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:
0.25
VOO:
1.31
DREVX:
0.43
VOO:
1.79
DREVX:
1.06
VOO:
1.24
DREVX:
0.32
VOO:
2.00
DREVX:
0.91
VOO:
8.07
DREVX:
4.70%
VOO:
2.10%
DREVX:
16.89%
VOO:
12.95%
DREVX:
-62.70%
VOO:
-33.99%
DREVX:
-13.13%
VOO:
-4.75%
Returns By Period
In the year-to-date period, DREVX achieves a -2.00% return, which is significantly lower than VOO's -0.35% return. Over the past 10 years, DREVX has underperformed VOO with an annualized return of 5.41%, while VOO has yielded a comparatively higher 12.97% annualized return.
DREVX
-2.00%
-5.57%
-4.70%
2.77%
10.09%
5.41%
VOO
-0.35%
-2.97%
4.30%
15.39%
15.15%
12.97%
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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 0.25%, less than VOO's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DREVX BNY Mellon Large Cap Securities Fund | 0.25% | 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 | 1.25% | 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 5.18% compared to Vanguard S&P 500 ETF (VOO) at 4.01%. 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.