AOD vs SPY

Quick Verdict

SPY has a lower expense ratio. AOD delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: AODMore Diversified: SPY

Side-by-Side Comparison

MetricAODSPYWinner
Expense Ratio1.16%0.09%
AUM$1.0B$789.1B
Dividend Yield11.72%1.01%
Holdings86505
YTD Return+18.70%+13.39%
1Y Return+33.40%+22.52%
3Y Return (annualized)+23.21%+21.36%
5Y Return (annualized)+11.26%+13.19%
Volatility (annualized)21.9%15.3%
Max Drawdown-88.1%-56.5%
Fund FamilyAberdeenState Street Investment Management
CategoryEquityEquity
InceptionJan 26, 2007Jan 22, 1993

AOD vs SPY Performance

Abrdn Total Dynamic Dividend Fund (AOD) is a ETF from Aberdeen and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year AOD returned +33.40% while SPY returned +22.52%. Year to date, AOD is up 18.70% versus a gain of 13.39% for SPY.

Over three years, AOD compounded at +23.21% per year against +21.36% for SPY; over five years the annualized figures are +11.26% and +13.19% respectively. Across the full 20-year window we track, SPY has the edge at +8.84% 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 15.3% for SPY. 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 -56.5% for SPY. 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 SPY 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 1.01% for SPY.

Holdings Overlap

20.6%overlap

AOD and SPY share 40 holdings out of 548 unique holdings combined, representing a 20.6% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AODWeight in SPYDifference
AAPL3.11%7.09%3.98%
MSFT3.03%4.43%1.40%
GOOG3.61%2.66%0.95%
AVGOProProPro
JPM:USProProPro
CSCOProProPro
ABBVProProPro
BACProProPro
GSProProPro
LIN:IEProProPro
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Frequently Asked Questions

Which is cheaper, AOD or SPY?

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

Which performed better, AOD or SPY?

Over the past year AOD returned +33.40% vs +22.52% for SPY, so AOD leads on 1-year performance. Over the longest common window we track (20 years), AOD annualized -4.02% vs +8.84% for SPY. Past performance does not guarantee future results.

Which is riskier, AOD or SPY?

AOD has been the more volatile fund at 21.9% annualized versus 15.3% for SPY. Worst drawdown: AOD -88.1% vs SPY -56.5%.

Should I hold both AOD and SPY?

AOD and SPY 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 SPY?

AOD and SPY share 40 common holdings with a 20.6% weight overlap. Combined, they hold 548 unique securities.

Which pays a higher dividend, AOD or SPY?

AOD yields 11.72% while SPY yields 1.01%, so AOD currently pays the higher dividend yield.

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