ADX vs XOP
Comparison between Adams Diversified Equity Fund (ADX, ETF) and STATE STREET(R) SPDR(R) S&P(R) OIL & GAS EXPLORATION & PRODUCTION ETF (XOP, ETF).
5-Year PerformanceADX has outperformed XOP, delivering a return of +16.7% compared to +12.5%
ADX vs XOP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ADX vs XOP - Historical Returns
Returns include dividend reinvestment.
ADX vs XOP - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ADX | XOP |
|---|---|---|
| 2026 | +11.36% | +21.29% |
| 2025 | +25.68% | -3.93% |
| 2024 | +30.30% | -1.78% |
| 2023 | +31.71% | +9.68% |
| 2022 | -20.45% | +38.75% |
| 2021 | +31.72% | +65.27% |
| 2020 | +16.75% | -36.80% |
| 2019 | +36.30% | -12.86% |
| 2018 | -4.03% | -30.45% |
| 2017 | +28.84% | -11.31% |
| 2016 | +8.21% | +36.69% |
| 2015 | +0.50% | -37.23% |
| 2014 | +14.96% | -28.50% |
| 2013 | +28.61% | +24.28% |
| 2012 | +15.17% | -0.75% |
| 2011 | -5.54% | -0.88% |
| 2010 | +10.00% | +22.41% |
| 2009 | +27.29% | +31.01% |
| 2008 | -37.00% | -43.89% |
| 2007 | +10.35% | +42.00% |
| 2006 | +16.29% | +10.61% |
| 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 XOP Drawdown Comparison
The maximum drawdown for ADX was -71.51%, occurring on Mar 9, 2009. Recovery took 4094 trading sessions.
The maximum drawdown for XOP was -90.79%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The current ADX drawdown is -2.85%. The current XOP drawdown is -45.20%.
| Rank | ADX | XOP |
|---|---|---|
| #1 | -71.51% Sep 5, 2000 - Dec 13, 2016 | -90.79% Jun 23, 2014 - Mar 23, 2020 |
| #2 | -37.17% Feb 19, 2020 - Aug 25, 2020 | -67.75% Jun 23, 2008 - Oct 16, 2013 |
| #3 | -36.67% Feb 8, 2000 - Mar 3, 2000 | -17.38% Aug 9, 2006 - Nov 29, 2006 |
| #4 | -34.19% Jan 19, 2000 - Feb 8, 2000 | -15.38% Nov 6, 2007 - Feb 19, 2008 |
| #5 | -33.68% Mar 23, 2000 - Mar 28, 2000 | -15.17% Jun 18, 2007 - Oct 9, 2007 |
| #6 | -25.07% Dec 29, 2021 - Nov 22, 2023 | -14.37% Dec 1, 2006 - Apr 4, 2007 |
| #7 | -18.73% Sep 27, 2018 - Apr 4, 2019 | -11.91% Oct 18, 2013 - Apr 2, 2014 |
| #8 | -18.29% Feb 18, 2025 - May 29, 2025 | -10.18% Feb 28, 2008 - Apr 4, 2008 |
| #9 | -10.16% Feb 2, 2026 - Apr 9, 2026 | -7.88% Jul 3, 2006 - Jul 26, 2006 |
| #10 | -10.01% Mar 31, 2000 - Jul 7, 2000 | -6.46% May 20, 2008 - Jun 5, 2008 |
| #11 | -9.85% Jan 26, 2018 - Jul 24, 2018 | -5.70% Apr 21, 2008 - May 6, 2008 |
| #12 | -9.59% Sep 2, 2020 - Nov 13, 2020 | -4.79% Apr 24, 2014 - Jun 6, 2014 |
| #13 | -9.25% Jul 16, 2024 - Nov 6, 2024 | -4.35% Jun 4, 2007 - Jun 14, 2007 |
| #14 | -5.90% Sep 3, 2021 - Oct 25, 2021 | -4.33% Oct 18, 2007 - Oct 26, 2007 |
| #15 | -5.79% Mar 28, 2024 - May 8, 2024 | -3.60% Jun 9, 2008 - Jun 17, 2008 |
Correlation
Correlation between ADX and XOP is -0.28 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (1999 - 2026)
ADX vs XOP dividend yield comparison.
| Year | ADX | XOP |
|---|---|---|
| 2026 | 3.82% | 0.94% |
| 2025 | 7.93% | 2.62% |
| 2024 | 12.38% | 2.45% |
| 2023 | 7.34% | 2.63% |
| 2022 | 7.36% | 2.47% |
| 2021 | 15.35% | 1.61% |
| 2020 | 6.54% | 1.85% |
| 2019 | 9.00% | 0.37% |
| 2018 | 15.85% | 0.25% |
| 2017 | 9.18% | 0.19% |
| 2016 | 7.79% | 0.19% |
| 2015 | 7.17% | 0.55% |
| 2014 | 8.48% | 0.35% |
| 2013 | 6.35% | 0.21% |
| 2012 | 6.23% | 0.30% |
| 2011 | 6.33% | 0.28% |
| 2010 | 4.56% | 0.09% |
| 2009 | 4.46% | 0.17% |
| 2008 | 7.85% | 0.19% |
| 2007 | 7.29% | 0.05% |
| 2006 | 6.49% | 0.03% |
| 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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