DISSX vs. VTWO
Compare and contrast key facts about BNY Mellon Smallcap Stock Index Fund (DISSX) and Vanguard Russell 2000 ETF (VTWO).
DISSX is managed by BNY Mellon. It was launched on Jun 30, 1997. VTWO is a passively managed fund by Vanguard that tracks the performance of the Russell 2000 Index. It was launched on Sep 20, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DISSX or VTWO.
Correlation
The correlation between DISSX and VTWO is 0.96, 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. VTWO - Performance Comparison
Key characteristics
DISSX:
-0.24
VTWO:
0.56
DISSX:
-0.17
VTWO:
0.92
DISSX:
0.97
VTWO:
1.11
DISSX:
-0.15
VTWO:
0.63
DISSX:
-0.67
VTWO:
2.43
DISSX:
8.25%
VTWO:
4.54%
DISSX:
22.88%
VTWO:
19.81%
DISSX:
-64.55%
VTWO:
-41.19%
DISSX:
-35.87%
VTWO:
-9.85%
Returns By Period
In the year-to-date period, DISSX achieves a -1.99% return, which is significantly lower than VTWO's -1.40% return. Over the past 10 years, DISSX has underperformed VTWO with an annualized return of -1.18%, while VTWO has yielded a comparatively higher 7.46% annualized return.
DISSX
-1.99%
-5.05%
-14.22%
-5.51%
-2.37%
-1.18%
VTWO
-1.40%
-4.59%
-0.43%
10.64%
7.00%
7.46%
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DISSX vs. VTWO - Expense Ratio Comparison
DISSX has a 0.50% expense ratio, which is higher than VTWO's 0.10% expense ratio.
Risk-Adjusted Performance
DISSX vs. VTWO — Risk-Adjusted Performance Rank
DISSX
VTWO
DISSX vs. VTWO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Smallcap Stock Index Fund (DISSX) and Vanguard Russell 2000 ETF (VTWO). 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. VTWO - Dividend Comparison
DISSX's dividend yield for the trailing twelve months is around 1.58%, more than VTWO's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DISSX BNY Mellon Smallcap Stock Index Fund | 1.58% | 1.55% | 1.63% | 1.39% | 0.88% | 0.91% | 1.15% | 1.13% | 0.90% | 0.93% | 1.11% | 0.83% |
VTWO Vanguard Russell 2000 ETF | 1.23% | 1.21% | 1.45% | 1.48% | 1.13% | 0.92% | 1.36% | 1.41% | 1.18% | 1.27% | 1.23% | 1.12% |
Drawdowns
DISSX vs. VTWO - Drawdown Comparison
The maximum DISSX drawdown since its inception was -64.55%, which is greater than VTWO's maximum drawdown of -41.19%. Use the drawdown chart below to compare losses from any high point for DISSX and VTWO. For additional features, visit the drawdowns tool.
Volatility
DISSX vs. VTWO - Volatility Comparison
BNY Mellon Smallcap Stock Index Fund (DISSX) and Vanguard Russell 2000 ETF (VTWO) have volatilities of 4.60% and 4.66%, 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.