AOD vs SPGM

Quick Verdict

SPGM has a lower expense ratio. AOD delivered stronger 1-year returns. SPGM offers more diversification with 2846 holdings.

Lower Fees: SPGMHigher Returns: AODMore Diversified: SPGM

Side-by-Side Comparison

MetricAODSPGMWinner
Expense Ratio1.16%0.09%
AUM$1.0B$1.7B
Dividend Yield11.72%1.80%
Holdings862,985
YTD Return+18.70%+14.47%
1Y Return+33.40%+26.32%
3Y Return (annualized)+23.21%+21.02%
5Y Return (annualized)+11.26%+11.49%
Volatility (annualized)21.9%13.6%
Max Drawdown-88.1%-34.0%
Fund FamilyAberdeenSPDR State Street Global Advisors
CategoryEquityEquity
InceptionJan 26, 2007Feb 27, 2012

AOD vs SPGM Performance

Abrdn Total Dynamic Dividend Fund (AOD) is a ETF from Aberdeen and State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) is a ETF from SPDR State Street Global Advisors. Over the past year AOD returned +33.40% while SPGM returned +26.32%. Year to date, AOD is up 18.70% versus a gain of 14.47% for SPGM.

Over three years, AOD compounded at +23.21% per year against +21.02% for SPGM; over five years the annualized figures are +11.26% and +11.49% respectively. Across the full 15-year window we track, SPGM has the edge at +9.89% annualized vs -4.02%. 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 13.6% for SPGM. 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 -34.0% for SPGM. 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 0.92. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

AOD charges 1.16% per year while SPGM charges 0.09%. On a $10,000 position that is $116 vs $9 annually, a gap of $107 per year that compounds over a long holding period. On income, AOD currently yields 11.72% against 1.80% for SPGM.

Holdings Overlap

19.1%overlap

AOD and SPGM share 58 holdings out of 2873 unique holdings combined, representing a 19.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AODWeight in SPGMDifference
AAPL3.11%3.67%0.56%
MSFT3.03%2.59%0.44%
GOOG3.61%1.49%2.12%
AVGOProProPro
JPM:USProProPro
ASML:ASProProPro
0700:KYProProPro
CSCOProProPro
AZN:LNProProPro
INGA:ASProProPro
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Frequently Asked Questions

Which is cheaper, AOD or SPGM?

AOD has an expense ratio of 1.16% while SPGM charges 0.09%. SPGM is the cheaper option. On a $10,000 investment, that is $107 per year of difference.

Which performed better, AOD or SPGM?

Over the past year AOD returned +33.40% vs +26.32% for SPGM, so AOD leads on 1-year performance. Over the longest common window we track (15 years), AOD annualized -4.02% vs +9.89% for SPGM. Past performance does not guarantee future results.

Which is riskier, AOD or SPGM?

AOD has been the more volatile fund at 21.9% annualized versus 13.6% for SPGM. Worst drawdown: AOD -88.1% vs SPGM -34.0%.

Should I hold both AOD and SPGM?

AOD and SPGM have a monthly-return correlation of 0.92, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between AOD and SPGM?

AOD and SPGM share 58 common holdings with a 19.1% weight overlap. Combined, they hold 2873 unique securities.

Which pays a higher dividend, AOD or SPGM?

AOD yields 11.72% while SPGM yields 1.80%, so AOD currently pays the higher dividend yield.

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