Correlation
The correlation between DISSX and VIOG is 0.80, 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. VIOG
Compare and contrast key facts about BNY Mellon Smallcap Stock Index Fund (DISSX) and Vanguard S&P Small-Cap 600 Growth ETF (VIOG).
DISSX is managed by BNY Mellon. It was launched on Jun 30, 1997. VIOG is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 Growth Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DISSX or VIOG.
Performance
DISSX vs. VIOG - Performance Comparison
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Key characteristics
DISSX:
-0.05
VIOG:
-0.02
DISSX:
0.11
VIOG:
0.15
DISSX:
1.01
VIOG:
1.02
DISSX:
-0.04
VIOG:
-0.02
DISSX:
-0.12
VIOG:
-0.04
DISSX:
10.27%
VIOG:
10.13%
DISSX:
24.40%
VIOG:
24.22%
DISSX:
-58.30%
VIOG:
-41.73%
DISSX:
-16.38%
VIOG:
-14.58%
Returns By Period
In the year-to-date period, DISSX achieves a -8.40% return, which is significantly lower than VIOG's -4.96% return. Over the past 10 years, DISSX has underperformed VIOG with an annualized return of 7.08%, while VIOG has yielded a comparatively higher 8.14% annualized return.
DISSX
-8.40%
5.18%
-15.74%
-1.16%
2.25%
10.88%
7.08%
VIOG
-4.96%
6.15%
-13.83%
-0.39%
4.89%
10.48%
8.14%
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DISSX vs. VIOG - Expense Ratio Comparison
DISSX has a 0.50% expense ratio, which is higher than VIOG's 0.15% expense ratio.
Risk-Adjusted Performance
DISSX vs. VIOG — Risk-Adjusted Performance Rank
DISSX
VIOG
DISSX vs. VIOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Smallcap Stock Index Fund (DISSX) and Vanguard S&P Small-Cap 600 Growth ETF (VIOG). 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. VIOG - Dividend Comparison
DISSX's dividend yield for the trailing twelve months is around 17.54%, more than VIOG's 1.20% 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% |
VIOG Vanguard S&P Small-Cap 600 Growth ETF | 1.20% | 1.03% | 1.15% | 1.17% | 0.69% | 0.68% | 1.09% | 0.76% | 0.87% | 0.92% | 1.04% | 0.72% |
Drawdowns
DISSX vs. VIOG - Drawdown Comparison
The maximum DISSX drawdown since its inception was -58.30%, which is greater than VIOG's maximum drawdown of -41.73%. Use the drawdown chart below to compare losses from any high point for DISSX and VIOG.
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Volatility
DISSX vs. VIOG - Volatility Comparison
BNY Mellon Smallcap Stock Index Fund (DISSX) has a higher volatility of 6.61% compared to Vanguard S&P Small-Cap 600 Growth ETF (VIOG) at 5.95%. This indicates that DISSX's price experiences larger fluctuations and is considered to be riskier than VIOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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