AOD vs HUSV
Abrdn Total Dynamic Dividend Fund vs First Trust Horizon Managed Volatility Domestic ETF
Quick Verdict
HUSV has a lower expense ratio. AOD delivered stronger 1-year returns. HUSV offers more diversification with 101 holdings.
Side-by-Side Comparison
| Metric | AOD | HUSV | Winner |
|---|---|---|---|
| Expense Ratio | 1.16% | 0.70% | |
| AUM | $1.0B | $74M | |
| Dividend Yield | 11.72% | 1.37% | |
| Holdings | 86 | 101 | |
| YTD Return | +18.03% | +8.58% | |
| 1Y Return | +34.72% | +5.89% | |
| 3Y Return (annualized) | +22.88% | +9.95% | |
| 5Y Return (annualized) | +11.28% | +6.22% | |
| Volatility (annualized) | 21.9% | 13.2% | |
| Max Drawdown | -88.1% | -35.7% | |
| Fund Family | Aberdeen | First Trust Portfolios (US) | |
| Category | Equity | Equity | |
| Inception | Jan 26, 2007 | Aug 24, 2016 |
AOD vs HUSV Performance
Abrdn Total Dynamic Dividend Fund (AOD) is a ETF from Aberdeen and First Trust Horizon Managed Volatility Domestic ETF (HUSV) is a ETF from First Trust Portfolios (US). Over the past year AOD returned +34.72% while HUSV returned +5.89%. Year to date, AOD is up 18.03% versus a gain of 8.58% for HUSV.
Over three years, AOD compounded at +22.88% per year against +9.95% for HUSV; over five years the annualized figures are +11.28% and +6.22% respectively. Across the full 10-year window we track, HUSV has the edge at +8.52% annualized vs -4.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AOD has been the more volatile fund, with annualized monthly volatility of 21.9% compared with 13.2% for HUSV. 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 -35.7% for HUSV. 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AOD charges 1.16% per year while HUSV charges 0.70%. On a $10,000 position that is $116 vs $70 annually, a gap of $46 per year that compounds over a long holding period. On income, AOD currently yields 11.72% against 1.37% for HUSV.
Holdings Overlap
AOD and HUSV share 15 holdings out of 171 unique holdings combined, representing a 16.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, AOD or HUSV?
AOD has an expense ratio of 1.16% while HUSV charges 0.70%. HUSV is the cheaper option. On a $10,000 investment, that is $46 per year of difference.
Which performed better, AOD or HUSV?
Over the past year AOD returned +34.72% vs +5.89% for HUSV, so AOD leads on 1-year performance. Over the longest common window we track (10 years), AOD annualized -4.05% vs +8.52% for HUSV. Past performance does not guarantee future results.
Which is riskier, AOD or HUSV?
AOD has been the more volatile fund at 21.9% annualized versus 13.2% for HUSV. Worst drawdown: AOD -88.1% vs HUSV -35.7%.
Should I hold both AOD and HUSV?
AOD and HUSV have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AOD and HUSV?
AOD and HUSV share 15 common holdings with a 16.6% weight overlap. Combined, they hold 171 unique securities.
Which pays a higher dividend, AOD or HUSV?
AOD yields 11.72% while HUSV yields 1.37%, so AOD currently pays the higher dividend yield.
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