AOD vs KF

Quick Verdict

KF delivered stronger 1-year returns. AOD offers more diversification with 85 holdings.

Lower Fees: TiedHigher Returns: KFMore Diversified: AOD

Side-by-Side Comparison

MetricAODKFWinner
Expense Ratio1.16%-
AUM$1.0B$285M
Dividend Yield11.72%1.57%
Holdings8652
YTD Return+18.03%+55.19%
1Y Return+34.72%+121.76%
3Y Return (annualized)+22.88%+40.09%
5Y Return (annualized)+11.28%+15.19%
Volatility (annualized)21.9%43.4%
Max Drawdown-88.1%-77.0%
Fund FamilyAberdeenThe Korea Fund, Inc. (KF)
CategoryEquityEquity
InceptionJan 26, 2007Aug 29, 1984

AOD vs KF Performance

Abrdn Total Dynamic Dividend Fund (AOD) is a ETF from Aberdeen and The Korea Fund, Inc. (KF) is a ETF from The Korea Fund, Inc. (KF). Over the past year AOD returned +34.72% while KF returned +121.76%. Year to date, AOD is up 18.03% versus a gain of 55.19% for KF.

Over three years, AOD compounded at +22.88% per year against +40.09% for KF; over five years the annualized figures are +11.28% and +15.19% respectively. Across the full 20-year window we track, KF has the edge at +16.27% annualized vs -4.05%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

KF has been the more volatile fund, with annualized monthly volatility of 43.4% 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 -77.0% for KF. 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.

Holdings Overlap

2.6%overlap

AOD and KF share 1 holdings out of 133 unique holdings combined, representing a 2.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AODWeight in KFDifference
005935:KR2.58%3.05%0.47%

Frequently Asked Questions

Which performed better, AOD or KF?

Over the past year AOD returned +34.72% vs +121.76% for KF, so KF leads on 1-year performance. Over the longest common window we track (20 years), AOD annualized -4.05% vs +16.27% for KF. Past performance does not guarantee future results.

Which is riskier, AOD or KF?

KF has been the more volatile fund at 43.4% annualized versus 21.9% for AOD. Worst drawdown: AOD -88.1% vs KF -77.0%.

Should I hold both AOD and KF?

AOD and KF 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 AOD and KF?

AOD and KF share 1 common holdings with a 2.6% weight overlap. Combined, they hold 133 unique securities.

Which pays a higher dividend, AOD or KF?

AOD yields 11.72% while KF yields 1.57%, so AOD currently pays the higher dividend yield.

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