PEOPX vs. DGRO
Compare and contrast key facts about BNY Mellon S&P 500 Index Fund (PEOPX) and iShares Core Dividend Growth ETF (DGRO).
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. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014. Both PEOPX and DGRO 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. DGRO - Performance Comparison
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PEOPX vs. DGRO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
DGRO iShares Core Dividend Growth ETF | 1.60% | 15.69% | 16.62% | 10.47% | -7.91% | 26.64% | 9.50% | 29.87% | -2.38% | 23.00% |
Returns By Period
In the year-to-date period, PEOPX achieves a -4.45% return, which is significantly lower than DGRO's 1.60% return. Both investments have delivered pretty close results over the past 10 years, with PEOPX having a 13.41% annualized return and DGRO not far behind at 12.81%.
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%
DGRO
- 1D
- 0.03%
- 1M
- -4.46%
- YTD
- 1.60%
- 6M
- 3.88%
- 1Y
- 16.44%
- 3Y*
- 14.60%
- 5Y*
- 10.14%
- 10Y*
- 12.81%
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PEOPX vs. DGRO - Expense Ratio Comparison
PEOPX has a 0.50% expense ratio, which is higher than DGRO's 0.08% expense ratio.
Return for Risk
PEOPX vs. DGRO — Risk / Return Rank
PEOPX
DGRO
PEOPX vs. DGRO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon S&P 500 Index Fund (PEOPX) and iShares Core Dividend Growth ETF (DGRO). 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.
| PEOPX | DGRO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 1.14 | -0.20 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.66 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.25 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.48 | 0.00 |
Martin ratioReturn relative to average drawdown | 7.05 | 6.80 | +0.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PEOPX | DGRO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 1.14 | -0.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.74 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.77 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.73 | -0.26 |
Correlation
The correlation between PEOPX and DGRO is 0.90, 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. DGRO - Dividend Comparison
PEOPX's dividend yield for the trailing twelve months is around 10.83%, more than DGRO's 2.10% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
DGRO iShares Core Dividend Growth ETF | 2.10% | 2.09% | 2.26% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% |
Drawdowns
PEOPX vs. DGRO - Drawdown Comparison
The maximum PEOPX drawdown since its inception was -57.45%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for PEOPX and DGRO.
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Drawdown Indicators
| PEOPX | DGRO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.45% | -35.10% | -22.35% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -10.92% | -1.21% |
Max Drawdown (5Y)Largest decline over 5 years | -24.79% | -19.31% | -5.48% |
Max Drawdown (10Y)Largest decline over 10 years | -33.85% | -35.10% | +1.25% |
Current DrawdownCurrent decline from peak | -6.32% | -4.70% | -1.62% |
Average DrawdownAverage peak-to-trough decline | -10.56% | -3.48% | -7.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 2.37% | +0.17% |
Volatility
PEOPX vs. DGRO - Volatility Comparison
BNY Mellon S&P 500 Index Fund (PEOPX) has a higher volatility of 5.34% compared to iShares Core Dividend Growth ETF (DGRO) at 3.57%. This indicates that PEOPX's price experiences larger fluctuations and is considered to be riskier than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEOPX | DGRO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 3.57% | +1.77% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 7.21% | +2.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.32% | 14.47% | +3.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.92% | 13.84% | +3.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.95% | 16.63% | +1.32% |