ADX vs SPHD
Comparison between Adams Diversified Equity Fund (ADX, ETF) and INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF).
5-Year PerformanceADX has outperformed SPHD, delivering a return of +17.2% compared to +7.7%
ADX vs SPHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ADX
$3.30B
SPHD
$3.30B
Expense Ratio
ADX
N/A
SPHD
0.30%
Max Drawdown
ADX
85.05%
Winner
SPHD
42.14%
Sharpe Ratio
Winner
ADX
1.67
SPHD
0.71
5Y Beta
ADX
0.89
Winner
SPHD
0.36
P/E Ratio
ADX
N/A
SPHD
19.91
Forward P/E
ADX
N/A
SPHD
14.25
PEG Ratio
ADX
N/A
SPHD
0.48
5Y Dividends CAGR
Winner
ADX
16.20%
SPHD
5.98%
5Y EPS CAGR
ADX
N/A
SPHD
4.97%
Debt to Equity
ADX
N/A
SPHD
-39.35%
P/S Ratio
ADX
N/A
SPHD
2.11
P/B Ratio
ADX
N/A
SPHD
1.96
ADX vs SPHD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ADX
+2.80%
SPHD
+2.33%
3M
Winner
ADX
+12.01%
SPHD
+6.43%
6M
Winner
ADX
+17.58%
SPHD
+7.86%
1Y
Winner
ADX
+30.51%
SPHD
+12.20%
5Y(CAGR)
Winner
ADX
+17.22%
SPHD
+7.70%
10Y(CAGR)
Winner
ADX
+18.33%
SPHD
+7.14%
Max(CAGR)
ADX
+7.71%
Winner
SPHD
+9.79%
ADX vs SPHD - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ADX | SPHD |
|---|---|---|
| 2026 | +16.82% | +10.50% |
| 2025 | +25.68% | +3.29% |
| 2024 | +30.30% | +16.18% |
| 2023 | +31.71% | +0.93% |
| 2022 | -20.45% | +0.31% |
| 2021 | +31.72% | +26.77% |
| 2020 | +16.75% | -8.99% |
| 2019 | +36.30% | +20.89% |
| 2018 | -4.03% | -6.32% |
| 2017 | +28.84% | +10.79% |
| 2016 | +8.21% | +23.47% |
| 2015 | +0.50% | +4.85% |
| 2014 | +14.96% | +21.27% |
| 2013 | +28.61% | +18.33% |
| 2012 | +15.17% | -1.73% |
| 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 | +16.55% | N/A |
ADX vs SPHD Drawdown Comparison
The maximum drawdown for ADX was -71.51%, occurring on Mar 9, 2009. Recovery took 4094 trading sessions.
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The current SPHD drawdown is -0.63%.
| Rank | ADX | SPHD |
|---|---|---|
| #1 | -71.51% Sep 5, 2000 - Dec 13, 2016 | -41.36% Jan 17, 2020 - Mar 8, 2021 |
| #2 | -37.17% Feb 19, 2020 - Aug 25, 2020 | -19.51% Apr 20, 2022 - May 15, 2024 |
| #3 | -36.67% Feb 8, 2000 - Mar 3, 2000 | -13.30% Nov 29, 2024 - Jan 22, 2026 |
| #4 | -34.19% Jan 19, 2000 - Feb 8, 2000 | -12.52% Sep 21, 2018 - Feb 5, 2019 |
| #5 | -33.68% Mar 23, 2000 - Mar 28, 2000 | -11.05% Jan 26, 2018 - Aug 17, 2018 |
| #6 | -25.07% Dec 29, 2021 - Nov 22, 2023 | -8.88% Aug 17, 2015 - Oct 22, 2015 |
| #7 | -18.73% Sep 27, 2018 - Apr 4, 2019 | -8.32% Jun 11, 2021 - Dec 29, 2021 |
| #8 | -18.29% Feb 18, 2025 - May 29, 2025 | -7.39% Jul 29, 2016 - Dec 7, 2016 |
| #9 | -10.16% Feb 2, 2026 - Apr 9, 2026 | -7.33% Mar 2, 2026 - Jun 26, 2026 |
| #10 | -10.01% Mar 31, 2000 - Jul 7, 2000 | -7.24% Apr 12, 2019 - Sep 10, 2019 |
| #11 | -9.85% Jan 26, 2018 - Jul 24, 2018 | -6.98% May 21, 2013 - Oct 25, 2013 |
| #12 | -9.59% Sep 2, 2020 - Nov 13, 2020 | -6.67% Dec 29, 2015 - Feb 17, 2016 |
| #13 | -9.25% Jul 16, 2024 - Nov 6, 2024 | -5.84% Nov 1, 2012 - Jan 2, 2013 |
| #14 | -5.90% Sep 3, 2021 - Oct 25, 2021 | -5.76% Jan 22, 2015 - Aug 14, 2015 |
| #15 | -5.79% Mar 28, 2024 - May 8, 2024 | -5.04% Jan 14, 2022 - Mar 22, 2022 |
Correlation
Correlation between ADX and SPHD is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (1999 - 2026)
ADX vs SPHD dividend yield comparison.
| Year | ADX | SPHD |
|---|---|---|
| 2026 | 3.64% | 2.40% |
| 2025 | 7.93% | 4.02% |
| 2024 | 12.38% | 3.41% |
| 2023 | 7.34% | 4.48% |
| 2022 | 7.36% | 3.89% |
| 2021 | 15.35% | 3.45% |
| 2020 | 6.54% | 4.89% |
| 2019 | 9.00% | 4.07% |
| 2018 | 15.85% | 4.40% |
| 2017 | 9.18% | 3.14% |
| 2016 | 7.79% | 3.83% |
| 2015 | 7.17% | 3.49% |
| 2014 | 8.48% | 3.24% |
| 2013 | 6.35% | 3.68% |
| 2012 | 6.23% | 0.93% |
| 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% |
| 1999 | 4.15% | 0.00% |
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