AOD vs. XYLG

In the year-to-date period, AOD achieves a 6.18% return, which is significantly higher than XYLG's 2.65% return.

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This table presents a comparison of risk-adjusted performance metrics for Abrdn Total Dynamic Dividend Fund (AOD) and Global X S&P 500 Covered Call & Growth ETF (XYLG). 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.

The current AOD Sharpe Ratio is 0.24, which is lower than the XYLG Sharpe Ratio of 0.63. The chart below compares the historical Sharpe Ratios of AOD and XYLG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

The correlation between AOD and XYLG is 0.79, 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.

AOD's dividend yield for the trailing twelve months is around 12.63%, less than XYLG's 24.44% yield.

The maximum AOD drawdown since its inception was -88.10%, which is greater than XYLG's maximum drawdown of -21.30%. Use the drawdown chart below to compare losses from any high point for AOD and XYLG.

Abrdn Total Dynamic Dividend Fund (AOD) has a higher volatility of 2.70% compared to Global X S&P 500 Covered Call & Growth ETF (XYLG) at 2.24%. This indicates that AOD's price experiences larger fluctuations and is considered to be riskier than XYLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.