ADX vs VOLT
Adams Diversified Equity Fund Inc vs Tema Electrification ETF
Which is better, ADX or VOLT?
VOLT has been ahead.
VOLT led over 1Y and the full window. ADX is less concentrated, with 40.4% of the fund in its ten largest positions against 84.6%.
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 | VOLT |
|---|---|---|
| Expense Ratio | - | 0.75% |
| AUM | $3.2B | $742M |
| Dividend Yield | 7.25% | 0.37% |
| Holdings | 108 | 30 |
| YTD Return | +10.32% | +18.20%Best |
| 1Y Return | +16.35% | +18.09%Best |
| 3Y Return (annualized) | +25.88% | - |
| 5Y Return (annualized) | +15.53% | - |
| Volatility (annualized) | 13.3%Best | 24.0% |
| Max Drawdown | -18.3%Best | -23.4% |
| $10,000 over 1.9 years | $13,596 | $14,046Best |
| Top 10 Weight | 40.4%Best | 84.6% |
| Fund Family | Adams Funds | Tema Global Limited |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Oct 1, 1929 | Dec 3, 2024 |
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Dec 4, 2024 to Oct 14, 2026 (1.9 years).
ADX vs VOLT 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 1.9 years both funds cover.
ADX vs VOLT Performance
Adams Diversified Equity Fund Inc (ADX) is an ETF from Adams Funds and Tema Electrification ETF (VOLT) is an ETF from Tema Global Limited. Over the past year ADX returned +16.35% while VOLT returned +18.09%. Year to date, ADX is up 10.32% versus a gain of 18.20% for VOLT.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOLT has been the more volatile fund, with annualized monthly volatility of 24.0% compared with 13.3% 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 -18.3% for ADX and -23.4% for VOLT. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.51. They move together some of the time, and apart the rest.
Holdings Overlap
We hold position weights for 105 holdings in ADX and 27 in VOLT, totalling 100.2% and 99.3% 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 62 days apart, ADX as of Jun 30, 2026 and VOLT as of Aug 31, 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 27 in VOLT, against full books of 108 and 30.
What only one of them owns
Our book lists 3 positions for VOLT that do not appear in our book for ADX (15.7% of the fund), and 105 for ADX that do not appear in VOLT (100.2%).
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.
You are not choosing between two funds in isolation.
Whichever of ADX and VOLT 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 VOLT?
Over the past year ADX returned +16.35% vs +18.09% for VOLT, so VOLT leads on 1-year performance. Over the longest common window we track (2 years), ADX annualized +17.55% vs +19.58% for VOLT. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ADX or VOLT?
VOLT has been the more volatile fund at 24.0% annualized versus 13.3% for ADX. Worst drawdown: ADX -18.3% vs VOLT -23.4%.
Should I hold both ADX and VOLT?
ADX and VOLT have a monthly-return correlation of 0.51, 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 VOLT?
ADX yields 7.25% while VOLT yields 0.37%, so ADX currently pays the higher dividend yield.
Is VOLT better than ADX?
VOLT led over 1Y and the full window. ADX is less concentrated, with 40.4% of the fund in its ten largest positions against 84.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.