ADX vs. SPY
Compare and contrast key facts about Adams Diversified Equity Fund, Inc. (ADX) and SPDR S&P 500 ETF (SPY).
ADX is managed by Adams Funds. It was launched on Jan 2, 1990. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ADX or SPY.
Correlation
The correlation between ADX and SPY is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
ADX vs. SPY - Performance Comparison
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Key characteristics
ADX:
0.78
SPY:
0.50
ADX:
1.27
SPY:
0.88
ADX:
1.18
SPY:
1.13
ADX:
0.88
SPY:
0.56
ADX:
3.15
SPY:
2.17
ADX:
5.10%
SPY:
4.85%
ADX:
19.70%
SPY:
20.02%
ADX:
-56.82%
SPY:
-55.19%
ADX:
-5.70%
SPY:
-7.65%
Returns By Period
In the year-to-date period, ADX achieves a -0.04% return, which is significantly higher than SPY's -3.42% return. Over the past 10 years, ADX has underperformed SPY with an annualized return of 10.87%, while SPY has yielded a comparatively higher 12.35% annualized return.
ADX
-0.04%
8.98%
-1.40%
14.94%
14.54%
10.87%
SPY
-3.42%
7.58%
-5.06%
9.73%
15.77%
12.35%
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ADX vs. SPY - Expense Ratio Comparison
ADX has a 0.59% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
ADX vs. SPY — Risk-Adjusted Performance Rank
ADX
SPY
ADX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Adams Diversified Equity Fund, Inc. (ADX) and SPDR S&P 500 ETF (SPY). 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.
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Dividends
ADX vs. SPY - Dividend Comparison
ADX's dividend yield for the trailing twelve months is around 17.54%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADX Adams Diversified Equity Fund, Inc. | 17.54% | 12.38% | 7.34% | 7.36% | 1.13% | 5.96% | 9.00% | 15.85% | 9.18% | 1.57% | 1.17% | 8.63% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
ADX vs. SPY - Drawdown Comparison
The maximum ADX drawdown since its inception was -56.82%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for ADX and SPY. For additional features, visit the drawdowns tool.
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Volatility
ADX vs. SPY - Volatility Comparison
The current volatility for Adams Diversified Equity Fund, Inc. (ADX) is 6.54%, while SPDR S&P 500 ETF (SPY) has a volatility of 7.48%. This indicates that ADX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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