AOD vs TLTP

Quick Verdict

TLTP has a lower expense ratio. AOD delivered stronger 1-year returns. AOD offers more diversification with 85 holdings.

Lower Fees: TLTPHigher Returns: AODMore Diversified: AOD

Side-by-Side Comparison

MetricAODTLTPWinner
Expense Ratio1.16%0.39%
AUM$1.0B$23M
Dividend Yield11.72%14.33%
Holdings865
YTD Return+18.03%-8.59%
1Y Return+34.72%-7.56%
3Y Return (annualized)+22.88%-
5Y Return (annualized)+11.28%-
Volatility (annualized)21.9%8.7%
Max Drawdown-88.1%-12.7%
Fund FamilyAberdeenAmplify ETFs
CategoryEquityAlternative
InceptionJan 26, 2007Oct 29, 2024

AOD vs TLTP Performance

Abrdn Total Dynamic Dividend Fund (AOD) is a ETF from Aberdeen and Amplify TLT US Treasury 12% Option Income ETF (TLTP) is a ETF from Amplify ETFs. Over the past year AOD returned +34.72% while TLTP returned -7.56%. Year to date, AOD is up 18.03% versus a loss of 8.59% for TLTP.

Risk: Volatility and Drawdowns

AOD has been the more volatile fund, with annualized monthly volatility of 21.9% compared with 8.7% for TLTP. 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 -12.7% for TLTP. 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 0.39. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

AOD charges 1.16% per year while TLTP charges 0.39%. On a $10,000 position that is $116 vs $39 annually, a gap of $77 per year that compounds over a long holding period. On income, AOD currently yields 11.72% against 14.33% for TLTP.

Holdings Overlap

0.0%overlap

AOD and TLTP share 0 holdings out of 88 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 TLTP?

AOD has an expense ratio of 1.16% while TLTP charges 0.39%. TLTP is the cheaper option. On a $10,000 investment, that is $77 per year of difference.

Which performed better, AOD or TLTP?

Over the past year AOD returned +34.72% vs -7.56% for TLTP, so AOD leads on 1-year performance. Over the longest common window we track (2 years), AOD annualized -4.05% vs -4.95% for TLTP. Past performance does not guarantee future results.

Which is riskier, AOD or TLTP?

AOD has been the more volatile fund at 21.9% annualized versus 8.7% for TLTP. Worst drawdown: AOD -88.1% vs TLTP -12.7%.

Should I hold both AOD and TLTP?

AOD and TLTP have a monthly-return correlation of 0.39, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between AOD and TLTP?

AOD and TLTP share 0 common holdings with a 0.0% weight overlap. Combined, they hold 88 unique securities.

Which pays a higher dividend, AOD or TLTP?

AOD yields 11.72% while TLTP yields 14.33%, so TLTP currently pays the higher dividend yield.

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