DWS Equity 500 Index Fund (BTIIX) 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 BTIIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BTIIX
BTIIX charges 0.20% annually. There are 64 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 500 Index Fund Institutional Select Share... | 0.01% | — | — | BTIIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | BTIIX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | BTIIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | BTIIX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | BTIIX vs SSSYX |
Best Risk-Adjusted Alternatives to BTIIX
BTIIX has a PortfoliosLab risk / return rank of 65. There are 110 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 | BTIIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | BTIIX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | BTIIX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | BTIIX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | BTIIX vs IGIAX |
Top Performing BTIIX Alternatives (YTD)
BTIIX is at 9.70% YTD. There are 156 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 | BTIIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | BTIIX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | BTIIX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | BTIIX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | BTIIX vs FLVCX |
Lowest Volatility Alternatives to BTIIX
BTIIX has 12.49% 1-year volatility. There are 127 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 | BTIIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | BTIIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | BTIIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | BTIIX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | BTIIX vs FSUVX |
Lowest Drawdown Alternatives to BTIIX
BTIIX has a 1-year max drawdown of -8.93%. There are 161 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 | BTIIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | BTIIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | BTIIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | BTIIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | BTIIX vs QUERX |
Other Mutual Funds from DWS
The 10 most viewed DWS mutual funds shown here include AAAAX, KTCAX, SCDGX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| DWS RREEF Real Assets Fund - Class A | Diversified Portfolio | 36 | 8.59% | — | Jul 2007 | BTIIX vs AAAAX | |
| DWS Science and Technology Fund | Technology Equities | 60 | 25.26% | — | Sep 1948 | BTIIX vs KTCAX | |
| DWS Core Equity Fund | Large Cap Blend Equities | 58 | 9.23% | — | May 1929 | BTIIX vs SCDGX | |
| DWS RREEF Real Assets Fund | Global Allocation | 37 | 8.70% | — | Jul 2007 | BTIIX vs AAAZX | |
| DWS Emerging Markets Equity Fund | Emerging Markets Diversified | 86 | 37.85% | — | May 1996 | BTIIX vs SEMGX | |
| DWS International Growth Fund | Foreign Large Cap Equities | 18 | 8.51% | — | Jul 1986 | BTIIX vs SCOBX | |
| DWS Capital Growth Fund | Large Cap Growth Equities | 10 | 2.90% | — | Jul 2000 | BTIIX vs SCGSX | |
| DWS S&P 500 Index Fund | S&P 500 | 64 | 9.65% | — | Aug 1997 | BTIIX vs SCPIX | |
| DWS Global High Income Fund | High Yield Bonds | 75 | 1.59% | — | Mar 1998 | BTIIX vs MGHYX | |
| DWS CROCI International Fund | Foreign Large Cap Equities | 66 | 8.76% | — | Jun 1953 | BTIIX vs SCINX |
Often Compared With BTIIX
Investors most often compare BTIIX with BRK-B, MSFT, NANC. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare BTIIX with Any Fund or Stock
Compare BTIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BTIIX with funds that move differently
DWS Equity 500 Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BTIIX.
Explore BTIIX Diversifiers