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ACWV vs ADX

Comparison between ISHARES MSCI GLOBAL MIN VOL FACTOR ETF (ACWV, ETF) and Adams Diversified Equity Fund (ADX, ETF).

5-Year PerformanceADX has outperformed ACWV, delivering a return of +16.6% compared to +5.5%

ACWV vs ADX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ACWV
$3.30B
ADX
$3.30B
Expense Ratio
ACWV
0.20%
ADX
N/A
Max Drawdown
Winner
ACWV
28.82%
ADX
85.05%
Sharpe Ratio
ACWV
0.25
Winner
ADX
1.62
5Y Beta
Winner
ACWV
0.36
ADX
0.89
5Y Dividends CAGR
ACWV
5.63%
Winner
ADX
16.20%

ACWV vs ADX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ACWV
+1.29%
ADX
+0.36%
3M
ACWV
+1.18%
Winner
ADX
+12.18%
6M
ACWV
+2.96%
Winner
ADX
+14.65%
1Y
ACWV
+4.81%
Winner
ADX
+29.05%
5Y(CAGR)
ACWV
+5.46%
Winner
ADX
+16.57%
10Y(CAGR)
ACWV
+7.48%
Winner
ADX
+18.10%
Max(CAGR)
Winner
ACWV
+8.34%
ADX
+7.53%

ACWV vs ADX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearACWVADX
2026+2.94%+11.10%
2025+11.32%+25.68%
2024+11.25%+30.30%
2023+7.77%+31.71%
2022-9.99%-20.45%
2021+14.56%+31.72%
2020+2.75%+16.75%
2019+21.70%+36.30%
2018-1.61%-4.03%
2017+18.27%+28.84%
2016+8.98%+8.21%
2015+3.19%+0.50%
2014+12.02%+14.96%
2013+15.87%+28.61%
2012+9.50%+15.17%
2011-0.92%-5.54%
2010N/A+10.00%
2009N/A+27.29%
2008N/A-37.00%
2007N/A+10.35%
2006N/A+16.29%
2005N/A+2.53%
2004N/A+13.61%
2003N/A+22.25%
2002N/A-20.77%
2001N/A-22.59%
2000N/A-32.31%
1999N/A+16.55%

ACWV vs ADX Drawdown Comparison

The maximum drawdown for ACWV was -28.82%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.

The maximum drawdown for ADX was -71.51%, occurring on Mar 9, 2009. Recovery took 4094 trading sessions.

The current ACWV drawdown is -2.42%. The current ADX drawdown is -3.08%.

RankACWVADX
#1-28.82%
Feb 14, 2020 - Jan 8, 2021
-71.51%
Sep 5, 2000 - Dec 13, 2016
#2-18.13%
Dec 31, 2021 - Feb 22, 2024
-37.17%
Feb 19, 2020 - Aug 25, 2020
#3-11.15%
Apr 28, 2015 - Mar 17, 2016
-36.67%
Feb 8, 2000 - Mar 3, 2000
#4-10.06%
Sep 21, 2018 - Feb 19, 2019
-34.19%
Jan 19, 2000 - Feb 8, 2000
#5-9.24%
May 15, 2013 - Oct 18, 2013
-33.68%
Mar 23, 2000 - Mar 28, 2000
#6-8.40%
Jan 26, 2018 - Sep 13, 2018
-25.07%
Dec 29, 2021 - Nov 22, 2023
#7-7.91%
Aug 11, 2016 - Mar 15, 2017
-18.73%
Sep 27, 2018 - Apr 4, 2019
#8-7.80%
Oct 27, 2011 - Jan 23, 2012
-18.29%
Feb 18, 2025 - May 29, 2025
#9-7.56%
Apr 2, 2025 - Apr 30, 2025
-10.16%
Feb 2, 2026 - Apr 9, 2026
#10-6.37%
Feb 27, 2026 - Mar 27, 2026
-10.01%
Mar 31, 2000 - Jul 7, 2000
#11-6.18%
Nov 15, 2013 - Mar 6, 2014
-9.85%
Jan 26, 2018 - Jul 24, 2018
#12-5.78%
Apr 2, 2012 - Jun 19, 2012
-9.59%
Sep 2, 2020 - Nov 13, 2020
#13-5.72%
Nov 29, 2024 - Feb 13, 2025
-9.25%
Jul 16, 2024 - Nov 6, 2024
#14-5.30%
Sep 3, 2021 - Dec 16, 2021
-5.90%
Sep 3, 2021 - Oct 25, 2021
#15-4.85%
Sep 5, 2014 - Oct 30, 2014
-5.79%
Mar 28, 2024 - May 8, 2024

Correlation

Correlation between ACWV and ADX is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

ACWV vs ADX dividend yield comparison.

YearACWVADX
20260.00%3.83%
20252.09%7.93%
20242.33%12.38%
20232.41%7.34%
20222.18%7.36%
20211.92%15.35%
20201.77%6.54%
20192.54%9.00%
20182.32%15.85%
20172.04%9.18%
20162.56%7.79%
20152.28%7.17%
20142.22%8.48%
20132.47%6.35%
20121.94%6.23%
20110.51%6.33%
20100.00%4.56%
20090.00%4.46%
20080.00%7.85%
20070.00%7.29%
20060.00%6.49%
20050.00%6.22%
20040.00%6.78%
20030.00%6.29%
20020.00%6.91%
20010.00%11.32%
20000.00%8.70%
19990.00%4.15%

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