PEOPX vs. DRTHX
Compare and contrast key facts about BNY Mellon S&P 500 Index Fund (PEOPX) and BNY Mellon Sustainable U.S. Equity Fund (DRTHX).
PEOPX is a passively managed fund by BNY Mellon that tracks the performance of the S&P 500 Index. It was launched on Jan 2, 1990. DRTHX is managed by BNY Mellon. It was launched on Mar 29, 1972.
Performance
PEOPX vs. DRTHX - Performance Comparison
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PEOPX vs. DRTHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PEOPX BNY Mellon S&P 500 Index Fund | -4.45% | 17.33% | 24.50% | 25.78% | -18.67% | 28.25% | 17.83% | 30.96% | -6.01% | 21.26% |
DRTHX BNY Mellon Sustainable U.S. Equity Fund | -5.88% | 15.96% | 39.07% | 24.01% | -23.10% | 26.71% | 24.21% | 34.01% | -4.54% | 15.01% |
Returns By Period
In the year-to-date period, PEOPX achieves a -4.45% return, which is significantly higher than DRTHX's -5.88% return. Both investments have delivered pretty close results over the past 10 years, with PEOPX having a 13.41% annualized return and DRTHX not far ahead at 13.72%.
PEOPX
- 1D
- 2.92%
- 1M
- -5.07%
- YTD
- -4.45%
- 6M
- -2.34%
- 1Y
- 16.81%
- 3Y*
- 17.81%
- 5Y*
- 11.28%
- 10Y*
- 13.41%
DRTHX
- 1D
- 2.97%
- 1M
- -6.12%
- YTD
- -5.88%
- 6M
- -3.69%
- 1Y
- 16.76%
- 3Y*
- 21.08%
- 5Y*
- 11.56%
- 10Y*
- 13.72%
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PEOPX vs. DRTHX - Expense Ratio Comparison
PEOPX has a 0.50% expense ratio, which is lower than DRTHX's 0.74% expense ratio.
Return for Risk
PEOPX vs. DRTHX — Risk / Return Rank
PEOPX
DRTHX
PEOPX vs. DRTHX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BNY Mellon S&P 500 Index Fund (PEOPX) and BNY Mellon Sustainable U.S. Equity Fund (DRTHX). 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.
| PEOPX | DRTHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 0.91 | +0.03 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.42 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.20 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.48 | 1.49 | -0.01 |
Martin ratioReturn relative to average drawdown | 7.05 | 6.20 | +0.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PEOPX | DRTHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 0.91 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.63 | +0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.75 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.41 | +0.06 |
Correlation
The correlation between PEOPX and DRTHX is 0.94, 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.
Dividends
PEOPX vs. DRTHX - Dividend Comparison
PEOPX's dividend yield for the trailing twelve months is around 10.83%, less than DRTHX's 11.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEOPX BNY Mellon S&P 500 Index Fund | 10.83% | 10.35% | 10.38% | 7.35% | 11.78% | 12.89% | 11.94% | 14.37% | 14.75% | 9.21% | 10.90% | 7.81% |
DRTHX BNY Mellon Sustainable U.S. Equity Fund | 11.30% | 10.63% | 17.93% | 3.41% | 12.94% | 4.19% | 3.13% | 2.31% | 4.74% | 26.74% | 5.37% | 15.21% |
Drawdowns
PEOPX vs. DRTHX - Drawdown Comparison
The maximum PEOPX drawdown since its inception was -57.45%, smaller than the maximum DRTHX drawdown of -63.27%. Use the drawdown chart below to compare losses from any high point for PEOPX and DRTHX.
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Drawdown Indicators
| PEOPX | DRTHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.45% | -63.27% | +5.82% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -11.96% | -0.17% |
Max Drawdown (5Y)Largest decline over 5 years | -24.79% | -27.58% | +2.79% |
Max Drawdown (10Y)Largest decline over 10 years | -33.85% | -31.34% | -2.51% |
Current DrawdownCurrent decline from peak | -6.32% | -8.01% | +1.69% |
Average DrawdownAverage peak-to-trough decline | -10.56% | -17.45% | +6.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 2.86% | -0.32% |
Volatility
PEOPX vs. DRTHX - Volatility Comparison
The current volatility for BNY Mellon S&P 500 Index Fund (PEOPX) is 5.34%, while BNY Mellon Sustainable U.S. Equity Fund (DRTHX) has a volatility of 5.68%. This indicates that PEOPX experiences smaller price fluctuations and is considered to be less risky than DRTHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEOPX | DRTHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.34% | 5.68% | -0.34% |
Volatility (6M)Calculated over the trailing 6-month period | 9.53% | 10.25% | -0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.32% | 19.13% | -0.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.92% | 18.59% | -1.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.95% | 18.42% | -0.47% |