AOD vs. SPY
Compare and contrast key facts about Abrdn Total Dynamic Dividend Fund (AOD) and SPDR S&P 500 ETF (SPY).
SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AOD or SPY.
Correlation
The correlation between AOD and SPY is 0.73, 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. SPY - Performance Comparison
Key characteristics
AOD:
1.50
SPY:
2.21
AOD:
2.04
SPY:
2.93
AOD:
1.27
SPY:
1.41
AOD:
1.71
SPY:
3.26
AOD:
9.72
SPY:
14.40
AOD:
1.92%
SPY:
1.90%
AOD:
12.45%
SPY:
12.44%
AOD:
-72.26%
SPY:
-55.19%
AOD:
-3.43%
SPY:
-1.83%
Returns By Period
In the year-to-date period, AOD achieves a 17.19% return, which is significantly lower than SPY's 26.72% return. Over the past 10 years, AOD has underperformed SPY with an annualized return of 8.70%, while SPY has yielded a comparatively higher 13.04% annualized return.
AOD
17.19%
-1.38%
8.38%
18.18%
8.29%
8.70%
SPY
26.72%
0.20%
10.28%
27.17%
14.87%
13.04%
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Risk-Adjusted Performance
AOD vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Abrdn Total Dynamic Dividend Fund (AOD) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
AOD's dividend yield for the trailing twelve months is around 10.06%, more than SPY's 1.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOD Abrdn Total Dynamic Dividend Fund | 10.06% | 8.64% | 8.92% | 6.81% | 7.86% | 7.78% | 9.65% | 7.35% | 9.18% | 9.01% | 8.06% | 8.40% |
SPY SPDR S&P 500 ETF | 1.19% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
AOD vs. SPY - Drawdown Comparison
The maximum AOD drawdown since its inception was -72.26%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for AOD and SPY. For additional features, visit the drawdowns tool.
Volatility
AOD vs. SPY - Volatility Comparison
Abrdn Total Dynamic Dividend Fund (AOD) and SPDR S&P 500 ETF (SPY) have volatilities of 3.74% and 3.83%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.