PEOPX vs. VOO
Compare and contrast key facts about BNY Mellon S&P 500 Index Fund (PEOPX) and Vanguard S&P 500 ETF (VOO).
PEOPX is managed by BNY Mellon. It was launched on Jan 2, 1990. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEOPX or VOO.
Correlation
The correlation between PEOPX and VOO is 0.99, 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. VOO - Performance Comparison
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Key characteristics
PEOPX:
0.14
VOO:
0.72
PEOPX:
0.44
VOO:
1.20
PEOPX:
1.07
VOO:
1.18
PEOPX:
0.19
VOO:
0.81
PEOPX:
0.53
VOO:
3.09
PEOPX:
8.72%
VOO:
4.88%
PEOPX:
21.21%
VOO:
19.37%
PEOPX:
-55.51%
VOO:
-33.99%
PEOPX:
-10.73%
VOO:
-2.75%
Returns By Period
In the year-to-date period, PEOPX achieves a 0.92% return, which is significantly lower than VOO's 1.73% return. Over the past 10 years, PEOPX has underperformed VOO with an annualized return of 2.17%, while VOO has yielded a comparatively higher 12.85% annualized return.
PEOPX
0.92%
12.24%
-7.34%
3.10%
6.51%
2.17%
VOO
1.73%
13.04%
2.12%
13.91%
17.57%
12.85%
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PEOPX vs. VOO - Expense Ratio Comparison
PEOPX has a 0.50% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PEOPX vs. VOO — Risk-Adjusted Performance Rank
PEOPX
VOO
PEOPX vs. VOO - 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 S&P 500 ETF (VOO). 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.
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Dividends
PEOPX vs. VOO - Dividend Comparison
PEOPX's dividend yield for the trailing twelve months is around 0.97%, less than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEOPX BNY Mellon S&P 500 Index Fund | 0.97% | 0.98% | 1.17% | 1.42% | 0.97% | 1.42% | 1.68% | 1.92% | 1.60% | 1.86% | 1.79% | 1.61% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
PEOPX vs. VOO - Drawdown Comparison
The maximum PEOPX drawdown since its inception was -55.51%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PEOPX and VOO. For additional features, visit the drawdowns tool.
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Volatility
PEOPX vs. VOO - Volatility Comparison
BNY Mellon S&P 500 Index Fund (PEOPX) has a higher volatility of 6.16% compared to Vanguard S&P 500 ETF (VOO) at 5.49%. This indicates that PEOPX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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