UCON vs ADX
Comparison between FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF) and Adams Diversified Equity Fund (ADX, ETF).
5-Year PerformanceADX has outperformed UCON, delivering a return of +16.6% compared to +2.8%
UCON vs ADX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UCON vs ADX - Historical Returns
Returns include dividend reinvestment.
UCON vs ADX - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | UCON | ADX |
|---|---|---|
| 2026 | +0.73% | +11.10% |
| 2025 | +7.00% | +25.68% |
| 2024 | +4.90% | +30.30% |
| 2023 | +7.67% | +31.71% |
| 2022 | -5.72% | -20.45% |
| 2021 | +1.05% | +31.72% |
| 2020 | +6.67% | +16.75% |
| 2019 | +7.13% | +36.30% |
| 2018 | +1.11% | -4.03% |
| 2017 | N/A | +28.84% |
| 2016 | N/A | +8.21% |
| 2015 | N/A | +0.50% |
| 2014 | N/A | +14.96% |
| 2013 | N/A | +28.61% |
| 2012 | N/A | +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% |
UCON vs ADX Drawdown Comparison
The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.
The maximum drawdown for ADX was -71.51%, occurring on Mar 9, 2009. Recovery took 4094 trading sessions.
The current UCON drawdown is -0.44%. The current ADX drawdown is -3.08%.
| Rank | UCON | ADX |
|---|---|---|
| #1 | -15.31% Mar 5, 2020 - Jul 2, 2020 | -71.51% Sep 5, 2000 - Dec 13, 2016 |
| #2 | -9.60% Sep 14, 2021 - Dec 14, 2023 | -37.17% Feb 19, 2020 - Aug 25, 2020 |
| #3 | -2.45% Feb 26, 2026 - Mar 26, 2026 | -36.67% Feb 8, 2000 - Mar 3, 2000 |
| #4 | -1.70% Feb 1, 2024 - May 15, 2024 | -34.19% Jan 19, 2000 - Feb 8, 2000 |
| #5 | -1.67% Sep 24, 2024 - Feb 24, 2025 | -33.68% Mar 23, 2000 - Mar 28, 2000 |
| #6 | -1.53% Mar 3, 2025 - May 30, 2025 | -25.07% Dec 29, 2021 - Nov 22, 2023 |
| #7 | -1.12% Nov 9, 2018 - Jan 10, 2019 | -18.73% Sep 27, 2018 - Apr 4, 2019 |
| #8 | -1.07% Feb 11, 2021 - May 26, 2021 | -18.29% Feb 18, 2025 - May 29, 2025 |
| #9 | -0.96% Sep 4, 2019 - Oct 1, 2019 | -10.16% Feb 2, 2026 - Apr 9, 2026 |
| #10 | -0.88% Feb 24, 2020 - Mar 3, 2020 | -10.01% Mar 31, 2000 - Jul 7, 2000 |
| #11 | -0.87% Dec 28, 2023 - Jan 12, 2024 | -9.85% Jan 26, 2018 - Jul 24, 2018 |
| #12 | -0.83% Oct 13, 2020 - Nov 5, 2020 | -9.59% Sep 2, 2020 - Nov 13, 2020 |
| #13 | -0.75% Oct 28, 2025 - Nov 25, 2025 | -9.25% Jul 16, 2024 - Nov 6, 2024 |
| #14 | -0.73% May 15, 2024 - Jun 4, 2024 | -5.90% Sep 3, 2021 - Oct 25, 2021 |
| #15 | -0.73% Feb 19, 2019 - Mar 6, 2019 | -5.79% Mar 28, 2024 - May 8, 2024 |
Correlation
Correlation between UCON and ADX is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
UCON vs ADX dividend yield comparison.
| Year | UCON | ADX |
|---|---|---|
| 2026 | 1.83% | 3.83% |
| 2025 | 4.63% | 7.93% |
| 2024 | 4.95% | 12.38% |
| 2023 | 4.75% | 7.34% |
| 2022 | 3.12% | 7.36% |
| 2021 | 2.20% | 15.35% |
| 2020 | 3.14% | 6.54% |
| 2019 | 3.25% | 9.00% |
| 2018 | 1.76% | 15.85% |
| 2017 | 0.00% | 9.18% |
| 2016 | 0.00% | 7.79% |
| 2015 | 0.00% | 7.17% |
| 2014 | 0.00% | 8.48% |
| 2013 | 0.00% | 6.35% |
| 2012 | 0.00% | 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% |
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