DWS Equity 500 Index Fund (BTIIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BTIIX
BTIIX charges 0.20% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among BTIIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | BTIIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 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 2, 2016 | BTIIX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | Sep 17, 2014 | BTIIX vs SSSYX |
Best Risk-Adjusted Alternatives to BTIIX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | BTIIX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | BTIIX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | BTIIX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | BTIIX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | BTIIX vs DHAMX |
Top Performing BTIIX Alternatives (YTD)
BTIIX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | BTIIX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | BTIIX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | BTIIX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | BTIIX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | BTIIX vs RCKSX |
Lowest Volatility Alternatives to BTIIX
BTIIX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | BTIIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | BTIIX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | BTIIX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | BTIIX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | BTIIX vs QUERX |
Lowest Drawdown Alternatives to BTIIX
BTIIX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | BTIIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | BTIIX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | BTIIX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | BTIIX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | BTIIX vs GQEIX |
Other Mutual Funds from DWS
Most popular DWS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| DWS RREEF Real Assets Fund - Class A | Diversified Portfolio | 81 | 8.59% | Jul 30, 2007 | BTIIX vs AAAAX | |
| DWS Science and Technology Fund | Technology Equities | 37 | -12.14% | Sep 6, 1948 | BTIIX vs KTCAX | |
| DWS RREEF Real Assets Fund | Global Allocation | 82 | 8.70% | Jul 29, 2007 | BTIIX vs AAAZX | |
| DWS Core Equity Fund | Large Cap Blend Equities | 40 | -7.39% | May 31, 1929 | BTIIX vs SCDGX | |
| DWS Emerging Markets Equity Fund | Emerging Markets Diversified | 65 | -1.44% | May 7, 1996 | BTIIX vs SEMGX | |
| DWS International Growth Fund | Foreign Large Cap Equities | 12 | -7.80% | Jul 22, 1986 | BTIIX vs SCOBX | |
| DWS CROCI International Fund | Foreign Large Cap Equities | 85 | 1.17% | Jun 17, 1953 | BTIIX vs SCINX | |
| DWS CROCI Equity Dividend Fd | Large Cap Value Equities | 10 | 1.39% | Mar 18, 1988 | BTIIX vs KDHAX | |
| DWS Capital Growth Fund | Large Cap Growth Equities | 9 | -14.32% | Jul 14, 2000 | BTIIX vs SCGSX | |
| DWS Global Macro Fund | Tactical Allocation | 73 | -1.25% | May 14, 1995 | BTIIX vs MGINX |
Often Compared With BTIIX
What investors most often compare with BTIIX, 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.