DQIRX vs. VOO
Compare and contrast key facts about BNY Mellon Equity Income Fund (DQIRX) and Vanguard S&P 500 ETF (VOO).
DQIRX is managed by Dreyfus. It was launched on Jul 5, 2006. 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
DQIRX vs. VOO - Performance Comparison
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DQIRX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DQIRX BNY Mellon Equity Income Fund | 0.36% | 19.01% | 26.93% | 19.21% | -9.35% | 29.13% | 4.81% | 24.98% | -3.60% | 17.40% |
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, DQIRX achieves a 0.36% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, DQIRX has underperformed VOO with an annualized return of 13.15%, while VOO has yielded a comparatively higher 14.14% annualized return.
DQIRX
- 1D
- 2.38%
- 1M
- -3.44%
- YTD
- 0.36%
- 6M
- 3.12%
- 1Y
- 23.47%
- 3Y*
- 20.11%
- 5Y*
- 14.03%
- 10Y*
- 13.15%
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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DQIRX vs. VOO - Expense Ratio Comparison
DQIRX has a 0.78% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
DQIRX vs. VOO — Risk / Return Rank
DQIRX
VOO
DQIRX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Equity Income Fund (DQIRX) 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.
| DQIRX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.37 | 1.01 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.94 | 1.53 | +0.40 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.23 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.98 | 1.55 | +0.43 |
Martin ratioReturn relative to average drawdown | 10.02 | 7.31 | +2.71 |
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
| DQIRX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | 1.01 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.71 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.79 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.83 | -0.29 |
Correlation
The correlation between DQIRX and VOO is 0.95, 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
DQIRX vs. VOO - Dividend Comparison
DQIRX's dividend yield for the trailing twelve months is around 3.02%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DQIRX BNY Mellon Equity Income Fund | 3.02% | 3.12% | 7.05% | 4.56% | 6.54% | 2.61% | 3.42% | 2.50% | 5.29% | 8.45% | 4.04% | 8.22% |
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
DQIRX vs. VOO - Drawdown Comparison
The maximum DQIRX drawdown since its inception was -50.77%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for DQIRX and VOO.
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Drawdown Indicators
| DQIRX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.77% | -33.99% | -16.78% |
Max Drawdown (1Y)Largest decline over 1 year | -12.32% | -11.98% | -0.34% |
Max Drawdown (5Y)Largest decline over 5 years | -20.34% | -24.52% | +4.18% |
Max Drawdown (10Y)Largest decline over 10 years | -36.82% | -33.99% | -2.83% |
Current DrawdownCurrent decline from peak | -4.57% | -5.55% | +0.98% |
Average DrawdownAverage peak-to-trough decline | -6.99% | -3.72% | -3.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.43% | 2.55% | -0.12% |
Volatility
DQIRX vs. VOO - Volatility Comparison
The current volatility for BNY Mellon Equity Income Fund (DQIRX) is 4.41%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. This indicates that DQIRX experiences smaller price fluctuations and is considered to be less risky 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
| DQIRX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 5.34% | -0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 8.84% | 9.47% | -0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.33% | 18.11% | -0.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.90% | 16.82% | -0.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.39% | 17.99% | -0.60% |