ACES vs AOD

Quick Verdict

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

Lower Fees: ACESHigher Returns: AODMore Diversified: AOD

Side-by-Side Comparison

MetricACESAODWinner
Expense Ratio0.55%1.16%
AUM$109M$1.0B
Dividend Yield1.22%11.72%
Holdings3886
YTD Return-4.16%+18.03%
1Y Return+21.72%+34.72%
3Y Return (annualized)-8.79%+22.88%
5Y Return (annualized)-13.98%+11.28%
Volatility (annualized)35.4%21.9%
Max Drawdown-79.0%-88.1%
Fund FamilyALPS AdvisorsAberdeen
CategoryEquityEquity
InceptionJun 27, 2018Jan 26, 2007

ACES vs AOD Performance

ALPS Clean Energy ETF (ACES) is a ETF from ALPS Advisors and Abrdn Total Dynamic Dividend Fund (AOD) is a ETF from Aberdeen. Over the past year ACES returned +21.72% while AOD returned +34.72%. Year to date, ACES is down 4.16% versus a gain of 18.03% for AOD.

Over three years, ACES compounded at -8.79% per year against +22.88% for AOD; over five years the annualized figures are -13.98% and +11.28% respectively. Across the full 8-year window we track, ACES has the edge at +3.76% annualized vs -4.05%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ACES has been the more volatile fund, with annualized monthly volatility of 35.4% compared with 21.9% for AOD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -79.0% for ACES and -88.1% for AOD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.53. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

ACES charges 0.55% per year while AOD charges 1.16%. On a $10,000 position that is $55 vs $116 annually, a gap of $61 per year that compounds over a long holding period. On income, ACES currently yields 1.22% against 11.72% for AOD.

Holdings Overlap

0.0%overlap

ACES and AOD share 0 holdings out of 122 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, ACES or AOD?

ACES has an expense ratio of 0.55% while AOD charges 1.16%. ACES is the cheaper option. On a $10,000 investment, that is $61 per year of difference.

Which performed better, ACES or AOD?

Over the past year ACES returned +21.72% vs +34.72% for AOD, so AOD leads on 1-year performance. Over the longest common window we track (8 years), ACES annualized +3.76% vs -4.05% for AOD. Past performance does not guarantee future results.

Which is riskier, ACES or AOD?

ACES has been the more volatile fund at 35.4% annualized versus 21.9% for AOD. Worst drawdown: ACES -79.0% vs AOD -88.1%.

Should I hold both ACES and AOD?

ACES and AOD have a monthly-return correlation of 0.53, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between ACES and AOD?

ACES and AOD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 122 unique securities.

Which pays a higher dividend, ACES or AOD?

ACES yields 1.22% while AOD yields 11.72%, so AOD currently pays the higher dividend yield.

Get Full ETF Analytics

Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.

See inside every ETF you own
$29/moCancel anytime.
Try FundXLS →