AOD vs INCE

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Quick Verdict

AOD offers more diversification with 87 holdings.

Side-by-Side Comparison

MetricAODINCE
Fund FamilyABERDEEN TOTAL DYNAMIC DIVIDEND FUNDFranklin Templeton Investments (US)
Expense Ratio-0.29%
AUM$1.0B$108M
Dividend Yield-4.95%
Holdings Count-81
Inception Date-2016-09-20
Investment Style-Large Cap Value
1-Month Return-+4.05%
YTD Return-+9.87%
1-Year Return-+21.86%
3-Year Return-+17.31%
5-Year Return-+13.21%
10-Year Return--
Buy Score-78
Momentum Score-88
Value Score-59

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 INCE?

Expense ratio data is not currently available.

Do AOD and INCE hold the same stocks?

AOD and INCE 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 INCE?

Historical return data is not currently available for comparison.