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:
0.98
VOO:
1.98
DRTHX:
1.33
VOO:
2.65
DRTHX:
1.19
VOO:
1.36
DRTHX:
0.94
VOO:
2.98
DRTHX:
3.67
VOO:
12.44
DRTHX:
4.10%
VOO:
2.02%
DRTHX:
15.35%
VOO:
12.69%
DRTHX:
-65.83%
VOO:
-33.99%
DRTHX:
-7.21%
VOO:
0.00%
Returns By Period
In the year-to-date period, DRTHX achieves a 3.53% return, which is significantly lower than VOO's 4.06% return. Over the past 10 years, DRTHX has underperformed VOO with an annualized return of 3.83%, while VOO has yielded a comparatively higher 13.25% annualized return.
DRTHX
3.53%
0.25%
0.86%
13.91%
6.84%
3.83%
VOO
4.06%
2.04%
9.70%
23.75%
14.34%
13.25%
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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 0.32%, less than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DRTHX BNY Mellon Sustainable U.S. Equity Fund | 0.32% | 0.33% | 0.70% | 0.65% | 0.54% | 0.76% | 1.17% | 1.88% | 1.18% | 1.09% | 1.09% | 0.91% |
VOO Vanguard S&P 500 ETF | 1.20% | 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) has a higher volatility of 4.34% compared to Vanguard S&P 500 ETF (VOO) at 3.13%. This indicates that DRTHX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.