BNY Mellon S&P 500 Index Fund (PEOPX) belongs to the S&P 500 category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PEOPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PEOPX
PEOPX charges 0.50% annually. There are 26 mutual funds in the S&P 500 category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Class G | 0.01% | — | Jul 2019 | PEOPX vs BSPGX | |
| Schwab S&P 500 Index Fund | 0.02% | 143.85B | May 1997 | PEOPX vs SWPPX | |
| Fidelity 500 Index Fund | 0.02% | — | Feb 1988 | PEOPX vs FXAIX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | PEOPX vs SSSYX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | PEOPX vs VIIIX |
Best Risk-Adjusted Alternatives to PEOPX
PEOPX has a PortfoliosLab risk / return rank of 62. There are 23 mutual funds in the S&P 500 category with higher risk-adjusted ranks, going as high as 65.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Institutional Investments Trust S&P 500 Index ... | 65 | — | Dec 2013 | PEOPX vs SPINX | |
| Fidelity 500 Index Fund | 65 | — | Feb 1988 | PEOPX vs FXAIX | |
| Vanguard Institutional Index Fund Institutional Pl... | 65 | 355.20B | Jul 1997 | PEOPX vs VIIIX | |
| Vanguard Institutional Index Fund Institutional Sh... | 65 | 355.20B | Jul 1990 | PEOPX vs VINIX | |
| State Street Equity 500 Index Fund Class K | 65 | — | Sep 2014 | PEOPX vs SSSYX |
Top Performing PEOPX Alternatives (YTD)
PEOPX is at 9.54% YTD. There are 25 mutual funds in the S&P 500 category with higher YTD returns, going as high as 13.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Direxion Monthly S&P 500 Bull 1.75X Fund | 13.76% | — | May 2006 | PEOPX vs DXSLX | |
| Invesco Equally-Weighted S&P 500 Fund | 10.27% | — | Jul 1997 | PEOPX vs VADDX | |
| Victory 500 Index Fund | 10.00% | — | May 2002 | PEOPX vs USPRX | |
| Fidelity 500 Index Fund | 9.79% | — | Feb 1988 | PEOPX vs FXAIX | |
| State Street Equity 500 Index Fund Class K | 9.78% | — | Sep 2014 | PEOPX vs SSSYX |
Lowest Volatility Alternatives to PEOPX
PEOPX has 12.50% 1-year volatility. There are 14 mutual funds in the S&P 500 category with lower 1-year volatility, going as low as 9.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | 9.33% | 236.88M | Feb 2016 | PEOPX vs PUTW | |
| CBOE Vest S&P 500 Dividend Aristocrats Target Inco... | 10.86% | — | Sep 2017 | PEOPX vs KNGLX | |
| Invesco Equally-Weighted S&P 500 Fund | 11.93% | — | Jul 1997 | PEOPX vs VADDX | |
| Shelton Capital Management S&P 500 Index Fund | 12.45% | — | Apr 1992 | PEOPX vs SPFIX | |
| Nuveen S&P 500 Dynamic Overwrite Fund | 12.45% | — | Nov 2005 | PEOPX vs SPXX |
Lowest Drawdown Alternatives to PEOPX
PEOPX has a 1-year max drawdown of -8.97%. There are 26 mutual funds in the S&P 500 category with shallower 1-year drawdowns, going as shallow as -7.15%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| WisdomTree Equity Premium Income Fund | -7.15% | 236.88M | Feb 2016 | PEOPX vs PUTW | |
| Invesco Equally-Weighted S&P 500 Fund | -7.88% | — | Jul 1997 | PEOPX vs VADDX | |
| State Street Equity 500 Index Fund Class K | -8.88% | — | Sep 2014 | PEOPX vs SSSYX | |
| Schwab S&P 500 Index Fund | -8.89% | 143.85B | May 1997 | PEOPX vs SWPPX | |
| Fidelity 500 Index Fund | -8.89% | — | Feb 1988 | PEOPX vs FXAIX |
Other Mutual Funds from BNY Mellon
The 10 most viewed BNY Mellon mutual funds shown here include DREVX, DAGVX, DSPIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BNY Mellon Large Cap Securities Fund | Large Cap Growth Equities | 35 | 7.10% | — | May 1951 | PEOPX vs DREVX | |
| BNY Mellon Dynamic Value Fund | Large Cap Value Equities | 83 | 15.61% | — | Sep 1995 | PEOPX vs DAGVX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | S&P 500 | 65 | 9.69% | — | Sep 1993 | PEOPX vs DSPIX | |
| BNY Mellon Dynamic Value Fund Class I | Large Cap Value Equities | 83 | 15.75% | — | May 2001 | PEOPX vs DRGVX | |
| BNY Mellon Natural Resources Fund Class A | Energy Equities | 61 | 18.41% | — | Oct 2003 | PEOPX vs DNLAX | |
| BNY Mellon Smallcap Stock Index Fund | Small Cap Blend Equities | 66 | 19.54% | — | Jun 1997 | PEOPX vs DISSX | |
| BNY Mellon Global Real Return Fund - Class I | Tactical Allocation | 76 | 6.21% | — | May 2010 | PEOPX vs DRRIX | |
| BNY Mellon Small/Mid Cap Growth Fund Class Y | Mid Cap Growth Equities | 16 | 12.61% | — | Jun 2013 | PEOPX vs DBMYX | |
| BNY Mellon Active MidCap Fund | Mid Cap Blend Equities | 54 | 13.68% | — | Jan 1985 | PEOPX vs DNLDX | |
| BNY Mellon Technology Growth Fund | Technology Equities | 75 | 35.71% | — | Oct 1997 | PEOPX vs DTGRX |
Often Compared With PEOPX
Investors most often compare PEOPX with PRNHX, MEIAX, VOO. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare PEOPX with Any Fund or Stock
Compare PEOPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PEOPX with funds that move differently
BNY Mellon S&P 500 Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PEOPX.
Explore PEOPX Diversifiers