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FXO vs AOD

Comparison between FIRST TRUST FINANCIALS ALPHADEX FUND (FXO, ETF) and abrdn Total Dynamic Dividend Fund (AOD, ETF).

5-Year PerformanceAOD has outperformed FXO, delivering a return of +10.7% compared to +9.3%

FXO vs AOD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
FXO
$1B
Winner
AOD
$1.10B
Expense Ratio
FXO
0.60%
AOD
N/A
Max Drawdown
Winner
FXO
72.24%
AOD
88.11%
Sharpe Ratio
FXO
0.80
Winner
AOD
1.75
5Y Beta
FXO
0.90
Winner
AOD
0.82
P/E Ratio
FXO
10.61
AOD
N/A
Forward P/E
FXO
9.83
AOD
N/A
5Y Dividends CAGR
FXO
7.96%
Winner
AOD
13.33%
5Y EPS CAGR
FXO
14.04%
AOD
N/A
Debt to Equity
FXO
53.18%
AOD
N/A
P/S Ratio
FXO
1.67
AOD
N/A
P/B Ratio
FXO
1.37
AOD
N/A

FXO vs AOD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FXO
+5.67%
AOD
+1.45%
3M
FXO
+11.09%
Winner
AOD
+11.58%
6M
FXO
+2.62%
Winner
AOD
+15.17%
1Y
FXO
+17.13%
Winner
AOD
+36.05%
5Y(CAGR)
FXO
+9.26%
Winner
AOD
+10.67%
10Y(CAGR)
FXO
+12.99%
Winner
AOD
+13.39%
Max(CAGR)
Winner
FXO
+8.19%
AOD
+4.05%

FXO vs AOD - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearFXOAOD
2026+2.47%+13.30%
2025+13.88%+31.46%
2024+27.24%+17.44%
2023+9.08%+11.93%
2022-9.62%-18.51%
2021+39.47%+26.10%
2020+5.64%+7.68%
2019+26.07%+32.80%
2018-11.40%-17.09%
2017+17.18%+33.42%
2016+20.31%+9.35%
2015+1.29%-3.37%
2014+9.86%+9.88%
2013+36.94%+10.63%
2012+19.02%+5.49%
2011-8.70%-17.56%
2010+18.07%-23.41%
2009+30.70%+59.30%
2008-37.89%-57.47%
2007-20.20%-6.38%

FXO vs AOD Drawdown Comparison

The maximum drawdown for FXO was -71.30%, occurring on Mar 6, 2009. Recovery took 1480 trading sessions.

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

The current FXO drawdown is -0.01%. The current AOD drawdown is -1.69%.

RankFXOAOD
#1-71.30%
May 24, 2007 - Apr 11, 2013
-72.10%
Jun 1, 2007 - Dec 30, 2020
#2-48.55%
Feb 20, 2020 - Dec 4, 2020
-28.90%
Jan 12, 2022 - Jul 3, 2024
#3-28.81%
Jan 11, 2022 - Mar 20, 2024
-16.71%
Feb 26, 2026 - May 8, 2026
#4-21.48%
Sep 20, 2018 - Jul 12, 2019
-14.30%
Feb 18, 2025 - May 16, 2025
#5-21.35%
Nov 25, 2024 - Aug 13, 2025
-7.29%
Jul 16, 2024 - Aug 12, 2024
#6-19.26%
Aug 10, 2015 - Aug 5, 2016
-6.74%
Sep 2, 2021 - Dec 27, 2021
#7-11.72%
Feb 6, 2026 - Mar 27, 2026
-6.03%
Sep 30, 2024 - Feb 5, 2025
#8-9.66%
Jan 26, 2018 - Aug 20, 2018
-5.36%
Jun 2, 2026 - Jun 10, 2026
#9-9.32%
Jun 1, 2021 - Aug 25, 2021
-4.76%
Oct 24, 2025 - Nov 28, 2025
#10-9.12%
Nov 3, 2021 - Jan 11, 2022
-4.52%
May 11, 2007 - Jun 1, 2007
#11-8.14%
Jul 31, 2024 - Aug 23, 2024
-4.26%
Feb 1, 2007 - Mar 29, 2007
#12-8.13%
Jul 24, 2019 - Nov 4, 2019
-3.70%
May 7, 2021 - May 18, 2021
#13-7.51%
Mar 28, 2024 - May 15, 2024
-3.43%
Feb 16, 2021 - Mar 15, 2021
#14-7.20%
Sep 2, 2014 - Oct 31, 2014
-3.37%
Jun 10, 2021 - Jul 14, 2021
#15-7.14%
Sep 19, 2025 - Dec 10, 2025
-2.98%
Jul 25, 2025 - Aug 8, 2025

Correlation

Correlation between FXO and AOD is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2007 - 2026)

FXO vs AOD dividend yield comparison.

YearFXOAOD
20260.76%4.88%
20251.78%12.00%
20241.97%10.73%
20232.98%8.56%
20222.49%8.85%
20211.91%6.75%
20202.60%7.80%
20191.72%7.71%
20182.60%9.57%
20171.62%7.29%
20161.35%9.10%
20151.51%8.93%
20141.54%7.99%
20131.21%8.40%
20121.88%16.38%
20112.49%15.07%
20101.27%17.91%
20091.06%17.58%
20082.35%34.95%
20071.32%13.78%

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