IMCV vs AOD
Comparison between ISHARES MORNINGSTAR MID-CAP VALUE ETF (IMCV, ETF) and abrdn Total Dynamic Dividend Fund (AOD, ETF).
5-Year PerformanceAOD has outperformed IMCV, delivering a return of +10.7% compared to +9.3%
IMCV vs AOD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IMCV vs AOD - Historical Returns
Returns include dividend reinvestment.
IMCV vs AOD - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | IMCV | AOD |
|---|---|---|
| 2026 | +10.95% | +13.95% |
| 2025 | +13.71% | +31.46% |
| 2024 | +11.90% | +17.44% |
| 2023 | +12.04% | +11.93% |
| 2022 | -7.02% | -18.51% |
| 2021 | +35.83% | +26.10% |
| 2020 | -3.61% | +7.68% |
| 2019 | +24.35% | +32.80% |
| 2018 | -11.68% | -17.09% |
| 2017 | +11.51% | +33.42% |
| 2016 | +25.77% | +9.35% |
| 2015 | -2.44% | -3.37% |
| 2014 | +12.32% | +9.88% |
| 2013 | +38.47% | +10.63% |
| 2012 | +15.22% | +5.49% |
| 2011 | -3.91% | -17.56% |
| 2010 | +18.47% | -23.41% |
| 2009 | +31.62% | +59.30% |
| 2008 | -34.80% | -57.47% |
| 2007 | -6.70% | -6.38% |
| 2006 | +17.11% | N/A |
| 2005 | +12.96% | N/A |
| 2004 | +14.93% | N/A |
IMCV vs AOD Drawdown Comparison
The maximum drawdown for IMCV was -64.75%, occurring on Mar 9, 2009. Recovery took 1397 trading sessions.
The maximum drawdown for AOD was -72.10%, occurring on Mar 9, 2009. Recovery took 3420 trading sessions.
The current IMCV drawdown is -0.21%. The current AOD drawdown is -1.13%.
| Rank | IMCV | AOD |
|---|---|---|
| #1 | -64.75% Jun 4, 2007 - Dec 18, 2012 | -72.10% Jun 1, 2007 - Dec 30, 2020 |
| #2 | -46.33% Jan 17, 2020 - Jan 14, 2021 | -28.90% Jan 12, 2022 - Jul 3, 2024 |
| #3 | -19.85% Apr 20, 2022 - Dec 26, 2023 | -16.71% Feb 26, 2026 - May 8, 2026 |
| #4 | -19.61% Jan 26, 2018 - Sep 12, 2019 | -14.30% Feb 18, 2025 - May 16, 2025 |
| #5 | -18.62% Nov 29, 2024 - Aug 22, 2025 | -7.29% Jul 16, 2024 - Aug 12, 2024 |
| #6 | -16.48% May 21, 2015 - Apr 19, 2016 | -6.74% Sep 2, 2021 - Dec 27, 2021 |
| #7 | -9.36% Aug 29, 2014 - Nov 24, 2014 | -6.03% Sep 30, 2024 - Feb 5, 2025 |
| #8 | -8.13% Aug 3, 2005 - Dec 1, 2005 | -5.36% Jun 2, 2026 - Jun 10, 2026 |
| #9 | -7.88% Jun 8, 2021 - Oct 19, 2021 | -4.76% Oct 24, 2025 - Nov 28, 2025 |
| #10 | -7.59% Jun 23, 2016 - Jul 12, 2016 | -4.52% May 11, 2007 - Jun 1, 2007 |
| #11 | -7.49% May 8, 2006 - Oct 5, 2006 | -4.26% Feb 1, 2007 - Mar 29, 2007 |
| #12 | -7.40% Nov 16, 2021 - Dec 31, 2021 | -3.70% May 7, 2021 - May 18, 2021 |
| #13 | -6.91% Feb 26, 2026 - Apr 30, 2026 | -3.43% Feb 16, 2021 - Mar 15, 2021 |
| #14 | -6.79% Jan 14, 2022 - Mar 25, 2022 | -3.37% Jun 10, 2021 - Jul 14, 2021 |
| #15 | -6.35% Jan 22, 2014 - Feb 20, 2014 | -2.98% Jul 25, 2025 - Aug 8, 2025 |
Correlation
Correlation between IMCV and AOD is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2004 - 2026)
IMCV vs AOD dividend yield comparison.
| Year | IMCV | AOD |
|---|---|---|
| 2026 | 0.84% | 4.85% |
| 2025 | 2.23% | 12.00% |
| 2024 | 2.36% | 10.73% |
| 2023 | 2.30% | 8.56% |
| 2022 | 2.36% | 8.85% |
| 2021 | 1.86% | 6.75% |
| 2020 | 2.61% | 7.80% |
| 2019 | 2.45% | 7.71% |
| 2018 | 2.61% | 9.57% |
| 2017 | 1.87% | 7.29% |
| 2016 | 2.09% | 9.10% |
| 2015 | 2.29% | 8.93% |
| 2014 | 1.95% | 7.99% |
| 2013 | 1.87% | 8.40% |
| 2012 | 2.25% | 16.38% |
| 2011 | 2.26% | 15.07% |
| 2010 | 2.64% | 17.91% |
| 2009 | 2.19% | 17.58% |
| 2008 | 3.80% | 34.95% |
| 2007 | 2.55% | 13.78% |
| 2006 | 1.77% | 0.00% |
| 2005 | 2.57% | 0.00% |
| 2004 | 0.98% | 0.00% |
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