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PEY vs AOD

Comparison between INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF (PEY, ETF) and abrdn Total Dynamic Dividend Fund (AOD, ETF).

5-Year PerformanceAOD has outperformed PEY, delivering a return of +10.5% compared to +5.9%

PEY vs AOD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PEY
$1.10B
AOD
$1.10B
Expense Ratio
PEY
0.54%
AOD
N/A
Max Drawdown
Winner
PEY
75.62%
AOD
88.11%
Sharpe Ratio
PEY
1.03
Winner
AOD
1.80
5Y Beta
Winner
PEY
0.58
AOD
0.82
P/E Ratio
PEY
34.22
AOD
N/A
Forward P/E
PEY
11.36
AOD
N/A
PEG Ratio
PEY
-0.05
AOD
N/A
5Y Dividends CAGR
PEY
7.91%
Winner
AOD
13.33%
5Y EPS CAGR
PEY
4.52%
AOD
N/A
Debt to Equity
PEY
-146.17%
AOD
N/A
P/S Ratio
PEY
0.77
AOD
N/A
P/B Ratio
PEY
1.69
AOD
N/A

PEY vs AOD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PEY
+3.18%
AOD
+0.86%
3M
PEY
+7.13%
Winner
AOD
+7.23%
6M
Winner
PEY
+14.13%
AOD
+12.39%
1Y
PEY
+18.92%
Winner
AOD
+34.86%
5Y(CAGR)
PEY
+5.92%
Winner
AOD
+10.46%
10Y(CAGR)
PEY
+8.57%
Winner
AOD
+12.84%
Max(CAGR)
Winner
PEY
+6.37%
AOD
+3.95%

PEY vs AOD - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearPEYAOD
2026+12.86%+11.02%
2025+0.97%+31.46%
2024+4.01%+17.44%
2023+6.68%+11.93%
2022+1.58%-18.51%
2021+27.32%+26.10%
2020-3.45%+7.68%
2019+24.91%+32.80%
2018-7.73%-17.09%
2017+8.39%+33.42%
2016+32.58%+9.35%
2015+3.14%-3.37%
2014+19.53%+9.88%
2013+27.30%+10.63%
2012+5.91%+5.49%
2011+7.37%-17.56%
2010+19.01%-23.41%
2009+3.14%+59.30%
2008-36.98%-57.47%
2007-15.50%-6.38%
2006+12.37%N/A
2005+2.13%N/A
2004+3.49%N/A

PEY vs AOD Drawdown Comparison

The maximum drawdown for PEY was -72.77%, occurring on Mar 9, 2009. Recovery took 1816 trading sessions.

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

The current AOD drawdown is -3.67%.

RankPEYAOD
#1-72.77%
Dec 27, 2006 - Mar 18, 2014
-72.10%
Jun 1, 2007 - Dec 30, 2020
#2-41.53%
Jan 16, 2020 - Jan 14, 2021
-28.90%
Jan 12, 2022 - Jul 3, 2024
#3-17.91%
Nov 25, 2024 - Feb 3, 2026
-16.71%
Feb 26, 2026 - May 8, 2026
#4-16.29%
Sep 13, 2018 - Mar 18, 2019
-14.30%
Feb 18, 2025 - May 16, 2025
#5-15.96%
Apr 20, 2022 - Dec 14, 2023
-7.29%
Jul 16, 2024 - Aug 12, 2024
#6-10.77%
Dec 1, 2015 - Mar 3, 2016
-6.74%
Sep 2, 2021 - Dec 27, 2021
#7-10.42%
Jan 26, 2018 - Sep 5, 2018
-6.03%
Sep 30, 2024 - Feb 5, 2025
#8-8.93%
May 10, 2021 - Dec 31, 2021
-4.76%
Oct 24, 2025 - Nov 28, 2025
#9-8.85%
Apr 23, 2015 - Oct 15, 2015
-4.52%
May 11, 2007 - Jun 1, 2007
#10-8.67%
Jan 2, 2024 - Jul 16, 2024
-4.26%
Feb 1, 2007 - Mar 29, 2007
#11-8.08%
Jul 28, 2005 - Jan 27, 2006
-3.70%
May 7, 2021 - May 18, 2021
#12-7.40%
Feb 4, 2026 - Apr 20, 2026
-3.67%
Jun 2, 2026 - Jun 5, 2026
#13-6.65%
Jul 26, 2019 - Sep 11, 2019
-3.43%
Feb 16, 2021 - Mar 15, 2021
#14-6.53%
Dec 28, 2004 - Jun 17, 2005
-3.37%
Jun 10, 2021 - Jul 14, 2021
#15-6.32%
Apr 30, 2019 - Jun 20, 2019
-2.98%
Jul 25, 2025 - Aug 8, 2025

Correlation

Correlation between PEY and AOD is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (2004 - 2026)

PEY vs AOD dividend yield comparison.

YearPEYAOD
20261.79%4.98%
20254.85%12.00%
20244.44%10.73%
20234.58%8.56%
20224.22%8.85%
20213.83%6.75%
20204.30%7.80%
20193.78%7.71%
20184.33%9.57%
20173.21%7.29%
20163.12%9.10%
20153.44%8.93%
20143.24%7.99%
20133.28%8.40%
20124.33%16.38%
20113.70%15.07%
20103.96%17.91%
20094.54%17.58%
20087.08%34.95%
20074.90%13.78%
20063.34%0.00%
20053.28%0.00%
20040.24%0.00%

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