ADX vs SPY
Comparison between Adams Diversified Equity Fund (ADX, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceADX has outperformed SPY, delivering a return of +16.7% compared to +13.2%
ADX vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ADX
$3.30B
Winner
SPY
$784B
Expense Ratio
ADX
N/A
SPY
0.09%
Max Drawdown
ADX
85.05%
Winner
SPY
56.47%
Sharpe Ratio
Winner
ADX
1.65
SPY
1.54
5Y Beta
Winner
ADX
0.89
SPY
1.00
P/E Ratio
ADX
N/A
SPY
27.62
Forward P/E
ADX
N/A
SPY
21.11
5Y Dividends CAGR
Winner
ADX
16.20%
SPY
6.00%
5Y EPS CAGR
ADX
N/A
SPY
25.30%
Debt to Equity
ADX
N/A
SPY
31.11%
P/S Ratio
ADX
N/A
SPY
3.49
P/B Ratio
ADX
N/A
SPY
5.30
ADX vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ADX
-0.52%
SPY
-1.37%
3M
Winner
ADX
+14.94%
SPY
+12.22%
6M
Winner
ADX
+11.89%
SPY
+7.20%
1Y
Winner
ADX
+28.87%
SPY
+23.58%
5Y(CAGR)
Winner
ADX
+16.71%
SPY
+13.19%
10Y(CAGR)
Winner
ADX
+18.08%
SPY
+15.12%
Max(CAGR)
ADX
+7.53%
Winner
SPY
+8.44%
ADX vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ADX | SPY |
|---|---|---|
| 2026 | +11.36% | +7.95% |
| 2025 | +25.68% | +18.00% |
| 2024 | +30.30% | +25.59% |
| 2023 | +31.71% | +26.72% |
| 2022 | -20.45% | -18.64% |
| 2021 | +31.72% | +30.52% |
| 2020 | +16.75% | +17.28% |
| 2019 | +36.30% | +31.09% |
| 2018 | -4.03% | -5.24% |
| 2017 | +28.84% | +20.78% |
| 2016 | +8.21% | +13.59% |
| 2015 | +0.50% | +1.31% |
| 2014 | +14.96% | +14.56% |
| 2013 | +28.61% | +29.00% |
| 2012 | +15.17% | +14.17% |
| 2011 | -5.54% | +0.85% |
| 2010 | +10.00% | +13.14% |
| 2009 | +27.29% | +22.67% |
| 2008 | -37.00% | -36.25% |
| 2007 | +10.35% | +5.32% |
| 2006 | +16.29% | +13.85% |
| 2005 | +2.53% | +5.32% |
| 2004 | +13.61% | +10.75% |
| 2003 | +22.25% | +24.18% |
| 2002 | -20.77% | -22.42% |
| 2001 | -22.59% | -10.13% |
| 2000 | -32.31% | -8.84% |
| 1999 | +16.55% | +8.61% |
ADX vs SPY Drawdown Comparison
The maximum drawdown for ADX was -71.51%, occurring on Mar 9, 2009. Recovery took 4094 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current ADX drawdown is -2.85%. The current SPY drawdown is -3.18%.
| Rank | ADX | SPY |
|---|---|---|
| #1 | -71.51% Sep 5, 2000 - Dec 13, 2016 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -37.17% Feb 19, 2020 - Aug 25, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -36.67% Feb 8, 2000 - Mar 3, 2000 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -34.19% Jan 19, 2000 - Feb 8, 2000 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -33.68% Mar 23, 2000 - Mar 28, 2000 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -25.07% Dec 29, 2021 - Nov 22, 2023 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -18.73% Sep 27, 2018 - Apr 4, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -18.29% Feb 18, 2025 - May 29, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -10.16% Feb 2, 2026 - Apr 9, 2026 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -10.01% Mar 31, 2000 - Jul 7, 2000 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -9.85% Jan 26, 2018 - Jul 24, 2018 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -9.59% Sep 2, 2020 - Nov 13, 2020 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -9.25% Jul 16, 2024 - Nov 6, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -5.90% Sep 3, 2021 - Oct 25, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -5.79% Mar 28, 2024 - May 8, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between ADX and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
ADX vs SPY dividend yield comparison.
| Year | ADX | SPY |
|---|---|---|
| 2026 | 3.82% | 0.50% |
| 2025 | 7.93% | 1.07% |
| 2024 | 12.38% | 1.21% |
| 2023 | 7.34% | 1.40% |
| 2022 | 7.36% | 1.65% |
| 2021 | 15.35% | 1.20% |
| 2020 | 6.54% | 1.52% |
| 2019 | 9.00% | 1.75% |
| 2018 | 15.85% | 2.04% |
| 2017 | 9.18% | 1.80% |
| 2016 | 7.79% | 2.03% |
| 2015 | 7.17% | 2.06% |
| 2014 | 8.48% | 1.87% |
| 2013 | 6.35% | 1.81% |
| 2012 | 6.23% | 2.18% |
| 2011 | 6.33% | 2.05% |
| 2010 | 4.56% | 1.80% |
| 2009 | 4.46% | 1.95% |
| 2008 | 7.85% | 3.02% |
| 2007 | 7.29% | 1.85% |
| 2006 | 6.49% | 1.73% |
| 2005 | 6.22% | 1.73% |
| 2004 | 6.78% | 1.82% |
| 2003 | 6.29% | 1.47% |
| 2002 | 6.91% | 1.70% |
| 2001 | 11.32% | 1.25% |
| 2000 | 8.70% | 1.15% |
| 1999 | 4.15% | 0.24% |
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