AOD vs CGW

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Quick Verdict

AOD offers more diversification with 87 holdings.

Side-by-Side Comparison

MetricAODCGW
Fund FamilyABERDEEN TOTAL DYNAMIC DIVIDEND FUNDInvesco (US)
Expense Ratio-0.59%
AUM$1.0B$1.0B
Dividend Yield-1.45%
Holdings Count-77
Inception Date-2007-05-14
Investment Style-Mid Cap Blend
1-Month Return-+4.39%
YTD Return-+7.98%
1-Year Return-+23.15%
3-Year Return-+12.85%
5-Year Return-+8.95%
10-Year Return-+11.62%
Buy Score-81
Momentum Score-83
Value Score-52

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 CGW?

Expense ratio data is not currently available.

Do AOD and CGW hold the same stocks?

AOD and CGW 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 CGW?

Historical return data is not currently available for comparison.