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AGD vs SPY

Comparison between abrdn Global Dynamic Dividend Fund (AGD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed AGD, delivering a return of +13.3% compared to +10.3%

AGD vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AGD
$317M
Winner
SPY
$735B
Expense Ratio
AGD
N/A
SPY
0.09%
Max Drawdown
AGD
88.29%
Winner
SPY
56.47%
Sharpe Ratio
AGD
1.24
Winner
SPY
1.62
5Y Beta
Winner
AGD
0.70
SPY
1.00
P/E Ratio
AGD
N/A
SPY
28.99
Forward P/E
AGD
N/A
SPY
22.37
5Y Dividends CAGR
Winner
AGD
13.82%
SPY
5.43%
5Y EPS CAGR
AGD
N/A
SPY
26.05%
Debt to Equity
AGD
N/A
SPY
32.40%
P/S Ratio
AGD
N/A
SPY
3.74
P/B Ratio
AGD
N/A
SPY
5.61

AGD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
AGD
+0.96%
Winner
SPY
+1.90%
3M
AGD
+6.45%
Winner
SPY
+8.55%
6M
Winner
AGD
+17.55%
SPY
+8.18%
1Y
Winner
AGD
+35.74%
SPY
+25.79%
5Y(CAGR)
AGD
+10.33%
Winner
SPY
+13.32%
10Y(CAGR)
AGD
+13.12%
Winner
SPY
+15.19%
Max(CAGR)
AGD
+4.67%
Winner
SPY
+8.47%

AGD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAGDSPY
2026+12.25%+8.26%
2025+33.99%+18.00%
2024+16.99%+25.59%
2023+7.01%+26.72%
2022-15.93%-18.64%
2021+25.32%+30.52%
2020+9.35%+17.28%
2019+31.56%+31.09%
2018-15.45%-5.24%
2017+29.62%+20.78%
2016+10.30%+13.59%
2015-2.57%+1.31%
2014+5.57%+14.56%
2013+2.55%+29.00%
2012+13.73%+14.17%
2011-22.93%+0.85%
2010-17.13%+13.14%
2009+56.50%+22.67%
2008-61.97%-36.25%
2007+10.39%+5.32%
2006+19.64%+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

AGD vs SPY Drawdown Comparison

The maximum drawdown for AGD was -76.23%, occurring on Mar 9, 2009. Recovery took 3450 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current AGD drawdown is -3.18%. The current SPY drawdown is -2.90%.

RankAGDSPY
#1-76.23%
Jul 19, 2007 - Apr 1, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-28.14%
Jan 14, 2022 - Jul 12, 2024		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-20.25%
Oct 7, 2025 - Mar 30, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-14.97%
Feb 19, 2025 - May 2, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-7.71%
Feb 6, 2007 - Mar 30, 2007		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-7.28%
Sep 3, 2021 - Nov 16, 2021		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.77%
Jul 16, 2024 - Aug 14, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.50%
Sep 30, 2024 - Jan 21, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-5.84%
May 4, 2007 - Jul 3, 2007		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.41%
Nov 16, 2021 - Jan 12, 2022		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.98%
Dec 28, 2006 - Jan 30, 2007		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-4.49%
Jun 9, 2021 - Aug 9, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.85%
Aug 23, 2006 - Oct 17, 2006		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.49%
Jul 25, 2025 - Aug 12, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.01%
Aug 30, 2024 - Sep 19, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AGD and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

AGD vs SPY dividend yield comparison.

YearAGDSPY
20264.83%0.24%
202511.41%1.07%
202410.46%1.21%
20238.35%1.40%
20228.25%1.65%
20216.45%1.20%
20207.47%1.52%
20197.50%1.75%
20189.17%2.04%
20177.22%1.80%
20168.89%2.03%
20158.77%2.06%
20147.80%1.87%
20137.65%1.81%
201214.36%2.18%
201113.93%2.05%
201015.88%1.80%
200914.84%1.95%
200828.85%3.02%
200716.02%1.85%
20063.81%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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