DTD vs. AOD
Compare and contrast key facts about WisdomTree U.S. Total Dividend Fund (DTD) and Abrdn Total Dynamic Dividend Fund (AOD).
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
DTD vs. AOD - Performance Comparison
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DTD vs. AOD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
AOD Abrdn Total Dynamic Dividend Fund | 0.07% | 32.14% | 16.03% | 12.65% | -17.15% | 23.80% | 8.12% | 34.83% | -17.63% | 35.37% |
Returns By Period
In the year-to-date period, DTD achieves a 2.18% return, which is significantly higher than AOD's 0.07% return. Both investments have delivered pretty close results over the past 10 years, with DTD having a 11.56% annualized return and AOD not far ahead at 12.04%.
DTD
- 1D
- 0.00%
- 1M
- -4.14%
- YTD
- 2.18%
- 6M
- 3.64%
- 1Y
- 14.76%
- 3Y*
- 15.06%
- 5Y*
- 11.28%
- 10Y*
- 11.56%
AOD
- 1D
- 2.71%
- 1M
- -9.47%
- YTD
- 0.07%
- 6M
- 5.96%
- 1Y
- 28.05%
- 3Y*
- 17.77%
- 5Y*
- 9.96%
- 10Y*
- 12.04%
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Return for Risk
DTD vs. AOD — Risk / Return Rank
DTD
AOD
DTD vs. AOD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. Total Dividend Fund (DTD) and Abrdn Total Dynamic Dividend Fund (AOD). 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.
| DTD | AOD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.03 | 1.42 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.49 | 1.93 | -0.44 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.31 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 1.68 | -0.40 |
Martin ratioReturn relative to average drawdown | 6.13 | 7.39 | -1.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DTD | AOD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.03 | 1.42 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.60 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.65 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.14 | +0.38 |
Correlation
The correlation between DTD and AOD 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
DTD vs. AOD - Dividend Comparison
DTD's dividend yield for the trailing twelve months is around 1.98%, less than AOD's 12.47% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
AOD Abrdn Total Dynamic Dividend Fund | 12.47% | 12.00% | 10.73% | 8.56% | 8.85% | 6.75% | 7.80% | 7.71% | 9.57% | 7.29% | 9.10% | 8.93% |
Drawdowns
DTD vs. AOD - Drawdown Comparison
The maximum DTD drawdown since its inception was -58.19%, smaller than the maximum AOD drawdown of -72.26%. Use the drawdown chart below to compare losses from any high point for DTD and AOD.
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Drawdown Indicators
| DTD | AOD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.19% | -72.26% | +14.07% |
Max Drawdown (1Y)Largest decline over 1 year | -11.45% | -16.71% | +5.26% |
Max Drawdown (5Y)Largest decline over 5 years | -16.14% | -28.92% | +12.78% |
Max Drawdown (10Y)Largest decline over 10 years | -37.29% | -43.68% | +6.39% |
Current DrawdownCurrent decline from peak | -4.39% | -10.57% | +6.18% |
Average DrawdownAverage peak-to-trough decline | -7.40% | -27.50% | +20.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.38% | 3.80% | -1.42% |
Volatility
DTD vs. AOD - Volatility Comparison
The current volatility for WisdomTree U.S. Total Dividend Fund (DTD) is 3.88%, while Abrdn Total Dynamic Dividend Fund (AOD) has a volatility of 9.57%. This indicates that DTD experiences smaller price fluctuations and is considered to be less risky than AOD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DTD | AOD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.88% | 9.57% | -5.69% |
Volatility (6M)Calculated over the trailing 6-month period | 7.26% | 13.20% | -5.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.35% | 19.90% | -5.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.62% | 16.55% | -2.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.21% | 18.51% | -2.30% |