DRTHX vs. VOO
Compare and contrast key facts about BNY Mellon Sustainable U.S. Equity Fund (DRTHX) and Vanguard S&P 500 ETF (VOO).
DRTHX is managed by BNY Mellon. It was launched on Mar 29, 1972. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DRTHX or VOO.
Correlation
The correlation between DRTHX and VOO is 0.96, 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
DRTHX vs. VOO - Performance Comparison
Key characteristics
DRTHX:
0.13
VOO:
0.63
DRTHX:
0.33
VOO:
1.00
DRTHX:
1.05
VOO:
1.15
DRTHX:
0.11
VOO:
0.65
DRTHX:
0.33
VOO:
2.54
DRTHX:
8.61%
VOO:
4.78%
DRTHX:
21.54%
VOO:
19.12%
DRTHX:
-65.83%
VOO:
-33.99%
DRTHX:
-14.66%
VOO:
-8.57%
Returns By Period
In the year-to-date period, DRTHX achieves a -4.79% return, which is significantly lower than VOO's -4.35% return. Over the past 10 years, DRTHX has underperformed VOO with an annualized return of 3.01%, while VOO has yielded a comparatively higher 12.23% annualized return.
DRTHX
-4.79%
12.86%
-10.67%
-0.42%
7.86%
3.01%
VOO
-4.35%
10.32%
-2.47%
9.64%
16.03%
12.23%
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DRTHX vs. VOO - Expense Ratio Comparison
DRTHX has a 0.74% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
DRTHX vs. VOO — Risk-Adjusted Performance Rank
DRTHX
VOO
DRTHX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon Sustainable U.S. Equity Fund (DRTHX) and Vanguard S&P 500 ETF (VOO). 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
DRTHX vs. VOO - Dividend Comparison
DRTHX's dividend yield for the trailing twelve months is around 7.48%, more than VOO's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRTHX BNY Mellon Sustainable U.S. Equity Fund | 7.48% | 7.12% | 3.41% | 12.94% | 4.19% | 3.13% | 2.31% | 4.74% | 26.74% | 5.37% | 15.21% | 13.30% |
VOO Vanguard S&P 500 ETF | 1.36% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
DRTHX vs. VOO - Drawdown Comparison
The maximum DRTHX drawdown since its inception was -65.83%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for DRTHX and VOO. For additional features, visit the drawdowns tool.
Volatility
DRTHX vs. VOO - Volatility Comparison
BNY Mellon Sustainable U.S. Equity Fund (DRTHX) and Vanguard S&P 500 ETF (VOO) have volatilities of 11.73% and 11.27%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.