PEOPX vs. VGSLX
Compare and contrast key facts about BNY Mellon S&P 500 Index Fund (PEOPX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX).
PEOPX is managed by BNY Mellon. It was launched on Jan 2, 1990. VGSLX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEOPX or VGSLX.
Key characteristics
| PEOPX | VGSLX | |
|---|---|---|
| YTD Return | 26.62% | 11.81% |
| 1Y Return | 31.06% | 33.51% |
| 3Y Return (Ann) | 0.16% | -0.66% |
| 5Y Return (Ann) | 4.56% | 4.90% |
| 10Y Return (Ann) | 3.15% | 6.10% |
| Sharpe Ratio | 2.24 | 1.83 |
| Sortino Ratio | 2.84 | 2.61 |
| Omega Ratio | 1.44 | 1.33 |
| Calmar Ratio | 1.26 | 1.01 |
| Martin Ratio | 11.61 | 7.08 |
| Ulcer Index | 2.59% | 4.43% |
| Daily Std Dev | 13.42% | 17.16% |
| Max Drawdown | -55.51% | -74.07% |
| Current Drawdown | -0.19% | -7.76% |
Correlation
The correlation between PEOPX and VGSLX is 0.65, 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.
Performance
PEOPX vs. VGSLX - Performance Comparison
In the year-to-date period, PEOPX achieves a 26.62% return, which is significantly higher than VGSLX's 11.81% return. Over the past 10 years, PEOPX has underperformed VGSLX with an annualized return of 3.15%, while VGSLX has yielded a comparatively higher 6.10% 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. VGSLX - Expense Ratio Comparison
PEOPX has a 0.50% expense ratio, which is higher than VGSLX's 0.12% expense ratio.
Risk-Adjusted Performance
PEOPX vs. VGSLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon S&P 500 Index Fund (PEOPX) and Vanguard Real Estate Index Fund Admiral Shares (VGSLX). 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. VGSLX - Dividend Comparison
PEOPX's dividend yield for the trailing twelve months is around 0.92%, less than VGSLX's 3.80% 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% |
VGSLX Vanguard Real Estate Index Fund Admiral Shares | 3.80% | 3.96% | 3.91% | 2.56% | 3.92% | 3.39% | 4.73% | 4.23% | 4.82% | 3.92% | 3.60% | 4.32% |
Drawdowns
PEOPX vs. VGSLX - Drawdown Comparison
The maximum PEOPX drawdown since its inception was -55.51%, smaller than the maximum VGSLX drawdown of -74.07%. Use the drawdown chart below to compare losses from any high point for PEOPX and VGSLX. For additional features, visit the drawdowns tool.
Volatility
PEOPX vs. VGSLX - Volatility Comparison
The current volatility for BNY Mellon S&P 500 Index Fund (PEOPX) is 3.91%, while Vanguard Real Estate Index Fund Admiral Shares (VGSLX) has a volatility of 5.25%. This indicates that PEOPX experiences smaller price fluctuations and is considered to be less risky than VGSLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.