PEOPX
BNY Mellon S&P 500 Index Fund
1W: -3.2%
1M: -7.8%
3M: -8.0%
YTD: -7.4%
1Y: +3.9%
3Y: +47.3%
5Y: +53.6%
$59.05
+0.06 (+0.10%)
Weekly Expected Move ±2.0%
$55
$56
$57
$58
$59
ETF-Level Metrics
AUM$2.6B
Holdings502
Top 10 Wt39.6%
Beta1.00
% Profitable91%
Coverage98%
Portfolio Valuation
P/E274.0
P/B95.3
P/S66.6
EV/EBITDA22.0
P/FCF359.7
PEG8.73
Profitability & Returns
Gross Margin52.6%
Net Margin24.3%
ROE38.5%
ROA12.7%
ROIC32.7%
Div Yield1.16%
Leverage & Liquidity
Debt/Equity0.54
Debt/Assets0.19
Net Debt/EBITDA-0.0x
Interest Cov12.7x
Current Ratio1.18
Quick Ratio1.11
Growth (YoY)
Revenue+16.4%
Net Income+27.6%
EPS+32.8%
FCF+28.3%
EBITDA+25.3%
Rev CAGR 3Y+16.0%
Quality Scores
Piotroski F6.9
Altman Z16.00
IS Quality77.2
IS Overall63.3
IS Value45.2
Median P/E23.4
Sector Breakdown
12 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Technology | 80 | 39.1% | 14.0 |
| Financial Services | 70 | 12.4% | 17.0 |
| Consumer Cyclical | 50 | 10.3% | 33.9 |
| Healthcare | 60 | 8.8% | 25.6 |
| Industrials | 74 | 7.4% | 33.1 |
| Communication Services | 23 | 7.3% | 14.1 |
| Consumer Defensive | 37 | 4.6% | 14.8 |
| Energy | 23 | 2.8% | 23.3 |
| Utilities | 32 | 2.6% | 24.6 |
| Real Estate | 31 | 1.8% | 119.9 |
| Basic Materials | 22 | 1.5% | 1.6 |
| Other | 4 | 1.4% | — |
Smart Money Overlap
66 holdings with signals| Symbol | Company | Weight % | Signals | Badge | Insider Buys | Congress | Since Signal |
|---|---|---|---|---|---|---|---|
| AVGO | Broadcom Inc. | 2.94% | 4 | Bullish | 1 | 10 | -2.2% |
| META | Meta Platforms, Inc. | 2.38% | 4 | Bullish | 42 | 14 | -3.2% |
| JPM | JPMorgan Chase & Co. | 1.45% | 4 | Bullish | 14 | 9 | +0.2% |
| NFLX | Netflix, Inc. | 0.80% | 4 | Bullish | 71 | 13 | +3.2% |
| JNJ | Johnson & Johnson | 0.77% | 4 | Bullish | 12 | 2 | +0.4% |
| WMT | Walmart Inc. | 0.75% | 4 | Bullish | 22 | 3 | +1.2% |
| ABBV | AbbVie Inc. | 0.65% | 4 | Bullish | 15 | 1 | -4.0% |
| HD | The Home Depot, Inc. | 0.64% | 4 | Bullish | 11 | 11 | -3.3% |
| CSCO | Cisco Systems, Inc. | 0.49% | 4 | Bullish | 5 | 6 | +0.1% |
| IBM | International Business Machines Corporation | 0.48% | 4 | Bullish | 10 | 8 | +2.5% |
| RTX | RTX Corporation | 0.40% | 4 | Bullish | 18 | 3 | +0.2% |
| MRK | Merck & Co., Inc. | 0.36% | 4 | Bullish | 11 | 2 | +2.1% |
| DIS | The Walt Disney Company | 0.34% | 4 | Bullish | 29 | 3 | +0.3% |
| C | Citigroup Inc. | 0.31% | 4 | Bullish | 35 | 9 | -0.1% |
| T | AT&T Inc. | 0.30% | 4 | Bullish | 28 | 5 | -2.3% |
| INTC | Intel Corporation | 0.30% | 4 | Bullish | 2 | 2 | +10.5% |
