DIISX vs. DSPIX
Compare and contrast key facts about BNY Mellon International Stock Index Fund (DIISX) and BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX).
DIISX is managed by BNY Mellon. It was launched on Jun 30, 1997. DSPIX is a passively managed fund by BNY Mellon that tracks the performance of the S&P 500 Index. It was launched on Sep 30, 1993.
Performance
DIISX vs. DSPIX - Performance Comparison
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DIISX vs. DSPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DIISX BNY Mellon International Stock Index Fund | -1.59% | 30.36% | 0.36% | 13.93% | -14.57% | 10.85% | 7.52% | 21.48% | -13.92% | 24.46% |
DSPIX BNY Mellon Institutional S&P 500 Stock Index Fund | -7.09% | 17.81% | 24.40% | 26.36% | -18.51% | 28.64% | 14.18% | 31.31% | -4.36% | 21.59% |
Returns By Period
In the year-to-date period, DIISX achieves a -1.59% return, which is significantly higher than DSPIX's -7.09% return. Over the past 10 years, DIISX has underperformed DSPIX with an annualized return of 7.42%, while DSPIX has yielded a comparatively higher 13.17% annualized return.
DIISX
- 1D
- 0.69%
- 1M
- -10.76%
- YTD
- -1.59%
- 6M
- 2.91%
- 1Y
- 20.06%
- 3Y*
- 10.67%
- 5Y*
- 6.14%
- 10Y*
- 7.42%
DSPIX
- 1D
- -0.38%
- 1M
- -7.69%
- YTD
- -7.09%
- 6M
- -4.53%
- 1Y
- 14.39%
- 3Y*
- 17.00%
- 5Y*
- 11.19%
- 10Y*
- 13.17%
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DIISX vs. DSPIX - Expense Ratio Comparison
DIISX has a 0.60% expense ratio, which is higher than DSPIX's 0.20% expense ratio.
Return for Risk
DIISX vs. DSPIX — Risk / Return Rank
DIISX
DSPIX
DIISX vs. DSPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon International Stock Index Fund (DIISX) and BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX). 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.
| DIISX | DSPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 0.83 | +0.31 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.29 | +0.23 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 1.05 | +0.35 |
Martin ratioReturn relative to average drawdown | 5.64 | 5.11 | +0.54 |
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
| DIISX | DSPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 0.83 | +0.31 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.39 | 0.67 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.73 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.55 | -0.31 |
Correlation
The correlation between DIISX and DSPIX is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
DIISX vs. DSPIX - Dividend Comparison
DIISX's dividend yield for the trailing twelve months is around 4.66%, less than DSPIX's 36.45% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIISX BNY Mellon International Stock Index Fund | 4.66% | 4.58% | 0.27% | 0.29% | 2.23% | 3.42% | 1.62% | 2.80% | 2.66% | 2.17% | 2.89% | 2.12% |
DSPIX BNY Mellon Institutional S&P 500 Stock Index Fund | 36.45% | 33.86% | 27.60% | 27.46% | 18.33% | 12.91% | 1.15% | 5.01% | 6.33% | 2.53% | 2.91% | 2.63% |
Drawdowns
DIISX vs. DSPIX - Drawdown Comparison
The maximum DIISX drawdown since its inception was -60.03%, which is greater than DSPIX's maximum drawdown of -55.32%. Use the drawdown chart below to compare losses from any high point for DIISX and DSPIX.
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Drawdown Indicators
| DIISX | DSPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.03% | -55.32% | -4.71% |
Max Drawdown (1Y)Largest decline over 1 year | -11.62% | -12.15% | +0.53% |
Max Drawdown (5Y)Largest decline over 5 years | -29.46% | -24.62% | -4.84% |
Max Drawdown (10Y)Largest decline over 10 years | -34.08% | -33.79% | -0.29% |
Current DrawdownCurrent decline from peak | -10.76% | -8.92% | -1.84% |
Average DrawdownAverage peak-to-trough decline | -14.89% | -9.32% | -5.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.03% | 2.50% | +0.53% |
Volatility
DIISX vs. DSPIX - Volatility Comparison
BNY Mellon International Stock Index Fund (DIISX) has a higher volatility of 6.85% compared to BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX) at 4.24%. This indicates that DIISX's price experiences larger fluctuations and is considered to be riskier than DSPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DIISX | DSPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.85% | 4.24% | +2.61% |
Volatility (6M)Calculated over the trailing 6-month period | 10.39% | 9.11% | +1.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.04% | 18.18% | -2.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.80% | 16.89% | -1.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.54% | 17.99% | -1.45% |