DREVX vs. VOO
Compare and contrast key facts about BNY Mellon Large Cap Securities Fund (DREVX) and Vanguard S&P 500 ETF (VOO).
DREVX is managed by BNY Mellon. It was launched on May 24, 1951. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DREVX or VOO.
Correlation
The correlation between DREVX and VOO 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
DREVX vs. VOO - Performance Comparison
Key characteristics
DREVX:
-0.48
VOO:
0.32
DREVX:
-0.53
VOO:
0.57
DREVX:
0.92
VOO:
1.08
DREVX:
-0.37
VOO:
0.32
DREVX:
-1.28
VOO:
1.42
DREVX:
8.56%
VOO:
4.19%
DREVX:
22.71%
VOO:
18.73%
DREVX:
-62.70%
VOO:
-33.99%
DREVX:
-25.41%
VOO:
-13.85%
Returns By Period
In the year-to-date period, DREVX achieves a -15.85% return, which is significantly lower than VOO's -9.88% return. Over the past 10 years, DREVX has underperformed VOO with an annualized return of 3.79%, while VOO has yielded a comparatively higher 11.66% annualized return.
DREVX
-15.85%
-11.19%
-22.30%
-10.05%
7.41%
3.79%
VOO
-9.88%
-6.86%
-9.35%
6.85%
14.69%
11.66%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DREVX vs. VOO - Expense Ratio Comparison
DREVX has a 0.70% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
DREVX vs. VOO — Risk-Adjusted Performance Rank
DREVX
VOO
DREVX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Large Cap Securities Fund (DREVX) 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.
Dividends
DREVX vs. VOO - Dividend Comparison
DREVX's dividend yield for the trailing twelve months is around 0.28%, less than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DREVX BNY Mellon Large Cap Securities Fund | 0.28% | 0.24% | 0.37% | 0.44% | 0.32% | 0.61% | 1.19% | 1.10% | 0.88% | 1.06% | 0.83% | 0.64% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
DREVX vs. VOO - Drawdown Comparison
The maximum DREVX drawdown since its inception was -62.70%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for DREVX and VOO. For additional features, visit the drawdowns tool.
Volatility
DREVX vs. VOO - Volatility Comparison
BNY Mellon Large Cap Securities Fund (DREVX) has a higher volatility of 14.74% compared to Vanguard S&P 500 ETF (VOO) at 13.31%. This indicates that DREVX'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.