AOD vs SAWS
Abrdn Total Dynamic Dividend Fund vs AAM Sawgrass US Small Cap Quality Growth ETF
Quick Verdict
SAWS has a lower expense ratio. AOD delivered stronger 1-year returns. AOD offers more diversification with 85 holdings.
Side-by-Side Comparison
| Metric | AOD | SAWS | Winner |
|---|---|---|---|
| Expense Ratio | 1.16% | 0.55% | |
| AUM | $1.0B | $8M | |
| Dividend Yield | 11.72% | 0.02% | |
| Holdings | 86 | 72 | |
| YTD Return | +19.25% | +15.39% | |
| 1Y Return | +34.02% | +22.34% | |
| 3Y Return (annualized) | +23.41% | - | |
| 5Y Return (annualized) | +11.45% | - | |
| Volatility (annualized) | 21.9% | 18.4% | |
| Max Drawdown | -88.1% | -22.0% | |
| Fund Family | Aberdeen | Advisors Asset Management, Inc. | |
| Category | Equity | Equity | |
| Inception | Jan 26, 2007 | Jul 30, 2024 |
AOD vs SAWS Performance
Abrdn Total Dynamic Dividend Fund (AOD) is a ETF from Aberdeen and AAM Sawgrass US Small Cap Quality Growth ETF (SAWS) is a ETF from Advisors Asset Management, Inc.. Over the past year AOD returned +34.02% while SAWS returned +22.34%. Year to date, AOD is up 19.25% versus a gain of 15.39% for SAWS.
Risk: Volatility and Drawdowns
AOD has been the more volatile fund, with annualized monthly volatility of 21.9% compared with 18.4% for SAWS. 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 -22.0% for SAWS. 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 0.51. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
AOD charges 1.16% per year while SAWS charges 0.55%. On a $10,000 position that is $116 vs $55 annually, a gap of $61 per year that compounds over a long holding period. On income, AOD currently yields 11.72% against 0.02% for SAWS.
Holdings Overlap
AOD and SAWS share 0 holdings out of 156 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 SAWS?
AOD has an expense ratio of 1.16% while SAWS charges 0.55%. SAWS is the cheaper option. On a $10,000 investment, that is $61 per year of difference.
Which performed better, AOD or SAWS?
Over the past year AOD returned +34.02% vs +22.34% for SAWS, so AOD leads on 1-year performance. Over the longest common window we track (2 years), AOD annualized -4.00% vs +13.13% for SAWS. Past performance does not guarantee future results.
Which is riskier, AOD or SAWS?
AOD has been the more volatile fund at 21.9% annualized versus 18.4% for SAWS. Worst drawdown: AOD -88.1% vs SAWS -22.0%.
Should I hold both AOD and SAWS?
AOD and SAWS have a monthly-return correlation of 0.51, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between AOD and SAWS?
AOD and SAWS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 156 unique securities.
Which pays a higher dividend, AOD or SAWS?
AOD yields 11.72% while SAWS yields 0.02%, so AOD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.