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PEOPX vs. DBMYX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

PEOPX vs. DBMYX

Last updated Apr 2, 2026

Compare and contrast key facts about BNY Mellon S&P 500 Index Fund (PEOPX) and BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX).

PEOPX is a passively managed fund by BNY Mellon that tracks the performance of the S&P 500 Index. It was launched on Jan 2, 1990. DBMYX is a passively managed fund by BNY Mellon that tracks the performance of the Russell 2500 Growth Index. It was launched on Jun 1, 2013. Both PEOPX and DBMYX 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

PEOPX vs. DBMYX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BNY Mellon S&P 500 Index Fund (PEOPX) and BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX). The values are adjusted to include any dividend payments, if applicable.

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PEOPX vs. DBMYX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
PEOPX
BNY Mellon S&P 500 Index Fund		-4.45%17.33%24.50%25.78%-18.67%28.25%17.83%30.96%-6.01%21.26%
DBMYX
BNY Mellon Small/Mid Cap Growth Fund Class Y		-8.30%11.94%10.09%15.63%-33.11%-4.44%68.62%39.27%-1.35%26.80%

Returns By Period

In the year-to-date period, PEOPX achieves a -4.45% return, which is significantly higher than DBMYX's -8.30% return. Over the past 10 years, PEOPX has outperformed DBMYX with an annualized return of 13.41%, while DBMYX has yielded a comparatively lower 10.49% annualized return.

PEOPX

1D
2.92%
1M
-5.07%
YTD
-4.45%
6M
-2.34%
1Y
16.81%
3Y*
17.81%
5Y*
11.28%
10Y*
13.41%

DBMYX

1D
-1.33%
1M
-13.87%
YTD
-8.30%
6M
-7.43%
1Y
12.85%
3Y*
7.27%
5Y*
-2.84%
10Y*
10.49%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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BNY Mellon S&P 500 Index Fund

BNY Mellon Small/Mid Cap Growth Fund Class Y

Often compared with PEOPX:
PEOPX vs. PRNHXPEOPX vs. DSPIXPEOPX vs. MEIAXPEOPX vs. SPYPEOPX vs. VOOPEOPX vs. PRDGXPEOPX vs. GRISX
Often compared with DBMYX:
DBMYX vs. FXAIXDBMYX vs. DWASDBMYX vs. AMAGXDBMYX vs. DNLDXDBMYX vs. PSNYXDBMYX vs. PGROXDBMYX vs. MPBFX

PEOPX vs. DBMYX - Expense Ratio Comparison

PEOPX has a 0.50% expense ratio, which is lower than DBMYX's 0.63% expense ratio.

DBMYX
BNY Mellon Small/Mid Cap Growth Fund Class Y
PEOPX
BNY Mellon S&P 500 Index Fund

Return for Risk

PEOPX vs. DBMYX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
PEOPX
PEOPX Risk / Return Rank: 5656
Overall Rank
PEOPX Sharpe Ratio Rank: 4545
Sharpe Ratio Rank
PEOPX Sortino Ratio Rank: 4949
Sortino Ratio Rank
PEOPX Omega Ratio Rank: 5252
Omega Ratio Rank
PEOPX Calmar Ratio Rank: 6060
Calmar Ratio Rank
PEOPX Martin Ratio Rank: 7272
Martin Ratio Rank
DBMYX
DBMYX Risk / Return Rank: 1919
Overall Rank
DBMYX Sharpe Ratio Rank: 2020
Sharpe Ratio Rank
DBMYX Sortino Ratio Rank: 2222
Sortino Ratio Rank
DBMYX Omega Ratio Rank: 1919
Omega Ratio Rank
DBMYX Calmar Ratio Rank: 1717
Calmar Ratio Rank
DBMYX Martin Ratio Rank: 1919
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

PEOPX vs. DBMYX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BNY Mellon S&P 500 Index Fund (PEOPX) and BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX). 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.

PEOPXDBMYXDifference

Sharpe ratio

Return per unit of total volatility

0.95

0.50

+0.44

Sortino ratio

Return per unit of downside risk

1.45

0.89

+0.56

Omega ratio

Gain probability vs. loss probability

1.22

1.11

+0.11

Calmar ratio

Return relative to maximum drawdown

1.48

0.50

+0.98

Martin ratio

Return relative to average drawdown

7.05

1.97

+5.08

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

PEOPX vs. DBMYX - Sharpe Ratio Comparison

The current PEOPX Sharpe Ratio is 0.95, which is higher than the DBMYX Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of PEOPX and DBMYX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

PEOPXDBMYXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.95

0.50

+0.44

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.67

-0.12

+0.79

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.75

0.44

+0.31

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.38

+0.08

Correlation

The correlation between PEOPX and DBMYX is 0.80, 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

PEOPX vs. DBMYX - Dividend Comparison

PEOPX's dividend yield for the trailing twelve months is around 10.83%, less than DBMYX's 55.82% yield.

TTM20252024202320222021202020192018201720162015
PEOPX
BNY Mellon S&P 500 Index Fund		10.83%10.35%10.38%7.35%11.78%12.89%11.94%14.37%14.75%9.21%10.90%7.81%
DBMYX
BNY Mellon Small/Mid Cap Growth Fund Class Y		55.82%51.19%0.43%0.00%0.00%8.97%7.86%0.00%8.66%9.12%2.20%6.55%

Drawdowns

PEOPX vs. DBMYX - Drawdown Comparison

The maximum PEOPX drawdown since its inception was -57.45%, which is greater than DBMYX's maximum drawdown of -48.24%. Use the drawdown chart below to compare losses from any high point for PEOPX and DBMYX.

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Drawdown Indicators

PEOPXDBMYXDifference

Max Drawdown

Largest peak-to-trough decline

-57.45%

-48.24%

-9.21%

Max Drawdown (1Y)

Largest decline over 1 year

-12.13%

-19.58%

+7.45%

Max Drawdown (5Y)

Largest decline over 5 years

-24.79%

-45.79%

+21.00%

Max Drawdown (10Y)

Largest decline over 10 years

-33.85%

-48.24%

+14.39%

Current Drawdown

Current decline from peak

-6.32%

-26.11%

+19.79%

Average Drawdown

Average peak-to-trough decline

-10.56%

-15.17%

+4.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.54%

4.97%

-2.43%

Volatility

PEOPX vs. DBMYX - Volatility Comparison

The current volatility for BNY Mellon S&P 500 Index Fund (PEOPX) is 5.34%, while BNY Mellon Small/Mid Cap Growth Fund Class Y (DBMYX) has a volatility of 7.77%. This indicates that PEOPX experiences smaller price fluctuations and is considered to be less risky than DBMYX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

PEOPXDBMYXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.34%

7.77%

-2.43%

Volatility (6M)

Calculated over the trailing 6-month period

9.53%

15.64%

-6.11%

Volatility (1Y)

Calculated over the trailing 1-year period

18.32%

24.42%

-6.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.92%

24.50%

-7.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.95%

24.13%

-6.18%