DISSX vs. VOO
Compare and contrast key facts about BNY Mellon Smallcap Stock Index Fund (DISSX) and Vanguard S&P 500 ETF (VOO).
DISSX is managed by BNY Mellon. It was launched on Jun 30, 1997. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
DISSX vs. VOO - Performance Comparison
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DISSX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, DISSX achieves a 3.43% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, DISSX has underperformed VOO with an annualized return of 9.14%, while VOO has yielded a comparatively higher 14.14% 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%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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DISSX vs. VOO - Expense Ratio Comparison
DISSX has a 0.50% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
DISSX vs. VOO — Risk / Return Rank
DISSX
VOO
DISSX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Smallcap Stock Index Fund (DISSX) and Vanguard S&P 500 ETF (VOO). 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 | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 1.01 | -0.13 |
Sortino ratioReturn per unit of downside risk | 1.37 | 1.53 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.37 | 1.55 | -0.19 |
Martin ratioReturn relative to average drawdown | 5.52 | 7.31 | -1.79 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 1.01 | -0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.71 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.79 | -0.39 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.83 | -0.45 |
Correlation
The correlation between DISSX and VOO is 0.82, 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. VOO - Dividend Comparison
DISSX's dividend yield for the trailing twelve months is around 14.91%, more than VOO's 1.18% 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% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
DISSX vs. VOO - Drawdown Comparison
The maximum DISSX drawdown since its inception was -58.30%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for DISSX and VOO.
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Drawdown Indicators
| DISSX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.30% | -33.99% | -24.31% |
Max Drawdown (1Y)Largest decline over 1 year | -14.96% | -11.98% | -2.98% |
Max Drawdown (5Y)Largest decline over 5 years | -29.02% | -24.52% | -4.50% |
Max Drawdown (10Y)Largest decline over 10 years | -44.45% | -33.99% | -10.46% |
Current DrawdownCurrent decline from peak | -5.80% | -5.55% | -0.25% |
Average DrawdownAverage peak-to-trough decline | -9.62% | -3.72% | -5.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.70% | 2.55% | +1.15% |
Volatility
DISSX vs. VOO - Volatility Comparison
BNY Mellon Smallcap Stock Index Fund (DISSX) has a higher volatility of 6.31% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that DISSX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DISSX | VOO | 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% | 9.47% | +3.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.80% | 18.11% | +4.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.60% | 16.82% | +4.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.16% | 17.99% | +5.17% |