Correlation
The correlation between MPISX and VWOB is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
MPISX vs. VWOB
Compare and contrast key facts about BNY Mellon Income Stock Fund (MPISX) and Vanguard Emerging Markets Government Bond ETF (VWOB).
MPISX is managed by BNY Mellon. It was launched on Oct 2, 2000. VWOB is a passively managed fund by Vanguard that tracks the performance of the Barclays USD Emerging Markets Government RIC Capped Index. It was launched on May 31, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MPISX or VWOB.
Performance
MPISX vs. VWOB - Performance Comparison
Loading data...
Key characteristics
MPISX:
0.71
VWOB:
1.16
MPISX:
1.00
VWOB:
1.66
MPISX:
1.15
VWOB:
1.23
MPISX:
0.70
VWOB:
0.81
MPISX:
2.39
VWOB:
5.63
MPISX:
4.39%
VWOB:
1.48%
MPISX:
16.10%
VWOB:
7.13%
MPISX:
-57.46%
VWOB:
-26.97%
MPISX:
-4.13%
VWOB:
-2.40%
Returns By Period
In the year-to-date period, MPISX achieves a 3.45% return, which is significantly lower than VWOB's 3.71% return. Over the past 10 years, MPISX has outperformed VWOB with an annualized return of 10.21%, while VWOB has yielded a comparatively lower 2.99% annualized return.
MPISX
3.45%
4.98%
-4.13%
11.10%
9.44%
17.50%
10.21%
VWOB
3.71%
1.09%
1.40%
7.65%
5.22%
1.71%
2.99%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MPISX vs. VWOB - Expense Ratio Comparison
MPISX has a 0.83% expense ratio, which is higher than VWOB's 0.20% expense ratio.
Risk-Adjusted Performance
MPISX vs. VWOB — Risk-Adjusted Performance Rank
MPISX
VWOB
MPISX vs. VWOB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Income Stock Fund (MPISX) and Vanguard Emerging Markets Government Bond ETF (VWOB). 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.
Loading data...
Dividends
MPISX vs. VWOB - Dividend Comparison
MPISX's dividend yield for the trailing twelve months is around 22.35%, more than VWOB's 6.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MPISX BNY Mellon Income Stock Fund | 22.35% | 23.20% | 13.13% | 26.84% | 21.30% | 2.24% | 9.79% | 12.06% | 9.21% | 5.25% | 12.18% | 13.34% |
VWOB Vanguard Emerging Markets Government Bond ETF | 6.28% | 6.08% | 5.50% | 5.31% | 4.04% | 4.18% | 4.58% | 4.53% | 4.61% | 4.71% | 4.93% | 4.49% |
Drawdowns
MPISX vs. VWOB - Drawdown Comparison
The maximum MPISX drawdown since its inception was -57.46%, which is greater than VWOB's maximum drawdown of -26.97%. Use the drawdown chart below to compare losses from any high point for MPISX and VWOB.
Loading data...
Volatility
MPISX vs. VWOB - Volatility Comparison
BNY Mellon Income Stock Fund (MPISX) has a higher volatility of 4.48% compared to Vanguard Emerging Markets Government Bond ETF (VWOB) at 1.49%. This indicates that MPISX's price experiences larger fluctuations and is considered to be riskier than VWOB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...