BNY Mellon Sustainable U.S. Equity Fund (DRTHX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to DRTHX
DRTHX charges 0.74% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among DRTHX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | DRTHX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | DRTHX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | DRTHX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | DRTHX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | DRTHX vs SSSYX |
Best Risk-Adjusted Alternatives to DRTHX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | DRTHX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | DRTHX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | DRTHX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | DRTHX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | DRTHX vs DHAMX |
Top Performing DRTHX Alternatives (YTD)
DRTHX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | DRTHX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | DRTHX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | DRTHX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | DRTHX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | DRTHX vs RCKSX |
Lowest Volatility Alternatives to DRTHX
DRTHX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | DRTHX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | DRTHX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | DRTHX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | DRTHX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | DRTHX vs QUERX |
Lowest Drawdown Alternatives to DRTHX
DRTHX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | DRTHX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | DRTHX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | DRTHX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | DRTHX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | DRTHX vs GQEIX |
Other Mutual Funds from BNY Mellon
Most popular BNY Mellon mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| BNY Mellon Large Cap Securities Fund | Large Cap Growth Equities | 35 | -9.64% | May 24, 1951 | DRTHX vs DREVX | |
| BNY Mellon S&P 500 Index Fund | S&P 500 | 43 | -7.16% | Jan 2, 1990 | DRTHX vs PEOPX | |
| BNY Mellon Dynamic Value Fund | Large Cap Value Equities | 52 | 0.06% | Sep 29, 1995 | DRTHX vs DAGVX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | S&P 500 | 45 | -7.09% | Sep 30, 1993 | DRTHX vs DSPIX | |
| BNY Mellon Global Real Return Fund - Class I | Tactical Allocation | 74 | 1.51% | May 12, 2010 | DRTHX vs DRRIX | |
| BNY Mellon Natural Resources Fund Class A | Energy Equities | 86 | 22.63% | Oct 31, 2003 | DRTHX vs DNLAX | |
| BNY Mellon Smallcap Stock Index Fund | Small Cap Blend Equities | 36 | 0.59% | Jun 30, 1997 | DRTHX vs DISSX | |
| BNY Mellon Dynamic Value Fund Class I | Large Cap Value Equities | 53 | 0.14% | May 31, 2001 | DRTHX vs DRGVX | |
| BNY Mellon Small/Mid Cap Growth Fund Class Y | Mid Cap Growth Equities | 19 | -8.30% | Jun 1, 2013 | DRTHX vs DBMYX | |
| BNY Mellon Technology Growth Fund | Technology Equities | 44 | -11.55% | Oct 12, 1997 | DRTHX vs DTGRX |
Often Compared With DRTHX
What investors most often compare with DRTHX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Fund Admiral Shares | Large Cap Growth Equities | 26 | -13.83% | Nov 13, 2000 | DRTHX vs VIGAX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | DRTHX vs VOO |
Compare DRTHX with Any Fund or Stock
Compare DRTHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.