DSPIX vs. SCHF

In the year-to-date period, DSPIX achieves a 1.02% return, which is significantly lower than SCHF's 14.27% return. Over the past 10 years, DSPIX has outperformed SCHF with an annualized return of 12.64%, while SCHF has yielded a comparatively lower 6.82% annualized return.

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DSPIX has a 0.20% expense ratio, which is higher than SCHF's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX) and Schwab International Equity ETF (SCHF). 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.

The current DSPIX Sharpe Ratio is 0.67, which is comparable to the SCHF Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of DSPIX and SCHF, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DSPIX's dividend yield for the trailing twelve months is around 27.89%, more than SCHF's 2.85% yield.

The maximum DSPIX drawdown since its inception was -55.32%, which is greater than SCHF's maximum drawdown of -34.64%. Use the drawdown chart below to compare losses from any high point for DSPIX and SCHF. For additional features, visit the drawdowns tool.

BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX) has a higher volatility of 6.13% compared to Schwab International Equity ETF (SCHF) at 3.27%. This indicates that DSPIX's price experiences larger fluctuations and is considered to be riskier than SCHF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.