DSPIX vs. KNGLX
Compare and contrast key facts about BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX) and CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNGLX).
DSPIX is a passively managed fund by BNY Mellon that tracks the performance of the S&P 500 Index. It was launched on Sep 30, 1993. KNGLX is a passively managed fund by CBOE Vest that tracks the performance of the Cboe S&P 500 Dividend Aristocrats Target Income Index Monthly Series. It was launched on Sep 10, 2017. Both DSPIX and KNGLX are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
DSPIX vs. KNGLX - Performance Comparison
Loading graphics...
DSPIX vs. KNGLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
DSPIX BNY Mellon Institutional S&P 500 Stock Index Fund | -4.37% | 17.81% | 24.40% | 26.36% | -18.51% | 28.64% | 14.18% | 31.31% | -5.15% |
KNGLX CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund | 1.38% | 6.43% | 2.91% | 6.46% | -7.29% | 23.23% | 7.08% | 26.58% | -4.64% |
Returns By Period
In the year-to-date period, DSPIX achieves a -4.37% return, which is significantly lower than KNGLX's 1.38% return.
DSPIX
- 1D
- 2.93%
- 1M
- -5.03%
- YTD
- -4.37%
- 6M
- -2.09%
- 1Y
- 17.31%
- 3Y*
- 18.13%
- 5Y*
- 11.57%
- 10Y*
- 13.50%
KNGLX
- 1D
- 1.21%
- 1M
- -6.60%
- YTD
- 1.38%
- 6M
- 3.23%
- 1Y
- 5.21%
- 3Y*
- 5.22%
- 5Y*
- 4.53%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DSPIX vs. KNGLX - Expense Ratio Comparison
DSPIX has a 0.20% expense ratio, which is lower than KNGLX's 1.20% expense ratio.
Return for Risk
DSPIX vs. KNGLX — Risk / Return Rank
DSPIX
KNGLX
DSPIX vs. KNGLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX) and CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNGLX). 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.
| DSPIX | KNGLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.36 | +0.61 |
Sortino ratioReturn per unit of downside risk | 1.49 | 0.63 | +0.86 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.08 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 0.50 | +1.01 |
Martin ratioReturn relative to average drawdown | 7.28 | 1.88 | +5.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| DSPIX | KNGLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.36 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.33 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.41 | +0.14 |
Correlation
The correlation between DSPIX and KNGLX is 0.76, 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
DSPIX vs. KNGLX - Dividend Comparison
DSPIX's dividend yield for the trailing twelve months is around 35.41%, more than KNGLX's 5.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSPIX BNY Mellon Institutional S&P 500 Stock Index Fund | 35.41% | 33.86% | 27.60% | 27.46% | 18.33% | 12.91% | 1.15% | 5.01% | 6.33% | 2.53% | 2.91% | 2.63% |
KNGLX CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund | 5.34% | 8.02% | 9.60% | 7.99% | 4.54% | 4.41% | 3.53% | 4.53% | 4.74% | 0.00% | 0.00% | 0.00% |
Drawdowns
DSPIX vs. KNGLX - Drawdown Comparison
The maximum DSPIX drawdown since its inception was -55.32%, which is greater than KNGLX's maximum drawdown of -31.48%. Use the drawdown chart below to compare losses from any high point for DSPIX and KNGLX.
Loading graphics...
Drawdown Indicators
| DSPIX | KNGLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.32% | -31.48% | -23.84% |
Max Drawdown (1Y)Largest decline over 1 year | -12.15% | -10.91% | -1.24% |
Max Drawdown (5Y)Largest decline over 5 years | -24.62% | -18.25% | -6.37% |
Max Drawdown (10Y)Largest decline over 10 years | -33.79% | — | — |
Current DrawdownCurrent decline from peak | -6.25% | -6.75% | +0.50% |
Average DrawdownAverage peak-to-trough decline | -9.32% | -4.60% | -4.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.53% | 2.92% | -0.39% |
Volatility
DSPIX vs. KNGLX - Volatility Comparison
BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX) has a higher volatility of 5.35% compared to CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund (KNGLX) at 3.59%. This indicates that DSPIX's price experiences larger fluctuations and is considered to be riskier than KNGLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| DSPIX | KNGLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 3.59% | +1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 9.56% | 7.67% | +1.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.37% | 14.30% | +4.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.94% | 14.02% | +2.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.01% | 17.26% | +0.75% |