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:
1.48
VOO:
1.47
ADX:
2.08
VOO:
1.99
ADX:
1.26
VOO:
1.27
ADX:
2.27
VOO:
2.23
ADX:
7.95
VOO:
9.05
ADX:
2.65%
VOO:
2.08%
ADX:
14.26%
VOO:
12.84%
ADX:
-56.83%
VOO:
-33.99%
ADX:
-4.01%
VOO:
-3.08%
Returns By Period
In the year-to-date period, ADX achieves a 1.75% return, which is significantly higher than VOO's 1.40% return. Over the past 10 years, ADX has underperformed VOO with an annualized return of 11.11%, while VOO has yielded a comparatively higher 13.00% annualized return.
ADX
1.75%
-1.95%
5.34%
19.85%
14.47%
11.11%
VOO
1.40%
-1.27%
6.13%
17.41%
16.49%
13.00%
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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 14.53%, more than VOO's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADX Adams Diversified Equity Fund, Inc. | 14.53% | 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 | 1.23% | 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) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.72% and 3.70%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.