DISSX vs. DSPIX
Compare and contrast key facts about BNY Mellon Smallcap Stock Index Fund (DISSX) and BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX).
DISSX 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
DISSX vs. DSPIX - Performance Comparison
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DISSX vs. DSPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DISSX BNY Mellon Smallcap Stock Index Fund | 3.43% | 5.41% | 6.87% | 14.24% | -16.71% | 26.41% | 10.92% | 22.28% | -8.30% | 12.40% |
DSPIX BNY Mellon Institutional S&P 500 Stock Index Fund | -4.37% | 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, DISSX achieves a 3.43% return, which is significantly higher than DSPIX's -4.37% return. Over the past 10 years, DISSX has underperformed DSPIX with an annualized return of 9.14%, while DSPIX has yielded a comparatively higher 13.50% annualized return.
DISSX
- 1D
- 2.83%
- 1M
- -4.74%
- YTD
- 3.43%
- 6M
- 4.70%
- 1Y
- 19.56%
- 3Y*
- 9.12%
- 5Y*
- 3.15%
- 10Y*
- 9.14%
DSPIX
- 1D
- 2.93%
- 1M
- -5.03%
- YTD
- -4.37%
- 6M
- -2.09%
- 1Y
- 17.31%
- 3Y*
- 18.13%
- 5Y*
- 11.57%
- 10Y*
- 13.50%
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DISSX vs. DSPIX - Expense Ratio Comparison
DISSX has a 0.50% expense ratio, which is higher than DSPIX's 0.20% expense ratio.
Return for Risk
DISSX vs. DSPIX — Risk / Return Rank
DISSX
DSPIX
DISSX vs. DSPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Smallcap Stock Index Fund (DISSX) 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.
| DISSX | DSPIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 0.97 | -0.10 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.49 | -0.12 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.52 | -0.15 |
Martin ratioReturn relative to average drawdown | 5.52 | 7.28 | -1.75 |
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
| DISSX | DSPIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.97 | -0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.69 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.75 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.55 | -0.16 |
Correlation
The correlation between DISSX and DSPIX is 0.83, 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
DISSX vs. DSPIX - Dividend Comparison
DISSX's dividend yield for the trailing twelve months is around 14.91%, less than DSPIX's 35.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DISSX BNY Mellon Smallcap Stock Index Fund | 14.91% | 15.42% | 14.79% | 8.20% | 13.87% | 10.72% | 7.61% | 8.35% | 13.18% | 7.40% | 6.49% | 11.30% |
DSPIX BNY Mellon Institutional S&P 500 Stock Index Fund | 35.41% | 33.86% | 27.60% | 27.46% | 18.33% | 12.91% | 1.15% | 5.01% | 6.33% | 2.53% | 2.91% | 2.63% |
Drawdowns
DISSX vs. DSPIX - Drawdown Comparison
The maximum DISSX drawdown since its inception was -58.30%, which is greater than DSPIX's maximum drawdown of -55.32%. Use the drawdown chart below to compare losses from any high point for DISSX and DSPIX.
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Drawdown Indicators
| DISSX | DSPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.30% | -55.32% | -2.98% |
Max Drawdown (1Y)Largest decline over 1 year | -14.96% | -12.15% | -2.81% |
Max Drawdown (5Y)Largest decline over 5 years | -29.02% | -24.62% | -4.40% |
Max Drawdown (10Y)Largest decline over 10 years | -44.45% | -33.79% | -10.66% |
Current DrawdownCurrent decline from peak | -5.80% | -6.25% | +0.45% |
Average DrawdownAverage peak-to-trough decline | -9.62% | -9.32% | -0.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.70% | 2.53% | +1.17% |
Volatility
DISSX vs. DSPIX - Volatility Comparison
BNY Mellon Smallcap Stock Index Fund (DISSX) has a higher volatility of 6.31% compared to BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX) at 5.35%. This indicates that DISSX'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
| DISSX | DSPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.31% | 5.35% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 13.08% | 9.56% | +3.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.80% | 18.37% | +4.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.60% | 16.94% | +4.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.16% | 18.01% | +5.15% |