BTIIX vs. BRK-B
Compare and contrast key facts about DWS Equity 500 Index Fund (BTIIX) and Berkshire Hathaway Inc. (BRK-B).
BTIIX is managed by DWS. It was launched on Dec 31, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BTIIX or BRK-B.
Correlation
The correlation between BTIIX and BRK-B is 0.51, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BTIIX vs. BRK-B - Performance Comparison
Key characteristics
BTIIX:
0.48
BRK-B:
1.90
BTIIX:
0.64
BRK-B:
2.69
BTIIX:
1.14
BRK-B:
1.34
BTIIX:
0.52
BRK-B:
3.63
BTIIX:
3.07
BRK-B:
8.89
BTIIX:
2.98%
BRK-B:
3.10%
BTIIX:
19.01%
BRK-B:
14.48%
BTIIX:
-84.57%
BRK-B:
-53.86%
BTIIX:
-16.74%
BRK-B:
-6.19%
Returns By Period
In the year-to-date period, BTIIX achieves a 7.48% return, which is significantly lower than BRK-B's 27.07% return. Both investments have delivered pretty close results over the past 10 years, with BTIIX having a 12.15% annualized return and BRK-B not far behind at 11.59%.
BTIIX
7.48%
-14.25%
-6.74%
8.02%
10.97%
12.15%
BRK-B
27.07%
-3.33%
10.64%
27.25%
14.92%
11.59%
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Risk-Adjusted Performance
BTIIX vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Equity 500 Index Fund (BTIIX) and Berkshire Hathaway Inc. (BRK-B). 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
BTIIX vs. BRK-B - Dividend Comparison
BTIIX's dividend yield for the trailing twelve months is around 0.99%, while BRK-B has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTIIX DWS Equity 500 Index Fund | 0.99% | 1.67% | 1.63% | 1.36% | 1.66% | 1.73% | 2.18% | 1.80% | 2.00% | 1.68% | 1.90% | 1.77% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BTIIX vs. BRK-B - Drawdown Comparison
The maximum BTIIX drawdown since its inception was -84.57%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for BTIIX and BRK-B. For additional features, visit the drawdowns tool.
Volatility
BTIIX vs. BRK-B - Volatility Comparison
DWS Equity 500 Index Fund (BTIIX) has a higher volatility of 15.77% compared to Berkshire Hathaway Inc. (BRK-B) at 3.82%. This indicates that BTIIX's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.