AOD vs IZRL

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Quick Verdict

AOD offers more diversification with 87 holdings.

Side-by-Side Comparison

MetricAODIZRL
Fund FamilyABERDEEN TOTAL DYNAMIC DIVIDEND FUNDArk Invest
Expense Ratio-0.49%
AUM$1.0B$127M
Dividend Yield-2.83%
Holdings Count-65
Inception Date-2017-12-04
Investment Style-Small Cap Growth
1-Month Return-+2.42%
YTD Return-+1.88%
1-Year Return-+27.23%
3-Year Return-+17.68%
5-Year Return--1.17%
10-Year Return--
Buy Score-68
Momentum Score-53
Value Score-70

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 IZRL?

Expense ratio data is not currently available.

Do AOD and IZRL hold the same stocks?

AOD and IZRL 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 IZRL?

Historical return data is not currently available for comparison.