BRGNX vs. ACUSX
Compare and contrast key facts about iShares Russell 1000 Large-Cap Index Fund (BRGNX) and Advisors Capital US Dividend Fund (ACUSX).
BRGNX is managed by BlackRock. It was launched on Mar 31, 2011. ACUSX is managed by Advisors Capital. It was launched on Mar 18, 2021.
Performance
BRGNX vs. ACUSX - Performance Comparison
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BRGNX vs. ACUSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
BRGNX iShares Russell 1000 Large-Cap Index Fund | -3.78% | 17.22% | 24.36% | 26.43% | -19.15% | 20.71% |
ACUSX Advisors Capital US Dividend Fund | -0.93% | 13.11% | 15.45% | 17.27% | -21.05% | 15.90% |
Returns By Period
In the year-to-date period, BRGNX achieves a -3.78% return, which is significantly lower than ACUSX's -0.93% return.
BRGNX
- 1D
- 0.71%
- 1M
- -3.71%
- YTD
- -3.78%
- 6M
- -1.91%
- 1Y
- 16.77%
- 3Y*
- 18.19%
- 5Y*
- 11.03%
- 10Y*
- 13.75%
ACUSX
- 1D
- 0.36%
- 1M
- -3.69%
- YTD
- -0.93%
- 6M
- -0.86%
- 1Y
- 13.90%
- 3Y*
- 13.20%
- 5Y*
- 6.25%
- 10Y*
- —
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BRGNX vs. ACUSX - Expense Ratio Comparison
BRGNX has a 0.12% expense ratio, which is lower than ACUSX's 1.95% expense ratio.
Return for Risk
BRGNX vs. ACUSX — Risk / Return Rank
BRGNX
ACUSX
BRGNX vs. ACUSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Russell 1000 Large-Cap Index Fund (BRGNX) and Advisors Capital US Dividend Fund (ACUSX). 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.
| BRGNX | ACUSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 0.96 | +0.01 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.45 | +0.02 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.22 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 1.42 | +0.05 |
Martin ratioReturn relative to average drawdown | 7.01 | 6.64 | +0.37 |
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
| BRGNX | ACUSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 0.96 | +0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.01 | +0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.01 | +0.74 |
Correlation
The correlation between BRGNX and ACUSX 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
BRGNX vs. ACUSX - Dividend Comparison
BRGNX's dividend yield for the trailing twelve months is around 2.55%, while ACUSX has not paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRGNX iShares Russell 1000 Large-Cap Index Fund | 2.55% | 2.71% | 1.32% | 1.44% | 1.77% | 1.83% | 1.46% | 2.76% | 2.40% | 2.59% | 3.92% | 5.41% |
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% |
Drawdowns
BRGNX vs. ACUSX - Drawdown Comparison
The maximum BRGNX drawdown since its inception was -34.59%, smaller than the maximum ACUSX drawdown of -96.85%. Use the drawdown chart below to compare losses from any high point for BRGNX and ACUSX.
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Drawdown Indicators
| BRGNX | ACUSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.59% | -96.85% | +62.26% |
Max Drawdown (1Y)Largest decline over 1 year | -8.86% | -6.92% | -1.94% |
Max Drawdown (5Y)Largest decline over 5 years | -25.14% | -96.85% | +71.71% |
Max Drawdown (10Y)Largest decline over 10 years | -34.59% | — | — |
Current DrawdownCurrent decline from peak | -5.77% | -96.00% | +90.23% |
Average DrawdownAverage peak-to-trough decline | -4.05% | -29.62% | +25.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 2.24% | +0.35% |
Volatility
BRGNX vs. ACUSX - Volatility Comparison
iShares Russell 1000 Large-Cap Index Fund (BRGNX) has a higher volatility of 5.26% compared to Advisors Capital US Dividend Fund (ACUSX) at 4.08%. This indicates that BRGNX's price experiences larger fluctuations and is considered to be riskier than ACUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRGNX | ACUSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.26% | 4.08% | +1.18% |
Volatility (6M)Calculated over the trailing 6-month period | 9.57% | 7.92% | +1.65% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.43% | 15.39% | +3.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.17% | 1,173.45% | -1,156.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.19% | 1,169.27% | -1,151.08% |