ADX vs ANGL

Comparison between Adams Diversified Equity Fund (ADX, ETF) and VANECK FALLEN ANGEL HIGH YIELD BOND ETF (ANGL, ETF).

5-Year PerformanceADX has outperformed ANGL, delivering a return of +16.6% compared to +3.5%

ADX vs ANGL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ADX(ETF)	ANGL(ETF)
Net Assets	$2.90B	$3B
Expense Ratio	N/A	0.25%
Max Drawdown	85.05%	29.58%
Sharpe Ratio	2.11	1.34
5Y Beta	0.90	0.26
5Y Dividends CAGR	16.20%	6.29%

Net Assets

ADX

$2.90B

Winner

ANGL

$3B

Expense Ratio

ADX

N/A

ANGL

0.25%

Max Drawdown

ADX

85.05%

Winner

ANGL

29.58%

Sharpe Ratio

Winner

ADX

2.11

ANGL

1.34

5Y Beta

ADX

0.90

Winner

ANGL

0.26

5Y Dividends CAGR

Winner

ADX

16.20%

ANGL

6.29%

ADX vs ANGL - Historical Returns

Returns include dividend reinvestment.

Period	ADX	ANGL
1 month	+7.63%	+0.64%
3 months	+7.63%	+0.32%
6 months	+14.28%	+2.86%
1 year	+37.29%	+10.04%
5 years(CAGR)	+16.61%	+3.47%
10 years(CAGR)	+18.04%	+6.50%
Max(CAGR)	+7.34%	+6.84%

Winner

ADX

+7.63%

ANGL

+0.64%

Winner

ADX

+7.63%

ANGL

+0.32%

Winner

ADX

+14.28%

ANGL

+2.86%

Winner

ADX

+37.29%

ANGL

+10.04%

5Y(CAGR)

Winner

ADX

+16.61%

ANGL

+3.47%

10Y(CAGR)

Winner

ADX

+18.04%

ANGL

+6.50%

Max(CAGR)

Winner

ADX

+7.34%

ANGL

+6.84%

ADX vs ANGL - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ADX	ANGL
2026	+9.80%	+1.38%
2025	+25.68%	+9.01%
2024	+30.30%	+6.39%
2023	+31.71%	+12.34%
2022	-20.45%	-14.00%
2021	+31.72%	+7.04%
2020	+16.75%	+12.97%
2019	+36.30%	+17.76%
2018	-4.03%	-5.75%
2017	+28.84%	+9.29%
2016	+8.21%	+25.20%
2015	+0.50%	-1.17%
2014	+14.96%	+2.98%
2013	+28.61%	+6.64%
2012	+15.17%	+11.85%
2011	-5.54%	N/A
2010	+10.00%	N/A
2009	+27.29%	N/A
2008	-37.00%	N/A
2007	+10.35%	N/A
2006	+16.29%	N/A
2005	+2.53%	N/A
2004	+13.61%	N/A
2003	+22.25%	N/A
2002	-20.77%	N/A
2001	-22.59%	N/A
2000	-32.31%	N/A
1999	+11.64%	N/A

ADX vs ANGL Drawdown Comparison

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

The maximum drawdown for ANGL was -29.31%, occurring on Mar 19, 2020. Recovery took 108 trading sessions.

The current ANGL drawdown is -0.35%.

Rank	ADX	ANGL
#1	-71.51% Sep 5, 2000 - Dec 13, 2016	-29.31% Feb 14, 2020 - Jul 21, 2020
#2	-37.17% Feb 19, 2020 - Aug 25, 2020	-19.26% Nov 9, 2021 - Aug 16, 2024
#3	-36.67% Feb 8, 2000 - Mar 3, 2000	-13.10% Jun 1, 2015 - Apr 19, 2016
#4	-34.19% Jan 19, 2000 - Feb 8, 2000	-9.92% Apr 19, 2013 - Mar 3, 2014
#5	-33.68% Mar 23, 2000 - Mar 28, 2000	-8.78% Jan 24, 2018 - Feb 25, 2019
#6	-25.07% Dec 29, 2021 - Nov 22, 2023	-5.48% Mar 10, 2025 - Jun 3, 2025
#7	-18.73% Sep 27, 2018 - Apr 4, 2019	-5.45% Sep 4, 2014 - Feb 12, 2015
#8	-18.29% Feb 18, 2025 - May 29, 2025	-4.77% Oct 24, 2016 - Dec 13, 2016
#9	-10.16% Feb 2, 2026 - Apr 9, 2026	-4.05% Feb 19, 2026 - Mar 27, 2026
#10	-10.01% Mar 31, 2000 - Jul 7, 2000	-3.92% Sep 2, 2020 - Nov 4, 2020
#11	-9.85% Jan 26, 2018 - Jul 24, 2018	-3.70% Feb 12, 2021 - Jun 1, 2021
#12	-9.59% Sep 2, 2020 - Nov 13, 2020	-3.01% Apr 19, 2012 - Jun 21, 2012
#13	-9.25% Jul 16, 2024 - Nov 6, 2024	-2.57% Mar 1, 2017 - Apr 4, 2017
#14	-7.76% Nov 17, 1999 - Dec 27, 1999	-2.51% Jul 30, 2019 - Aug 29, 2019
#15	-5.90% Sep 3, 2021 - Oct 25, 2021	-2.44% May 6, 2019 - Jun 18, 2019

Correlation

Correlation between ADX and ANGL is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (2000 - 2026)

ADX vs ANGL dividend yield comparison.

Year	ADX	ANGL
2026	3.87%	2.16%
2025	7.93%	6.20%
2024	12.38%	6.29%
2023	7.34%	5.27%
2022	7.36%	4.72%
2021	15.35%	3.90%
2020	6.54%	4.67%
2019	9.00%	5.19%
2018	15.85%	5.99%
2017	9.18%	5.25%
2016	7.79%	5.34%
2015	7.17%	5.81%
2014	8.48%	6.80%
2013	6.35%	6.10%
2012	6.23%	4.74%
2011	6.33%	0.00%
2010	4.56%	0.00%
2009	4.46%	0.00%
2008	7.85%	0.00%
2007	7.29%	0.00%
2006	6.49%	0.00%
2005	6.22%	0.00%
2004	6.78%	0.00%
2003	6.29%	0.00%
2002	6.91%	0.00%
2001	11.32%	0.00%
2000	8.70%	0.00%