SSETX vs. VFIAX
Compare and contrast key facts about BNY Mellon Small Cap Growth Fund (SSETX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
SSETX is managed by Dreyfus. It was launched on Dec 23, 1996. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSETX or VFIAX.
Key characteristics
| SSETX | VFIAX | |
|---|---|---|
| YTD Return | 6.61% | 19.30% |
| 1Y Return | 14.37% | 28.33% |
| 3Y Return (Ann) | -6.33% | 10.01% |
| 5Y Return (Ann) | 8.97% | 15.22% |
| 10Y Return (Ann) | 10.63% | 12.89% |
| Sharpe Ratio | 0.69 | 2.24 |
| Daily Std Dev | 19.82% | 12.70% |
| Max Drawdown | -75.60% | -55.20% |
| Current Drawdown | -27.81% | -0.33% |
Correlation
The correlation between SSETX and VFIAX is 0.83, 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
SSETX vs. VFIAX - Performance Comparison
In the year-to-date period, SSETX achieves a 6.61% return, which is significantly lower than VFIAX's 19.30% return. Over the past 10 years, SSETX has underperformed VFIAX with an annualized return of 10.63%, while VFIAX has yielded a comparatively higher 12.89% 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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SSETX vs. VFIAX - Expense Ratio Comparison
SSETX has a 1.00% expense ratio, which is higher than VFIAX's 0.04% expense ratio.
Risk-Adjusted Performance
SSETX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Small Cap Growth Fund (SSETX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
SSETX vs. VFIAX - Dividend Comparison
SSETX has not paid dividends to shareholders, while VFIAX's dividend yield for the trailing twelve months is around 1.27%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSETX BNY Mellon Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 15.90% | 4.10% | 0.00% | 17.72% | 14.52% | 15.07% | 32.84% | 57.48% | 34.54% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.27% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
SSETX vs. VFIAX - Drawdown Comparison
The maximum SSETX drawdown since its inception was -75.60%, which is greater than VFIAX's maximum drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for SSETX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
SSETX vs. VFIAX - Volatility Comparison
BNY Mellon Small Cap Growth Fund (SSETX) has a higher volatility of 6.15% compared to Vanguard 500 Index Fund Admiral Shares (VFIAX) at 4.08%. This indicates that SSETX's price experiences larger fluctuations and is considered to be riskier than VFIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.