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XYLD vs ADX

Comparison between GLOBAL X S&P 500 COVERED CALL ETF (XYLD, ETF) and Adams Diversified Equity Fund (ADX, ETF).

5-Year PerformanceADX has outperformed XYLD, delivering a return of +16.6% compared to +7.6%

XYLD vs ADX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
XYLD
$3.20B
Winner
ADX
$3.30B
Expense Ratio
XYLD
0.60%
ADX
N/A
Max Drawdown
Winner
XYLD
34.69%
ADX
85.05%
Sharpe Ratio
Winner
XYLD
1.78
ADX
1.62
5Y Beta
Winner
XYLD
0.64
ADX
0.89
P/E Ratio
XYLD
27.83
ADX
N/A
Forward P/E
XYLD
21.40
ADX
N/A
5Y Dividends CAGR
XYLD
1.25%
Winner
ADX
16.20%
5Y EPS CAGR
XYLD
28.45%
ADX
N/A
Debt to Equity
XYLD
38.66%
ADX
N/A
P/S Ratio
XYLD
3.58
ADX
N/A
P/B Ratio
XYLD
5.47
ADX
N/A

XYLD vs ADX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
XYLD
+1.20%
ADX
+0.36%
3M
XYLD
+4.66%
Winner
ADX
+12.18%
6M
XYLD
+6.01%
Winner
ADX
+14.65%
1Y
XYLD
+16.62%
Winner
ADX
+29.05%
5Y(CAGR)
XYLD
+7.60%
Winner
ADX
+16.57%
10Y(CAGR)
XYLD
+8.31%
Winner
ADX
+18.10%
Max(CAGR)
Winner
XYLD
+8.18%
ADX
+7.53%

XYLD vs ADX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearXYLDADX
2026+4.60%+11.10%
2025+8.28%+25.68%
2024+19.45%+30.30%
2023+11.03%+31.71%
2022-12.48%-20.45%
2021+20.21%+31.72%
2020-1.44%+16.75%
2019+20.99%+36.30%
2018-7.25%-4.03%
2017+16.08%+28.84%
2016+8.87%+8.21%
2015+0.47%+0.50%
2014+8.61%+14.96%
2013+13.95%+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%

XYLD vs ADX Drawdown Comparison

The maximum drawdown for XYLD was -33.44%, occurring on Mar 23, 2020. Recovery took 269 trading sessions.

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

The current XYLD drawdown is -0.29%. The current ADX drawdown is -3.08%.

RankXYLDADX
#1-33.44%
Feb 19, 2020 - Mar 15, 2021
-71.51%
Sep 5, 2000 - Dec 13, 2016
#2-18.66%
Apr 4, 2022 - Mar 12, 2024
-37.17%
Feb 19, 2020 - Aug 25, 2020
#3-18.10%
Sep 20, 2018 - Jul 12, 2019
-36.67%
Feb 8, 2000 - Mar 3, 2000
#4-15.53%
Feb 19, 2025 - Oct 20, 2025
-34.19%
Jan 19, 2000 - Feb 8, 2000
#5-12.17%
Jun 22, 2015 - Jun 23, 2016
-33.68%
Mar 23, 2000 - Mar 28, 2000
#6-9.10%
Jan 26, 2018 - Jul 9, 2018
-25.07%
Dec 29, 2021 - Nov 22, 2023
#7-6.96%
Sep 18, 2014 - Nov 24, 2014
-18.73%
Sep 27, 2018 - Apr 4, 2019
#8-6.02%
Jan 4, 2022 - Mar 24, 2022
-18.29%
Feb 18, 2025 - May 29, 2025
#9-5.79%
Jul 26, 2019 - Oct 30, 2019
-10.16%
Feb 2, 2026 - Apr 9, 2026
#10-5.30%
Feb 25, 2026 - Apr 30, 2026
-10.01%
Mar 31, 2000 - Jul 7, 2000
#11-5.26%
Jan 15, 2014 - Feb 14, 2014
-9.85%
Jan 26, 2018 - Jul 24, 2018
#12-5.19%
Jul 18, 2024 - Aug 15, 2024
-9.59%
Sep 2, 2020 - Nov 13, 2020
#13-4.63%
Jun 23, 2016 - Jul 11, 2016
-9.25%
Jul 16, 2024 - Nov 6, 2024
#14-4.07%
Dec 29, 2014 - Feb 13, 2015
-5.90%
Sep 3, 2021 - Oct 25, 2021
#15-3.79%
Aug 1, 2013 - Sep 18, 2013
-5.79%
Mar 28, 2024 - May 8, 2024

Correlation

Correlation between XYLD and ADX is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

XYLD vs ADX dividend yield comparison.

YearXYLDADX
20264.53%3.83%
202510.51%7.93%
202411.54%12.38%
202310.51%7.34%
202213.43%7.36%
20219.07%15.35%
20207.93%6.54%
20195.76%9.00%
20187.12%15.85%
20175.18%9.18%
20163.23%7.79%
20154.65%7.17%
20144.15%8.48%
20132.49%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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