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SUSB vs AOD

Comparison between ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF (SUSB, ETF) and abrdn Total Dynamic Dividend Fund (AOD, ETF).

5-Year PerformanceAOD has outperformed SUSB, delivering a return of +10.5% compared to +2.2%

SUSB vs AOD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SUSB
$1.10B
AOD
$1.10B
Expense Ratio
SUSB
0.12%
AOD
N/A
Max Drawdown
Winner
SUSB
13.25%
AOD
88.11%
Sharpe Ratio
SUSB
0.19
Winner
AOD
1.80
5Y Beta
Winner
SUSB
0.02
AOD
0.82
5Y Dividends CAGR
Winner
SUSB
22.41%
AOD
13.33%

SUSB vs AOD - Historical Returns

Returns include dividend reinvestment.

1M
SUSB
-0.06%
Winner
AOD
+0.86%
3M
SUSB
-0.17%
Winner
AOD
+7.23%
6M
SUSB
+0.80%
Winner
AOD
+12.39%
1Y
SUSB
+4.22%
Winner
AOD
+34.86%
5Y(CAGR)
SUSB
+2.15%
Winner
AOD
+10.46%
10Y(CAGR)
SUSB
+2.65%
Winner
AOD
+12.84%
Max(CAGR)
SUSB
+2.65%
Winner
AOD
+3.95%

SUSB vs AOD - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearSUSBAOD
2026+0.41%+11.02%
2025+6.80%+31.46%
2024+5.04%+17.44%
2023+5.93%+11.93%
2022-5.58%-18.51%
2021-0.68%+26.10%
2020+4.83%+7.68%
2019+7.03%+32.80%
2018+0.70%-17.09%
2017+0.28%+33.42%
2016N/A+9.35%
2015N/A-3.37%
2014N/A+9.88%
2013N/A+10.63%
2012N/A+5.49%
2011N/A-17.56%
2010N/A-23.41%
2009N/A+59.30%
2008N/A-57.47%
2007N/A-6.38%

SUSB vs AOD Drawdown Comparison

The maximum drawdown for SUSB was -13.25%, occurring on Mar 19, 2020. Recovery took 56 trading sessions.

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

The current SUSB drawdown is -0.55%. The current AOD drawdown is -3.67%.

RankSUSBAOD
#1-13.25%
Mar 5, 2020 - May 26, 2020
-72.10%
Jun 1, 2007 - Dec 30, 2020
#2-9.57%
Aug 3, 2021 - Jun 4, 2024
-28.90%
Jan 12, 2022 - Jul 3, 2024
#3-1.66%
Sep 7, 2017 - Dec 21, 2018
-16.71%
Feb 26, 2026 - May 8, 2026
#4-1.49%
Feb 27, 2026 - Mar 26, 2026
-14.30%
Feb 18, 2025 - May 16, 2025
#5-1.36%
Apr 3, 2025 - Apr 28, 2025
-7.29%
Jul 16, 2024 - Aug 12, 2024
#6-1.21%
Oct 1, 2024 - Feb 5, 2025
-6.74%
Sep 2, 2021 - Dec 27, 2021
#7-0.98%
Sep 4, 2019 - Oct 2, 2019
-6.03%
Sep 30, 2024 - Feb 5, 2025
#8-0.95%
Feb 8, 2021 - May 24, 2021
-4.76%
Oct 24, 2025 - Nov 28, 2025
#9-0.69%
Jun 5, 2020 - Jun 15, 2020
-4.52%
May 11, 2007 - Jun 1, 2007
#10-0.65%
Oct 4, 2019 - Dec 3, 2019
-4.26%
Feb 1, 2007 - Mar 29, 2007
#11-0.59%
Sep 3, 2020 - Nov 17, 2020
-3.70%
May 7, 2021 - May 18, 2021
#12-0.51%
Mar 27, 2019 - Apr 26, 2019
-3.67%
Jun 2, 2026 - Jun 5, 2026
#13-0.48%
Apr 29, 2025 - May 27, 2025
-3.43%
Feb 16, 2021 - Mar 15, 2021
#14-0.44%
Jun 4, 2025 - Jun 12, 2025
-3.37%
Jun 10, 2021 - Jul 14, 2021
#15-0.42%
Jun 9, 2021 - Jul 22, 2021
-2.98%
Jul 25, 2025 - Aug 8, 2025

Correlation

Correlation between SUSB and AOD is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2007 - 2026)

SUSB vs AOD dividend yield comparison.

YearSUSBAOD
20261.86%4.98%
20254.40%12.00%
20243.81%10.73%
20232.81%8.56%
20221.74%8.85%
20211.30%6.75%
20201.91%7.80%
20192.83%7.71%
20182.61%9.57%
20170.96%7.29%
20160.00%9.10%
20150.00%8.93%
20140.00%7.99%
20130.00%8.40%
20120.00%16.38%
20110.00%15.07%
20100.00%17.91%
20090.00%17.58%
20080.00%34.95%
20070.00%13.78%

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