| SCHW | The Charles Schwab Corporation | 0.27% | 4 | Bullish | 12 | 3 | +1.5% |
| GEV | GE Vernova Inc. | 0.27% | 4 | Bullish | 8 | 7 | +2.9% |
| PANW | Palo Alto Networks, Inc. | 0.25% | 4 | Bullish | 2 | 2 | +11.0% |
| PFE | Pfizer Inc. | 0.24% | 4 | Bullish | 11 | 2 | +6.6% |
Showing 50 of 506 holdings
· Page 1 of 11
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | NVIDIA Corp | NVDA | 8.35% | $218.8M | 1,080,789 | 35.9 | $4.3T | Technology |
| 2 | Apple Inc | AAPL.NE | 6.78% | $177.7M | 657,349 | 32.0 | $5.1T | Technology |
| 3 | Microsoft Corp | MSFT | 6.50% | $170.5M | 329,249 | 23.3 | $2.8T | Technology |
| 4 | Amazon.com Inc | AMZN | 4.00% | $105.0M | 429,882 | 28.9 | $2.3T | Consumer Cyclical |
| 5 | Broadcom Inc | AVGO | 2.94% | $77.0M | 208,338 | 59.7 | $1.5T | Technology |
| 6 | Alphabet Inc | GOOGL.SW | 2.76% | $72.5M | 257,662 | 27.0 | $2.9T | Technology |
| 7 | Meta Platforms Inc | META | 2.38% | $62.3M | 96,073 | 24.0 | $1.4T | Communication Services |
| 8 | Alphabet Inc | GOOG | 2.22% | $58.3M | 206,847 | 27.0 | $3.6T | Communication Services |
| 9 | Tesla Inc | TSLA | 2.16% | $56.7M | 124,297 | 307.1 | $1.4T | Consumer Cyclical |
| 10 | Berkshire Hathaway Inc | BRK-B | 1.48% | $38.8M | 81,225 | 15.4 | $1.0T | Financial Services |
| 11 | JPMorgan Chase & Co | JPM | 1.45% | $37.9M | 121,799 | 14.4 | $794.5B | Financial Services |
| 12 | DREYFUS INSTITUTIONAL PREFERRE Private | — | 1.33% | $34.9M | 34,914,917 | — | — | — |
| 13 | Eli Lilly & Co | LLY | 1.16% | $30.4M | 35,215 | 40.7 | $884.0B | Healthcare |
| 14 | Visa Inc | V.BA | 0.98% | $25.6M | 75,243 | 27.7 | $811.1T | Financial Services |
| 15 | Exxon Mobil Corp | XOM | 0.82% | $21.6M | 188,839 | 24.1 | $669.5B | Energy |
| 16 | Netflix Inc | NFLX | 0.80% | $21.1M | 18,822 | 38.0 | $418.1B | Communication Services |
| 17 | Palantir Technologies Inc | PLTR | 0.77% | $20.2M | 100,738 | 218.1 | $340.2B | Technology |
| 18 | Mastercard Inc | MA.BA | 0.77% | $20.2M | 36,565 | 29.6 | $631.0T | Financial Services |
| 19 | Johnson & Johnson | JNJ | 0.77% | $20.1M | 106,676 | 22.0 | $585.7B | Healthcare |
| 20 | Walmart Inc | WMT | 0.75% | $19.7M | 194,419 | 45.8 | $1.0T | Consumer Defensive |
| 21 | Oracle Corp | ORCL | 0.74% | $19.3M | 73,406 | 25.8 | $421.0B | Technology |
| 22 | Advanced Micro Devices Inc | AMD | 0.70% | $18.4M | 71,883 | 81.8 | $354.6B | Technology |
| 23 | Costco Wholesale Corp | COST | 0.68% | $17.9M | 19,644 | 52.7 | $450.3B | Consumer Defensive |
