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USCA vs ADX

Comparison between XTRACKERS MSCI USA CLIMATE ACTION EQUITY ETF (USCA, ETF) and Adams Diversified Equity Fund (ADX, ETF).

USCA vs ADX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
USCA
$3.30B
ADX
$3.30B
Expense Ratio
USCA
0.07%
ADX
N/A
Max Drawdown
Winner
USCA
19.36%
ADX
85.05%
Sharpe Ratio
USCA
1.00
Winner
ADX
1.62
5Y Beta
USCA
0.96
Winner
ADX
0.89
P/E Ratio
USCA
29.31
ADX
N/A
Forward P/E
USCA
23.23
ADX
N/A
5Y Dividends CAGR
USCA
N/A
ADX
16.20%
5Y EPS CAGR
USCA
29.10%
ADX
N/A
Debt to Equity
USCA
43.71%
ADX
N/A
P/S Ratio
USCA
4.23
ADX
N/A
P/B Ratio
USCA
6.72
ADX
N/A

USCA vs ADX - Historical Returns

Returns include dividend reinvestment.

1M
USCA
+0.24%
Winner
ADX
+0.36%
3M
USCA
+9.34%
Winner
ADX
+12.18%
6M
USCA
+4.81%
Winner
ADX
+14.65%
1Y
USCA
+16.25%
Winner
ADX
+29.05%
5Y(CAGR)
USCA
N/A
ADX
+16.57%
10Y(CAGR)
USCA
N/A
ADX
+18.10%
Max(CAGR)
Winner
USCA
+20.72%
ADX
+7.53%

USCA vs ADX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUSCAADX
2026+5.04%+11.10%
2025+14.76%+25.68%
2024+27.94%+30.30%
2023+19.93%+31.71%
2022N/A-20.45%
2021N/A+31.72%
2020N/A+16.75%
2019N/A+36.30%
2018N/A-4.03%
2017N/A+28.84%
2016N/A+8.21%
2015N/A+0.50%
2014N/A+14.96%
2013N/A+28.61%
2012N/A+15.17%
2011N/A-5.54%
2010N/A+10.00%
2009N/A+27.29%
2008N/A-37.00%
2007N/A+10.35%
2006N/A+16.29%
2005N/A+2.53%
2004N/A+13.61%
2003N/A+22.25%
2002N/A-20.77%
2001N/A-22.59%
2000N/A-32.31%
1999N/A+16.55%

USCA vs ADX Drawdown Comparison

The maximum drawdown for USCA was -19.14%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

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

The current USCA drawdown is -3.11%. The current ADX drawdown is -3.08%.

RankUSCAADX
#1-19.14%
Feb 19, 2025 - Jun 30, 2025
-71.51%
Sep 5, 2000 - Dec 13, 2016
#2-10.25%
Jan 12, 2026 - Apr 17, 2026
-37.17%
Feb 19, 2020 - Aug 25, 2020
#3-9.97%
Jul 31, 2023 - Nov 22, 2023
-36.67%
Feb 8, 2000 - Mar 3, 2000
#4-8.66%
Jul 16, 2024 - Sep 19, 2024
-34.19%
Jan 19, 2000 - Feb 8, 2000
#5-5.56%
Oct 28, 2025 - Dec 24, 2025
-33.68%
Mar 23, 2000 - Mar 28, 2000
#6-5.48%
Mar 28, 2024 - May 15, 2024
-25.07%
Dec 29, 2021 - Nov 22, 2023
#7-4.85%
Jun 2, 2026 - Jun 10, 2026
-18.73%
Sep 27, 2018 - Apr 4, 2019
#8-4.69%
Dec 11, 2024 - Jan 30, 2025
-18.29%
Feb 18, 2025 - May 29, 2025
#9-2.65%
Apr 19, 2023 - Apr 28, 2023
-10.16%
Feb 2, 2026 - Apr 9, 2026
#10-2.56%
Oct 8, 2025 - Oct 24, 2025
-10.01%
Mar 31, 2000 - Jul 7, 2000
#11-2.45%
Jun 15, 2023 - Jun 30, 2023
-9.85%
Jan 26, 2018 - Jul 24, 2018
#12-2.42%
Jul 25, 2025 - Aug 13, 2025
-9.59%
Sep 2, 2020 - Nov 13, 2020
#13-2.38%
May 1, 2023 - May 17, 2023
-9.25%
Jul 16, 2024 - Nov 6, 2024
#14-2.30%
Oct 18, 2024 - Nov 6, 2024
-5.90%
Sep 3, 2021 - Oct 25, 2021
#15-2.17%
Nov 11, 2024 - Nov 26, 2024
-5.79%
Mar 28, 2024 - May 8, 2024

Correlation

Correlation between USCA and ADX is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.

0.99
-101

Dividend Comparison (1999 - 2026)

USCA vs ADX dividend yield comparison.

YearUSCAADX
20260.24%3.83%
20251.14%7.93%
20241.22%12.38%
20231.15%7.34%
20220.00%7.36%
20210.00%15.35%
20200.00%6.54%
20190.00%9.00%
20180.00%15.85%
20170.00%9.18%
20160.00%7.79%
20150.00%7.17%
20140.00%8.48%
20130.00%6.35%
20120.00%6.23%
20110.00%6.33%
20100.00%4.56%
20090.00%4.46%
20080.00%7.85%
20070.00%7.29%
20060.00%6.49%
20050.00%6.22%
20040.00%6.78%
20030.00%6.29%
20020.00%6.91%
20010.00%11.32%
20000.00%8.70%
19990.00%4.15%

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