ADX vs. VOO
Compare and contrast key facts about Adams Diversified Equity Fund, Inc. (ADX) and Vanguard S&P 500 ETF (VOO).
ADX is managed by Adams Funds. It was launched on Jan 2, 1990. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ADX or VOO.
Correlation
The correlation between ADX and VOO is 0.91, 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. VOO - Performance Comparison
Key characteristics
ADX:
1.28
VOO:
1.31
ADX:
1.82
VOO:
1.79
ADX:
1.23
VOO:
1.24
ADX:
1.99
VOO:
2.00
ADX:
6.90
VOO:
8.07
ADX:
2.68%
VOO:
2.10%
ADX:
14.44%
VOO:
12.95%
ADX:
-56.83%
VOO:
-33.99%
ADX:
-6.06%
VOO:
-4.75%
Returns By Period
In the year-to-date period, ADX achieves a -0.42% return, which is significantly lower than VOO's -0.35% return. Over the past 10 years, ADX has underperformed VOO with an annualized return of 11.00%, while VOO has yielded a comparatively higher 12.97% annualized return.
ADX
-0.42%
-4.05%
3.09%
17.29%
13.17%
11.00%
VOO
-0.35%
-2.97%
4.30%
15.39%
15.15%
12.97%
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ADX vs. VOO - Expense Ratio Comparison
ADX has a 0.59% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
ADX vs. VOO — Risk-Adjusted Performance Rank
ADX
VOO
ADX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Adams Diversified Equity Fund, Inc. (ADX) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
ADX vs. VOO - Dividend Comparison
ADX's dividend yield for the trailing twelve months is around 14.84%, more than VOO's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADX Adams Diversified Equity Fund, Inc. | 14.84% | 12.38% | 7.34% | 7.36% | 1.13% | 5.96% | 9.00% | 15.85% | 9.18% | 1.57% | 1.17% | 8.63% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
ADX vs. VOO - Drawdown Comparison
The maximum ADX drawdown since its inception was -56.83%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for ADX and VOO. For additional features, visit the drawdowns tool.
Volatility
ADX vs. VOO - Volatility Comparison
Adams Diversified Equity Fund, Inc. (ADX) has a higher volatility of 4.25% compared to Vanguard S&P 500 ETF (VOO) at 4.01%. This indicates that ADX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.