PESPX vs. PEOPX
Compare and contrast key facts about BNY Mellon MidCap Index Fund (PESPX) and BNY Mellon S&P 500 Index Fund (PEOPX).
PESPX is managed by BNY Mellon. It was launched on Jun 29, 1998. 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.
Performance
PESPX vs. PEOPX - Performance Comparison
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PESPX vs. PEOPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PESPX BNY Mellon MidCap Index Fund | -0.48% | 6.90% | 11.88% | 14.75% | -13.67% | 24.34% | 13.30% | 40.74% | -10.55% | 15.99% |
PEOPX BNY Mellon S&P 500 Index Fund | -7.16% | 17.33% | 24.50% | 25.78% | -18.67% | 28.25% | 17.83% | 30.96% | -6.01% | 21.26% |
Returns By Period
In the year-to-date period, PESPX achieves a -0.48% return, which is significantly higher than PEOPX's -7.16% return. Over the past 10 years, PESPX has underperformed PEOPX with an annualized return of 9.84%, while PEOPX has yielded a comparatively higher 13.08% annualized return.
PESPX
- 1D
- -0.81%
- 1M
- -8.05%
- YTD
- -0.48%
- 6M
- 0.99%
- 1Y
- 13.46%
- 3Y*
- 9.62%
- 5Y*
- 5.28%
- 10Y*
- 9.84%
PEOPX
- 1D
- -0.40%
- 1M
- -7.72%
- YTD
- -7.16%
- 6M
- -4.79%
- 1Y
- 13.93%
- 3Y*
- 16.69%
- 5Y*
- 10.90%
- 10Y*
- 13.08%
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PESPX vs. PEOPX - Expense Ratio Comparison
Both PESPX and PEOPX have an expense ratio of 0.50%.
Return for Risk
PESPX vs. PEOPX — Risk / Return Rank
PESPX
PEOPX
PESPX vs. PEOPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon MidCap Index Fund (PESPX) and BNY Mellon S&P 500 Index Fund (PEOPX). 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.
| PESPX | PEOPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.66 | 0.81 | -0.15 |
Sortino ratioReturn per unit of downside risk | 1.07 | 1.26 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.19 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.82 | 1.02 | -0.19 |
Martin ratioReturn relative to average drawdown | 3.56 | 4.91 | -1.35 |
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
| PESPX | PEOPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.66 | 0.81 | -0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.65 | -0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.46 | 0.73 | -0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.46 | -0.19 |
Correlation
The correlation between PESPX and PEOPX is 0.89, 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
PESPX vs. PEOPX - Dividend Comparison
PESPX's dividend yield for the trailing twelve months is around 12.30%, more than PEOPX's 11.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PESPX BNY Mellon MidCap Index Fund | 12.30% | 12.24% | 11.73% | 8.19% | 16.04% | 15.10% | 11.21% | 21.60% | 14.61% | 9.22% | 1.09% | 1.34% |
PEOPX BNY Mellon S&P 500 Index Fund | 11.15% | 10.35% | 10.38% | 7.35% | 11.78% | 12.89% | 11.94% | 14.37% | 14.75% | 9.21% | 10.90% | 7.81% |
Drawdowns
PESPX vs. PEOPX - Drawdown Comparison
The maximum PESPX drawdown since its inception was -61.56%, which is greater than PEOPX's maximum drawdown of -57.45%. Use the drawdown chart below to compare losses from any high point for PESPX and PEOPX.
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Drawdown Indicators
| PESPX | PEOPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.56% | -57.45% | -4.11% |
Max Drawdown (1Y)Largest decline over 1 year | -14.12% | -12.13% | -1.99% |
Max Drawdown (5Y)Largest decline over 5 years | -25.18% | -24.79% | -0.39% |
Max Drawdown (10Y)Largest decline over 10 years | -42.09% | -33.85% | -8.24% |
Current DrawdownCurrent decline from peak | -8.86% | -8.97% | +0.11% |
Average DrawdownAverage peak-to-trough decline | -10.45% | -10.56% | +0.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.26% | 2.51% | +0.75% |
Volatility
PESPX vs. PEOPX - Volatility Comparison
BNY Mellon MidCap Index Fund (PESPX) has a higher volatility of 5.76% compared to BNY Mellon S&P 500 Index Fund (PEOPX) at 4.24%. This indicates that PESPX's price experiences larger fluctuations and is considered to be riskier than PEOPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PESPX | PEOPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.76% | 4.24% | +1.52% |
Volatility (6M)Calculated over the trailing 6-month period | 11.49% | 9.08% | +2.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.84% | 18.13% | +2.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.63% | 16.88% | +2.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.54% | 17.93% | +3.61% |