ADX vs SVOL
Adams Diversified Equity Fund Inc vs Simplify Volatility Premium ETF
Which is better, ADX or SVOL?
Each has led over a different period.
ADX led over 3Y, 5Y and the full window, SVOL over 1Y.
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
| Metric | ADX | SVOL |
|---|---|---|
| Expense Ratio | - | 0.66% |
| AUM | $3.2B | $530M |
| Dividend Yield | 7.25% | 21.23% |
| Holdings | 108 | 109 |
| YTD Return | +10.32% | +11.39%Best |
| 1Y Return | +16.35% | +17.01%Best |
| 3Y Return (annualized) | +25.88%Best | +8.93% |
| 5Y Return (annualized) | +15.53%Best | +7.72% |
| Volatility (annualized) | 15.9% | 13.4%Best |
| Max Drawdown | -25.1%Best | -33.5% |
| $10,000 over 5 years | $20,581Best | $14,504 |
| Fund Family | Adams Funds | Simplify Exchange Traded Funds |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Oct 1, 1929 | May 12, 2021 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: May 13, 2021 to Oct 14, 2026 (5.4 years).
ADX vs SVOL 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 5.4 years both funds cover.
ADX vs SVOL Performance
Adams Diversified Equity Fund Inc (ADX) is an ETF from Adams Funds and Simplify Volatility Premium ETF (SVOL) is an ETF from Simplify Exchange Traded Funds. Over the past year ADX returned +16.35% while SVOL returned +17.01%. Year to date, ADX is up 10.32% versus a gain of 11.39% for SVOL.
Over three years, ADX compounded at +25.88% per year against +8.93% for SVOL; over five years the annualized figures are +15.53% and +7.72% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ADX has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 13.4% for SVOL. 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 -25.1% for ADX and -33.5% for SVOL. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.69. They move together some of the time, and apart the rest.
Holdings Overlap
We hold position weights for 105 holdings in ADX and 10 in SVOL, totalling 100.2% and 48.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
The two holdings books were reported 76 days apart, ADX as of Jun 30, 2026 and SVOL as of Sep 14, 2026, so some of the difference between them is the time between the two reports rather than the funds.
0 positions in common, counted across the 105 positions we hold weights for in ADX and 10 in SVOL, against full books of 108 and 109.
You are not choosing between two funds in isolation.
Whichever of ADX and SVOL you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which performed better, ADX or SVOL?
Over the past year ADX returned +16.35% vs +17.01% for SVOL, so SVOL leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ADX or SVOL?
ADX has been the more volatile fund at 15.9% annualized versus 13.4% for SVOL. Worst drawdown: ADX -25.1% vs SVOL -33.5%.
Should I hold both ADX and SVOL?
ADX and SVOL have a monthly-return correlation of 0.69, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, ADX or SVOL?
ADX yields 7.25% while SVOL yields 21.23%, so SVOL currently pays the higher dividend yield.
Is SVOL better than ADX?
ADX led over 3Y, 5Y and the full window, SVOL over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.