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 managed by BNY Mellon. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEOPX or DGRO.
Key characteristics
| PEOPX | DGRO | |
|---|---|---|
| YTD Return | 26.62% | 21.23% |
| 1Y Return | 31.06% | 33.72% |
| 3Y Return (Ann) | 0.16% | 8.55% |
| 5Y Return (Ann) | 4.56% | 12.22% |
| 10Y Return (Ann) | 3.15% | 12.07% |
| Sharpe Ratio | 2.24 | 3.32 |
| Sortino Ratio | 2.84 | 4.70 |
| Omega Ratio | 1.44 | 1.62 |
| Calmar Ratio | 1.26 | 3.79 |
| Martin Ratio | 11.61 | 22.54 |
| Ulcer Index | 2.59% | 1.44% |
| Daily Std Dev | 13.42% | 9.76% |
| Max Drawdown | -55.51% | -35.10% |
| Current Drawdown | -0.19% | 0.00% |
Correlation
The correlation between PEOPX and DGRO is 0.91, 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.
Performance
PEOPX vs. DGRO - Performance Comparison
In the year-to-date period, PEOPX achieves a 26.62% return, which is significantly higher than DGRO's 21.23% return. Over the past 10 years, PEOPX has underperformed DGRO with an annualized return of 3.15%, while DGRO has yielded a comparatively higher 12.07% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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.
Risk-Adjusted Performance
PEOPX vs. DGRO - Risk-Adjusted Performance 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.
Dividends
PEOPX vs. DGRO - Dividend Comparison
PEOPX's dividend yield for the trailing twelve months is around 0.92%, less than DGRO's 2.15% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEOPX BNY Mellon S&P 500 Index Fund | 0.92% | 1.17% | 1.42% | 0.97% | 1.42% | 1.68% | 1.92% | 1.60% | 1.86% | 1.79% | 1.61% | 1.51% |
DGRO iShares Core Dividend Growth ETF | 2.15% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% | 0.00% |
Drawdowns
PEOPX vs. DGRO - Drawdown Comparison
The maximum PEOPX drawdown since its inception was -55.51%, 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. For additional features, visit the drawdowns tool.
Volatility
PEOPX vs. DGRO - Volatility Comparison
BNY Mellon S&P 500 Index Fund (PEOPX) has a higher volatility of 3.91% compared to iShares Core Dividend Growth ETF (DGRO) at 3.37%. 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.