ACUSX vs. VDADX
Compare and contrast key facts about Advisors Capital US Dividend Fund (ACUSX) and Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX).
ACUSX is managed by Advisors Capital. It was launched on Mar 18, 2021. VDADX is managed by Vanguard. It was launched on Dec 19, 2013.
Performance
ACUSX vs. VDADX - Performance Comparison
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ACUSX vs. VDADX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ACUSX Advisors Capital US Dividend Fund | -0.93% | 13.11% | 15.45% | 17.27% | -21.05% | 15.90% |
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares | -1.50% | 14.17% | 16.99% | 14.44% | -9.80% | 21.17% |
Returns By Period
In the year-to-date period, ACUSX achieves a -0.93% return, which is significantly higher than VDADX's -1.50% return.
ACUSX
- 1D
- 0.36%
- 1M
- -3.69%
- YTD
- -0.93%
- 6M
- -0.86%
- 1Y
- 13.90%
- 3Y*
- 13.20%
- 5Y*
- 6.25%
- 10Y*
- —
VDADX
- 1D
- 0.27%
- 1M
- -3.84%
- YTD
- -1.50%
- 6M
- 0.23%
- 1Y
- 12.47%
- 3Y*
- 13.88%
- 5Y*
- 9.81%
- 10Y*
- 12.27%
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ACUSX vs. VDADX - Expense Ratio Comparison
ACUSX has a 1.95% expense ratio, which is higher than VDADX's 0.08% expense ratio.
Return for Risk
ACUSX vs. VDADX — Risk / Return Rank
ACUSX
VDADX
ACUSX vs. VDADX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Advisors Capital US Dividend Fund (ACUSX) and Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ACUSX | VDADX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.86 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.32 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.19 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | 1.20 | +0.23 |
Martin ratioReturn relative to average drawdown | 6.64 | 5.30 | +1.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ACUSX | VDADX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.86 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.01 | 0.69 | -0.68 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.76 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 0.72 | -0.71 |
Correlation
The correlation between ACUSX and VDADX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
ACUSX vs. VDADX - Dividend Comparison
ACUSX has not paid dividends to shareholders, while VDADX's dividend yield for the trailing twelve months is around 1.58%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ACUSX Advisors Capital US Dividend Fund | 0.00% | 0.00% | 0.04% | 0.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares | 1.58% | 1.60% | 1.71% | 1.86% | 1.94% | 1.53% | 1.61% | 1.69% | 2.07% | 1.88% | 2.14% | 2.34% |
Drawdowns
ACUSX vs. VDADX - Drawdown Comparison
The maximum ACUSX drawdown since its inception was -96.85%, which is greater than VDADX's maximum drawdown of -31.70%. Use the drawdown chart below to compare losses from any high point for ACUSX and VDADX.
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Drawdown Indicators
| ACUSX | VDADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.85% | -31.70% | -65.15% |
Max Drawdown (1Y)Largest decline over 1 year | -6.92% | -7.93% | +1.01% |
Max Drawdown (5Y)Largest decline over 5 years | -96.85% | -20.42% | -76.43% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.70% | — |
Current DrawdownCurrent decline from peak | -96.00% | -5.75% | -90.25% |
Average DrawdownAverage peak-to-trough decline | -29.62% | -3.44% | -26.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.24% | 2.45% | -0.21% |
Volatility
ACUSX vs. VDADX - Volatility Comparison
Advisors Capital US Dividend Fund (ACUSX) and Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) have volatilities of 4.08% and 4.08%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ACUSX | VDADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.08% | 4.08% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 7.92% | 7.84% | +0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.39% | 15.30% | +0.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1,173.45% | 14.30% | +1,159.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1,169.27% | 16.19% | +1,153.08% |