ADX vs VYM
Adams Diversified Equity Fund Inc vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | ADX | VYM | Winner |
|---|---|---|---|
| Expense Ratio | - | 0.04% | |
| AUM | $3.2B | $81.6B | |
| Dividend Yield | 7.48% | 2.24% | |
| Holdings | 102 | 616 | |
| YTD Return | +11.66% | +15.60% | |
| 1Y Return | +22.50% | +23.48% | |
| 3Y Return (annualized) | +25.96% | +19.07% | |
| 5Y Return (annualized) | +15.92% | +12.50% | |
| Volatility (annualized) | 22.8% | 14.6% | |
| Max Drawdown | -58.8% | -58.8% | |
| Fund Family | Adams Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 1, 1929 | Nov 10, 2006 |
ADX vs VYM Performance
Adams Diversified Equity Fund Inc (ADX) is a ETF from Adams Funds and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year ADX returned +22.50% while VYM returned +23.48%. Year to date, ADX is up 11.66% versus a gain of 15.60% for VYM.
Over three years, ADX compounded at +25.96% per year against +19.07% for VYM; over five years the annualized figures are +15.92% and +12.50% respectively. Across the full 20-year window we track, ADX has the edge at +14.98% annualized vs +7.05%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ADX has been the more volatile fund, with annualized monthly volatility of 22.8% compared with 14.6% for VYM. 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 -58.8% for ADX and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.
Holdings Overlap
ADX and VYM share 38 holdings out of 666 unique holdings combined, representing a 24.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which performed better, ADX or VYM?
Over the past year ADX returned +22.50% vs +23.48% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (20 years), ADX annualized +14.98% vs +7.05% for VYM. Past performance does not guarantee future results.
Which is riskier, ADX or VYM?
ADX has been the more volatile fund at 22.8% annualized versus 14.6% for VYM. Worst drawdown: ADX -58.8% vs VYM -58.8%.
Should I hold both ADX and VYM?
ADX and VYM have a monthly-return correlation of 0.87, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between ADX and VYM?
ADX and VYM share 38 common holdings with a 24.8% weight overlap. Combined, they hold 666 unique securities.
Which pays a higher dividend, ADX or VYM?
ADX yields 7.48% while VYM yields 2.24%, so ADX currently pays the higher dividend yield.
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