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 220 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 Total Stock Market Index Fund Institution... | 0.01% | — | Jun 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 2016 | DRTHX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | DRTHX vs SSSYX |
Best Risk-Adjusted Alternatives to DRTHX
DRTHX has a PortfoliosLab risk / return rank of 41. There are 280 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | DRTHX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | DRTHX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | DRTHX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | DRTHX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | DRTHX vs IGIAX |
Top Performing DRTHX Alternatives (YTD)
DRTHX is at 8.14% YTD. There are 249 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | DRTHX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | DRTHX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | DRTHX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | DRTHX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | DRTHX vs FLVCX |
Lowest Volatility Alternatives to DRTHX
DRTHX has 13.63% 1-year volatility. There are 312 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | DRTHX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | DRTHX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | DRTHX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | DRTHX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | DRTHX vs FSUVX |
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 -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | 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, PEOPX, DAGVX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BNY Mellon Large Cap Securities Fund | Large Cap Growth Equities | 35 | 7.10% | — | May 1951 | DRTHX vs DREVX | |
| BNY Mellon S&P 500 Index Fund | S&P 500 | 62 | 9.54% | — | Jan 1990 | DRTHX vs PEOPX | |
| BNY Mellon Dynamic Value Fund | Large Cap Value Equities | 83 | 15.61% | — | Sep 1995 | DRTHX vs DAGVX | |
| BNY Mellon Institutional S&P 500 Stock Index Fund | S&P 500 | 65 | 9.69% | — | Sep 1993 | DRTHX vs DSPIX | |
| BNY Mellon Dynamic Value Fund Class I | Large Cap Value Equities | 83 | 15.75% | — | May 2001 | DRTHX vs DRGVX | |
| BNY Mellon Natural Resources Fund Class A | Energy Equities | 61 | 18.41% | — | Oct 2003 | DRTHX vs DNLAX | |
| BNY Mellon Smallcap Stock Index Fund | Small Cap Blend Equities | 66 | 19.54% | — | Jun 1997 | DRTHX vs DISSX | |
| BNY Mellon Global Real Return Fund - Class I | Tactical Allocation | 76 | 6.21% | — | May 2010 | DRTHX vs DRRIX | |
| BNY Mellon Small/Mid Cap Growth Fund Class Y | Mid Cap Growth Equities | 16 | 12.61% | — | Jun 2013 | DRTHX vs DBMYX | |
| BNY Mellon Active MidCap Fund | Mid Cap Blend Equities | 54 | 13.68% | — | Jan 1985 | DRTHX vs DNLDX |
Often Compared With DRTHX
Investors most often compare DRTHX with VIGAX, VOO, DTGRX. These 20 comparison targets span 6 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