HYMB vs ADX

Comparison between SPDR(R) NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF (HYMB, ETF) and Adams Diversified Equity Fund (ADX, ETF).

5-Year PerformanceADX has outperformed HYMB, delivering a return of +16.6% compared to +0.6%

HYMB vs ADX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HYMB(ETF)	ADX(ETF)
Net Assets	$2.80B	$2.90B
Expense Ratio	0.35%	N/A
Max Drawdown	29.76%	85.05%
Sharpe Ratio	0.73	2.11
5Y Beta	0.04	0.90
5Y Dividends CAGR	3.72%	16.20%

Net Assets

HYMB

$2.80B

Winner

ADX

$2.90B

Expense Ratio

HYMB

0.35%

ADX

N/A

Max Drawdown

Winner

HYMB

29.76%

ADX

85.05%

Sharpe Ratio

HYMB

0.73

Winner

ADX

2.11

5Y Beta

Winner

HYMB

0.04

ADX

0.90

5Y Dividends CAGR

HYMB

3.72%

Winner

ADX

16.20%

HYMB vs ADX - Historical Returns

Returns include dividend reinvestment.

Period	HYMB	ADX
1 month	+0.83%	+7.63%
3 months	+1.23%	+7.63%
6 months	+2.44%	+14.28%
1 year	+7.05%	+37.29%
5 years(CAGR)	+0.56%	+16.61%
10 years(CAGR)	+2.48%	+18.04%
Max(CAGR)	+4.40%	+7.34%

HYMB

+0.83%

Winner

ADX

+7.63%

HYMB

+1.23%

Winner

ADX

+7.63%

HYMB

+2.44%

Winner

ADX

+14.28%

HYMB

+7.05%

Winner

ADX

+37.29%

5Y(CAGR)

HYMB

+0.56%

Winner

ADX

+16.61%

10Y(CAGR)

HYMB

+2.48%

Winner

ADX

+18.04%

Max(CAGR)

HYMB

+4.40%

Winner

ADX

+7.34%

HYMB vs ADX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HYMB	ADX
2026	+2.27%	+9.80%
2025	+1.88%	+25.68%
2024	+6.23%	+30.30%
2023	+7.95%	+31.71%
2022	-15.54%	-20.45%
2021	+5.37%	+31.72%
2020	+3.67%	+16.75%
2019	+9.49%	+36.30%
2018	+4.78%	-4.03%
2017	+3.02%	+28.84%
2016	+1.92%	+8.21%
2015	+3.59%	+0.50%
2014	+17.12%	+14.96%
2013	-8.31%	+28.61%
2012	+15.62%	+15.17%
2011	+10.19%	-5.54%
2010	N/A	+10.00%
2009	N/A	+27.29%
2008	N/A	-37.00%
2007	N/A	+10.35%
2006	N/A	+16.29%
2005	N/A	+2.53%
2004	N/A	+13.61%
2003	N/A	+22.25%
2002	N/A	-20.77%
2001	N/A	-22.59%
2000	N/A	-32.31%
1999	N/A	+11.64%

HYMB vs ADX Drawdown Comparison

The maximum drawdown for HYMB was -29.57%, occurring on Mar 23, 2020. Recovery took 212 trading sessions.

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

The current HYMB drawdown is -0.08%.

Rank	HYMB	ADX
#1	-29.57% Mar 5, 2020 - Jan 6, 2021	-71.51% Sep 5, 2000 - Dec 13, 2016
#2	-20.16% Jul 27, 2021 - Feb 26, 2026	-37.17% Feb 19, 2020 - Aug 25, 2020
#3	-16.59% May 20, 2013 - May 20, 2014	-36.67% Feb 8, 2000 - Mar 3, 2000
#4	-7.98% Aug 29, 2016 - Aug 29, 2017	-34.19% Jan 19, 2000 - Feb 8, 2000
#5	-4.28% Dec 6, 2012 - Jan 22, 2013	-33.68% Mar 23, 2000 - Mar 28, 2000
#6	-4.19% Jan 30, 2015 - Oct 22, 2015	-25.07% Dec 29, 2021 - Nov 22, 2023
#7	-3.65% Sep 5, 2017 - May 25, 2018	-18.73% Sep 27, 2018 - Apr 4, 2019
#8	-3.11% Feb 27, 2026 - Mar 26, 2026	-18.29% Feb 18, 2025 - May 29, 2025
#9	-2.49% Feb 11, 2021 - Apr 22, 2021	-10.16% Feb 2, 2026 - Apr 9, 2026
#10	-1.93% May 30, 2014 - Aug 11, 2014	-10.01% Mar 31, 2000 - Jul 7, 2000
#11	-1.89% Sep 6, 2018 - Dec 28, 2018	-9.85% Jan 26, 2018 - Jul 24, 2018
#12	-1.51% Oct 4, 2011 - Nov 2, 2011	-9.59% Sep 2, 2020 - Nov 13, 2020
#13	-1.41% Mar 13, 2012 - Apr 12, 2012	-9.25% Jul 16, 2024 - Nov 6, 2024
#14	-1.33% Nov 2, 2015 - Dec 23, 2015	-7.76% Nov 17, 1999 - Dec 27, 1999
#15	-1.32% Jul 6, 2011 - Jul 12, 2011	-5.90% Sep 3, 2021 - Oct 25, 2021

Correlation

Correlation between HYMB and ADX is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2000 - 2026)

HYMB vs ADX dividend yield comparison.

Year	HYMB	ADX
2026	1.52%	3.87%
2025	4.55%	7.93%
2024	4.29%	12.38%
2023	4.07%	7.34%
2022	3.77%	7.36%
2021	3.19%	15.35%
2020	3.55%	6.54%
2019	3.95%	9.00%
2018	4.03%	15.85%
2017	3.78%	9.18%
2016	4.08%	7.79%
2015	4.54%	7.17%
2014	4.49%	8.48%
2013	5.17%	6.35%
2012	4.99%	6.23%
2011	4.30%	6.33%
2010	0.00%	4.56%
2009	0.00%	4.46%
2008	0.00%	7.85%
2007	0.00%	7.29%
2006	0.00%	6.49%
2005	0.00%	6.22%
2004	0.00%	6.78%
2003	0.00%	6.29%
2002	0.00%	6.91%
2001	0.00%	11.32%
2000	0.00%	8.70%