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.
Correlation
The correlation between DISSX and VIOG is 0.93, 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.
Performance
DISSX vs. VIOG - Performance Comparison
Key characteristics
DISSX:
-0.06
VIOG:
0.69
DISSX:
0.07
VIOG:
1.13
DISSX:
1.01
VIOG:
1.13
DISSX:
-0.04
VIOG:
1.00
DISSX:
-0.17
VIOG:
2.94
DISSX:
7.96%
VIOG:
4.45%
DISSX:
22.77%
VIOG:
18.88%
DISSX:
-64.55%
VIOG:
-41.73%
DISSX:
-33.17%
VIOG:
-6.99%
Returns By Period
In the year-to-date period, DISSX achieves a 2.15% return, which is significantly lower than VIOG's 3.48% return. Over the past 10 years, DISSX has underperformed VIOG with an annualized return of -0.73%, while VIOG has yielded a comparatively higher 9.33% annualized return.
DISSX
2.15%
-0.28%
-7.53%
-2.52%
-1.78%
-0.73%
VIOG
3.48%
0.21%
4.95%
11.97%
8.21%
9.33%
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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.
Dividends
DISSX vs. VIOG - Dividend Comparison
DISSX's dividend yield for the trailing twelve months is around 1.51%, more than VIOG's 1.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DISSX BNY Mellon Smallcap Stock Index Fund | 1.51% | 1.55% | 1.63% | 1.39% | 0.88% | 0.91% | 1.15% | 1.13% | 0.90% | 0.93% | 1.11% | 0.83% |
VIOG Vanguard S&P Small-Cap 600 Growth ETF | 1.00% | 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 -64.55%, 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. For additional features, visit the drawdowns tool.
Volatility
DISSX vs. VIOG - Volatility Comparison
BNY Mellon Smallcap Stock Index Fund (DISSX) and Vanguard S&P Small-Cap 600 Growth ETF (VIOG) have volatilities of 4.15% and 4.03%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.