AOD vs HCOM

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Quick Verdict

HCOM has a lower expense ratio. AOD delivered stronger 1-year returns. AOD offers more diversification with 85 holdings.

Side-by-Side Comparison

MetricAODHCOM
Fund FamilyAberdeenHartford Funds
Expense Ratio1.16%0.59%
AUM$1.0B$9M
Dividend Yield11.72%10.95%
Holdings Count8655
Inception Date2007-01-262021-09-14
Investment StyleLarge Cap BlendCommodities
1-Month Return-3.16%-1.05%
YTD Return+7.32%+4.57%
1-Year Return+20.61%+2.31%
3-Year Return+14.09%-5.19%
5-Year Return+7.97%-
10-Year Return+14.37%-
Buy Score5660
Momentum Score5536
Value Score5063

Holdings Overlap

0.0%
Weight Overlap
0
Shared Holdings
85
Total Unique

Sector Allocation

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Frequently Asked Questions

Which has lower fees, AOD or HCOM?

AOD has an expense ratio of 1.16% while HCOM charges 0.59%. HCOM is the cheaper option, saving you money on management fees over time.

Do AOD and HCOM hold the same stocks?

AOD and HCOM share 0 common holdings with a 0.0% weight overlap. They hold 85 unique securities combined. The moderate overlap means holding both could provide meaningful diversification benefits.

Which performed better, AOD or HCOM?

Over the past year, AOD returned +20.61% while HCOM returned +2.31%. AOD outperformed over this period. Past performance does not guarantee future results.