DSPIX vs. VSTSX

In the year-to-date period, DSPIX achieves a 1.02% return, which is significantly higher than VSTSX's 0.65% return.

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DSPIX has a 0.20% expense ratio, which is higher than VSTSX's 0.01% 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 Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX). 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 VSTSX Sharpe Ratio of 0.62. The chart below compares the historical Sharpe Ratios of DSPIX and VSTSX, 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 VSTSX's 1.29% yield.

The maximum DSPIX drawdown since its inception was -55.32%, which is greater than VSTSX's maximum drawdown of -52.42%. Use the drawdown chart below to compare losses from any high point for DSPIX and VSTSX. For additional features, visit the drawdowns tool.

BNY Mellon Institutional S&P 500 Stock Index Fund (DSPIX) and Vanguard Total Stock Market Index Fund Institutional Select Shares (VSTSX) have volatilities of 6.13% and 6.18%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.