SPHD vs ADX
Comparison between INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF) and Adams Diversified Equity Fund (ADX, ETF).
5-Year PerformanceADX has outperformed SPHD, delivering a return of +17.2% compared to +7.7%
SPHD vs ADX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPHD
$3.30B
ADX
$3.30B
Expense Ratio
SPHD
0.30%
ADX
N/A
Max Drawdown
Winner
SPHD
42.14%
ADX
85.05%
Sharpe Ratio
SPHD
0.71
Winner
ADX
1.67
5Y Beta
Winner
SPHD
0.36
ADX
0.89
P/E Ratio
SPHD
19.91
ADX
N/A
Forward P/E
SPHD
14.25
ADX
N/A
PEG Ratio
SPHD
0.48
ADX
N/A
5Y Dividends CAGR
SPHD
5.98%
Winner
ADX
16.20%
5Y EPS CAGR
SPHD
4.97%
ADX
N/A
Debt to Equity
SPHD
-39.35%
ADX
N/A
P/S Ratio
SPHD
2.11
ADX
N/A
P/B Ratio
SPHD
1.96
ADX
N/A
SPHD vs ADX - Historical Returns
Returns include dividend reinvestment.
1M
SPHD
+2.33%
Winner
ADX
+2.80%
3M
SPHD
+6.43%
Winner
ADX
+12.01%
6M
SPHD
+7.86%
Winner
ADX
+17.58%
1Y
SPHD
+12.20%
Winner
ADX
+30.51%
5Y(CAGR)
SPHD
+7.70%
Winner
ADX
+17.22%
10Y(CAGR)
SPHD
+7.14%
Winner
ADX
+18.33%
Max(CAGR)
Winner
SPHD
+9.79%
ADX
+7.71%
SPHD vs ADX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SPHD | ADX |
|---|---|---|
| 2026 | +10.50% | +16.82% |
| 2025 | +3.29% | +25.68% |
| 2024 | +16.18% | +30.30% |
| 2023 | +0.93% | +31.71% |
| 2022 | +0.31% | -20.45% |
| 2021 | +26.77% | +31.72% |
| 2020 | -8.99% | +16.75% |
| 2019 | +20.89% | +36.30% |
| 2018 | -6.32% | -4.03% |
| 2017 | +10.79% | +28.84% |
| 2016 | +23.47% | +8.21% |
| 2015 | +4.85% | +0.50% |
| 2014 | +21.27% | +14.96% |
| 2013 | +18.33% | +28.61% |
| 2012 | -1.73% | +15.17% |
| 2011 | N/A | -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 | +16.55% |
SPHD vs ADX Drawdown Comparison
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The maximum drawdown for ADX was -71.51%, occurring on Mar 9, 2009. Recovery took 4094 trading sessions.
The current SPHD drawdown is -0.63%.
| Rank | SPHD | ADX |
|---|---|---|
| #1 | -41.36% Jan 17, 2020 - Mar 8, 2021 | -71.51% Sep 5, 2000 - Dec 13, 2016 |
| #2 | -19.51% Apr 20, 2022 - May 15, 2024 | -37.17% Feb 19, 2020 - Aug 25, 2020 |
| #3 | -13.30% Nov 29, 2024 - Jan 22, 2026 | -36.67% Feb 8, 2000 - Mar 3, 2000 |
| #4 | -12.52% Sep 21, 2018 - Feb 5, 2019 | -34.19% Jan 19, 2000 - Feb 8, 2000 |
| #5 | -11.05% Jan 26, 2018 - Aug 17, 2018 | -33.68% Mar 23, 2000 - Mar 28, 2000 |
| #6 | -8.88% Aug 17, 2015 - Oct 22, 2015 | -25.07% Dec 29, 2021 - Nov 22, 2023 |
| #7 | -8.32% Jun 11, 2021 - Dec 29, 2021 | -18.73% Sep 27, 2018 - Apr 4, 2019 |
| #8 | -7.39% Jul 29, 2016 - Dec 7, 2016 | -18.29% Feb 18, 2025 - May 29, 2025 |
| #9 | -7.33% Mar 2, 2026 - Jun 26, 2026 | -10.16% Feb 2, 2026 - Apr 9, 2026 |
| #10 | -7.24% Apr 12, 2019 - Sep 10, 2019 | -10.01% Mar 31, 2000 - Jul 7, 2000 |
| #11 | -6.98% May 21, 2013 - Oct 25, 2013 | -9.85% Jan 26, 2018 - Jul 24, 2018 |
| #12 | -6.67% Dec 29, 2015 - Feb 17, 2016 | -9.59% Sep 2, 2020 - Nov 13, 2020 |
| #13 | -5.84% Nov 1, 2012 - Jan 2, 2013 | -9.25% Jul 16, 2024 - Nov 6, 2024 |
| #14 | -5.76% Jan 22, 2015 - Aug 14, 2015 | -5.90% Sep 3, 2021 - Oct 25, 2021 |
| #15 | -5.04% Jan 14, 2022 - Mar 22, 2022 | -5.79% Mar 28, 2024 - May 8, 2024 |
Correlation
Correlation between SPHD and ADX is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (1999 - 2026)
SPHD vs ADX dividend yield comparison.
| Year | SPHD | ADX |
|---|---|---|
| 2026 | 2.40% | 3.64% |
| 2025 | 4.02% | 7.93% |
| 2024 | 3.41% | 12.38% |
| 2023 | 4.48% | 7.34% |
| 2022 | 3.89% | 7.36% |
| 2021 | 3.45% | 15.35% |
| 2020 | 4.89% | 6.54% |
| 2019 | 4.07% | 9.00% |
| 2018 | 4.40% | 15.85% |
| 2017 | 3.14% | 9.18% |
| 2016 | 3.83% | 7.79% |
| 2015 | 3.49% | 7.17% |
| 2014 | 3.24% | 8.48% |
| 2013 | 3.68% | 6.35% |
| 2012 | 0.93% | 6.23% |
| 2011 | 0.00% | 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% |
| 1999 | 0.00% | 4.15% |
Select Stocks to Compare
Popular: SPHD vs SPYADX vs SPY
More Comparisons
Compare with similar stocks
Compare SPHD with:
Compare ADX with:
Popular suggestions:
OUSA vs SPHD
ALPS | O'SHARES U.S. QUALITY DIVIDEND ETF SHARES vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
VYM vs SPHD
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
SPHD vs VOO
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF vs VANGUARD 500 INDEX FUND ETF SHARES
SPHD vs SPLV
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF vs INVESCO S&P 500 LOW VOLATILITY ETF
SCHD vs SPHD
SCHWAB U.S. DIVIDEND EQUITY ETF vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
EXG vs ADX
Eaton Vance Tax-Managed Global Diversified Equity Income Fund vs Adams Diversified Equity Fund
SDIV vs SPHD
GLOBAL X SUPERDIVIDEND ETF vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
DIV vs SPHD
GLOBAL X SUPERDIVIDEND U.S. ETF vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
GAM vs ADX
General American Investors Co. Inc vs Adams Diversified Equity Fund
SPHD vs SCHD
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF vs SCHWAB U.S. DIVIDEND EQUITY ETF
LVHD vs SPHD
FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF vs INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF