Abrdn Total Dynamic Dividend Fund (AOD) is a ETF from Aberdeen and Franklin Income Equity Focus ETF (INCE) is a ETF from Franklin Templeton Investments (US). Over the past year AOD returned +34.72% while INCE returned +26.30%. Year to date, AOD is up 18.03% versus a gain of 15.94% for INCE.

Over three years, AOD compounded at +22.88% per year against +16.63% for INCE; over five years the annualized figures are +11.28% and +10.93% respectively. Across the full 10-year window we track, INCE has the edge at +12.53% annualized vs -4.05%. Past performance does not guarantee future results.

AOD has been the more volatile fund, with annualized monthly volatility of 21.9% compared with 13.8% for INCE. 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 -34.1% for INCE. 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 0.86. They usually move together, but the gap leaves some room for diversification.

AOD charges 1.16% per year while INCE charges 0.29%. On a $10,000 position that is $116 vs $29 annually, a gap of $87 per year that compounds over a long holding period. On income, AOD currently yields 11.72% against 4.82% for INCE.