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ADX vs USMC

Comparison between Adams Diversified Equity Fund (ADX, ETF) and PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF).

5-Year PerformanceADX has outperformed USMC, delivering a return of +16.6% compared to +14.6%

ADX vs USMC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ADX
$2.90B
USMC
$2.90B
Expense Ratio
ADX
N/A
USMC
0.12%
Max Drawdown
ADX
85.05%
Winner
USMC
29.97%
Sharpe Ratio
Winner
ADX
2.11
USMC
1.69
5Y Beta
Winner
ADX
0.90
USMC
0.93
P/E Ratio
ADX
N/A
USMC
28.59
Forward P/E
ADX
N/A
USMC
21.57
PEG Ratio
ADX
N/A
USMC
0.60
5Y Dividends CAGR
Winner
ADX
16.20%
USMC
-0.46%
5Y EPS CAGR
ADX
N/A
USMC
28.15%
Debt to Equity
ADX
N/A
USMC
-5.44%
P/S Ratio
ADX
N/A
USMC
5.23
P/B Ratio
ADX
N/A
USMC
6.54

ADX vs USMC - Historical Returns

Returns include dividend reinvestment.

1M
ADX
+7.63%
Winner
USMC
+8.36%
3M
Winner
ADX
+7.63%
USMC
+5.97%
6M
Winner
ADX
+14.28%
USMC
+6.79%
1Y
Winner
ADX
+37.29%
USMC
+26.37%
5Y(CAGR)
Winner
ADX
+16.61%
USMC
+14.58%
10Y(CAGR)
Winner
ADX
+18.04%
USMC
+14.98%
Max(CAGR)
ADX
+7.34%
Winner
USMC
+14.98%

ADX vs USMC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearADXUSMC
2026+9.80%+6.25%
2025+25.68%+15.84%
2024+30.30%+30.19%
2023+31.71%+31.46%
2022-20.45%-17.74%
2021+31.72%+27.40%
2020+16.75%+14.89%
2019+36.30%+28.26%
2018-4.03%-2.42%
2017+28.84%+5.48%
2016+8.21%N/A
2015+0.50%N/A
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 USMC Drawdown Comparison

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

The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.

RankADXUSMC
#1-71.51%
Sep 5, 2000 - Dec 13, 2016		-29.97%
Feb 19, 2020 - Aug 18, 2020
#2-37.17%
Feb 19, 2020 - Aug 25, 2020		-24.11%
Dec 29, 2021 - Jul 3, 2023
#3-36.67%
Feb 8, 2000 - Mar 3, 2000		-19.12%
Feb 13, 2025 - Jul 3, 2025
#4-34.19%
Jan 19, 2000 - Feb 8, 2000		-16.19%
Oct 2, 2018 - Mar 21, 2019
#5-33.68%
Mar 23, 2000 - Mar 28, 2000		-11.01%
Jan 29, 2018 - Aug 27, 2018
#6-25.07%
Dec 29, 2021 - Nov 22, 2023		-10.30%
Oct 29, 2025 - Apr 17, 2026
#7-18.73%
Sep 27, 2018 - Apr 4, 2019		-9.27%
Sep 2, 2020 - Dec 1, 2020
#8-18.29%
Feb 18, 2025 - May 29, 2025		-9.13%
Jul 31, 2023 - Nov 20, 2023
#9-10.16%
Feb 2, 2026 - Apr 9, 2026		-8.38%
Jul 10, 2024 - Aug 30, 2024
#10-10.01%
Mar 31, 2000 - Jul 7, 2000		-5.90%
Apr 29, 2019 - Jun 18, 2019
#11-9.85%
Jan 26, 2018 - Jul 24, 2018		-5.58%
Jul 26, 2019 - Oct 28, 2019
#12-9.59%
Sep 2, 2020 - Nov 13, 2020		-5.44%
Mar 20, 2024 - May 15, 2024
#13-9.25%
Jul 16, 2024 - Nov 6, 2024		-5.22%
Feb 17, 2021 - Mar 29, 2021
#14-7.76%
Nov 17, 1999 - Dec 27, 1999		-4.45%
Dec 17, 2024 - Jan 23, 2025
#15-5.90%
Sep 3, 2021 - Oct 25, 2021		-4.32%
Sep 3, 2021 - Oct 20, 2021

Correlation

Correlation between ADX and USMC 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 USMC dividend yield comparison.

YearADXUSMC
20263.87%0.20%
20257.93%0.79%
202412.38%1.04%
20237.34%1.35%
20227.36%1.78%
202115.35%1.53%
20206.54%1.55%
20199.00%2.01%
201815.85%2.28%
20179.18%0.24%
20167.79%0.00%
20157.17%0.00%
20148.48%0.00%
20136.35%0.00%
20126.23%0.00%
20116.33%0.00%
20104.56%0.00%
20094.46%0.00%
20087.85%0.00%
20077.29%0.00%
20066.49%0.00%
20056.22%0.00%
20046.78%0.00%
20036.29%0.00%
20026.91%0.00%
200111.32%0.00%
20008.70%0.00%

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