | 2.36% | 3.11% | 3.02% | 2.42% | 2.38% |
Drawdowns
AOD vs. DTD - Drawdown Comparison
The maximum AOD drawdown since its inception was -72.28%, which is greater than DTD's maximum drawdown of -58.20%. Use the drawdown chart below to compare losses from any high point for AOD and DTD. For additional features, visit the drawdowns tool.
Volatility
AOD vs. DTD - Volatility Comparison
The current volatility for Abrdn Total Dynamic Dividend Fund (AOD) is 3.13%, while WisdomTree U.S. Total Dividend Fund (DTD) has a volatility of 3.48%. This indicates that AOD experiences smaller price fluctuations and is considered to be less risky than DTD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.