DISSX vs. PEOPX
Compare and contrast key facts about BNY Mellon Smallcap Stock Index Fund (DISSX) and BNY Mellon S&P 500 Index Fund (PEOPX).
DISSX is managed by BNY Mellon. It was launched on Jun 30, 1997. 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.
Performance
DISSX vs. PEOPX - Performance Comparison
Loading graphics...
DISSX vs. PEOPX - 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% |
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, DISSX achieves a 3.43% return, which is significantly higher than PEOPX's -4.45% return. Over the past 10 years, DISSX has underperformed PEOPX with an annualized return of 9.14%, while PEOPX has yielded a comparatively higher 13.41% 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%
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DISSX vs. PEOPX - Expense Ratio Comparison
Both DISSX and PEOPX have an expense ratio of 0.50%.
Return for Risk
DISSX vs. PEOPX — Risk / Return Rank
DISSX
PEOPX
DISSX vs. PEOPX - 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 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.
| DISSX | PEOPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 0.95 | -0.07 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.45 | -0.09 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.22 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.48 | -0.11 |
Martin ratioReturn relative to average drawdown | 5.52 | 7.05 | -1.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DISSX | PEOPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.95 | -0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.67 | -0.52 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.75 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.47 | -0.08 |
Correlation
The correlation between DISSX and PEOPX 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. PEOPX - Dividend Comparison
DISSX's dividend yield for the trailing twelve months is around 14.91%, more than PEOPX's 10.83% 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% |
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
DISSX vs. PEOPX - Drawdown Comparison
The maximum DISSX drawdown since its inception was -58.30%, roughly equal to the maximum PEOPX drawdown of -57.45%. Use the drawdown chart below to compare losses from any high point for DISSX and PEOPX.
Loading graphics...
Drawdown Indicators
| DISSX | PEOPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.30% | -57.45% | -0.85% |
Max Drawdown (1Y)Largest decline over 1 year | -14.96% | -12.13% | -2.83% |
Max Drawdown (5Y)Largest decline over 5 years | -29.02% | -24.79% | -4.23% |
Max Drawdown (10Y)Largest decline over 10 years | -44.45% | -33.85% | -10.60% |
Current DrawdownCurrent decline from peak | -5.80% | -6.32% | +0.52% |
Average DrawdownAverage peak-to-trough decline | -9.62% | -10.56% | +0.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.70% | 2.54% | +1.16% |
Volatility
DISSX vs. PEOPX - Volatility Comparison
BNY Mellon Smallcap Stock Index Fund (DISSX) has a higher volatility of 6.31% compared to BNY Mellon S&P 500 Index Fund (PEOPX) at 5.34%. This indicates that DISSX'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.
Loading graphics...
Volatility by Period
| DISSX | PEOPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.31% | 5.34% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 13.08% | 9.53% | +3.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.80% | 18.32% | +4.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.60% | 16.92% | +4.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.16% | 17.95% | +5.21% |