BNY Mellon Sustainable U.S. Equity Fund (DRTHX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DRTHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to DRTHX
DRTHX charges 0.74% annually. There are 221 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | DRTHX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | DRTHX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | DRTHX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | DRTHX vs FLCPX | |
| Vanguard Institutional Index Fund Institutional Pl... | 0.02% | 355.20B | Jul 1997 | DRTHX vs VIIIX |
Best Risk-Adjusted Alternatives to DRTHX
DRTHX has a PortfoliosLab risk / return rank of 34. There are 303 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | DRTHX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 93 | 17.20B | Dec 2004 | DRTHX vs VPCCX | |
| Pin Oak Equity | 92 | — | Aug 1992 | DRTHX vs POGSX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | DRTHX vs VPMAX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 90 | — | Feb 2004 | DRTHX vs GTLOX |
Top Performing DRTHX Alternatives (YTD)
DRTHX is at 8.20% YTD. There are 310 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 28.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 28.68% | 17.20B | Dec 2004 | DRTHX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 27.40% | — | Nov 2004 | DRTHX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.40% | — | Jan 1995 | DRTHX vs IGIAX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.12% | 92.00B | Nov 2001 | DRTHX vs VPMAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.23% | — | Dec 2015 | DRTHX vs RESGX |
Lowest Volatility Alternatives to DRTHX
DRTHX has 13.73% 1-year volatility. There are 311 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.22% | — | Mar 2021 | DRTHX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | DRTHX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.26% | — | Jul 2012 | DRTHX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.28% | — | Jul 2012 | DRTHX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.70% | — | Aug 2018 | DRTHX vs JEPIX |
Lowest Drawdown Alternatives to DRTHX
DRTHX has a 1-year max drawdown of -10.66%. There are 306 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | DRTHX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | DRTHX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | DRTHX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | DRTHX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | DRTHX vs QUERX |
Other Mutual Funds from BNY Mellon
The 10 most viewed BNY Mellon mutual funds shown here include DREVX, DAGVX, PEOPX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BNY Mellon Large Cap Securities Fund | Large Cap Growth Equities | 32 | 8.05% | — | May 1951 | DRTHX vs DREVX | |
| BNY Mellon Dynamic Value Fund | Large Cap Value Equities | 83 | 16.65% | — | Sep 1995 | DRTHX vs DAGVX | |
| BNY Mellon S&P 500 Index Fund | S&P 500 | 62 | 11.08% | — | Jan 1990 | DRTHX vs PEOPX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | S&P 500 | 65 | 11.25% | — | Sep 1993 | DRTHX vs DSPIX | |
| BNY Mellon Dynamic Value Fund Class I | Large Cap Value Equities | 84 | 16.83% | — | May 2001 | DRTHX vs DRGVX | |
| BNY Mellon Natural Resources Fund Class A | Energy Equities | 51 | 16.02% | — | Oct 2003 | DRTHX vs DNLAX | |
| BNY Mellon Technology Growth Fund | Technology Equities | 59 | 28.44% | — | Oct 1997 | DRTHX vs DTGRX | |
| BNY Mellon Smallcap Stock Index Fund | Small Cap Blend Equities | 65 | 21.34% | — | Jun 1997 | DRTHX vs DISSX | |
| BNY Mellon Global Real Return Fund - Class I | Tactical Allocation | 72 | 6.03% | — | May 2010 | DRTHX vs DRRIX | |
| BNY Mellon Small/Mid Cap Growth Fund Class Y | Mid Cap Growth Equities | 16 | 12.01% | — | Jun 2013 | DRTHX vs DBMYX |
Often Compared With DRTHX
Investors most often compare DRTHX with VIGAX, VOO, FNSTX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare DRTHX with Any Fund or Stock
Compare DRTHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DRTHX with funds that move differently
BNY Mellon Sustainable U.S. Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DRTHX.
Explore DRTHX Diversifiers