IGD vs. AOD
IGD (Voya Global Equity Dividend and Premium Opportunity Fund) is Global Equity Income fund managed by Voya, while AOD (Abrdn Total Dynamic Dividend Fund) is a stock. Over the past 10 years, IGD returned 9.57%/yr vs 13.23%/yr for AOD. Their 0.63 correlation means they have sometimes moved together and sometimes differently. IGD charges 0.01%/yr vs 1.19%/yr for AOD.
Performance
IGD vs. AOD - Performance Comparison
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Returns By Period
In the year-to-date period, IGD achieves a 20.40% return, which is significantly higher than AOD's 16.10% return. Over the past 10 years, IGD has underperformed AOD with an annualized return of 9.57%, while AOD has yielded a comparatively higher 13.23% annualized return.
IGD
- 1D
- 1.08%
- 1M
- 6.33%
- 6M
- 18.95%
- YTD
- 20.40%
- 1Y
- 27.21%
- 3Y*
- 20.70%
- 5Y*
- 12.41%
- 10Y*
- 9.57%
- ALL TIME*
- 5.71%
AOD
- 1D
- 1.25%
- 1M
- 3.00%
- 6M
- 12.53%
- YTD
- 16.10%
- 1Y
- 35.63%
- 3Y*
- 21.36%
- 5Y*
- 11.14%
- 10Y*
- 13.23%
- ALL TIME*
- 4.26%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $5.05M | $4.18M | $4.23M | |
| $1.52M | $1.72M | $1.88M |
IGD vs. AOD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IGD Voya Global Equity Dividend and Premium Opportunity Fund | 20.40% | 18.22% | 22.44% | 1.00% | -5.01% | 29.11% | -7.25% | 16.91% | -16.19% | 25.85% |
AOD Abrdn Total Dynamic Dividend Fund | 16.10% | 32.14% | 16.03% | 12.65% | -17.15% | 23.80% | 8.12% | 34.83% | -17.63% | 35.37% |
Correlation
The correlation between IGD and AOD is 0.52, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.52 |
Correlation (3Y) Balances recent behavior with more history. | 0.54 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.62 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.63 |
Correlation (All Time) Calculated using the full available price history since Jan 26, 2007 | 0.63 |
The correlation between IGD and AOD shifts across timeframes, from 0.52 (1 year) to 0.63 (10 years), reflecting how their relationship changes across market environments.
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Return for Risk
IGD vs. AOD — Risk / Return Rank
IGD
AOD
IGD vs. AOD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Global Equity Dividend and Premium Opportunity Fund (IGD) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IGD | AOD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.15 | ||
| Sortino ratioReturn per unit of downside risk | +0.22 | ||
| Omega ratioGain probability vs. loss probability | 1.38 | 1.38 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 4.34 | 2.02 | +2.32 |
| Martin ratioReturn relative to average drawdown | 14.70 | 8.67 | +6.03 |
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Drawdowns
IGD vs. AOD - Drawdown Comparison
The maximum IGD drawdown since its inception was -59.29%, smaller than the maximum AOD drawdown of -72.26%. Use the drawdown chart below to compare losses from any high point for IGD and AOD.
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Drawdown Indicators
| IGD | AOD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.29% | -72.26% | +12.97% |
Max Drawdown (1Y)Largest decline over 1 year | -6.20% | -16.71% | +10.51% |
Max Drawdown (3Y)Largest decline over 3 years | -11.01% | -16.71% | +5.70% |
Max Drawdown (5Y)Largest decline over 5 years | -15.81% | -28.92% | +13.11% |
Max Drawdown (10Y)Largest decline over 10 years | -41.03% | -43.68% | +2.65% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -9.82% | -27.08% | +17.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 3.89% | -2.06% |
Volatility
IGD vs. AOD - Volatility Comparison
The current volatility for Voya Global Equity Dividend and Premium Opportunity Fund (IGD) is 3.31%, while Abrdn Total Dynamic Dividend Fund (AOD) has a volatility of 4.17%. This indicates that IGD 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
| IGD | AOD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.31% | 4.17% | -0.86% |
Volatility (6M)Calculated over the trailing 6-month period | 9.87% | 13.87% | -4.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.07% | 16.25% | -4.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.59% | 16.81% | -2.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.49% | 18.52% | -2.03% |
IGD vs. AOD - Expense Ratio Comparison
IGD has a 0.02% expense ratio, which is lower than AOD's 1.19% expense ratio.
Dividends
IGD vs. AOD - Dividend Comparison
IGD's dividend yield for the trailing twelve months is around 9.92%, less than AOD's 11.67% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AOD Abrdn Total Dynamic Dividend Fund | 11.67% | 12.00% | 10.73% | 8.56% | 8.85% | 6.75% | 7.80% | 7.71% | 9.57% | 7.29% | 9.10% | 8.93% |
IGD Voya Global Equity Dividend and Premium Opportunity Fund | 9.16% | 11.36% | 11.44% | 9.66% | 8.87% | 7.73% | 9.20% | 10.47% | 12.49% | 9.45% | 13.23% | 13.03% |
Frequently Asked Questions
IGD and AOD have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AOD has higher volatility (4.17%) compared to IGD (3.31%). In terms of maximum drawdown, IGD dropped -59.29% vs AOD's -72.26%.
IGD currently has the higher Sharpe Ratio (2.23 vs 2.08), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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