ADX vs. SPPP
Compare and contrast key facts about Adams Diversified Equity Fund, Inc. (ADX) and Sprott Physical Platinum and Palladium Trust (SPPP).
ADX is managed by Adams Funds. It was launched on Jan 2, 1990. SPPP is an actively managed fund by Sprott. It was launched on Dec 19, 2012.
Performance
ADX vs. SPPP - Performance Comparison
Loading graphics...
ADX vs. SPPP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ADX Adams Diversified Equity Fund, Inc. | -4.23% | 26.03% | 28.31% | 31.49% | -19.82% | 29.69% | 17.28% | 36.75% | -3.58% | 29.61% |
SPPP Sprott Physical Platinum and Palladium Trust | -7.78% | 89.43% | -11.89% | -25.86% | -2.37% | -21.77% | 23.84% | 46.00% | 5.53% | 35.36% |
Returns By Period
In the year-to-date period, ADX achieves a -4.23% return, which is significantly higher than SPPP's -7.78% return. Over the past 10 years, ADX has outperformed SPPP with an annualized return of 16.41%, while SPPP has yielded a comparatively lower 9.27% annualized return.
ADX
- 1D
- 4.04%
- 1M
- -5.48%
- YTD
- -4.23%
- 6M
- 2.17%
- 1Y
- 25.55%
- 3Y*
- 23.81%
- 5Y*
- 14.65%
- 10Y*
- 16.41%
SPPP
- 1D
- 4.93%
- 1M
- -18.00%
- YTD
- -7.78%
- 6M
- 14.36%
- 1Y
- 56.24%
- 3Y*
- 8.35%
- 5Y*
- -4.20%
- 10Y*
- 9.27%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
ADX vs. SPPP - Expense Ratio Comparison
ADX has a 0.59% expense ratio, which is lower than SPPP's 1.02% expense ratio.
Return for Risk
ADX vs. SPPP — Risk / Return Rank
ADX
SPPP
ADX vs. SPPP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Adams Diversified Equity Fund, Inc. (ADX) and Sprott Physical Platinum and Palladium Trust (SPPP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ADX | SPPP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.38 | 1.14 | +0.23 |
Sortino ratioReturn per unit of downside risk | 2.06 | 1.56 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.24 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.33 | 1.58 | +0.75 |
Martin ratioReturn relative to average drawdown | 10.84 | 4.81 | +6.03 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| ADX | SPPP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.38 | 1.14 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.86 | -0.12 | +0.98 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.92 | 0.28 | +0.63 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.09 | 0.11 | -0.02 |
Correlation
The correlation between ADX and SPPP is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
ADX vs. SPPP - Dividend Comparison
ADX's dividend yield for the trailing twelve months is around 8.45%, while SPPP has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADX Adams Diversified Equity Fund, Inc. | 8.45% | 7.93% | 12.38% | 7.34% | 7.36% | 15.35% | 6.54% | 9.00% | 15.85% | 9.18% | 7.79% | 7.17% |
SPPP Sprott Physical Platinum and Palladium Trust | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
ADX vs. SPPP - Drawdown Comparison
The maximum ADX drawdown since its inception was -71.60%, which is greater than SPPP's maximum drawdown of -59.09%. Use the drawdown chart below to compare losses from any high point for ADX and SPPP.
Loading graphics...
Drawdown Indicators
| ADX | SPPP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.60% | -59.09% | -12.51% |
Max Drawdown (1Y)Largest decline over 1 year | -11.12% | -37.42% | +26.30% |
Max Drawdown (5Y)Largest decline over 5 years | -25.07% | -59.09% | +34.02% |
Max Drawdown (10Y)Largest decline over 10 years | -37.17% | -59.09% | +21.92% |
Current DrawdownCurrent decline from peak | -6.53% | -31.22% | +24.69% |
Average DrawdownAverage peak-to-trough decline | -23.22% | -26.42% | +3.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.39% | 12.30% | -9.91% |
Volatility
ADX vs. SPPP - Volatility Comparison
The current volatility for Adams Diversified Equity Fund, Inc. (ADX) is 6.18%, while Sprott Physical Platinum and Palladium Trust (SPPP) has a volatility of 16.95%. This indicates that ADX experiences smaller price fluctuations and is considered to be less risky than SPPP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| ADX | SPPP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.18% | 16.95% | -10.77% |
Volatility (6M)Calculated over the trailing 6-month period | 10.53% | 46.40% | -35.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.63% | 49.39% | -30.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.20% | 34.38% | -17.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.95% | 32.88% | -14.93% |