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AOD vs BKGI

Comparison between abrdn Total Dynamic Dividend Fund (AOD, ETF) and BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF (BKGI, ETF).

AOD vs BKGI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AOD
$1.10B
BKGI
$1.10B
Expense Ratio
AOD
N/A
BKGI
0.55%
Max Drawdown
AOD
88.11%
Winner
BKGI
17.39%
Sharpe Ratio
Winner
AOD
1.75
BKGI
1.61
5Y Beta
AOD
0.82
Winner
BKGI
0.37
5Y Dividends CAGR
AOD
13.33%
BKGI
N/A

AOD vs BKGI - Historical Returns

Returns include dividend reinvestment.

1M
AOD
+0.19%
Winner
BKGI
+0.20%
3M
Winner
AOD
+12.24%
BKGI
+3.82%
6M
AOD
+13.70%
Winner
BKGI
+15.45%
1Y
Winner
AOD
+35.47%
BKGI
+22.56%
5Y(CAGR)
AOD
+10.41%
BKGI
N/A
10Y(CAGR)
AOD
+13.24%
BKGI
N/A
Max(CAGR)
AOD
+4.01%
Winner
BKGI
+22.90%

AOD vs BKGI - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearAODBKGI
2026+12.43%+12.76%
2025+31.46%+36.56%
2024+17.44%+12.01%
2023+11.93%+10.12%
2022-18.51%+8.55%
2021+26.10%N/A
2020+7.68%N/A
2019+32.80%N/A
2018-17.09%N/A
2017+33.42%N/A
2016+9.35%N/A
2015-3.37%N/A
2014+9.88%N/A
2013+10.63%N/A
2012+5.49%N/A
2011-17.56%N/A
2010-23.41%N/A
2009+59.30%N/A
2008-57.47%N/A
2007-6.38%N/A

AOD vs BKGI Drawdown Comparison

The maximum drawdown for AOD was -72.10%, occurring on Mar 9, 2009. Recovery took 3420 trading sessions.

The maximum drawdown for BKGI was -14.77%, occurring on Oct 3, 2023. Recovery took 223 trading sessions.

The current AOD drawdown is -2.45%. The current BKGI drawdown is -1.35%.

RankAODBKGI
#1-72.10%
Jun 1, 2007 - Dec 30, 2020
-14.77%
May 8, 2023 - Mar 27, 2024
#2-28.90%
Jan 12, 2022 - Jul 3, 2024
-10.35%
Apr 3, 2025 - Apr 22, 2025
#3-16.71%
Feb 26, 2026 - May 8, 2026
-8.06%
Oct 16, 2024 - Feb 10, 2025
#4-14.30%
Feb 18, 2025 - May 16, 2025
-7.54%
Feb 2, 2023 - Apr 11, 2023
#5-7.29%
Jul 16, 2024 - Aug 12, 2024
-6.97%
May 20, 2024 - Aug 14, 2024
#6-6.74%
Sep 2, 2021 - Dec 27, 2021
-6.16%
Feb 26, 2026 - May 20, 2026
#7-6.03%
Sep 30, 2024 - Feb 5, 2025
-5.33%
Mar 28, 2024 - May 3, 2024
#8-5.36%
Jun 2, 2026 - Jun 10, 2026
-5.27%
Dec 2, 2022 - Jan 10, 2023
#9-4.76%
Oct 24, 2025 - Nov 28, 2025
-4.41%
Aug 22, 2025 - Oct 15, 2025
#10-4.52%
May 11, 2007 - Jun 1, 2007
-3.33%
May 21, 2026 - Jun 1, 2026
#11-4.26%
Feb 1, 2007 - Mar 29, 2007
-2.63%
Nov 28, 2025 - Jan 2, 2026
#12-3.70%
May 7, 2021 - May 18, 2021
-2.30%
Apr 13, 2023 - Apr 28, 2023
#13-3.43%
Feb 16, 2021 - Mar 15, 2021
-2.10%
Nov 12, 2025 - Nov 26, 2025
#14-3.37%
Jun 10, 2021 - Jul 14, 2021
-2.08%
Sep 27, 2024 - Oct 16, 2024
#15-2.98%
Jul 25, 2025 - Aug 8, 2025
-2.07%
Jun 30, 2025 - Jul 22, 2025

Correlation

Correlation between AOD and BKGI is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2007 - 2026)

AOD vs BKGI dividend yield comparison.

YearAODBKGI
20264.92%0.46%
202512.00%2.65%
202410.73%4.55%
20238.56%4.55%
20228.85%0.53%
20216.75%0.00%
20207.80%0.00%
20197.71%0.00%
20189.57%0.00%
20177.29%0.00%
20169.10%0.00%
20158.93%0.00%
20147.99%0.00%
20138.40%0.00%
201216.38%0.00%
201115.07%0.00%
201017.91%0.00%
200917.58%0.00%
200834.95%0.00%
200713.78%0.00%

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