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.
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.
Performance
ADX vs. VOO - Performance Comparison
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Key characteristics
ADX:
0.99
VOO:
0.74
ADX:
1.29
VOO:
1.04
ADX:
1.18
VOO:
1.15
ADX:
0.90
VOO:
0.68
ADX:
3.23
VOO:
2.58
ADX:
5.10%
VOO:
4.93%
ADX:
19.57%
VOO:
19.54%
ADX:
-56.82%
VOO:
-33.99%
ADX:
-0.15%
VOO:
-3.55%
Returns By Period
In the year-to-date period, ADX achieves a 6.03% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, ADX has underperformed VOO with an annualized return of 11.43%, while VOO has yielded a comparatively higher 12.81% annualized return.
ADX
6.03%
6.96%
4.13%
17.27%
18.56%
15.07%
11.43%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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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.
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Dividends
ADX vs. VOO - Dividend Comparison
ADX's dividend yield for the trailing twelve months is around 16.29%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADX Adams Diversified Equity Fund, Inc. | 16.29% | 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 | 1.29% | 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 -56.82%, 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.
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Volatility
ADX vs. VOO - Volatility Comparison
The current volatility for Adams Diversified Equity Fund, Inc. (ADX) is 4.37%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that ADX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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