AOD vs BBEM

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Quick Verdict

BBEM offers more diversification with 1130 holdings.

Side-by-Side Comparison

MetricAODBBEM
Fund FamilyABERDEEN TOTAL DYNAMIC DIVIDEND FUNDJ.P. Morgan Asset Management
Expense Ratio-0.15%
AUM$1.0B$752M
Dividend Yield-5.16%
Holdings Count-1,130
Inception Date-2023-05-10
Investment Style-Large Cap Blend
1-Month Return-+7.76%
YTD Return-+5.40%
1-Year Return-+43.15%
3-Year Return--
5-Year Return--
10-Year Return--
Buy Score-70
Momentum Score-68
Value Score--

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
87
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, AOD or BBEM?

Expense ratio data is not currently available.

Do AOD and BBEM hold the same stocks?

AOD and BBEM share 0 common holdings with a 0.0% weight overlap. They hold 87 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, AOD or BBEM?

Historical return data is not currently available for comparison.