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:
0.83
SPY:
0.30
AOD:
1.21
SPY:
0.56
AOD:
1.19
SPY:
1.08
AOD:
1.07
SPY:
0.31
AOD:
5.37
SPY:
1.40
AOD:
2.85%
SPY:
4.18%
AOD:
18.42%
SPY:
19.64%
AOD:
-72.26%
SPY:
-55.19%
AOD:
-8.07%
SPY:
-13.86%
Returns By Period
In the year-to-date period, AOD achieves a -2.03% return, which is significantly higher than SPY's -9.91% return. Over the past 10 years, AOD has underperformed SPY with an annualized return of 7.80%, while SPY has yielded a comparatively higher 11.59% annualized return.
AOD
-2.03%
-6.69%
-5.55%
14.99%
11.39%
7.80%
SPY
-9.91%
-6.90%
-9.38%
6.72%
14.62%
11.59%
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Risk-Adjusted Performance
AOD vs. SPY — Risk-Adjusted Performance Rank
AOD
SPY
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 12.96%, more than SPY's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOD Abrdn Total Dynamic Dividend Fund | 12.96% | 10.77% | 8.64% | 8.92% | 6.81% | 7.86% | 7.78% | 9.65% | 7.35% | 9.18% | 9.01% | 8.06% |
SPY SPDR S&P 500 ETF | 1.36% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
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
The current volatility for Abrdn Total Dynamic Dividend Fund (AOD) is 13.42%, while SPDR S&P 500 ETF (SPY) has a volatility of 14.52%. This indicates that AOD experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.