AOD vs ARKG

Quick Verdict

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

Lower Fees: ARKGHigher Returns: ARKGMore Diversified: AOD

Side-by-Side Comparison

MetricAODARKGWinner
Expense Ratio1.16%0.75%
AUM$1.0B$1.6B
Dividend Yield11.72%0.00%
Holdings8633
YTD Return+18.70%+52.67%
1Y Return+33.40%+90.55%
3Y Return (annualized)+23.21%+11.88%
5Y Return (annualized)+11.26%-11.71%
Volatility (annualized)21.9%36.4%
Max Drawdown-88.1%-83.6%
Fund FamilyAberdeenArk Invest
CategoryEquityEquity
InceptionJan 26, 2007Oct 31, 2014

AOD vs ARKG Performance

Abrdn Total Dynamic Dividend Fund (AOD) is a ETF from Aberdeen and ARK Genomic Revolution ETF (ARKG) is a ETF from Ark Invest. Over the past year AOD returned +33.40% while ARKG returned +90.55%. Year to date, AOD is up 18.70% versus a gain of 52.67% for ARKG.

Over three years, AOD compounded at +23.21% per year against +11.88% for ARKG; over five years the annualized figures are +11.26% and -11.71% respectively. Across the full 12-year window we track, ARKG has the edge at +7.96% annualized vs -4.02%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

ARKG has been the more volatile fund, with annualized monthly volatility of 36.4% 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 -88.1% for AOD and -83.6% for ARKG. 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 0.58. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AOD charges 1.16% per year while ARKG charges 0.75%. On a $10,000 position that is $116 vs $75 annually, a gap of $41 per year that compounds over a long holding period. On income, AOD currently yields 11.72% against 0.00% for ARKG.

Holdings Overlap

0.0%overlap

AOD and ARKG share 0 holdings out of 116 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, AOD or ARKG?

AOD has an expense ratio of 1.16% while ARKG charges 0.75%. ARKG is the cheaper option. On a $10,000 investment, that is $41 per year of difference.

Which performed better, AOD or ARKG?

Over the past year AOD returned +33.40% vs +90.55% for ARKG, so ARKG leads on 1-year performance. Over the longest common window we track (12 years), AOD annualized -4.02% vs +7.96% for ARKG. Past performance does not guarantee future results.

Which is riskier, AOD or ARKG?

ARKG has been the more volatile fund at 36.4% annualized versus 21.9% for AOD. Worst drawdown: AOD -88.1% vs ARKG -83.6%.

Should I hold both AOD and ARKG?

AOD and ARKG have a monthly-return correlation of 0.58, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AOD and ARKG?

AOD and ARKG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 116 unique securities.

Which pays a higher dividend, AOD or ARKG?

AOD yields 11.72% while ARKG yields 0.00%, so AOD currently pays the higher dividend yield.

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