AOD vs PHDG
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AOD vs PHDG
ABERDEEN TOTAL DYNAMIC DIVIDEND FUND vs Invesco S&P 500 Downside Hedged ETF
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Quick Verdict
PHDG offers more diversification with 513 holdings.
Side-by-Side Comparison
| Metric | AOD | PHDG |
|---|---|---|
| Fund Family | ABERDEEN TOTAL DYNAMIC DIVIDEND FUND | Invesco (US) |
| Expense Ratio | - | 0.39% |
| AUM | $1.0B | $65M |
| Dividend Yield | - | 2.06% |
| Holdings Count | - | 513 |
| Inception Date | - | 2012-12-05 |
| Investment Style | - | All Cap Blend |
| 1-Month Return | - | +0.30% |
| YTD Return | - | +1.71% |
| 1-Year Return | - | +3.17% |
| 3-Year Return | - | +7.51% |
| 5-Year Return | - | +4.00% |
| 10-Year Return | - | +6.36% |
| Buy Score | - | 71 |
| Momentum Score | - | 41 |
| Value Score | - | 57 |
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 PHDG?
Expense ratio data is not currently available.
Do AOD and PHDG hold the same stocks?
AOD and PHDG 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 PHDG?
Historical return data is not currently available for comparison.