AOD vs SPY
Comparison between abrdn Total Dynamic Dividend Fund (AOD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed AOD, delivering a return of +13.3% compared to +11.5%
AOD vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AOD
$1B
Winner
SPY
$652B
Expense Ratio
AOD
N/A
SPY
0.09%
Max Drawdown
AOD
88.11%
Winner
SPY
56.47%
Sharpe Ratio
Winner
AOD
2.22
SPY
2.07
5Y Beta
Winner
AOD
0.82
SPY
1.00
P/E Ratio
AOD
N/A
SPY
28.24
Forward P/E
AOD
N/A
SPY
21.85
5Y Dividends CAGR
Winner
AOD
13.15%
SPY
5.43%
5Y EPS CAGR
AOD
N/A
SPY
25.79%
Debt to Equity
AOD
N/A
SPY
22.35%
P/S Ratio
AOD
N/A
SPY
3.55
P/B Ratio
AOD
N/A
SPY
5.29
AOD vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AOD
+9.31%
SPY
+9.11%
3M
AOD
+6.16%
Winner
SPY
+6.59%
6M
Winner
AOD
+21.63%
SPY
+10.56%
1Y
Winner
AOD
+43.19%
SPY
+32.04%
5Y(CAGR)
AOD
+11.45%
Winner
SPY
+13.35%
10Y(CAGR)
AOD
+13.29%
Winner
SPY
+15.49%
Max(CAGR)
AOD
+4.06%
Winner
SPY
+8.50%
AOD vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | AOD | SPY |
|---|---|---|
| 2026 | +12.97% | +8.27% |
| 2025 | +31.46% | +18.00% |
| 2024 | +17.44% | +25.59% |
| 2023 | +11.93% | +26.72% |
| 2022 | -18.51% | -18.64% |
| 2021 | +26.10% | +30.52% |
| 2020 | +7.68% | +17.28% |
| 2019 | +32.80% | +31.09% |
| 2018 | -17.09% | -5.24% |
| 2017 | +33.42% | +20.78% |
| 2016 | +9.35% | +13.59% |
| 2015 | -3.37% | +1.31% |
| 2014 | +9.88% | +14.56% |
| 2013 | +10.63% | +29.00% |
| 2012 | +5.49% | +14.17% |
| 2011 | -17.56% | +0.85% |
| 2010 | -23.41% | +13.14% |
| 2009 | +59.30% | +22.67% |
| 2008 | -57.47% | -36.25% |
| 2007 | -6.38% | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
AOD vs SPY Drawdown Comparison
The maximum drawdown for AOD was -72.10%, occurring on Mar 9, 2009. Recovery took 3420 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | AOD | SPY |
|---|---|---|
| #1 | -72.10% Jun 1, 2007 - Dec 30, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -28.90% Jan 12, 2022 - Jul 3, 2024 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -16.71% Feb 26, 2026 - May 8, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -14.30% Feb 18, 2025 - May 16, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -7.29% Jul 16, 2024 - Aug 12, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -6.74% Sep 2, 2021 - Dec 27, 2021 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -6.03% Sep 30, 2024 - Feb 5, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -4.76% Oct 24, 2025 - Nov 28, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -4.52% May 11, 2007 - Jun 1, 2007 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -4.26% Feb 1, 2007 - Mar 29, 2007 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -3.70% May 7, 2021 - May 18, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.43% Feb 16, 2021 - Mar 15, 2021 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -3.37% Jun 10, 2021 - Jul 14, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.98% Jul 25, 2025 - Aug 8, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.79% Oct 8, 2025 - Oct 20, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between AOD and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (1999 - 2026)
AOD vs SPY dividend yield comparison.
| Year | AOD | SPY |
|---|---|---|
| 2026 | 3.90% | 0.24% |
| 2025 | 12.00% | 1.07% |
| 2024 | 10.73% | 1.21% |
| 2023 | 8.56% | 1.40% |
| 2022 | 8.85% | 1.65% |
| 2021 | 6.75% | 1.20% |
| 2020 | 7.80% | 1.52% |
| 2019 | 7.71% | 1.75% |
| 2018 | 9.57% | 2.04% |
| 2017 | 7.29% | 1.80% |
| 2016 | 9.10% | 2.03% |
| 2015 | 8.93% | 2.06% |
| 2014 | 7.99% | 1.87% |
| 2013 | 8.40% | 1.81% |
| 2012 | 16.38% | 2.18% |
| 2011 | 15.07% | 2.05% |
| 2010 | 17.91% | 1.80% |
| 2009 | 17.58% | 1.95% |
| 2008 | 34.95% | 3.02% |
| 2007 | 13.78% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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