ADX vs IHI

Comparison between Adams Diversified Equity Fund (ADX, ETF) and ISHARES U.S. MEDICAL DEVICES ETF (IHI, ETF).

5-Year PerformanceADX has outperformed IHI, delivering a return of +17.1% compared to -3.1%

ADX vs IHI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ADX(ETF)	IHI(ETF)
Net Assets	$3.10B	$3.20B
Expense Ratio	N/A	0.38%
Max Drawdown	85.05%	49.70%
Sharpe Ratio	2.09	-1.61
5Y Beta	0.90	0.67
P/E Ratio	N/A	38.58
Forward P/E	N/A	19.40
5Y Dividends CAGR	16.20%	13.49%
5Y EPS CAGR	N/A	14.09%
Debt to Equity	N/A	41.77%
P/S Ratio	N/A	3.50
P/B Ratio	N/A	3.49

Net Assets

ADX

$3.10B

Winner

IHI

$3.20B

Expense Ratio

ADX

N/A

IHI

0.38%

Max Drawdown

ADX

85.05%

Winner

IHI

49.70%

Sharpe Ratio

Winner

ADX

2.09

IHI

-1.61

5Y Beta

ADX

0.90

Winner

IHI

0.67

P/E Ratio

ADX

N/A

IHI

38.58

Forward P/E

ADX

N/A

IHI

19.40

5Y Dividends CAGR

Winner

ADX

16.20%

IHI

13.49%

5Y EPS CAGR

ADX

N/A

IHI

14.09%

Debt to Equity

ADX

N/A

IHI

41.77%

P/S Ratio

ADX

N/A

IHI

3.50

P/B Ratio

ADX

N/A

IHI

3.49

ADX vs IHI - Historical Returns

Returns include dividend reinvestment.

Period	ADX	IHI
1 month	+6.74%	-10.69%
3 months	+7.61%	-18.82%
6 months	+11.19%	-23.86%
1 year	+34.36%	-23.05%
5 years(CAGR)	+17.14%	-3.15%
10 years(CAGR)	+18.03%	+8.61%
Max(CAGR)	+7.34%	+9.54%

Winner

ADX

+6.74%

IHI

-10.69%

Winner

ADX

+7.61%

IHI

-18.82%

Winner

ADX

+11.19%

IHI

-23.86%

Winner

ADX

+34.36%

IHI

-23.05%

5Y(CAGR)

Winner

ADX

+17.14%

IHI

-3.15%

10Y(CAGR)

Winner

ADX

+18.03%

IHI

+8.61%

Max(CAGR)

ADX

+7.34%

Winner

IHI

+9.54%

ADX vs IHI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ADX	IHI
2026	+10.07%	-23.11%
2025	+25.68%	+6.94%
2024	+30.30%	+9.31%
2023	+31.71%	+3.15%
2022	-20.45%	-19.25%
2021	+31.72%	+22.15%
2020	+16.75%	+23.57%
2019	+36.30%	+36.39%
2018	-4.03%	+13.65%
2017	+28.84%	+30.37%
2016	+8.21%	+12.19%
2015	+0.50%	+9.79%
2014	+14.96%	+23.78%
2013	+28.61%	+34.84%
2012	+15.17%	+13.88%
2011	-5.54%	-1.36%
2010	+10.00%	+10.31%
2009	+27.29%	+35.04%
2008	-37.00%	-36.07%
2007	+10.35%	+19.38%
2006	+16.29%	+2.76%
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 IHI Drawdown Comparison

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

The maximum drawdown for IHI was -49.64%, occurring on Mar 9, 2009. Recovery took 628 trading sessions.

The current IHI drawdown is -27.69%.

Rank	ADX	IHI
#1	-71.51% Sep 5, 2000 - Dec 13, 2016	-49.64% Aug 15, 2008 - Feb 11, 2011
#2	-37.17% Feb 19, 2020 - Aug 25, 2020	-33.25% Jan 22, 2020 - Jul 15, 2020
#3	-36.67% Feb 8, 2000 - Mar 3, 2000	-33.12% Sep 8, 2021 - Oct 30, 2023
#4	-34.19% Jan 19, 2000 - Feb 8, 2000	-21.99% May 19, 2011 - Sep 18, 2012
#5	-33.68% Mar 23, 2000 - Mar 28, 2000	-19.23% Oct 1, 2018 - Mar 1, 2019
#6	-25.07% Dec 29, 2021 - Nov 22, 2023	-14.16% Aug 5, 2015 - Apr 6, 2016
#7	-18.73% Sep 27, 2018 - Apr 4, 2019	-12.54% Oct 9, 2007 - Aug 8, 2008
#8	-18.29% Feb 18, 2025 - May 29, 2025	-11.61% Oct 10, 2016 - Feb 15, 2017
#9	-10.16% Feb 2, 2026 - Apr 9, 2026	-10.85% Jan 26, 2018 - May 7, 2018
#10	-10.01% Mar 31, 2000 - Jul 7, 2000	-10.16% May 5, 2006 - Nov 21, 2006
#11	-9.85% Jan 26, 2018 - Jul 24, 2018	-9.38% Feb 12, 2021 - Apr 15, 2021
#12	-9.59% Sep 2, 2020 - Nov 13, 2020	-8.49% Mar 21, 2019 - Jun 10, 2019
#13	-9.25% Jul 16, 2024 - Nov 6, 2024	-7.95% Sep 2, 2020 - Oct 9, 2020
#14	-7.76% Nov 17, 1999 - Dec 27, 1999	-7.68% Apr 23, 2021 - Jun 28, 2021
#15	-5.90% Sep 3, 2021 - Oct 25, 2021	-7.55% Feb 8, 2007 - Apr 16, 2007

Correlation

Correlation between ADX and IHI is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2000 - 2026)

ADX vs IHI dividend yield comparison.

Year	ADX	IHI
2026	3.86%	0.09%
2025	7.93%	0.34%
2024	12.38%	0.46%
2023	7.34%	0.53%
2022	7.36%	0.45%
2021	15.35%	0.25%
2020	6.54%	0.25%
2019	9.00%	0.33%
2018	15.85%	0.26%
2017	9.18%	0.37%
2016	7.79%	0.55%
2015	7.17%	1.28%
2014	8.48%	0.65%
2013	6.35%	0.33%
2012	6.23%	0.64%
2011	6.33%	0.26%
2010	4.56%	0.14%
2009	4.46%	0.07%
2008	7.85%	0.10%
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%