| 24 | AbbVie Inc | ABBV | 0.65% | $17.1M | 78,249 | 88.0 | $369.2B | Healthcare |
| 25 | Home Depot Inc/The | HD | 0.64% | $16.7M | 44,070 | 22.6 | $320.3B | Consumer Cyclical |
| 26 | Bank of America Corp | BAC | 0.62% | $16.1M | 301,841 | 11.9 | $354.4B | Financial Services |
| 27 | Procter & Gamble Co/The | PG | 0.60% | $15.6M | 103,754 | 21.1 | $334.4B | Consumer Defensive |
| 28 | General Electric Co | GEC.L | 0.55% | $14.5M | 46,972 | 34.5 | $259.9B | Industrials |
| 29 | UnitedHealth Group Inc | UNH.BA | 0.52% | $13.7M | 40,116 | 20.9 | $370.0T | Healthcare |
| 30 | Chevron Corp | CVX | 0.51% | $13.4M | 85,247 | 32.2 | $397.7B | Energy |
| 31 | Cisco Systems Inc | CSCO | 0.49% | $12.8M | 175,407 | 28.2 | $312.2B | Technology |
| 32 | IBM | IBM | 0.48% | $12.7M | 41,261 | 21.9 | $232.8B | Technology |
| 33 | Wells Fargo & Co | WFC | 0.47% | $12.3M | 141,895 | 12.0 | $248.7B | Financial Services |
| 34 | Caterpillar Inc | CAT | 0.46% | $12.0M | 20,751 | 37.7 | $335.6B | Industrials |
| 35 | Coca-Cola Co/The | KO | 0.45% | $11.8M | 171,566 | 25.2 | $330.0B | Consumer Defensive |
| 36 | Micron Technology Inc | MU | 0.42% | $11.1M | 49,571 | 17.1 | $413.0B | Technology |
| 37 | Salesforce Inc | CRM.NE | 0.42% | $11.0M | 42,346 | 23.5 | $230.2B | Technology |
| 38 | Goldman Sachs Group Inc/The | GS | 0.40% | $10.6M | 13,409 | 15.7 | $256.1B | Financial Services |
| 39 | RTX Corp | RTX | 0.40% | $10.6M | 59,273 | 39.2 | $263.4B | Industrials |
| 40 | Philip Morris International In | PMI.SW | 0.38% | $10.0M | 68,949 | 21.7 | $210.2B | Consumer Defensive |
| 41 | Abbott Laboratories | ABT.SW | 0.36% | $9.5M | 77,093 | 27.5 | $146.8B | Healthcare |
| 42 | Merck & Co Inc | MRK | 0.36% | $9.5M | 110,638 | 16.5 | $298.8B | Healthcare |
| 43 | Thermo Fisher Scientific Inc | TMO | 0.36% | $9.5M | 16,710 | 27.5 | $182.6B | Healthcare |
| 44 | McDonald's Corp | MCD | 0.36% | $9.4M | 31,609 | 25.6 | $219.2B | Consumer Cyclical |
| 45 | Walt Disney Co/The | DIS | 0.34% | $9.0M | 79,639 | 14.1 | $171.4B | Communication Services |
| 46 | Uber Technologies Inc | UBER | 0.34% | $8.9M | 92,373 | 14.8 | $147.9B | Technology |
| 47 | Lam Research Corp | LAR.DE | 0.34% | $8.9M | 56,372 | 44.3 | $97.2B | Technology |
| 48 | PepsiCo Inc | PEP | 0.34% | $8.9M | 60,643 | 26.1 | $214.6B | Consumer Defensive |
| 49 | Morgan Stanley | MS | 0.34% | $8.8M | 53,696 | 15.4 | $263.2B | Financial Services |
| 50 | Linde PLC | LIN.DE | 0.33% | $8.7M | 20,766 | 33.8 | $200.9B | Basic Materials |