ADX vs XSD
Comparison between Adams Diversified Equity Fund (ADX, ETF) and STATE STREET(R) SPDR(R) S&P(R) SEMICONDUCTOR ETF (XSD, ETF).
5-Year PerformanceXSD has outperformed ADX, delivering a return of +27.6% compared to +16.6%
ADX vs XSD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ADX vs XSD - Historical Returns
Returns include dividend reinvestment.
ADX vs XSD - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ADX | XSD |
|---|---|---|
| 2026 | +11.10% | +80.73% |
| 2025 | +25.68% | +27.98% |
| 2024 | +30.30% | +14.11% |
| 2023 | +31.71% | +36.81% |
| 2022 | -20.45% | -32.38% |
| 2021 | +31.72% | +43.38% |
| 2020 | +16.75% | +58.68% |
| 2019 | +36.30% | +63.39% |
| 2018 | -4.03% | -9.25% |
| 2017 | +28.84% | +24.39% |
| 2016 | +8.21% | +31.09% |
| 2015 | +0.50% | +10.12% |
| 2014 | +14.96% | +32.70% |
| 2013 | +28.61% | +30.80% |
| 2012 | +15.17% | +0.66% |
| 2011 | -5.54% | -19.33% |
| 2010 | +10.00% | +14.86% |
| 2009 | +27.29% | +91.13% |
| 2008 | -37.00% | -46.05% |
| 2007 | +10.35% | -4.85% |
| 2006 | +16.29% | -7.73% |
| 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 XSD Drawdown Comparison
The maximum drawdown for ADX was -71.51%, occurring on Mar 9, 2009. Recovery took 4094 trading sessions.
The maximum drawdown for XSD was -64.56%, occurring on Nov 20, 2008. Recovery took 875 trading sessions.
The current ADX drawdown is -3.08%. The current XSD drawdown is -6.77%.
| Rank | ADX | XSD |
|---|---|---|
| #1 | -71.51% Sep 5, 2000 - Dec 13, 2016 | -64.56% Jul 17, 2007 - Jan 4, 2011 |
| #2 | -37.17% Feb 19, 2020 - Aug 25, 2020 | -42.27% Dec 8, 2021 - May 28, 2024 |
| #3 | -36.67% Feb 8, 2000 - Mar 3, 2000 | -41.25% Jul 16, 2024 - Aug 12, 2025 |
| #4 | -34.19% Jan 19, 2000 - Feb 8, 2000 | -37.42% Feb 17, 2011 - Jan 21, 2014 |
| #5 | -33.68% Mar 23, 2000 - Mar 28, 2000 | -36.80% Jan 23, 2020 - Jun 4, 2020 |
| #6 | -25.07% Dec 29, 2021 - Nov 22, 2023 | -29.05% May 5, 2006 - Jul 13, 2007 |
| #7 | -18.73% Sep 27, 2018 - Apr 4, 2019 | -23.70% Sep 4, 2018 - Feb 22, 2019 |
| #8 | -18.29% Feb 18, 2025 - May 29, 2025 | -23.33% Jun 18, 2015 - Jun 7, 2016 |
| #9 | -10.16% Feb 2, 2026 - Apr 9, 2026 | -20.99% Feb 16, 2021 - Aug 27, 2021 |
| #10 | -10.01% Mar 31, 2000 - Jul 7, 2000 | -20.63% Sep 5, 2014 - Dec 3, 2014 |
| #11 | -9.85% Jan 26, 2018 - Jul 24, 2018 | -18.61% Oct 27, 2025 - Jan 16, 2026 |
| #12 | -9.59% Sep 2, 2020 - Nov 13, 2020 | -17.46% Apr 24, 2019 - Jul 18, 2019 |
| #13 | -9.25% Jul 16, 2024 - Nov 6, 2024 | -16.97% Feb 11, 2026 - Apr 10, 2026 |
| #14 | -5.90% Sep 3, 2021 - Oct 25, 2021 | -14.29% Jun 3, 2026 - Jun 10, 2026 |
| #15 | -5.79% Mar 28, 2024 - May 8, 2024 | -13.94% Jan 17, 2018 - Mar 12, 2018 |
Correlation
Correlation between ADX and XSD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
ADX vs XSD dividend yield comparison.
| Year | ADX | XSD |
|---|---|---|
| 2026 | 3.83% | 0.03% |
| 2025 | 7.93% | 0.26% |
| 2024 | 12.38% | 0.20% |
| 2023 | 7.34% | 0.31% |
| 2022 | 7.36% | 0.44% |
| 2021 | 15.35% | 0.10% |
| 2020 | 6.54% | 0.26% |
| 2019 | 9.00% | 0.51% |
| 2018 | 15.85% | 1.16% |
| 2017 | 9.18% | 0.59% |
| 2016 | 7.79% | 0.64% |
| 2015 | 7.17% | 0.58% |
| 2014 | 8.48% | 0.46% |
| 2013 | 6.35% | 0.52% |
| 2012 | 6.23% | 0.69% |
| 2011 | 6.33% | 0.84% |
| 2010 | 4.56% | 0.76% |
| 2009 | 4.46% | 0.74% |
| 2008 | 7.85% | 1.21% |
| 2007 | 7.29% | 0.40% |
| 2006 | 6.49% | 0.19% |
| 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% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks