DBMYX vs. PEOPX
Compare and contrast key facts about BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX) and BNY Mellon S&P 500 Index Fund (PEOPX).
DBMYX is a passively managed fund by BNY Mellon that tracks the performance of the Russell 2500 Growth Index. It was launched on Jun 1, 2013. PEOPX is a passively managed fund by BNY Mellon that tracks the performance of the S&P 500 Index. It was launched on Jan 2, 1990. Both DBMYX and PEOPX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
DBMYX vs. PEOPX - Performance Comparison
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DBMYX vs. PEOPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DBMYX BNY Mellon Small/Mid Cap Growth Fund Class Y | -8.30% | 11.94% | 10.09% | 15.63% | -33.11% | -4.44% | 68.62% | 39.27% | -1.35% | 26.80% |
PEOPX BNY Mellon S&P 500 Index Fund | -4.45% | 17.33% | 24.50% | 25.78% | -18.67% | 28.25% | 17.83% | 30.96% | -6.01% | 21.26% |
Returns By Period
In the year-to-date period, DBMYX achieves a -8.30% return, which is significantly lower than PEOPX's -4.45% return. Over the past 10 years, DBMYX has underperformed PEOPX with an annualized return of 10.49%, while PEOPX has yielded a comparatively higher 13.41% annualized return.
DBMYX
- 1D
- -1.33%
- 1M
- -13.87%
- YTD
- -8.30%
- 6M
- -7.43%
- 1Y
- 12.85%
- 3Y*
- 7.27%
- 5Y*
- -2.84%
- 10Y*
- 10.49%
PEOPX
- 1D
- 2.92%
- 1M
- -5.07%
- YTD
- -4.45%
- 6M
- -2.34%
- 1Y
- 16.81%
- 3Y*
- 17.81%
- 5Y*
- 11.28%
- 10Y*
- 13.41%
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DBMYX vs. PEOPX - Expense Ratio Comparison
DBMYX has a 0.63% expense ratio, which is higher than PEOPX's 0.50% expense ratio.
Return for Risk
DBMYX vs. PEOPX — Risk / Return Rank
DBMYX
PEOPX
DBMYX vs. PEOPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX) and BNY Mellon S&P 500 Index Fund (PEOPX). 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.
| DBMYX | PEOPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.50 | 0.95 | -0.44 |
Sortino ratioReturn per unit of downside risk | 0.89 | 1.45 | -0.56 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.22 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.50 | 1.48 | -0.98 |
Martin ratioReturn relative to average drawdown | 1.97 | 7.05 | -5.08 |
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
| DBMYX | PEOPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.50 | 0.95 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.12 | 0.67 | -0.79 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.75 | -0.31 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.47 | -0.08 |
Correlation
The correlation between DBMYX and PEOPX is 0.80, 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
DBMYX vs. PEOPX - Dividend Comparison
DBMYX's dividend yield for the trailing twelve months is around 55.82%, more than PEOPX's 10.83% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DBMYX BNY Mellon Small/Mid Cap Growth Fund Class Y | 55.82% | 51.19% | 0.43% | 0.00% | 0.00% | 8.97% | 7.86% | 0.00% | 8.66% | 9.12% | 2.20% | 6.55% |
PEOPX BNY Mellon S&P 500 Index Fund | 10.83% | 10.35% | 10.38% | 7.35% | 11.78% | 12.89% | 11.94% | 14.37% | 14.75% | 9.21% | 10.90% | 7.81% |
Drawdowns
DBMYX vs. PEOPX - Drawdown Comparison
The maximum DBMYX drawdown since its inception was -48.24%, smaller than the maximum PEOPX drawdown of -57.45%. Use the drawdown chart below to compare losses from any high point for DBMYX and PEOPX.
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Drawdown Indicators
| DBMYX | PEOPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.24% | -57.45% | +9.21% |
Max Drawdown (1Y)Largest decline over 1 year | -19.58% | -12.13% | -7.45% |
Max Drawdown (5Y)Largest decline over 5 years | -45.79% | -24.79% | -21.00% |
Max Drawdown (10Y)Largest decline over 10 years | -48.24% | -33.85% | -14.39% |
Current DrawdownCurrent decline from peak | -26.11% | -6.32% | -19.79% |
Average DrawdownAverage peak-to-trough decline | -15.17% | -10.56% | -4.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.97% | 2.54% | +2.43% |
Volatility
DBMYX vs. PEOPX - Volatility Comparison
BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX) has a higher volatility of 7.77% compared to BNY Mellon S&P 500 Index Fund (PEOPX) at 5.34%. This indicates that DBMYX's price experiences larger fluctuations and is considered to be riskier than PEOPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DBMYX | PEOPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.77% | 5.34% | +2.43% |
Volatility (6M)Calculated over the trailing 6-month period | 15.64% | 9.53% | +6.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.42% | 18.32% | +6.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.50% | 16.92% | +7.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.13% | 17.95% | +6.18% |