ADX vs SECT

ADX vs SECT

Which is better, ADX or SECT?

ADX has been ahead.

ADX led over 1Y, 3Y, 5Y and the full window. ADX is less concentrated, with 40.4% of the fund in its ten largest positions against 100.0%.

Higher Returns: ADXLess Concentrated: ADX

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricADXSECT
Expense Ratio-0.69%
AUM$3.2B$2.9B
Dividend Yield7.25%0.69%
Holdings10819
YTD Return+10.32%+10.58%Best
1Y Return+16.35%Best+14.28%
3Y Return (annualized)+25.88%Best+18.91%
5Y Return (annualized)+15.53%Best+11.81%
Volatility (annualized)16.3%Best20.0%
Max Drawdown-37.2%Best-50.1%
$10,000 over 5 years$20,581Best$17,474
Top 10 Weight40.4%Best100.0%
Fund FamilyAdams FundsMain Management ETF Advisors, LLC
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionOct 1, 1929Sep 5, 2017

Volatility and max drawdown are measured over the window both funds cover: Dec 16, 2016 to Oct 14, 2026 (9.8 years).

ADX vs SECT growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 9.8 years both funds cover.

Compare ADX against instead:ADX vs SPYADX vs QQQADX vs VOOADX vs VTISECT against:SECT vs VXUS

ADX vs SECT Performance

Adams Diversified Equity Fund Inc (ADX) is an ETF from Adams Funds and Main Sector Rotation ETF (SECT) is an ETF from Main Management ETF Advisors, LLC. Over the past year ADX returned +16.35% while SECT returned +14.28%. Year to date, ADX is up 10.32% versus a gain of 10.58% for SECT.

Over three years, ADX compounded at +25.88% per year against +18.91% for SECT; over five years the annualized figures are +15.53% and +11.81% respectively. Across the full 10-year window we track, ADX has the edge at +17.33% annualized vs +6.85%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SECT has been the more volatile fund, with annualized monthly volatility of 20.0% compared with 16.3% for ADX. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -37.2% for ADX and -50.1% for SECT. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.

Holdings Overlap

ADX already in SECT1.1%
SECT already in ADX61.6%

1.1% of ADX's money is in holdings SECT also owns. 61.6% of SECT's money is in holdings ADX also owns.

The two portfolios partly overlap.

The two holdings books were reported 93 days apart, ADX as of Jun 30, 2026 and SECT as of Oct 1, 2026, so some of the difference between them is the time between the two reports rather than the funds.

3 positions in common, counted across the 105 positions we hold weights for in ADX and 10 in SECT, against full books of 108 and 19.

What only one of them owns

Our book lists 7 positions for SECT that do not appear in our book for ADX (38.4% of the fund), and 102 for ADX that do not appear in SECT (99.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in ADXWeight in SECTDifference
XLKTechnology Select Sector Spdr0.35%42.23%41.88%
XLFFinancial Select Sector Spdr F0.39%15.67%15.28%
XLBMaterials Select Sector Spdr Fund0.34%3.67%3.33%

61.6% of SECT is already inside ADX.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

ADXSECT

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Frequently Asked Questions

Which performed better, ADX or SECT?

Over the past year ADX returned +16.35% vs +14.28% for SECT, so ADX leads on 1-year performance. Over the longest common window we track (10 years), ADX annualized +17.33% vs +6.85% for SECT. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, ADX or SECT?

SECT has been the more volatile fund at 20.0% annualized versus 16.3% for ADX. Worst drawdown: ADX -37.2% vs SECT -50.1%.

Should I hold both ADX and SECT?

ADX and SECT have a monthly-return correlation of 0.73, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between ADX and SECT?

61.6% of SECT's money is in holdings ADX also owns. 61.6% of SECT's is in holdings ADX also owns. They hold 3 positions in common, counted across the 105 positions we hold weights for in ADX and 10 in SECT.

Which pays a higher dividend, ADX or SECT?

ADX yields 7.25% while SECT yields 0.69%, so ADX currently pays the higher dividend yield.

Is SECT better than ADX?

ADX led over 1Y, 3Y, 5Y and the full window. ADX is less concentrated, with 40.4% of the fund in its ten largest positions against 100.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.