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.
Performance
PEOPX vs. VOO - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with PEOPX having a 25.70% return and VOO slightly higher at 26.16%. Over the past 10 years, PEOPX has underperformed VOO with an annualized return of 2.92%, while VOO has yielded a comparatively higher 13.18% annualized return.
PEOPX
25.70%
1.74%
13.39%
24.04%
4.28%
2.92%
VOO
26.16%
1.77%
13.62%
32.33%
15.68%
13.18%
Key characteristics
| PEOPX | VOO | |
|---|---|---|
| Sharpe Ratio | 1.85 | 2.70 |
| Sortino Ratio | 2.37 | 3.60 |
| Omega Ratio | 1.36 | 1.50 |
| Calmar Ratio | 1.09 | 3.90 |
| Martin Ratio | 9.45 | 17.65 |
| Ulcer Index | 2.60% | 1.86% |
| Daily Std Dev | 13.28% | 12.19% |
| Max Drawdown | -55.51% | -33.99% |
| Current Drawdown | -0.92% | -0.86% |
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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.
Correlation
The correlation between PEOPX and VOO is 0.98, 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.
Risk-Adjusted Performance
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.
Dividends
PEOPX vs. VOO - Dividend Comparison
PEOPX's dividend yield for the trailing twelve months is around 0.93%, less than VOO's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEOPX BNY Mellon S&P 500 Index Fund | 0.93% | 1.17% | 1.42% | 0.97% | 1.42% | 1.68% | 1.92% | 1.60% | 1.86% | 1.79% | 1.61% | 1.51% |
VOO Vanguard S&P 500 ETF | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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.
Volatility
PEOPX vs. VOO - Volatility Comparison
BNY Mellon S&P 500 Index Fund (PEOPX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.95% and 3.99%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.