ADX vs LRGF
Comparison between Adams Diversified Equity Fund (ADX, ETF) and ISHARES U.S. EQUITY FACTOR ETF (LRGF, ETF).
5-Year PerformanceADX has outperformed LRGF, delivering a return of +16.6% compared to +13.0%
ADX vs LRGF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ADX
$2.90B
LRGF
$2.90B
Expense Ratio
ADX
N/A
LRGF
0.08%
Max Drawdown
ADX
85.05%
Winner
LRGF
36.03%
Sharpe Ratio
Winner
ADX
2.11
LRGF
1.71
5Y Beta
Winner
ADX
0.90
LRGF
0.98
P/E Ratio
ADX
N/A
LRGF
25.24
Forward P/E
ADX
N/A
LRGF
19.26
5Y Dividends CAGR
Winner
ADX
16.20%
LRGF
13.96%
5Y EPS CAGR
ADX
N/A
LRGF
27.15%
Debt to Equity
ADX
N/A
LRGF
-11.89%
P/S Ratio
ADX
N/A
LRGF
2.73
P/B Ratio
ADX
N/A
LRGF
5.06
ADX vs LRGF - Historical Returns
Returns include dividend reinvestment.
1M
ADX
+7.63%
Winner
LRGF
+7.74%
3M
Winner
ADX
+7.63%
LRGF
+5.56%
6M
Winner
ADX
+14.28%
LRGF
+7.54%
1Y
Winner
ADX
+37.29%
LRGF
+26.70%
5Y(CAGR)
Winner
ADX
+16.61%
LRGF
+13.04%
10Y(CAGR)
Winner
ADX
+18.04%
LRGF
+13.80%
Max(CAGR)
ADX
+7.34%
Winner
LRGF
+12.29%
ADX vs LRGF - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ADX | LRGF |
|---|---|---|
| 2026 | +9.80% | +6.33% |
| 2025 | +25.68% | +16.50% |
| 2024 | +30.30% | +27.41% |
| 2023 | +31.71% | +26.68% |
| 2022 | -20.45% | -14.72% |
| 2021 | +31.72% | +26.59% |
| 2020 | +16.75% | +10.71% |
| 2019 | +36.30% | +26.30% |
| 2018 | -4.03% | -10.12% |
| 2017 | +28.84% | +20.55% |
| 2016 | +8.21% | +14.88% |
| 2015 | +0.50% | -1.71% |
| 2014 | +14.96% | N/A |
| 2013 | +28.61% | N/A |
| 2012 | +15.17% | N/A |
| 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 LRGF Drawdown Comparison
The maximum drawdown for ADX was -71.51%, occurring on Mar 9, 2009. Recovery took 4094 trading sessions.
The maximum drawdown for LRGF was -36.03%, occurring on Mar 23, 2020. Recovery took 182 trading sessions.
| Rank | ADX | LRGF |
|---|---|---|
| #1 | -71.51% Sep 5, 2000 - Dec 13, 2016 | -36.03% Feb 19, 2020 - Nov 5, 2020 |
| #2 | -37.17% Feb 19, 2020 - Aug 25, 2020 | -21.61% Dec 29, 2021 - Jul 18, 2023 |
| #3 | -36.67% Feb 8, 2000 - Mar 3, 2000 | -21.40% Aug 29, 2018 - Oct 28, 2019 |
| #4 | -34.19% Jan 19, 2000 - Feb 8, 2000 | -19.44% Feb 18, 2025 - Jun 27, 2025 |
| #5 | -33.68% Mar 23, 2000 - Mar 28, 2000 | -16.11% Jun 22, 2015 - Aug 15, 2016 |
| #6 | -25.07% Dec 29, 2021 - Nov 22, 2023 | -10.29% Jan 26, 2018 - Aug 21, 2018 |
| #7 | -18.73% Sep 27, 2018 - Apr 4, 2019 | -9.56% Jul 31, 2023 - Nov 30, 2023 |
| #8 | -18.29% Feb 18, 2025 - May 29, 2025 | -8.92% Oct 28, 2025 - Apr 15, 2026 |
| #9 | -10.16% Feb 2, 2026 - Apr 9, 2026 | -8.59% Jul 16, 2024 - Sep 19, 2024 |
| #10 | -10.01% Mar 31, 2000 - Jul 7, 2000 | -6.40% Sep 2, 2021 - Nov 2, 2021 |
| #11 | -9.85% Jan 26, 2018 - Jul 24, 2018 | -5.70% Mar 21, 2024 - May 14, 2024 |
| #12 | -9.59% Sep 2, 2020 - Nov 13, 2020 | -5.62% Feb 12, 2021 - Mar 15, 2021 |
| #13 | -9.25% Jul 16, 2024 - Nov 6, 2024 | -5.00% Nov 16, 2021 - Dec 10, 2021 |
| #14 | -7.76% Nov 17, 1999 - Dec 27, 1999 | -4.87% Dec 6, 2024 - Feb 6, 2025 |
| #15 | -5.90% Sep 3, 2021 - Oct 25, 2021 | -4.18% Sep 22, 2016 - Nov 10, 2016 |
Correlation
Correlation between ADX and LRGF is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2000 - 2026)
ADX vs LRGF dividend yield comparison.
| Year | ADX | LRGF |
|---|---|---|
| 2026 | 3.87% | 0.24% |
| 2025 | 7.93% | 1.16% |
| 2024 | 12.38% | 1.23% |
| 2023 | 7.34% | 1.49% |
| 2022 | 7.36% | 1.78% |
| 2021 | 15.35% | 1.05% |
| 2020 | 6.54% | 1.35% |
| 2019 | 9.00% | 1.76% |
| 2018 | 15.85% | 3.27% |
| 2017 | 9.18% | 1.68% |
| 2016 | 7.79% | 1.56% |
| 2015 | 7.17% | 0.83% |
| 2014 | 8.48% | 0.00% |
| 2013 | 6.35% | 0.00% |
| 2012 | 6.23% | 0.00% |
| 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% |
Select Stocks to Compare
Popular: ADX vs SPYLRGF vs SPY
More Comparisons
Compare with similar stocks