ACUSX vs. VFFSX

Last updated Apr 3, 2026

Compare and contrast key facts about Advisors Capital US Dividend Fund (ACUSX) and Vanguard 500 Index Fund Institutional Select Shares (VFFSX).

ACUSX is managed by Advisors Capital. It was launched on Mar 18, 2021. VFFSX is managed by Vanguard.

Performance

ACUSX vs. VFFSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Advisors Capital US Dividend Fund (ACUSX) and Vanguard 500 Index Fund Institutional Select Shares (VFFSX). The values are adjusted to include any dividend payments, if applicable.

ACUSX vs. VFFSX - 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%
VFFSX Vanguard 500 Index Fund Institutional Select Shares	-3.65%	17.87%	25.00%	26.28%	-18.14%	23.12%

Returns By Period

In the year-to-date period, ACUSX achieves a -0.93% return, which is significantly higher than VFFSX's -3.65% return.

ACUSX

• 1D: 0.36%
• 1M: -3.69%
• YTD: -0.93%
• 6M: -0.86%
• 1Y: 13.90%
• 3Y*: 13.20%
• 5Y*: 6.25%
• 10Y*: —

VFFSX

• 1D: 0.72%
• 1M: -3.44%
• YTD: -3.65%
• 6M: -1.50%
• 1Y: 17.39%
• 3Y*: 18.59%
• 5Y*: 11.94%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

ACUSX vs. VFFSX - Expense Ratio Comparison

ACUSX has a 1.95% expense ratio, which is higher than VFFSX's 0.01% expense ratio.

ACUSX

Advisors Capital US Dividend Fund

VFFSX

Vanguard 500 Index Fund Institutional Select Shares

Return for Risk

ACUSX vs. VFFSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ACUSX

ACUSX Risk / Return Rank: 43
ACUSX Sharpe Ratio Rank: 39
ACUSX Sortino Ratio Rank: 41
ACUSX Omega Ratio Rank: 42
ACUSX Calmar Ratio Rank: 40
ACUSX Martin Ratio Rank: 53

VFFSX

VFFSX Risk / Return Rank: 50
VFFSX Sharpe Ratio Rank: 42
VFFSX Sortino Ratio Rank: 45
VFFSX Omega Ratio Rank: 48
VFFSX Calmar Ratio Rank: 50
VFFSX Martin Ratio Rank: 63

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ACUSX vs. VFFSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Advisors Capital US Dividend Fund (ACUSX) and Vanguard 500 Index Fund Institutional Select Shares (VFFSX). 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	VFFSX	Difference
Sharpe ratio Return per unit of total volatility	0.96	1.00	-0.04
Sortino ratio Return per unit of downside risk	1.45	1.52	-0.07
Omega ratio Gain probability vs. loss probability	1.22	1.23	-0.02
Calmar ratio Return relative to maximum drawdown	1.42	1.54	-0.12
Martin ratio Return relative to average drawdown	6.64	7.31	-0.68
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ACUSX vs. VFFSX - Sharpe Ratio Comparison

The current ACUSX Sharpe Ratio is 0.96, which is comparable to the VFFSX Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of ACUSX and VFFSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	ACUSX	VFFSX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.96	1.00	-0.04
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.01	0.71	-0.70
Sharpe Ratio (All Time) Calculated using the full available price history	0.01	0.77	-0.76

Correlation

The correlation between ACUSX and VFFSX is 0.95, 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. VFFSX - Dividend Comparison

ACUSX has not paid dividends to shareholders, while VFFSX's dividend yield for the trailing twelve months is around 1.20%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
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%
VFFSX Vanguard 500 Index Fund Institutional Select Shares	1.20%	1.14%	1.24%	1.46%	1.70%	1.61%	1.56%	2.15%	2.09%	1.81%

Drawdowns

ACUSX vs. VFFSX - Drawdown Comparison

The maximum ACUSX drawdown since its inception was -96.85%, which is greater than VFFSX's maximum drawdown of -33.82%. Use the drawdown chart below to compare losses from any high point for ACUSX and VFFSX.

Drawdown Indicators

	ACUSX	VFFSX	Difference
Max Drawdown Largest peak-to-trough decline	-96.85%	-33.82%	-63.03%
Max Drawdown (1Y) Largest decline over 1 year	-6.92%	-8.90%	+1.98%
Max Drawdown (5Y) Largest decline over 5 years	-96.85%	-24.51%	-72.34%
Current Drawdown Current decline from peak	-96.00%	-5.56%	-90.44%
Average Drawdown Average peak-to-trough decline	-29.62%	-4.57%	-25.05%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.24%	2.55%	-0.31%

Volatility

ACUSX vs. VFFSX - Volatility Comparison

The current volatility for Advisors Capital US Dividend Fund (ACUSX) is 4.08%, while Vanguard 500 Index Fund Institutional Select Shares (VFFSX) has a volatility of 5.38%. This indicates that ACUSX experiences smaller price fluctuations and is considered to be less risky than VFFSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	ACUSX	VFFSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.08%	5.38%	-1.30%
Volatility (6M) Calculated over the trailing 6-month period	7.92%	9.55%	-1.63%
Volatility (1Y) Calculated over the trailing 1-year period	15.39%	18.32%	-2.93%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	1,173.45%	16.91%	+1,156.54%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	1,169.27%	18.51%	+1,150.76%