DISSX vs. SWSSX
Compare and contrast key facts about BNY Mellon Smallcap Stock Index Fund (DISSX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX).
DISSX is managed by BNY Mellon. It was launched on Jun 30, 1997. SWSSX is a passively managed fund by Charles Schwab that tracks the performance of the Russell 2000 Index. It was launched on May 19, 1997.
Performance
DISSX vs. SWSSX - Performance Comparison
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DISSX vs. SWSSX - 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% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 0.90% | 12.88% | 11.57% | 17.07% | -20.43% | 14.77% | 20.12% | 25.63% | -11.19% | 14.76% |
Returns By Period
In the year-to-date period, DISSX achieves a 3.43% return, which is significantly higher than SWSSX's 0.90% return. Over the past 10 years, DISSX has underperformed SWSSX with an annualized return of 9.14%, while SWSSX has yielded a comparatively higher 9.87% 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%
SWSSX
- 1D
- 3.48%
- 1M
- -5.84%
- YTD
- 0.90%
- 6M
- 2.87%
- 1Y
- 25.74%
- 3Y*
- 13.11%
- 5Y*
- 3.50%
- 10Y*
- 9.87%
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DISSX vs. SWSSX - Expense Ratio Comparison
DISSX has a 0.50% expense ratio, which is higher than SWSSX's 0.04% expense ratio.
Return for Risk
DISSX vs. SWSSX — Risk / Return Rank
DISSX
SWSSX
DISSX vs. SWSSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Smallcap Stock Index Fund (DISSX) and Schwab Small-Cap Index Fund-Select Shares (SWSSX). 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 | SWSSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 1.11 | -0.24 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.66 | -0.29 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.21 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.81 | -0.44 |
Martin ratioReturn relative to average drawdown | 5.52 | 6.78 | -1.26 |
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 | SWSSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 1.11 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.16 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.41 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.34 | +0.05 |
Correlation
The correlation between DISSX and SWSSX is 0.98, 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. SWSSX - Dividend Comparison
DISSX's dividend yield for the trailing twelve months is around 14.91%, more than SWSSX's 1.28% 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% |
SWSSX Schwab Small-Cap Index Fund-Select Shares | 1.28% | 1.29% | 1.66% | 1.49% | 1.32% | 8.88% | 2.55% | 6.12% | 10.45% | 5.22% | 4.10% | 6.92% |
Drawdowns
DISSX vs. SWSSX - Drawdown Comparison
The maximum DISSX drawdown since its inception was -58.30%, roughly equal to the maximum SWSSX drawdown of -60.34%. Use the drawdown chart below to compare losses from any high point for DISSX and SWSSX.
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Drawdown Indicators
| DISSX | SWSSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.30% | -60.34% | +2.04% |
Max Drawdown (1Y)Largest decline over 1 year | -14.96% | -13.90% | -1.06% |
Max Drawdown (5Y)Largest decline over 5 years | -29.02% | -31.93% | +2.91% |
Max Drawdown (10Y)Largest decline over 10 years | -44.45% | -41.81% | -2.64% |
Current DrawdownCurrent decline from peak | -5.80% | -7.91% | +2.11% |
Average DrawdownAverage peak-to-trough decline | -9.62% | -10.78% | +1.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.70% | 3.71% | -0.01% |
Volatility
DISSX vs. SWSSX - Volatility Comparison
The current volatility for BNY Mellon Smallcap Stock Index Fund (DISSX) is 6.31%, while Schwab Small-Cap Index Fund-Select Shares (SWSSX) has a volatility of 7.53%. This indicates that DISSX experiences smaller price fluctuations and is considered to be less risky than SWSSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DISSX | SWSSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.31% | 7.53% | -1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 13.08% | 14.53% | -1.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.80% | 23.31% | -0.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.60% | 22.62% | -1.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.16% | 24.05% | -0.89% |