AOD vs IG

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Quick Verdict

IG offers more diversification with 231 holdings.

Side-by-Side Comparison

MetricAODIG
Fund FamilyABERDEEN TOTAL DYNAMIC DIVIDEND FUNDPrincipal Funds
Expense Ratio-0.19%
AUM$1.0B$166M
Dividend Yield-4.97%
Holdings Count-231
Inception Date-2018-04-18
Investment Style-Long Term Mid Quality
1-Month Return-+0.38%
YTD Return-+0.43%
1-Year Return-+7.39%
3-Year Return-+4.29%
5-Year Return--0.34%
10-Year Return--
Buy Score-70
Momentum Score-35
Value Score-58

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 IG?

Expense ratio data is not currently available.

Do AOD and IG hold the same stocks?

AOD and IG 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 IG?

Historical return data is not currently available for comparison.