AOD vs SFGV
Comparison between abrdn Total Dynamic Dividend Fund (AOD, ETF) and SEQUOIA GLOBAL VALUE ETF (SFGV, ETF).
AOD vs SFGV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AOD
$1.10B
SFGV
$1.10B
Expense Ratio
AOD
N/A
SFGV
0.33%
Max Drawdown
AOD
88.11%
Winner
SFGV
15.68%
Sharpe Ratio
Winner
AOD
2.22
SFGV
1.81
5Y Beta
AOD
0.82
Winner
SFGV
0.68
P/E Ratio
AOD
N/A
SFGV
21.85
Forward P/E
AOD
N/A
SFGV
15.93
5Y Dividends CAGR
AOD
13.15%
SFGV
N/A
5Y EPS CAGR
AOD
N/A
SFGV
10.53%
Debt to Equity
AOD
N/A
SFGV
-24.35%
P/S Ratio
AOD
N/A
SFGV
1.61
P/B Ratio
AOD
N/A
SFGV
3.38
AOD vs SFGV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AOD
+8.82%
SFGV
+1.83%
3M
Winner
AOD
+5.43%
SFGV
-1.30%
6M
Winner
AOD
+18.35%
SFGV
+11.23%
1Y
Winner
AOD
+41.49%
SFGV
+24.63%
5Y(CAGR)
AOD
+12.13%
SFGV
N/A
10Y(CAGR)
AOD
+13.34%
SFGV
N/A
Max(CAGR)
AOD
+4.08%
Winner
SFGV
+17.07%
AOD vs SFGV - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | AOD | SFGV |
|---|---|---|
| 2026 | +13.51% | +8.52% |
| 2025 | +31.46% | +19.10% |
| 2024 | +17.44% | +10.72% |
| 2023 | +11.93% | N/A |
| 2022 | -18.51% | N/A |
| 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 SFGV Drawdown Comparison
The maximum drawdown for AOD was -72.10%, occurring on Mar 9, 2009. Recovery took 3420 trading sessions.
The maximum drawdown for SFGV was -14.50%, occurring on Apr 8, 2025. Recovery took 161 trading sessions.
The current SFGV drawdown is -1.53%.
| Rank | AOD | SFGV |
|---|---|---|
| #1 | -72.10% Jun 1, 2007 - Dec 30, 2020 | -14.50% Oct 14, 2024 - Jun 6, 2025 |
| #2 | -28.90% Jan 12, 2022 - Jul 3, 2024 | -8.36% Feb 27, 2026 - Mar 20, 2026 |
| #3 | -16.71% Feb 26, 2026 - May 8, 2026 | -5.88% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -14.30% Feb 18, 2025 - May 16, 2025 | -4.87% Mar 28, 2024 - May 15, 2024 |
| #5 | -7.29% Jul 16, 2024 - Aug 12, 2024 | -4.00% Jul 23, 2025 - Aug 13, 2025 |
| #6 | -6.74% Sep 2, 2021 - Dec 27, 2021 | -3.79% Oct 3, 2025 - Oct 27, 2025 |
| #7 | -6.03% Sep 30, 2024 - Feb 5, 2025 | -3.63% Oct 27, 2025 - Nov 26, 2025 |
| #8 | -4.76% Oct 24, 2025 - Nov 28, 2025 | -3.46% Aug 30, 2024 - Sep 19, 2024 |
| #9 | -4.52% May 11, 2007 - Jun 1, 2007 | -3.00% May 17, 2024 - Jul 11, 2024 |
| #10 | -4.26% Feb 1, 2007 - Mar 29, 2007 | -1.91% Jul 10, 2025 - Jul 23, 2025 |
| #11 | -3.70% May 7, 2021 - May 18, 2021 | -1.76% Feb 12, 2024 - Feb 15, 2024 |
| #12 | -3.43% Feb 16, 2021 - Mar 15, 2021 | -1.51% Jun 12, 2025 - Jun 26, 2025 |
| #13 | -3.37% Jun 10, 2021 - Jul 14, 2021 | -1.39% Jan 15, 2026 - Jan 21, 2026 |
| #14 | -2.98% Jul 25, 2025 - Aug 8, 2025 | -1.28% Jan 29, 2024 - Feb 9, 2024 |
| #15 | -2.79% Oct 8, 2025 - Oct 20, 2025 | -1.24% Aug 22, 2025 - Sep 8, 2025 |
Correlation
Correlation between AOD and SFGV is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2007 - 2026)
AOD vs SFGV dividend yield comparison.
| Year | AOD | SFGV |
|---|---|---|
| 2026 | 3.88% | 0.26% |
| 2025 | 12.00% | 2.52% |
| 2024 | 10.73% | 2.23% |
| 2023 | 8.56% | 0.00% |
| 2022 | 8.85% | 0.00% |
| 2021 | 6.75% | 0.00% |
| 2020 | 7.80% | 0.00% |
| 2019 | 7.71% | 0.00% |
| 2018 | 9.57% | 0.00% |
| 2017 | 7.29% | 0.00% |
| 2016 | 9.10% | 0.00% |
| 2015 | 8.93% | 0.00% |
| 2014 | 7.99% | 0.00% |
| 2013 | 8.40% | 0.00% |
| 2012 | 16.38% | 0.00% |
| 2011 | 15.07% | 0.00% |
| 2010 | 17.91% | 0.00% |
| 2009 | 17.58% | 0.00% |
| 2008 | 34.95% | 0.00% |
| 2007 | 13.78% | 0.00% |
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