Correlation
The correlation between DISSX and VGHCX is 0.76, 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.
DISSX vs. VGHCX
Compare and contrast key facts about BNY Mellon Smallcap Stock Index Fund (DISSX) and Vanguard Health Care Fund Investor Shares (VGHCX).
DISSX is managed by BNY Mellon. It was launched on Jun 30, 1997. VGHCX is managed by Vanguard. It was launched on May 23, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DISSX or VGHCX.
Performance
DISSX vs. VGHCX - Performance Comparison
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Key characteristics
DISSX:
-0.05
VGHCX:
-0.58
DISSX:
0.11
VGHCX:
-0.73
DISSX:
1.01
VGHCX:
0.91
DISSX:
-0.04
VGHCX:
-0.42
DISSX:
-0.12
VGHCX:
-0.84
DISSX:
10.27%
VGHCX:
11.76%
DISSX:
24.40%
VGHCX:
16.20%
DISSX:
-58.30%
VGHCX:
-36.93%
DISSX:
-16.38%
VGHCX:
-19.45%
Returns By Period
In the year-to-date period, DISSX achieves a -8.40% return, which is significantly lower than VGHCX's -4.05% return. Over the past 10 years, DISSX has outperformed VGHCX with an annualized return of 7.08%, while VGHCX has yielded a comparatively lower 5.42% annualized return.
DISSX
-8.40%
5.18%
-15.74%
-1.16%
2.25%
10.88%
7.08%
VGHCX
-4.05%
-4.32%
-10.46%
-9.27%
2.11%
3.88%
5.42%
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DISSX vs. VGHCX - Expense Ratio Comparison
DISSX has a 0.50% expense ratio, which is higher than VGHCX's 0.30% expense ratio.
Risk-Adjusted Performance
DISSX vs. VGHCX — Risk-Adjusted Performance Rank
DISSX
VGHCX
DISSX vs. VGHCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Smallcap Stock Index Fund (DISSX) and Vanguard Health Care Fund Investor Shares (VGHCX). 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.
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Dividends
DISSX vs. VGHCX - Dividend Comparison
DISSX's dividend yield for the trailing twelve months is around 17.54%, more than VGHCX's 12.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DISSX BNY Mellon Smallcap Stock Index Fund | 17.54% | 16.07% | 9.64% | 13.87% | 10.72% | 7.62% | 8.36% | 13.18% | 7.40% | 6.50% | 11.30% | 8.00% |
VGHCX Vanguard Health Care Fund Investor Shares | 12.30% | 13.05% | 7.17% | 5.44% | 8.31% | 7.96% | 11.82% | 9.18% | 7.30% | 8.54% | 8.16% | 13.93% |
Drawdowns
DISSX vs. VGHCX - Drawdown Comparison
The maximum DISSX drawdown since its inception was -58.30%, which is greater than VGHCX's maximum drawdown of -36.93%. Use the drawdown chart below to compare losses from any high point for DISSX and VGHCX.
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Volatility
DISSX vs. VGHCX - Volatility Comparison
The current volatility for BNY Mellon Smallcap Stock Index Fund (DISSX) is 6.61%, while Vanguard Health Care Fund Investor Shares (VGHCX) has a volatility of 7.51%. This indicates that DISSX experiences smaller price fluctuations and is considered to be less risky than VGHCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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